Continuing Education

Part of a remote team of engineers responsible for set up, configuration , testing and training of nightly batch automation software (Automic, CA Technologies) for banks and credit unions.

Liaised with loan department management and technology department to resolve complex system issues within Fiserv Signature core. Tested releases to ensure minimal customer impact.

Met with key financial institution executives to evaluate organizational needs, create action plans, and project-manage implementation. Demonstrated expertise in core banking software, process automation, conversions and employee skills development.- Spearheaded strategy and executed process to archive 15+ years of loan documentation- Audited CRM for midsized bank with 30K customers and 150k accounts.- Instituted guidelines for merging duplicate customer information files and purging records in Fiserv core.- Developed new policies and procedures and trained staff to optimize system integrity.

Directed all aspects of information technology compliance, risk management, auditing, project management and support for progressive community bank. Ensured compliance with state and federal regulations as well as organizational best practices by developing bank wide policies and procedures. Strengthened shareholder relationships by reaching out regularly, facilitating seamless meetings, and presenting detailed information to stakeholders.♣ Guided business continuity and disaster recovery planning, new product expansion, web development, software implementation, mobile banking, and hardware installation.♣ Created comprehensive vendor management program and ensured timely delivery, configuration, and maintenance of devices, equipment, and systems.♣ Mitigated risk by coordinating internal and external audits, evaluating areas of risk and potential fraud, performing penetration tests and vulnerability assessments, and recommending security-enhancing improvements.

Promoted through multiple roles with increasing responsibility to build strong foundation for start-up bank. Progressed from Financial Services Representative to VP Operations in 14 months and then to Controller/Chief Financial Officer. Instrumental in generating initial funding of de novo bank, instituted financial controls, and drove all aspects of accounting, Information Technology and Human Resources ♣ Liaised with various accounting firms performing audits to ensure complete and accurate documentation, developed and implemented Bank Secrecy Act/AML/OFAC program.♣ Accelerated high level of proficiency throughout organization by leading training and development initiatives, coaching and mentoring diverse staff, and providing performance reviews.