Danielle E. Smith Email & Phone Number

Lake Elsinore, CA, US

San Francisco, CA, US

• Manages requests from business teams to enhance existing, or build new, deposit statements and notices. Documents within scope include savings/checking/money market /certain securities monthly statements, IRA.
• Performs data analysis and process design by analyzing data in CSV, excel, and XML formats to extrapolate key pieces of information needed to execute project expectations
• Coordinates the efforts of technical/non-technical staff and key business users
• Works with business teams to design and implement solutions for process and product improvements
• Engages business partners and subject matter experts to identify priorities and scope for business problems
• Collaborates with business teams to ensure timely and successful resolution to project issues

Irvine, California, US

• Directed a bank wide overhaul of the analysis process, fully automating statement generation. Assessed and implemented the pricing strategy for all client industries. Built and manage the Extended Account Analysis.
• Performed overall review of analysis process to identify business risks, areas needing reform, cost reduction opportunities, and income potential
• Led a company-wide project that identified, built and implemented cross functional pricing strategies for all client industries
• Integrated finance, wire room, core deposits and treasury management data to forge a centralized feedback loop
• Implemented a software platform to communicate real-time data to multiple audiences
• Transitioned analysis statements from manual to 100% automated bank-wide

Ontario, CA, US

• Managed the virtual escrow product, with a portfolio of over 125 clients, centralizing and streamlining the new account process for this client base. Worked with Product and Sales Department to automate 250+ Specialty.
• Managed end-to-end set up and monthly account analysis process for all department analyzed title, escrow, virtual escrow and property management clients
• Led account management for more than 125 accounts
• Facilitated the centralized preparation and account management process for new account packages and documents for the virtual escrow product
• Analyzed and monitored over 25 monthly and quarterly core reports, presenting findings and recommendations to Senior Management
• Guided 6 sales staff members in identifying and implementing key strategies to enhance the client services experience

• Facilitated client calls and problem resolution with colleague collaboration in various banking departments (treasury management, check verification, branch operations, etc.) Managed account analysis process for.
• Managed daily account maintenance functions with various internal departments
• Compiled, maintained and disseminated bank reports to colleagues and clients
• Conducted account research to facilitate the new account document preparation

San Francisco, CA, US

• Supported the Vault Operations Manager with scheduling, travel planning, and office administration functions.
• Maintained Manager’s schedule by arranging meetings, appointments and travel plans
• Performed daily, weekly and monthly reporting tasks that facilitated smooth vault operations

New York, US

• Worked in the shipping department processing orders for large chain clients.
• Processed, verified and shipped over 250 assigned cash orders daily, and prepared end-of-day balance total reports for shipping area
• Supported the Central Vault with daily vault cash balancing functions for all areas end of shift totals (shipping, receiving, and coin room)
• Facilitated cash order pick-up and drop-off schedule with armored carrier providers