Julia Fielding Email & Phone Number

Promoted into hub’s operational excellence team, launched, and implemented service support across 70 branch locations, training up to 11 employees and producing a 95% team error accuracy rating.Performed up to 25 assigned centralized operational functions daily while managing risk related concerns and complex client service issues via Salesforce, managing reporting and time sensitive deadlines.Supported merger of SunTrust Bank, acquiring 15 branch locations and maintained a 100% employee retention rating, trained new employees on specialized operational efficiencies, policies, and procedures to mitigate risk.Selected to implement a 3-month Salesforce migration project, partnering with IT, developed a pilot system to solidify usability testing, created a rollout plan, and trained 10 branches of new system functionalities.Participated in a company-wide project that included 40 branches in recovering non-posted late fees, reviewed detailed spreadsheets to replenish over $80K in lost revenue spanning over 1,000 clients.Presented to leadership process improvement initiatives, change management strategies, and innovative sustainability solutions through subject-matter-expertise to consistently deliver operational excellence.

Promoted to Assistant Vice President within the first year, executed retail loan marketing and development plans with a monthly loan production goal of $500K, consistently exceeding goals by up to 125%.Developed continuous loan production pipeline of an additional $100K for the following month in addition to converting five referrals monthly, cross-selling competitive banking products to the Relationship Banker.Provided service excellence for all lending clients, supporting recommendations for enhancements to credit policies, procedures, and systems for vendor best practices.Performed process and policy review related to key origination, modification requests, servicing, and loss mitigation activities, ensuring efficient risk management techniques are implemented and maintained.

Strengthened the banks referral network by actively participating in local networking events, being a subject-matter-expert and showcasing expert knowledge of over 200 state-of-the-art banking products and services.Increased both the consumer and business banking portfolio by 624 new accounts within one year, or 12 new accounts per week, by implementing service excellence and personalized banking solutions.Boosted business solutions, loans, investments, and commercial lending portfolios, consistently meeting 100% of goal, referring three new clients per week, supporting complex client needs through consultative techniques.Hand-selected to support acquisition, traveling to Alabama to implement operations to a newly acquired local branch, executing turn-key solutions with a 100% employee retention rate, facilitated onboarding initiatives, change management strategies, and education around the values, vision, and mission of BB&T.Adhered to internal controls, operational procedures, and risk management policies, ensuring compliance with mandatory FDIC guidelines, regulatory training, confidentiality, and security agreements.