Adam Lomeli Email & Phone Number

San Diego, California, United States

•Optimized $13M+ credit portfolio. Managed dealer-client relationships, fielding risk concerns and identifying growth opportunities.•Conducted loss mitigation activities such as inventory audits, financial statement audits, deal jacket audits, account analysis, and repossessions.

San Diego, California, United States

• Managed organizational development strategies and processes. Consistently assessed the operating needs of the organization. Created and implemented procedures, policies, and strategies that fulfilled and/or streamlined organizational goals.• Directed and evaluated the staff and operations of the Human Resources Department, Training Department, Administrative Department, and Respite Services Department. Each department supervisor reported directly to me. I managed the corporate staff (14), who managed about 900 in-home caregivers.• Directed a relocation to a larger office in Chula Vista, CA. I managed lease negotiations, construction planning, technology installation, vendor contracts, and logistics. • Developed and launched a new training department. Defined the department’s role, established policy and procedures, recruited, and trained new staff.• Proposed a satellite office expansion into the Northeast Market. Provided market analysis, profit feasibility, marketing plan, and production targets. The proposal was accepted by ownership.• Built and managed a SharePoint site to host employee policy and procedure documents (Formerly stored in a shared Windows file).• Prepared annual performance analytics and historical worksheets for the CEO and directors

San Diego, California, United States

• Responsible for increasing the branch’s net profit and mitigating losses (P&L).• Responsible for credit application pipeline management. • Handled HR matters for branch staff such as recruiting, training, performance evaluations, and recommendations. • Monitored branch activities, adhering to regulatory compliance (TILA, UDAAP, FCRA, OCC, SCRA, OFAC, FDCPA, ECOA) and internal audit criteria.• Oversaw collection activities and reduced our portfolio delinquency.• Served as an in-house underwriter for credit applications to arrive at approval or denial credit decisions.• Researched and resolved unperfected liens within our auto-secured portfolio, working with CA DMV

San Diego, California, United States

• Worked at 15 different branches between CA and AZ. Managed a branch of 42 team members.• Partnered with cross-business units to perform B2B outreach including the Wells Fargo at Work Benefit Program, Merchant Services, Payroll, Insurance, and Mortgage services.• Monitored branch compliance with Federal Regulations and internal controls such as BSA, USA Patriot Act, CIP, CDD, REG CC, and FCRA.• Oversaw day-to-day operations of all functions of the branch including cash management, security, opening/closing procedures, customer escalations, customer experience, conduct risk review, staffing, record keeping, confidential information management, and performance.

San Diego

Bachelor'S Degree, Industry And Economy

Master Of Business Administration - Mba, Business Administration And Management, General