Daniel Mckinnon Email & Phone Number

Georgia

Georgia, United States

Alpharetta, Georgia

Lead legacy Online Banking clients through end to end technical implementation projects for a wide range of digital banking products ranging from $10k to $2M in revenue. Some general responsibilities include assisting with client pipeline/road-map discussions, project presentations, product training/presentations, defining project scope and objectives, SOW creation, developing detailed work plans, milestones and schedules while meeting client expectations and managing internal revenue expectations. • Deep knowledge of Online Banking Portal and Mobile product architecture. Experience includes: implementing OLB environments, mobile environments, portal/mobile upgrades, Billpay, A2A, P2P, Credit Score SSO, Account Opening, Account Statements, Mobile Deposit, Cyber Security and many other SSO/API add-on integrations (both Fiserv and Third Party).• Experienced with full end-to-end project implementation process. This includes knowledge pre-sale efforts (scoping, SOW creation), project plan creation/execution, project deliverable/milestones, issue/risk resolution, project meetings/documentation, Cyber Security adherence and many other key project related duties.• Excellent client-relationship management and familiarity working bank/credit union C-Suite Executives. Deescalate critical situations that has potential to damage client relationships long term. Build long-term client loyalty. Visit clients on-site as needed. Participate in go-to-green initiatives to bring a client to reference-able status. Hold weekly cadence with clients to drive project execution. • Exceeded client satisfaction goals by maintaining over 95% positive review for project and individual satisfaction on VOC survey scores for projects. Consistently receive praise and positive call outs from clients regardless of project team or specific effort.

Beaverton, Oregon

• Exclusively managed a consumer lending portfolio valued at over $500 million in debt revenue• Successfully created and launched a variety of forbearance products that helped reduce debt write-off by nearly 15%• Documented requirements, scoped projects, and aligned capabilities with features of Genesis projects and initiatives • Collaborated with partners to design and implement new products including loan programs and forbearance offers • Worked with extended team in Operations, Risk, Compliance, Finance, UAT and IT to define processes, procedures and program enhancements• Resolved client issues and concerns effectively and efficiently• Managed multiple projects concurrently• Ensured that project deliverables met all audit, compliance, and legal objectives and/or requirements• Created and communicated project plan to evaluate concepts and enhance existing programs• Documented operational requirements• Identified scope, budget/cost, resources and time for future phases of product development• Solved problems, broke down barriers and led initiatives to get products to market quickly and efficiently

Beaverton, Oregon

• Responsible for the management of 50 direct reports including 4 operations supervisors.• Ensured that the business met all contractual service level agreements.• Worked across functions and acted as a critical resource in ensuring effective and compliant operations.• Worked directly with the program management team to support and implement initiatives supporting operational efficiency and processes.• Created and maintained effective reporting and analytics to measure operational performance variances.• Negotiated critical service issues with internal resources, to ensure productive outcomes.• Pushed forward adjustments to operational approach to meet new regulatory, cost reduction, revenue enhancement requirements.• Managed various projects in support of portfolio initiatives.• Measured and improved collections performance for the student lending portfolio.

• Planned, organized, and led day to day activities of the department's responsibilities.• Led weekly team meetings with management staff and individual one-on-one coaching sessions.• Directly managed 12 members of the management staff, coordinated floor-wide operations. impacting over 500 employees including: volume forecasting, staffing, managing work flow and utilization.• Maintained client relations with a Fortune 50 company which duties include: daily conference touch point calls, weekly slide deck presentations, quarterly and annual audits, all of the daily, weekly and monthly reporting.• Exclusively managed the maintenance support team for 28,000 kiosks located throughout the North Americas for our client, which duties included: assigning work orders, ordering and distributing parts, tracking parts, managing warehouse inventory, materials management, tracking and researching common repair issues, maintaining communication with field representatives, decreasing shrinkage, and ensuring kiosk safety compliance.• Traveled internationally to facilitate management training and process replication for one of our off-shore locations in the Philippines. Maintain client relations with a Fortune 50 company which duties include: daily conference touch point calls, weekly slide deck presentations, quarterly and annual audits, all of the daily, weekly and monthly reporting

• Provided support for our client; one of the leading tax software companies• Maintained constant client relations to help implement streamlined processes and improve support boundaries• Ensured quality control through monitoring and evaluating agents• Performed root cause analysis and detected software bugs for our client customers• Handled escalated work load for client customers• Constantly met high pressure deadlines to meet client expectations

Tigard, Oregon

• Directly managed a team of 5 people to handle day to day operations• Worked with an internal database to order vendor stock, operational supplies, and customer product• Managed and tracked over 100,000 pieces inventory by facilitating weekly audits• Located and shipped custom product orders for customers• Tracked incoming and outgoing product with Fed Ex tracking systems• Managed overstock inventory by optimizing shelf and storage space

Bachelor Of Arts (Ba), Business Administration And Management, General

Pmp