Bank of the West, San Ramon, CA• Supervised the Bank’s centralized GL Reconciliations team responsible for monitoring 28 thousand accounts• Streamlined reconciliation for all retail branches by leveraging SharePoint to allow each unit to monitor their un-reconciled entries, resulting in significantly low outstanding item counts• Acted as unit project owner for changing legacy US bond redemptions from paper to imaged transit items with the Federal Reserve resulting in annual savings of $200 thousand • Authored and revised internal procedures ensuring compliance with Bank internal controls and maintained top audit scores

* Supervised wire transfer operation and investigation teams responsible for processing $1 billion in daily transactions. * Designed, developed and implemented a customized wire transfer investigations management tool, which allows multiple users in different geographic locations to effectively provide team coverage for domestic and international cases. This initiative directly streamlined the disaster recovery process. The tool was immediately well received by staff because of its ease of use and the productivity enhancements it provided the individual user. * Championed the leveraging of unused functionality in legacy software. Implemented new processes and procedures utilizing OpenText RightFax to auto archive images in real time. This initiative resulted in productivity improvements by allowing multiple teams to access the information immediately upon receipt. In addition, enhanced risk mitigation was achieved thru automated redundant data storage and multi application image retrieval.

* Treasury Management Services – Client Services and Production Operations* Supported business clients with regards to cash management products including: Wire Transfer; ACH; Account Reconcilement; Positive Pay; Lockbox; etc.

* Managed the daily operations and budgetary planning for four distinct functional groups responsible for the custody and proper safekeeping of $3.1 billion in retirement account assets; these teams were Document Management, Asset Administration, Outgoing Transfers, and Account Distributions* Designed and implemented operational processes through the entire production cycle for: market valuation; account distributions; account transfers; and client tax reporting.* Championed work flow initiatives which resulted in the implementation of up-front document imaging and company wide document tracking * Led a safekeeping vault audit of assets held on premises which resulted in the identification and correction of 1,500 errors dating back to 1999* Created and implemented new production metrics used for strategic planning and responses to requests for proposals and quotes by other financial institutions

* Supervised 27 staff across three teams responsible for servicing commercial clients with respect to account reconciliation, remittance processing, and customer service* Ensured that procedural controls were in place and followed to mitigate risk, resulting in year-end savings of $4.2 million from fraudulent items* Facilitated training for conversion of legacy software to new, vendor supplied, account reconcilement application; maintained staff moral through difficult system transitions

Banking Center Manager II, Antioch CA (2003 – 2004)Senior Risk Control Specialist, Pleasant Hill, CA (2001 – 2003)Operations Project Analyst, Wire Transfer, Concord, CA (2000 – 2001)Operations Manager, Wire Transfer, Concord, CA (1998 – 2000)Operations Manager, OCR Lock-box, Atlanta, GA (1995 – 1998)Officer, Wire Transfer – Test Key and Investigations Concord, CA (1992 – 1995)