Amy L. Lodes Email & Phone Number

Tulum, Q.R., MX

Washington, DC, US

Colorado Springs, Colorado, US

• Developed, presented, and implemented yearly strategic marketing plans for the organization that included establishing a budget and outlining major branding and collateral initiatives for the institution.
• Drove a variety of business-to-business (B2B) campaigns for an array of departments including mortgage, wealth management, and business credit within the company.
• Individually managed the digital aspects of marketing for the organization, including social media scheduling and content creation across all platforms as well as working with 3rd party collaborators to execute web.
• Drafted press releases and other corporate communication as needed, leveraging media relationships to promote company news in the industry or locally as well as offering the bank as a resource for financial insights.
• Assumed additional outreach and communication responsibilities including planning events, most notably all associated promotional events for the opening of branches in two new markets.

Plano, Texas, US

• Maintained consultative relationships with nine credit unions and a bank, providing data-driven insights and software tools designed to deliver improvements in client onboarding and retention through marketing.
• Worked directly with key client stakeholders to develop individualized yearly marketing calendars and budgets, establishing goals for outreach and determining metrics needed to showcase return on investment.
• Developed and applied expertise in data analytics to inform strategic marketing decisions, prepare comprehensive reports, and effectively communicate performance with client stakeholders.
• Applied expertise in MCIF database management, CRM systems, and advanced Excel operations to streamline the tracking and planning of marketing programs and campaigns.

US

• Served as the sole Marketing Officer for the commercial bank with 14 locations, managing and allocating a budget for all marketing, outreach, and communication initiatives for the organization.
• Facilitated all merger and acquisition (M&A) communications throughout the purchase processes of a six-bank network in Colorado, unifying the organizations under one cohesive brand.
• Managed multiple key improvement projects with the assistance of external stakeholders, including the complete overhaul of the company website as well as the implementation of a content management system.

• Founded and operated independently as a consultant to commercial banks throughout California, Colorado, and New Mexico, serving as a subject matter expert regarding marketing, rebranding, and corporate communications.
• Collaborated directly with key client representatives to guide a comprehensive rebrand following a merger, revamping all aspects of the organization’s marketing collateral and web presence to meet new standards.

US

• Independently led all marketing, advertising, and public relations (PR) operations across multiple banking locations, a loan production office, a wealth management group, and a residential mortgage lending division.
• Navigated the organization through a significant rebranding initiative that included the development of new marketing collateral and signage to accompany a business name change.