Kaydie Tanquary, Pmp, Csm Email & Phone Number

Eugene, Or, Us

Deliver comprehensive project management services, support, and guidance across the credit union, driving excellence in project execution aligned with SELCO’s strategic objectives.Key Responsibilities:-Manage SELCO's strategic business initiatives, enhancing member experience, lending strategies, strategic positioning, and operational efficiency.-Develop and maintain detailed project plans and dashboards to ensure stakeholder visibility and project progress.-Develop and deliver project communications and statuses to senior and executive leadership. -Coordinate with business, vendors, and IT teams to execute strategic planning processes.-Collaborate with cross-functional leaders to meet deadlines and quality standards.-Establish and support governance frameworks, ensuring clarity, progress tracking, and issue management.-Create and deliver tailored strategic presentations.Achievements:-Developed in partnership with PMO leadership a Project Management Center of Excellence, improving PMO processes and tools, including vendor procurement, onboarding frameworks, and various templates (requirements gathering, RFPs, implementation plans, communications).-Utilized strategic planning processes to execute projects effectively.Successfully Completed Projects-CDFI ERP Program Strategy-Implement and Launch Commercial Cash Management Digital Banking Services-Transition Commercial Cash Management Users to a New Digital Banking Platform-Launch Small Business Banking Capabilities-Implement Digital Enhancements-Implement Link Digital Checking Account, a digitally optimized account with perks.-Implement Cultivate Savings Account-Implement Digital Card Issuance -Card Issuance Analysis and Strategy-Cash Management Digital Banking Analysis-Enhance Referral and Incentive System-Improve the Process for Inactive and Dormant Accounts

Manage programs and large, complex projects involving all members of our senior management and leadership team, and every business unit. Managed a complex, three-year program (2019-2022) to select and launch a new digital banking platform (including related third parties). Project highlights included:• More than 15 vendor integrations, three major vendor conversions, one platform upgrade, many implementations, and new functionality, including adding Spanish language translations.• Mobile app scores increased from sub-three to 4.8 and 4.7 on Google Play and Apple respectively.• Migrated members from membership account-centered logins to person-centered logins so account holders can view a 360 of their relationship at SELCO within a single login.• Increased platform adoption by 10% (approximately 10k) within the first quarter.Planning and Execution included:• Analyzed previous platform's strengths and weaknesses, and developed digital strategies to support our strategic objectives.• Performed a market and digital (mobile and online) banking analysis.• Developed a digital banking transition plan.• Identified and evaluated 15 digital banking providers and additional third-party vendors via a formal request for information.• Developed a comprehensive request for proposal and performed an in-depth evaluation of six digital banking providers.• Executed platform design and architecture planning with extensive collaboration to minimize risk, maximize benefits, and meet timeline and budget expectations.• Developed test scripts, testing plans, and multiple mocks to convert data to the new system.• Developed and implemented member communications regarding platform enhancements and migration timelines with a particular focus on channel integration, user experience, and self-service improvements.• Managed resources to support a successful go-live and ongoing post-launch support.• Developed conversion readiness and incident response plans.

Springfield, Oregon

∙ Developed Loan Center strategy in partnership with VP of Consumer Lending and Loan Center management.∙ Monitored and analyzed KPIs, KRIs, and trends for the Loan Center Lending Channels: Direct, Phone, Web, and Outbound Lending. ∙ Managed 70 million+ annual loan portfolio.∙ Hired, onboarded, trained and lead a Consumer Lending Team of 25 exceptionally talented team members to exceed departmental goals while having a clear progression path into other roles of increased responsibility. ∙ Developed new roles and job descriptions in partnership with HR and leadership.∙ Developed processes and procedures.∙ Worked with leadership to implement policies and enhancements to the delivery of services and department operations.∙ Created standards for supporting, developing and managing lending initiatives.∙ Defined, monitored, and reported key indicators to the VP of Consumer Lending. ∙ Wrote and conducted over 100 performance reviews, including development plans.∙ Developed a “Wednesday workshop” to conduct product, process, and sales training, ensuring the highest level of performance and adherence to standards and regulations. ∙ Created the “Loan Center Annual Awards program,”resulting in increased sales and the highest achievement outcomes while exceeding stated goals.

