Anna Jamison Email & Phone Number

United States

United States

* Develop and execute a comprehensive strategy for nCino and Moody’s CreditLens, considering market trends, competitive landscape, and enterprise objectives* Lead the design and deployment of platforms ensuring alignment with organizational goals and industry best practices* Work closely with internal teams including product, commercial and specialty strategy, marketing, credit, risk, and operations to ensure seamless integration and adoption of platform solutions* Engage with key stakeholders to gather requirements, provide updates, and solicit feedback on platform initiatives* Identify potential risks and challenges associated with platform initiatives, and develop mitigation strategies to address them proactively* Provide leadership, guidance, and mentorship to platform development teams, fostering a culture of innovation, collaboration, and accountability

* Develop and execute nCino wholesale and retail origination transformation roadmap that aligns with enterprise-wide goals and objectives* Provide thought leadership by identifying strategic opportunities and risks to solve high-impact problems across multiple lines of business* Partner with key stakeholders to ensure that all system and program decisions positively impact banker and client experience* Drive collaboration and communication to ensure system adoption and ongoing best practices* Oversee program delivery including managing budget and talent resources* Steer project rollout and continuous improvement utilizing Agile methodology

* Lead all aspects of user success, including system onboarding, strategic adoption, effective learning strategy utilizations and cross-departmental engagement* Create and communicate internal change management and training materials to support successful product roll-out and user engagement* Provide leadership, coaching, and mentorship to a team of user support associates* Work closely with cross-functional teams to relay user needs, pain points, and training opportunities to drive project success* Collaborate with project sponsors and subject matter experts to gain detailed insight on learning requirements

* Directed, developed, and implemented program processes for bank-wide SBA PPP department with a portfolio of over 50,000 loans totaling over $5.7B* Worked hand-in-hand with marketing, communications, loan operations, legal, and customer experience teams to ensure smooth implementation of go-to models* Drove department strategic initiatives focused in the areas of customer experience and operational soundness* Developed, facilitated, and coordinated virtual training events, both bank-wide and department focused, including development of instructional materials (job aids, scripts, user guides)

* Directed the sales and operations at the highest producing and most profitable branch in the Louisiana Market, closing over $20MM in new loans annually* Trained and developed high-quality staff at three branches utilizing quarterly collaborative discussions that include action items and career goals* Enhanced strong relationships with all lines of business partners through bi-weekly roundtables with partners and staff, to discuss client relationships as well as staff career opportunities* Partnered daily with Commercial Relationship Manager to grow and maintain $100MM commercial loan portfolio and $200MM commercial deposit portfolioSenior relationship Banker* Established new customer relationships through outside calls and customer referrals* Grew and maintained multi-million-dollar loan pipeline* Deepened existing customer relationships by matching bank products with customer needs and delivering complete relationships to the bank* Led bi-weekly team huddles to coach tellers and bankers in cross-selling techniques and product knowledge* Built active partner alliances and community centers of influence to bring additional new business

* Established new customer relationships through outside calls and customer referrals* Grew and maintained multi-million-dollar loan pipeline* Deepened existing customer relationships by matching bank products with customer needs and delivering complete relationships to the bank* Led bi-weekly team huddles to coach tellers and bankers in cross-selling techniques and product knowledge* Built active partner alliances and community centers of influence to bring additional new business

* Created and sustained strong customer relationships through exceptional personal customer service* Drafted platform procedural guidelines for institution-wide use* Analyzed customers’ financial situation and educated them on beneficial bank products and services* Reviewed clients’ financial needs and supported them with referrals to appropriate bank business partners

* Evaluated each customer’s needs to identify and cross-sell relevant financial services* Initiated and maintained relationships with banking partners to maximize sales opportunities* Met and exceeded challenging sales and referral goals* Helped customers achieve financial goals by educating them on home loans and refinance opportunities* Used Series 6, 63, 65 and Life and Health Insurance licensing to promote varied financial solutions and to partner with Financial Advisors in strategizing for customer’s long-term financial planning