Led revamping of Admissions process. In charge of new student acquisition, retention, and registration, including conducting research to identify target market for this large, private STEM educational institution. Representing and marketing the school to current and prospective parents. Manages the entire admission process and marketing events from initial inquiry to enrollment to integration into the school. Manages a team (i.e., project initiatives or indirect reports) responsible for operating the marketing, communications, and admissions processes. Oversees all marketing material including print material, online advertisements, website, social media, and other school wide communication. Planning and directing the marketing of admissions events, other school events, and all general school marketing. Accomplishments include, but not limited to: Implemented process improvement through rollout of Alma CRM and utilizing existing website (plug-in optimization) software to move from archaic paper processes.  Grew student population significantly, supported through calculated marketing efforts and student retention methodology.  Achieved retention rates over 95% through community building and social media posting, as well as raising awareness through STEM program promotion.  Designed and implemented online re-enrollment/inquiries, resulting in 2.5X faster enrollment and decreased manual payments by school staff to almost zero.  Developed and implemented an online payment and application process, moving from manual process to a user-friendly application-to-onboarding registration process for staff, parents and students.  Increased loyalty and social media followers by 10X by providing marketing, consistent content and showcasing school’s strengths, and teachers. (Facebook and Instagram) Established 2 successful Open House systems, in-person and online, which resulted in additional enrollment/full capacity and Waitlists for early grades.

Managed operations for WSFB’s Baby & Child Corner, partnering with WSB to be one of their largest distribution arms for WSB (in-collaboration with other non-profit) delivering much needed supplies and other essential items to infants and children up to age 12. Responsibilities included developing and implementing best practices, policies and procedures, including implementing processes and tracking of client orders and order distribution. Key team member in identifying and setting the stage for future program development direction(s).

Developed and supported business initiatives to increase profitability and performance across the Home Loans business from origination to servicing, utilizing financial and competitive analysis, business assessment, and project management skills. Served as member of internal consulting team. Developed new business initiative proposals for various divisions. Highlights: “Simpler Reporting” Project: Implemented streamlined and structured reporting processes that included Monthly Business Reviews, Weekly Sales calls, and Executive Weeklies.  Supported Executive sponsor on Wells Fargo $140 B Servicing Sale to achieve largest sale of its kind, decreasing credit risk and focusing on more profitable products and businesses.  Formulated a 1-5 year strategy for the business (2002 to 2007), and coordinated the annual Strategic Planning process, providing data for forecasting and planning, in support of accurate assessment of current state and potential opportunities.  Collaborated with the Financial Model team to develop New Business Mortgage business model objectives Coordinated line of business plans that supported Board of Director/Executive Committee approval of new business model.  Assessed level of originations from financial centers, sized the opportunity, and recommended 3 pilot models based on internal and external research, which was the genesis of current Bank Loan Consultant Program.  Led development of a market assessment methodology for Retail Channel and provided analysis which identified high growth and exit markets, resulting in consolidation of 83 locations into existing stores. Led cross-functional business teams to clarify short and long term goals for Service Strategy project and align with company long-term goals to achieve lower efficiency ratio.  Performance Recognition Awards (awarded to top 3% of employees), included Elite Club (2005/2006) and Summit Club (2004).

Data analytics and communication of business performance to internal and external audiences, including press releases, investor relations meetings; and 10Q & 10K filings. Developed executive level presentations for internal audiences, such as Board of Directors, Senior Executive Meetings, Sales Campaigns, and external audiences (i.e. regulators, OTS, FDIC). Led development of quarterly investor presentations, coordinated the Home Loans business line story, including performance metrics and industry benchmarks. Collaborated with Financial Reporting and the Legal department to review presentations for disclosure purposes. Developed proposals for submission to executive management, regarding monthly release of mortgage business results. Highlights: Performance Recognition Awards: Home Loans Finance Above and Beyond (2002) & Summit Club (2001).

Supported two Senior Equity Analysts, focused on Pacific Northwest under-valued stocks, by writing sell-side investment recommendations. Built and updated financial statement forecasts and valuation models on individual companies. Supervised and directed the efforts of the Research Librarian. Organized annual investment conferences. Highlights: Industries covered, included Aerospace, Forest Products, Retail, and Semiconductors.  Utilized tools such as Factset, Bloomberg, SEC filings for industry evaluations.

Lead credit analyst for Corporate Japanese affiliates located in the U.S. Analyzed financial performance of corporations to support credit facility recommendations. Originated and negotiated corporate financing (lines of credit, long-term loans, interest rate swaps). Advised clients on international banking services, letters of credit, and foreign exchange opportunities.