Eric Katz Email & Phone Number

Columbus, Ohio, Us

Westlake, Texas, Us

Director of the product team charged with enhancing securities-based loan originations. Provides broad ownership of product strategy and execution to support accelerated loan booking, revenue realization, and growth.• Led prioritization, detailed requirements/wireframes, solution design and roadmap development for Schwab’s next-gen digital lending platform contributing $90M+ in annual spread revenue. Reduced average account open times from 7+ days to next day.• Led efforts to expand the lending solution to Schwab’s retail client base of 20M+ accounts by leveraging SSO and API solutions from the Salesforce.com CRM and Supernova SaaS platforms.• Led efforts to increase precision of loan pricing using SQL data mining to achieve targeted accuracy of 99.8%. • Supported efforts to expand loan eligibility for 2M+ Trust and Entity clients with atypical formation structures.• Partnered with multiple teams to streamline the Product Discovery and Agile Development processes. Reduced handoffs and overall development time by over 50%.

Westlake, Texas, Us

Led a team of high-performing digital product managers supporting Schwab’s client statements and trade reporting for 34M+ brokerage accounts. Provided end-to-end ownership of technical platform for document content, format, data, and business logic. • Created and executed the roadmap to redesign reporting to increase client satisfaction scores, industry rankings, and $15M in cost savings. Successfully led all project phases from initial seed funding to go-to-market activities including defining scope, business requirements, use cases, financial modeling, agile development and testing, and field communication strategy. Successfully achieved net present value of $54M. • Led development of document delivery workstream for Schwab’s direct indexing product resulting in expanded e-Delivery rates and $3.8M in annual paper cost avoidance. Partnered with internal teams to define new reporting needs for tax performance, tax loss harvesting, and paperless delivery.• Grew the team to eight Product Managers charged with directing seven scrum teams. Recruited and onboarded new talent resulting in 3 years of division leading engagement scores in the 99th percentile. Received internal awards and recognition for Catalyst for Change, Manager LEAD program, and a finalist for the Digital Disrupter Award.

Greenwood Village, Co, Us

Led the product management team overseeing the full suite of treasury management and small business products across CoBank's national footprint. Ownership of profit and loss for 25+ products across 5 major product lines including payables, receivables, deposits, digital and fraud management products. • Led the online banking platform replacement by creating the business case and facilitating the vendor selection. Additionally, led contract negotiations and execution roadmap to benefit 25,000+ users.• Grew annual revenue by 7% through enhancements to sweep product and launch of the new account analysis and pricing billing platform.• Drafted the division’s strategic business plan targeting $10M in new revenue through data mining, cross-selling opportunities, and new product offerings.• Led cross-functional teams to develop and launch mobile banking, mobile deposit, bill pay, account analysis, same-day ACH, single-sign on and other online banking capabilities. Implemented a full treasury management platform with focused efforts on migrating and configuring ACH Origination, Remote Deposit Capture, and Account Reconciliation clients. Exceeded client adoption objectives across all initiatives.

Cleveland , Ohio, Us

Oversaw the successful execution of KeyBank’s $50M in strategic technology investments. • Provided internal consulting assistance to five Business Sponsors in the C-level suite. • Evaluated 50+ new business cases for value and clarity, proposed new success metrics, and authored prioritized recommendations for project investments to the Executive team. • Standardized business requirements, the dependency management process, and program dashboard reporting across 4 distinct business lines.• Served as a strategic consultant for the Digital Banking Modernization, Credit Card and Purchase Card originations, and Salesforce.com CRM consolidation programs. Aggregate benefits totaled over $100M Revenue.

Cleveland , Ohio, Us

Established the business architecture practice at KeyBank by defining the value, crafting the standard deliverables, and socializing the benefits. • Pioneered and socialized multi-level business capability models to drive future technology roadmap activities.• Led technology delivery teams by translating business objectives into strategic planning roadmaps. • Identified $5M in total cost of ownership savings through system rationalization.• Served as a business architect for digital web & mobile, CRM, credit card rewards and leasing initiatives.

Cleveland , Ohio, Us

Managed enhancements for the commercial online banking platform with a focus on mobile app development and email alerting solutions.• Designed roadmaps, mockups, and detailed requirements for alerts and messaging, a corporate mobile web app, and electronic imaging enhancements.• Managed and redesigned the User Experience for alerts sent to 6,000+ corporate clients on the web channel.• Led a cross-functional team to design corporate mobile banking platform and a digital message center UX.• Designed & monetized an image enhancement initiative which included the presentment of deposit check images resulting in over $500K in incremental revenue.

Cleveland , Ohio, Us

Managed $11 billion Bank Deposits in commercial and public checking accounts, account analysis, and commercial sweeps.• Maximized spread and fee revenue through rate management, FTP analysis, and competitive research in conjunction with the bank’s Asset and Liability Committee (ALCO).• Developed and launched green initiative aimed at restructuring online vs. paper reporting fees in to expand the online client base and reduce paper costs by over $200K.• Launched new exception rate process by creating more stringent controls to halt revenue leakage.

Cleveland, Ohio, Us

• Prepared monthly financial statements and expense reports using INEA, GL Essbase, KEIS Essbase, and Microsoft Excel.• Prepared summary and individual commissions reports for sales team and sales management. Modeling of commission expense based on business expectations and sales goals.

Master Of Business Administration (M.B.A.), Accounting

Bachelor'S Degree, Finance, General