Kathleen Emery Email & Phone Number

San Diego, CA

Partner with client and internal project teams to ensure a successful and on-time delivery of financial technologies. Areas of focus include organizational readiness preparation, end user and internal communication strategies, technical training, project management, critical end user on-boarding, and treasury management conversion, training, and.

San Diego, CA

Led client and development teams through agile process of development to create reliable system specifications and objectives based on business needs.Served as principal resource for all development projects related to Credit Union industry regulations and compliance. Spearheaded effort to streamline and improve processes related to development backlog.

Lombard, IL

Fostered exceptional partner commitment by consistently and proactively evangelizing performance metrics to C-suite while using these metrics to help them identify and prioritize top business needs resulting in strengthened business alignment. Served integral role in collaborating with financial institution partners and consulting team to negotiate.

Monett, MO

Managed team of 16 Relationship Managers to ensure the overall quality of the customer experience across national, high volume online banking and payments platform.Served as key team resource, providing guidance and direction with respect to client support, growth, and retention. Forged strategic partnerships with stakeholders from Sales, Support, and.

Monett, MO

Directed a series of client engagements for a diverse product portfolio, with authority over product installation and support teams engaged in deployment, configuration, implementation, user acceptance testing, and end user training, with project durations ranging from six to 18 months.Launched a new department to manage the implementation and support of.

Chantilly, VA

Maintained and expanded B2B relationships for online banking and bill payment division, leveraging a consultative approach to gain insight into the requirements and challenges facing each client, resulting in the recommendation of solutions aligned with the unique needs of each account. Recognized for surpassing revenue target by 133%, maximizing channel.

San Diego, CA

Led vision, strategy, and execution for all facets of information technology for this credit union, with authority over all strategic decisions and projects. Directed the development and deployment of a formal Information Security policy; assumed a lead role in the management of enterprise-wide security compliance programs. Appointed to lead the internal.

Managed all host system operations and programming during the implementation and launch of a major core software migration. Managed team of 7 operators, developers and web designers in a 24/7 IT shop. Worked with the executive team to provide strategic business direction and decisions for meeting business, financial and quality goals through the.

Managed post-sales, on-site implementation, and training efforts for Symitar enterprise banking platform for credit unions nationwide for the duration of 16–36-week conversion process. Coordinated the customization, testing, and completion of a variety of system operating components and standard package additions, often under strict time constraints..