• Led the development and start-up of the Equipment Finance Division Operations Department, a newly created subsidiary of the bank. • Coordinated all start-up activities with the implementation of Aspire lease system including teaming up with Finance to create the general ledger setup.• Created policies and procedures for all loan and lease equipment finance transactions. Collaborated with outside counsel on creating legal documentation for the different products including Split Trac Leases, TRAC Leases, Synthetic leases, FMV, $1 buyout, etc. • Created a team responsible for the customer experience which includes the customer accepting the terms, reviewing the equipment invoices, preparing the documents, funding the transaction, billing process, customer service, insurance renewals and perfecting all collateral. • Achieved all service levels as business has grown exponentially since its inception.

• Implemented several process improvements creating an efficient booking process: Added credit lines to all loan/leases booked to the system, implemented a data CRA import file to eliminate manual input, outsourced the consumer and commercial loan statements printing and mailing processes.• Promoted to direct a team responsible for Loan Servicing all C&I and Private Bank lines of businesses. Loan Servicing includes booking of new loans and modifications, payments, loan and system maintenance, printing and mailing statements, account reconciliation, research, error resolution, customer service, Special Assets, CRA and HMDA input, and FCRM review. • During a bank purchase, 370 loans, worked with IT to automate the booking process and reduced the manual labor by 81%, while ensuring compliance was still met.

• Prepared all loan documents for the Private Bank line of business. Worked closely with external counsels and title companies to ensure loan documents were accurate for real estate and non real estate closings. • LaserPro Administrator-responsible for creating new products, maintaining existing products, and implementing all vendor system upgrades. Tested all changes and reported findings to Legal and Compliance. Facilitated with IT to download upgrades and communicated improvements to the Private Bank Client Support Team. • Created a value-based rapport with Private Bank Relationship Managers, Portfolio Managers, and President.

• Manage a newly created department to ensure the accuracy of all commercial loan coding. Codes include General Ledger, Federal Reserve Board (FRB), and additional real estate data points for all loans secured by real estate to meet financial, regulatory, and OCC reports. • Created process maps, procedures, and policies for the newly created team.

• Promoted to utilize continuous process improvement tools to identify and implement several changes, which included distribution and the assignment of work resulting in a 25 percent increase in service level.• Implemented mail intake process to improve the efficiency of booking by reducing cycle time by 1 week.• Tracked and communicate Key Performance Indicators (Service Level and Quality Errors) to ensure goals are being achieved. • Participate in Legal sessions with counsel on documentation errors and on corporate projects.

• Ensured that all executed Attorney prepared and LaserPro commercial loan documents were reviewed for accuracy and compliance before the loans were booked to the system within 24 hours of receipt. • Facilitated monthly conference calls with service partners regarding process improvements and share knowledge.• Led the transfer of two separate lines of business from Ohio to the Pittsburgh Document Review area. Met all targets by the expedited deadlines and the process was implemented seamlessly.• Implemented a centralized loan disbursement process within the Document Review area, which reduced financial risk.

• Developed and maintained client relationships with organizations that utilized accounting and finance professionals.• Scheduled and conducted interviews with multiple candidates with successful placements for direct hire.• Identified employment needs of clients through market intelligence, referrals, leads, and client calls.• Conducted cold calls with potential employers and secured the opportunity to fulfill their hiring needs.

• Assisted the branch manager in leading the daily operations of the branch including the staffing of nine employees.• Monitored branch processes for adherence to audit procedures and policies. Received excellent performance (96% or higher) in all branch audits. • Conducted on-site presentations and sold banking packages by connecting with business owners or high-level management of local firms.