Adam Dupuis Email and Phone Number

Responsible for Money Movement Operations for Commercial Real Estate Line of Business. Focus on stringent controls to improve and mitigate risk in line with industry and regulatory standards and policies. Lead line of business in all Risk and Control Self-Assessment activities as process and control owner. Spearhead all facets of process creation to support functional teams. Leader of team in multiple onshore and offshore locations.

In this job role, I am managing loan process for financial institutions such as banks, credit unions, and mortgage companies. Major Duties:Overseeing consumer and commercial loan, implementing staff training programs, providing appraisals on job expectation, developing latest controls to optimize overall processes in line with industry standards and policies by collaborating with risk and compliance department, administering all facets of process creation to support functional teams, and guiding team members through system of record changes.Key Accomplishments:• Directed and supervised bi-coastal teams servicing $11B commercial sales force and providing operational service from initial loan documentation to boarding of loans.• Contributed significantly towards relocation of operations from 100% in-office to 100% remote-work as well as lessened turnover from 350% to 20% year to year through strategic planning.Risk Self Assessments for Commercial Auto Operations:Analyzed each step of process to recognize which risks need to be prioritized for mitigation by understanding inherent risks as well as financial, customer, regulatory impacts as well as greatest occurrence. Developed and aligned effective and measurable controls to mitigate complex risks and communicated findings to top leadership.

During this tenure, I was asked for overseeing clients' financial circumstances and offering best-in-class financial recommendations. Major Duties:Cultivating/nurturing robust rapports with key clients, providing great service and expert financial advice pertaining to investment products, serving as mentor and Side-By-Side in-branch trainer to new premier bankers, managing client base through partner sources, top-notch service, and detailed strategy, meeting individual needs of clients, and preparing budget for clients to fulfil individual needs.Key Accomplishments:• Oversaw district in loan, investment, and fee growth for four consecutive years.• Maximized Client Retention rate by 110% by delivery exceptional customer services.• Created client base and used all resources to achieve customer requirements by coordinating with various partners.