Isaac Hernandez Email & Phone Number

California, United States

San Francisco, California, Us

Focused on the strategic design and implementation of internal CRM Platforms and their continuous enhancements (Salesforce & Microsoft Dynamics) for the Small Business segment. High cross-functional role involving a large and varied stakeholder set including product, regional banking leadership, marketing, analytics, technology, and compliance. The foundational principle for application development is to provide an exceptional platform for the banker and customer experience to retain, grow, and deepen customer relationships.

Chicago, Illinois, Us

Managed various technical projects in the Risk, Strategy and Administration group to include the implementation of enterprise wide software applications, systems integrations, UAT management, server/software/facilities migrations, and process reengineering. Experience with requirements analysis, testing and the software development cycle.Project Accomplishments:- Managed the opening of 5 new strategic offices in footprint expansion initiative - Managed a Commercial Card platform migration project impacting entire Commercial portfolio- Implemented Microsoft Dynamics CRM to 600+ users- Dynamics SME & Tier 1 support, delivering training to user base and executive team- Implemented JIVE business collaboration software to 300+ users accomplishing strategic business communication goals.- Reengineered Commercial loan back office to improve efficiency and integrate technology into process

WebSocial is a consulting company dedicated to helping small businesses establish and maintain their social media presence online.

Walnut Creek, Ca, Us

Analyst in the Claims department responsible for various projects and initiatives.Project Accomplishments: -Established and revised interdepartmental processes, and procedures assuring efficient and effective operations within compliance guidelines.-Analyzed servicing notes to determine if loans were properly serviced in accordance with the Master Policy’s Customer Servicing Standards.-Prepared noncompliant claims for legal review and compliant claims for settlement, noncompliant claim referrals resulted in a quarterly savings average of $1.4MM-Adjusted and calculated complex mortgage insurance claims, 200-250 of monthly inventory curtailing expenses which mitigated loss. -Interacted with lenders, servicers, and GSE entities on claim inquiry’s, electronic fund notifications, and generated Explanation of Benefits for processed claims.

New York, Ny, Us

Analyzed US markets, industries, and investments products. Obtained new clients and assisted managing established client portfolios.

Us

Identified target market clients, generating leads and qualifying them into prospects. Brought new business into the firm through the sales cycle process.

Managed all office operations and systems.Responsible for all accounting, payroll and personnel functions.

Recruited and on-boarded 25 new staff members. Trained new hires in a proprietary accounting office model & operational procedures to efficiently run and organize any small business back office.

Certificate Program, Project Management & Project Human Resource Managment

Principles And Lessons On Leadership

B.S., Business Administration Management

Associate’S Degree, Liberal Arts And Sciences/Liberal Studies

Sales Agent License Program, Real Estate