Jane Swanson Email & Phone Number

Seattle, Washington, United States

Seattle, WA

Successfully manage a portfolio of over 100 professional practices across the west coast. Build client relationships, provide financial analysis and ensure loan requirements are being met. Identify and utilize new efficiency practices to improve production volume and response times. Participation on both the Conference and Cultural Committees.

Greater Seattle Area

• Oversee Department finances including a court trust of $40 million, Dept. annual budget of $10 million, and all Superior Court records.
• Conducted staffing plans, hiring, mentorship and coaching. Offered training and technical assistance. Focused on staff motivation and leadership.
• Developed, maintained and enforced Department policy and procedures to meet or exceed County, State and Federal requirements and laws and ensure adherence and compliance with government regulations… Show more Oversee.
• Developed, maintained and enforced Department policy and procedures to meet or exceed County, State and Federal requirements and laws and ensure adherence and compliance with government regulations. Interpreted and.
• Project Business Lead, project steering committee and leadership team member, tasked with identifying, tracking and categorizing type and severity of project risks. Show less

Washington State

Provide credit expertise and participate in Board votes on the use of public monies to support local tourism and businesses in SW Washington.

Seattle, WA

Participation in Venture Capital and reporting VC decisions and actions back to State.

Seattle, WA

 Achieved WMBE contract rate of 36% as a total of State Small Business Credit Initiative (SSBCI) program dollars loaned. Successfully leveraged $7.1 million in government grants into $66.9 million in private loans and investments for Women and Minority Business Enterprises (MWBE). Developed custom finance programs under the State Small Business Credit.

Seattle, WA

Vice Chair. Approval of all budgets, policies, compliance, exceptions, loan policy and attendance of monthly meetings.

Kirkland

• Managed all aspects of a retail office with a team of eight.
• Lead to achieve established sales goals including referrals, new accounts, and management of current accounts. Supported growth through new business sales and outreach, with focus on providing excellent customer.
• Experience with full breadth of products including consumer lending, auto, credit cards, HELOC, residential construction, real… Show more Managed all aspects of a retail office with a team of eight.
• Experience with full breadth of products including consumer lending, auto, credit cards, HELOC, residential construction, real estate, commercial loans, business lines of credit, retail products and services, and.

Redmond

• Managed a $24 million contract portfolio. Managed multiple accounts(50+) from setup to payoff.
• Experience with full breadth of products including consumer lending, auto, credit cards, HELOC, residential construction, real estate, commercial loans, business lines of credit, retail products and services, and.
• Conducted financial analysis, including business cashflows, projections, budgets and expenses and applying credit… Show more Managed a $24 million contract portfolio. Managed multiple accounts(50+) from setup to payoff.
• Conducted financial analysis, including business cashflows, projections, budgets and expenses and applying credit underwriting criteria. Experience analyzing balance sheets, income statements, cash flow analysis, tax.
• Underwrote reports and recommendations for client credit requests. Issued loan approvals/denials, and counter offers. $150k credit approval limit, presented others to the board of directors and bank executives.
• Credit risk management including identifying risk types, evaluating, prioritizing, reporting and proactive mitigation. Adherence to guidelines to ensure minimal risk exposure.

Marysville, WA

Established and maintained comprehensive record keeping of financial files as well as all client budgets. Entered and analyzed data, verifying accuracy and investigating discrepancies. Tracked data and prepared benchmark reports on various projects. Prepared reporting documents. Reviewed clients bookkeeping policies and procedures. Projected impacts of.

Maintained recordkeeping for multiple inter-office accounts and reconciled monthly. Conducted both financial process and organizational audits, maintained internal controls and worked within government regulations and processes to meet compliance requirements. Followed all fiscal policies and procedures, recommended changes for improved efficiencies..

Everett, WA

In my role as both Campaign Executive and Campaign Coordinator I ran a fundraising campaign, coordinated support events and speakers, presented organization materials, and was a key speaker at many fundraising awareness events during the 2002/2003 season. I raised the largest sum on donations at the time from Frontier Bank employees in excess of $115k in.

Designed a custom database of competing companies, technological product and service offerings, comparative sales techniques and market share. Utilized government databases, online research and professional journals.

Seatle

Developed and managed a “Future Planning” project for the director of the University of Washington’s Office of Institutional Studies. Conducted economic and market research, utilizing databases, spreadsheets and GIS technology to compile trends and create forecasts. Analysis included drill down capabilities. Created presentation materials including charts.

Seattle

Updated and maintained a commercial internet database including data verification and input.

Geography, Economics, Statistics, Gis And Logistics

BA in Geography with an emphasis on international trade logistics, and retail store location utilizing GIS software

Hs Diploma, General