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Beth Cartrette is a Retired. Colleagues describe her as "There are many exceptional financial and mortgage sales consultants that make the transition from a "front line" sales role into a consultant or technical role. There are very few that excel at the transition. Beth Cartrette in my opinion is one of a select few individuals that exceed every reasonable expectation for her role as a Business Systems Consultant. Her ability to understand, explain, and lead while retaining a sales focused mindset, sets her apart from other analysts and consultants. Beth's leadership by example and "never quit" attitude is well respected by her peers. I know that when I am working with Beth, every viable option will be explored and examined to give our sales and support teams the very best in options, performance, and support."
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Senior Product/Project Management Officer, Vp - Retired December 2023Wells Fargo Mar 2015 - Dec 2023San Francisco, California, UsOrchestrated a pioneering Wells Fargo/Apple API partnership, dramatically enhancing digital banking experiences.As VP, led digital transformation initiatives for customer-facing applications, automated banker and sales activities, and data operations, accelerating project delivery by 30% in first year.Onboarded and mentored new hires and transfers by letting them shadow me as I attended meetings, used technical tools, and held one-on-one coaching sessions specifically on their first new project.Delivered projects, new data, interfaces, schema, developed and tested content for release to internal users and business customers alike.Led 800-1200 hour Digital customer-impacted projects.First project manager assigned to a digital Agile project needing to be delivered via Agile framework in a <2-month timeframe. This was a government-mandated project with a strict deadline. This effort was the first Agile project (as opposed to Waterfall), kicking off the EPMO's required activities and management using our new framework. The project was 100% successful in meeting the deadline and delivering the needed system actions.Project teams, usually a minimum of 10-20 members, consisted of assigned/sponsoring business partner(s), System Architect(s), IT Developers, and Tableau Report Developers, Testers, In-Language Team, and Scrum Master.Worked in conjunction with EPMO governance team and supplied project aggregate information on time.Responsible for completing and uploading project documentation to archival storage locations. When managing a Waterfall project, responsible for forecasting and documenting team members and assigned budgets.Technical: MS Office Suite, (Outlook,, Project, PowerPoint, Excel, Project), Zoom, Concur, SharePoint, Waterfall, Agile SAFE, Visio, IBM Rational DOORS. -
Enterprise Business Systems Consultant, AvpWells Fargo Apr 2010 - May 2015San Francisco, California, UsStreamlined middleware services for over 90 system clients, improving technical documentation and web development efficiencies by 25%.Used IBM Rational DOORS for use cases, and Visio for visually documenting use case flow using the software and providing a visual specification for the IT Architects and Developers.Documented technical design specifications for web-development to deliver an array of middleware services, including customer profiles, customer appointments during Covid, product recommendations, alerts, sales promotions, and customer offers for internal business retail, wholesale clients, and additional lines of business.Technical: MS Office Suite, (Outlook, Project, PowerPoint, Excel, Project), Zoom, Concur, Waterfall, Visio, SharePoint, IBM Rational DOORS. -
Business Systems Senior Consultant, AvpWachovia Corp Jan 2004 - Apr 2010Charlotte, North Carolina, UsDrove a 40% reduction in paper-driven processes through automation, boosting mortgage operation efficiency and customer satifaction from POS through Fulfillment.Facilitated focus group sessions to identify strategies to address gaps, performed end-to-end automation analysis, and provided regular written and verbal communications to senior leadership, sponsors, stakeholders, corporate training design team, user acceptance testers, and pilot team.Technical: MS Office Suite (Word, Outlook, Project, PowerPoint, Excel, Project), SharePoint, Zoom, Concur, Agile Framework, Waterfall, Visio. -
Business Analyst, MboFirst Union National Bank Aug 1993 - Dec 1999UsInitiated the "Point-of-Sale discovery phase" for the corporate mortgage technology team, significantly enhancing sales strategies.Managed Residential Support Services' Private Investor/Secondary Marketing team using corporate human resources tools, advisors, hiring, managing, reviewing, and terminating employees as required.Acted as a Mortgage Sales Loan Officer, marketing portfolio of products, initiated applications and submitted credit, and completed application packages for assigned Fulfillment.Technical: MS Office Suite, (Word, Outlook, PowerPoint, Excel, Windows), Zoom, Concur. -
Southern Wake County Aging Services Coordinator (On-Site)Resources For Seniors Jul 1989 - Aug 1993Raleigh, Nc, UsFirst representative to be hired for net new position: Resources for Seniors for Southern Wake County.Technical: MS Office Suite (Word, Outlook, Excel, PowerPoint). -
College English Instructor - Adult Learning InstructorWake Technical Community College Aug 1988 - Jul 1991Raleigh, North Carolina, UsTaught evening basic English Prep Courses (For Credit) and Adult Learning (Not for Credit)Technical: MS Office Suite (Word, Outlook, Excel, PowerPoint) -
Educational Media Center CoordinatorNorth Carolina State University Sep 1986 - Aug 1988Raleigh, North Carolina, UsWriter and Office Administrator for the College of Agriculture and Life Sciences (CALS)'s EMC.Office produced all educational media used by faculty and marketing teams in the UniversityTechnical: MS Office Suite (Word, Outlook, Excel, PowerPoint), Apple MacIntosh, MacWrite, MacDraw. CALS.
Beth Cartrette Skills
Beth Cartrette Education Details
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Campbell UniversityBusiness Administration
Frequently Asked Questions about Beth Cartrette
What is Beth Cartrette's role at the current company?
Beth Cartrette's current role is Retired.
What is Beth Cartrette's email address?
Beth Cartrette's email address is be****@****hoo.com
What is Beth Cartrette's direct phone number?
Beth Cartrette's direct phone number is +191961*****
What schools did Beth Cartrette attend?
Beth Cartrette attended Campbell University.
What skills is Beth Cartrette known for?
Beth Cartrette has skills like Project Management, Analysis, Documentation, Process Improvement, Banking, Consulting, New Business Development, Coaching, Software Documentation, Training, Leadership, Crm.
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