∙ Was responsible for the procurement, development, and implementation of the consumer lending settlement service provider, which required market, vendor and product analysis, requirements gathering, requests for proposal, design, integration and implementation, etc.∙ Provided research and proposed recommendations to Senior Management regarding process and product strategy and vendor management to increase loan production and enhance operational efficiency.∙ Developed robust consumer lending resources, including an internal communication platform called the Lending Lowdown to keep stakeholders informed of regulatory requirements, policy and procedure changes, resources, etc. ∙ Developed an internal training platform called the Product Fact List, which included product matrices, pricing sheets, procedures, and guidelines in accordance with regulatory requirements and company policies.∙ Reviewed, analyzed, and evaluated lending business systems and user needs.∙ Developed and enhanced audit systems in order to ensure compliance with organizational guidelines, standards and policies, and state and federal regulations. ∙ Speaker and presenter on lending regulations and policy topics at the organization's Consumer Lending Team meetings to ensure guidelines and program adherence.

Springfield, Oregon

Partnered with Enterprise Account Executive for the San Francisco territory in a hunter sales role to exceed our target goals. From Information Management to Information Security, we helped our customers develop protection strategies for their business needs. Leading with Symantec Backup Exec business continuity solution and coordinating support from specialists, researchers, and product development teams we delivered complete business solutions. Our customers ranged from large enterprises of 10k+ employees to innovative start-ups with 500 or more users. My responsibilities included:• Specialization in DR and Backup Exec Product• Execute our territory plan in partnership with my territory manager.• Provide daily direct support to the Enterprise Account Executive. • Research, analyze, and report on enterprise business models, utilizing Salesforce and other client management software. • Coordinate with software engineers and inside sales reps, and leveraging partner relationships in the field to obtain new business relationships and achieve sales goals.

• Built professional leads with members, brought new business to SELCO (10 million+), and optimized company products and services to deepen member relationships and maximize lending and deposit product outcomes. • Consistently exceeded stated goals and received positive member feedback, highlighting my knowledge of our products and ability to help members effectuate the value of our services.• Frequently recognized for successfully bringing new business to SELCO. • Led the integration of the Merchant Lending Team into the Loan Center.• Created schematic workflows with comprehensive job aids for the entire Loan Center Team, resulting in greater efficiency, loan accuracy, and member experience.• Devoted to improving members' social and economic position. • Responsible for training, acting as a resource, developing operations, and achieving daily, monthly, and annual objectives.

Valdepeñas De Jaén, Andalusia, Spain

Acted as a language and cultural ambassador, representing the Unites States. Participated and contributed to the success of the Embassy of Spain's flagship public diplomacy program named the North American Language and Culture Assistants Program (NALCAP). Fostered collaborative educational programs between the USA and Spain, building long-lasting ties among their citizens.Partnered with elementary and secondary schools in Spain to bolster language programs.

Eugene, Oregon

One of five undergraduates employed as Peer Learning Assistants (PLAs) in the SUPeR Chemistry program, a peer-led supplementary instruction program for General Chemistry students. I taught on a large range of chemistry subjects, while working with a diverse group of students representing a broad range of learning styles and abilities.

Passed

PMTI Online PMP® Exam Prep Course. Completed 4 days and over 35 hours of training to prepare for the PMP exam. Topics include: -Creating.

Bachelor Of Arts (B.A.), Spanish Language And Literature, Gpa 4.12, Summa Cum Laude And Departmental Honors

Spanish Language And Literature, Gpa 4.0

Querétaro, Mexico.

Spanish And Iberian Studies, Gpa 4.0

Completed coursework at El Centro de Lenguas Modernas (Universidad de Granda) located in Granada, Spain.