Danielle Donahue Email & Phone Number

Santa Ana, Ca, Us

• Responsible for driving effective implementation processes and building client relationships during the implementation phase• Develop implementation plans that include timelines and metrics for communication, marketing, and training activities• Work closely with end-users/clients to understand and prioritize business goals and information needs related to the implementation/project• Perform comprehensive, in-depth training for clients and internal partners for various online banking applications• Collaborate with management and internal teams to identify client implementation needs and ensure appropriate follow-up• Provide risk management and issue resolution

Santa Ana, Ca, Us

• Developed and cultivated relationships with new and existing title and escrow clients to enhance the profitability of deposit services for the Bank and provide value to targeted clientele• Managed ongoing complex internal and external agency relationships for the largest, most complex corporations and partnerships• Enhanced the quality of service to existing accounts and coordinated delivery of client service with other lines of business• Provided comprehensive, in-depth training to clients and internal partners for various online banking applications • Facilitated quarterly business review meetings with stakeholders• Partnered with internal teams to draft and produce quarterly business review newsletters for the parent company • Independently represented First American at national trade shows and educated prospective clients on bank capabilities in an advisory capacity

Santa Ana, Ca, Us

• Directly supported the Treasurer and Assistant Treasurer with the day-to-day management of company funds and deposits• Monitored daily cash and sweep reports to verify transactions, as well as investigate and resolve any discrepancies; ensured all funds were appropriately positioned• Provided financial and strategic insight through sound financial analysis• Managed the corporate bank accounts and administered bank access on over 80 external bank platforms• Opened bank accounts and implemented services at partner institutions• Worked with mergers and acquisitions project team, to effectively gain administrator access control and signatory authority on external bank accounts of acquired companies, and integrate those bank accounts & associated services with First American’s• Processed domestic & international corporate payments, and initiated immediate wires for the mergers & acquisitions team

New York, Ny, Us

• Managed commercial corporation portfolios within Inland Empire and Orange County markets, ranging from $10MM to $500MM in revenue on an annual basis• Primary day-to-day contact with clients regarding complex operating transactional accounts, treasury products, and credit facilities• Took charge of client service, relationship management, and operational activities; mentored new hires • Oversaw requests for proposals and contractual processes, such as call preparation and proposal generation in partnership with different commercial bank partners• Administered bank source systems and client contact information to maintain data integrity• Increased company profitability by determining growth opportunities and appropriate products and services• Coordinated with internal and external clients in executing project conversions; performed troubleshooting and provided integrated solutions; analyzed system requirements, execution, and compatibility

• Managed marketing efforts; identified and pursued relevant opportunities to obtain new and repeat business• Developed and maintained marketing and client information channels, which included: the Firm’s internet presence, software service, client and prospect correspondence, trade conferences, and events• Directed practice and administrative staff with regard to project management functions of the Firm’s practice management system• Analyzed and developed processes to gain efficiencies and drive the Firm’s strategic goals• Coordinated and supervised support staff in the deliverables quality control process; led special projects

Paris, Fr

• Provided dedicated sales support to Regional Sales Managers covering California, Nevada, and International markets• Analyzed and developed new processes and sales initiatives to reduce expenses and increase field production • Onboarded new hires, initiated background checks, prepared marketing and sales presentations, tracked revenue production, managed and approved expense reports, planned corporate events, and prepared office for internal and external audits• Conducted research and resolved client complaints; ensured problem resolution follow-up was performed

New York, Ny, Us

• Entrusted with managing a portfolio of business customers with annual revenues ranging from $3MM – $21MM• Profiled new and existing clients on a needs-based model and maximized cross-sell opportunities • Expertly opened and closed accounts, processed loan transactions, initiated wire transfers, performed overdraft research, prepared and reviewed documentation, investigated and resolved client issues, and facilitated closings