Derek B. Email & Phone Number

• Manage team of professional services consultants• Deployment consultant for clients across multiple industries to meet implementation, onboarding, training, and customer success initiatives• Search for, analyze, and provide meaningful insight to clients and partners in order to streamline and improve project management processes• Translate client's project management and communication processes into Wrike project management software

• Deployment consultant for clients across multiple industries to meet implementation, onboarding, training, and customer success initiatives• Search for, analyze, and provide meaningful insight to clients and partners in order to streamline and improve project management processes• Translate client's project management and communication processes into Wrike project management software

Greater Salt Lake City Area

• Managed fifteen financial crimes specialists in online banking fraud detection and prevention • Collaborated with partners across lines of business in the development of strategies, concepts, and ideas to form and accomplish performance metrics and goals• Resolved escalated issues regarding anti-money laundering, Unusual Activity Reports (UARs), Suspicious Activity Reports (SARs), elder abuse, and fraud on accounts• Interviewed new team members and made hiring decisions to build a successful team• Planned, coordinated, and monitored daily team activities to ensure high levels of production and quality; and to identify fraud trends and patterns• Wrote process procedures, established daily workflow, and managed projects to meet compliance guidelines and service level agreements

Greater Salt Lake City Area

• Team lead for three associates in legal and contract documentation management and operations group• Interviewed new team members, trained and managed associates for business operations and contract document management• Reduced operational risk by orchestrating project to classify and update storage locations and time periods for all of corporate trust lease group's records for the first time• Wrote process guidelines, established daily workflow, and managed projects to meet compliance guidelines• Innovated new solution for sending and receiving contract documents to increase productivity, save money, storage space, and reduce risk• Developed performance tracking metrics and reports for document management team by analyzing prior performance and expectations in order to cut costs and save time

Greater Salt Lake City Area

• Analyzed and interpreted legal trust contracts to onboard and maintain accounts on proprietary systems • Established alerts for compliance documentation required from customers throughout the life of the deal with high attention to detail and accuracy in accordance with contractual and governmental compliance regulations• Terminated deals and completed checklists to ensure all required compliance items, contracts, and legal documents were received and completed before termination

Greater Salt Lake City Area

• Trained and managed associates in accounts payable, and accounts receivable operations for the wholesale lease group• Presented monthly performance update to internal stakeholders to develop strategies and goals• Set up fee and billing schedules and invoice models for newly established trust accounts according to legal trust contracts and documents• Managed fee billing and payment collection for over 1,000 international and domestic accounts

Greater Salt Lake City Area

• Managed teller team, processed customer bank transactions• Earned title of "Small Business Advocate" after meeting several requirements regarding small business accounts and related sales goals• Reached challenging sales, compliance, and customer service goals for four straight quarters Partnered with several lines of business to achieve high sales and referrals goals, totaling over $2,500,000 in profit for the branch• Completed Notary Public certification, S.A.F.E. registration and NMLS licensing

Greater Salt Lake City Area

• Managed teller team of six • Processed customer bank transactions and payments, compliance and operations items• Achieved gold level sales and customer service goals over last four out of five quarters • Led northern Utah district in sales for several quarters• Maintained compliance items for tellers and branch operations