Dan Marshman Email & Phone Number

Minneapolis, Mn, Us

Tukwila, Wa, Us

Project Leadership: Directs Project Managers in delivering complex, multi-business line projects, ensuring timely, within-scope, and on-budget completion.Budget Management: Oversees budget tracking and financial reconciliation, maintaining the financial health of all programs and projects.Scope Definition: Collaborates with Tech stakeholders to define project scope, gather requirements, and develop comprehensive project, budget, and resource plans.Risk and Issue Management: Manages risk, issues, and change resolution processes, providing expert advice and recommendations to senior leaders.Framework Development: Advances program, project, and product development frameworks (Waterfall, Agile), focusing on continuous improvement and stakeholder communication.Executive Reporting: Delivers reports to executive leaders to assess proposal values, project priorities, and ongoing risks and opportunities.Agile Advancement: Leads the progression of Agile frameworks within BECU, partnering with the Enterprise Agility team for continuous improvement.Organizational Change Management: Directs changes to EPMO initiatives, processes, policies, and standards.Coaching and Mentoring: Provides coaching, mentoring, and training within the department, conducts performance evaluations, and fosters team development.Critical Success Drivers: Identifies key drivers of success and ensures team focus on critical path items to achieve impactful results.

St Paul, Minnesota, Us

Washington, District Of Columbia, Us

Key Responsibilities:Project Lead – Dress for Success Twin Cities: Led a team of six in a strategic audit focusing on Board Governance, conducting interviews and meetings to align goals, resulting in four actionable recommendations that improved oversight and operational effectiveness.Qualifying Survey Model Development: Designed a Qualifying Survey Model with a custom tech stack to enhance digital marketing, integrating automation for real-time adjustments, and leveraging data for strategic, cross-functional applications.Consulting Expertise: Worked independently with executive clients, utilizing best practices and analytic tools to drive informed decision-making and organizational success.

Drive Operational Excellence and Strategic Growth Initiatives to Streamline Processes, Elevate Member Experience, and Boost Organizational Performance.Key Responsibilities:Automated Scheduling Processes: Developed and implemented automated scheduling systems, reducing manual scheduling activities and cutting scheduling time by 50%.Enhanced Registration Process: Extended registration lead time from 1 month to 6 months, resulting in a 35% increase in registrations year-over-year and a 40% boost in revenue.Improved Board Governance: Led efforts to enhance board governance, achieving a 25% improvement in board meeting attendance through streamlined processes and clear governance structures.Reduced Administrative Expenses: Negotiated vendor contracts and reduced administrative expenses by 50%, optimizing the association’s operational budget.Boosted Employee Morale: Introduced feedback surveys, inclusion activities, and recognition programs, significantly improving employee morale and engagement.

San Francisco, California, Us

Proven Leader in Digital Transformation, Strategic Project Execution, and Cost Optimization, Driving High-Impact Results Across Complex Portfolios.Key Responsibilities:Data-Driven Decision Making: Led cost optimization in underwriting, reducing manual processes by 25%, saving $1M annually, and driving $170M in additional volume. Improved customer experience with a 35% reduction in stipulations.Digital Strategy Optimization: Drove digital channel growth from 30% to 70%, enhancing customer access and engagement. Coordinated with vendors and credit risk teams to align strategic goals.Cost Reduction and Financial Analysis: Identified cost-saving opportunities, achieving significant expense reductions and enhancing ROI through targeted financial impact assessments and process improvements.Project Leadership and Mentorship: Led complex projects, managing cross-functional teams to deliver on schedule and budget. Mentored team members, fostering professional growth and development.Divestiture of Loan and Credit Portfolios: Led divestiture of 25,000 loans/lines of credit, coordinating cross-functional teams to meet project deadlines with no delays and minimal customer impact.COVID-19 Portfolio Management: Managed projects for 1.5 million accounts, enabling payment deferrals through digital channels with minimal customer experience disruption and controlled loss rates.

San Francisco, California, Us

Proven Leader in Systems Integration and Operational OptimizationKey Responsibilities:Underwriting System Migration: Led the migration of a critical underwriting system, ensuring seamless integration to enhance business capabilities.NICE Call Recording Implementation: Directed the deployment of NICE call recording, workforce management, quality control management and speech analytics, optimizing call center efficiency, leading to 100% call recording.Complaints Management Integration: Led development of complaints policy and led integration of policy with development of custom UI and reporting tools, leading to a 95% employee adherence rate to policy requirements.Recruiting Optimization: Enhanced talent acquisition by leading a project that optimized recruiting through digital prospect assessments, improving employee attrition rates by 20%.Sales Practice Outreach: Managed the creation and execution of a lead generation tool with a custom UI and reporting for 200,000 customers, completed on an aggressive timeline.Strategic Leadership: Drove initiatives for new product capabilities, revenue growth, and regulatory compliance, enhancing business performance.Executive Communication: Presented strategic plans and project outcomes to executive and senior leadership, ensuring alignment across business lines.Training and Development: Led development of employee onboarding and training programs for 500 employees, to improve call center employee skills in customer engagement and process adherence.

San Francisco, California, Us

Expert in Training & Development, System Enhancements, and Strategic Leadership with a Track Record of Exceeding Performance Standards and Driving Team Excellence

San Francisco, California, Us

Strategic Leader in Revenue Optimization, Process Innovation, and Team Development with Expertise in Managing Financial Products and Performance Analytics Across Multi-Location Operations.

San Francisco, California, Us

Skilled in Portfolio Management and Relationship Building, Enhancing Customer Experiences Through Strategic Partnerships and Service Excellence

Retail sales/management, Commercial and Residential Construction, and Agricultural/Dairy Farming. Most jobs included management of staff, talent development duties and business strategy execution.

Master Of Business Administration - Mba

Bachelor'S Of Science, Business