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

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 &.

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

• 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.
• 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.