John Steinman Email & Phone Number

Project Manager III Loan Vantage• Analyze the customers’ current lending software and perform a gap analysis between the current software and Loan Vantage Software. • Designed an installation project plan and developed an installation timeline resulting in the consistent completion of on-time, well-executed projects.• Conduct discovery conversations with customers to understand needs and develop appropriate software configuration.• Conducts technical training for Loan Vantage. Using effective methods such on-site classroom training, demonstrations, on-the-job training, meeting, teleconference, workshops, and online virtual classrooms, using Microsoft Teams, Microsoft Office, Google Documents, Zoom, Smartsheet, WebEx and WebEx labs.• Provides remote or on-site software installation services. Ensured Loan applications are evaluated and fully functional. • Mentors and provides training to team members.• Developed and organized training materials, visual aids, and training manuals. • Liaise between the customer and software developers to translate customer needs into technical requirements.• Create Jira cases, monitor, ensure tasks are completed and close cases.

Allen Tx

Project Manager for the installation, configuration, validation, and training of OnBoard Loans Software.• Analyze the customers’ current lending software and perform a gap analysis between the current software and OnBoard Loans Software. • Conduct discovery conversations with customers to understand needs and develop appropriate software configuration. • Designed an installation project plan and developed an installation timeline resulting in the consistent completion of on-time, well-executed projects.• Focused customer support efforts including validation testing through the review of the customer’s lending goals.• Educate the customer on the use and feature functionality of the software application.• Train subject matter experts at the financial institution. • Educated the customer on dynamic loan documents. • The single point of contact during the installation, configuration, validation, and training.

I help affluent people reach their financial goals by managing their personal and business finances. By being their relationship manager I guide clients, with more complex needs, such as stock or real estate investors, Private Client Services, and Wells Fargo. I offer clients with million dollar plus portfolios the support they need. I become their one contact to every available department at Private Client Services. I also have at my disposal a team of the specialists that offer me constant support.

Dallas, Texas, United States

Managed a team of ~20 loan underwriters; produced $400 million in new loan receivables yearly, consistently exceeding goals.• Leadership and quality control award winner in 2005 for hiring, training, and developing top underwriters and generating the most loan volume with the lowest delinquency rates in the company. • Conducted team training meetings on credit underwriting, sales, and relationship management.• Analyzed complex business and personal financial statements and tax returns for credit worthiness.• Partnered with other departments including Legal, Risk, Quality, Funding, and Secondary Credit departments allowing the office to achieve collective goals.