Jake Aleman Email & Phone Number

Round Rock, Texas, United States

• Oversee all aspects of the Operational side of the bank including but not limited to:o Retail Operationso Deposit Operationso Digital and Treasury Serviceso Banking Center Operations
• Review potential product/service offerings and compare to the bank’s strategic goals to determine if such an investment would add tangible value to the organization (internally or externally) prior to making a formal.
• Review and oversee the development and implementation of new deposit related products by partnering with appropriate stakeholders to ensure that products and disclosures are in compliance with all laws and regulations.
• Collaborate with Operations Officers and Regional Banking Center Officers (RBCO) to refine existing procedures and develop new processes when necessary.
• Ensure that all critical item processing is completed daily including but not limited to:o ACH Originationo Wire Processingo Exception Items
• Ensure that all audits and regulatory exams are thoroughly prepared for. Participate and communicate with R Bank’s internal audit/risk team, and any external audit firm or regulatory body. Ensure that remediation.

Round Rock, Texas, United States

• Help identify any possible need for the addition of or enhancement of applications or processes, the resources required to implement the change, as well as the expectations of the change.
• Define project scope, deliverables, roles and responsibilities in collaboration with stakeholders and business partners
• In conjunction with applicable department managers the project manager will monitor project status, communicate with third party representatives, assign resources, and ensure that projects are completed in a timely.
• Maintain accurate program estimates, timelines, project plans, status reports for the executive team
• Resolves conflicts by demonstrating leadership and appropriate decision-making competencies
• Interpret technical information from vendors and be able to clearly translate and articulate objectives to internal operational resources so that objectives are met.

Austin, Texas Metropolitan Area

• Develop and maintain long-term relationships with existing clients and customers in order to renew customer contracts and cross-selling opportunities
• Work quickly to address and resolve customer issues
• Educate current clients on new products, vendor/partner integrations and new credit union client growth.
• Develop vendor partnerships and relationships for deal closure/retention of current clients
• Perform On-site Customer needs assessment with associated follow up procedures and analysis to create strategies and work with clients to boost their brand
• In person visit to each client at least once a year, while seeing the top 5-10% clients 2-3 times per year.

Austin, Texas Area

- Coordinating with cross discipline team members to make sure that all parties are on track with project requirements, deadlines, and schedules.- Meeting with project team members to identify and resolve issue.- Submitting project deliverables and ensuring that they adhere to quality standards.- Preparing status reports by gathering, analyzing, and.

• Assumed the project manager’s role and followed project management methodology in assisting banks and credit unions with their selection of projects such as Core, Remote Deposit, Branch and Merchant capture, ACH.
• Met and built relationships with senior executives (CEO, CFO, CIO, etc.) by presenting and discussing industry trends, best in class strategies and consulting services.
• Created solutions to address client problems and monitor engagement progress.
• Created, reviewed and approved support documentation, work plans, and other deliverables.
• Coordinated client assignments: monitored client satisfaction, assured engagement efficiency and quality, and managed continuous improvement process.
• Applied banking, financial and analytical skills to various client situations and practice disciplines.

• Managed staff of 6 consultants and junior staff members for various projects that included the development of junior staff.
• Assisted Sales in the selling process for various engagements to potential clients.
• Developed project methodology for the various project engagements, including allocation of resources, estimated cost of each engagement and project evaluation based on timeliness and profitability.
• Assumed the project manager’s role and followed project management methodology in assisting community banks with their selection of projects such as Core, Remote Deposit, Branch and Merchant capture, ATM, Internet.
• Conducted process improvement reviews for banks including current and future processes.
• Drafted business continuity plans for banks.

Houston, Texas Area

Dallas/Fort Worth Area

Houston, Texas Area