Annette Sweeney Email & Phone Number

Ramsey, Nj, Us

New Jersey, United States

Lead in Conversions and Implementations Organization for conversion and startup projects on Optis, FDR legacy system, for information technology and financial services company with assets of $84B. Worked directly with clients to determine scope of projects and to build out required products and services to support clients’ portfolios. ● Managed largest healthcare conversion project to convert 9MM HSA, FSA and commuter accounts from two prior processors.● Transferred small healthcare client from prior program manager to act as its own program manager, requiring white glove support.

Jacksonville, Fl (Remote Office)

For FinTech consulting company, provided guidance to clients with a product idea for a payment card to navigate through finding partners, negotiating contacts and implementing programs. Provided ongoing program management and compliance support after launch.

In family legal practice, responsible for customer experience and guiding clients through difficult life situations in bankruptcy and home foreclosure. Managed all financial matters including accounts payable, receivables, reconciliation of bank accounts, response to state audits, etc. Researched and selected new website vendor, enhanced website and web presence to reach prospective clients.

New Jersey

For regional bank with assets of $29.5B, managed areas of Bankcard operations related to $515MM international book of business serviced by 20 account officers. Directed projects to improve customer experience. • Improved customer experience by implementing online credit card payment website. • New initiatives included implementation of mobile wallet and instant issuance of debit cards in branches.• Oversaw conversion of Florida regional bank acquisitions: fee comparisons, conversion of debit cards from MasterCard to Visa, website analysis, direct support to remote account officers.

Hackensack, Nj

Redesigned procedures for bankruptcy filing and developed process to streamline loan modification product reducing approval time from months to an average of 3 days.

New York

Developed prepaid debit card product from ground up, including pricing and sales strategies, card design, Visa approval of program, marketing materials, website, hired staff and developed processes to support card, customers and branch system. Created and managed department to support prepaid and bank debit card operations for a small nationally chartered bank and financial services subsidiary.• Directed bank’s first venture into marketing a GPR card with rapid card growth, issuing over 75,000 cards in 3 years.• Cultivated vendor relationships and was lead point of contact with three core prepaid processors and Visa to approve, implement and oversee card programs.

Mba, Finance

Bba, Management