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.
• 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