Ivan Warner Email & Phone Number

Lehi, Utah

Consult with and support Small Businesses in their financial management and planning, which includes cash management, asset expansion and other long-term growth strategies.

Utah, United States

Greater Salt Lake City Area

Managed and led all loan sales activities in the office.Established customer relationships resulting in a 50% increase in the commercial portfolio.Developed a team that surpassed a consumer loan promotion goal by over 300%.

Orem, Ut

Directed Human Resources, Purchasing, Manufacturing, Sales and Phone Support activities.Wrote and implemented quality control, manufacturing and customer support procedures.Responsible for corporate financial management activities, analysis and budgeting.

Licensed with Series 7, 66 and State Insurance Certifications.Developed Practice that emphasized Corporate Executive Financial Services.Local Lead Consultant to Motorola employees for Corporate Stock Purchase and Options programs.

APPRAISAL AND LOAN ADMINISTRATION TRAINING AND MANAGEMENT, VPGraduated first in a class of 30 during the eight-week, certified appraisal-training program.Appraised four separate Northern California Counties.Independently opened and; Managed four national support departments: Savings Legal, Corporate Security, Facilities Support and Competitor Information. Successfully directed these support departments through an information systems upgrade and the development of a new ATM system initiative. Unified support departments coordination and worked closely with the retail customers, directly resolving their complaints.Established the Competitor Information Group to evaluate competitor rates and services pricing.Advised Senior Management on product and service pricing strategies, internal shopping results and facility improvements.Facilitated Savings Administration "Customer Team" project meetings where national initiatives were recommended approved and tracked to completion.

Northern California Region

Developed the ability to articulate vision, inspire loyalty and promote the free flow of information. Led 32 direct-report Branch and District Managers in all facets of sales, management; financial management and leadership. Earned the position of the company's largest Region of 26 Savings Branches (over $2 Billion in deposits).Innovated team-driven solutions in customer sales / service, operations and budget management.Successful in retaining and motivating people. Directly responsible for the production of over 500 employees.Attained the lowest turnover rate and highest productivity rate among all Regions and Divisions in the country.Appointed to the Executive Management's Ten Year Strategic Planning retreats.Earned President's Club distinction for 3 years.

Possess the technical capacity to solve complex problems. Initiated a transaction database system to evaluate labor scheduling and monitor the staffing hours in every branch. This model allowed Branch Managers to schedule the appropriate staff hours and anticipate and adjust staff levels for improved efficiency.Built Labor and Non-Labor budget models and provided productivity recommendations to Senior Management that were nationally implemented.Led in the joint development of new business initiatives (sales training, incentive programs, "telebranch", etc.).

Oakland, Ca

Demonstrated the ability to manage change. Guided the establishment of a new operations center and staff following the operations center's relocation.Streamlined the back-office technical and procedural support for over 250 branches nationwide, 2,500 employees.Established a new Telemarketing Department, resulting in a 90% Certificate-of-Deposit account renewal rate.Reorganized back-office support departments to accommodate a new "in-house" mainframe computer and updated processing system.

Monterey Bay Area, Ca

Adapted quickly to new technical responsibilities. After three months of in-branch training, assumed the leadership of seven established Branch Managers with 60+ employees. Led all Districts in the Northern Region in sales increase goals, service accommodations and customer satisfaction surveys.Directed all District hiring, promotions, training programs and employee release decisions.Worked directly with Bank retail customers to resolve elevated issues. Recognized nationally for leadership in expense control and low employee turnover.Trained Branch Managers in all aspects of Branch Management.

Masters Degree, Business Administration

Activities and Societies: Member of Phi Kappa Phi With an emphasis in Entrepreneurial Management and Business Development Awarded teaching.

Bachelor Of Arts Degree, Business Administration; Finance

Activities and Societies: President of the Finnish Club, Deans list scholar, Intramural Sports, Culture Club, Finance Society.