Kelsey Daniel Email & Phone Number

United States

Charlotte, North Carolina, Us

● Partner with Commercial Community Bank (CCB) strategy stakeholders and leaders to develop dashboard metrics to ultimately drive revenue by providing a line of sight into teammate performance, gaps in client care, and identify coaching opportunities.● Execute product roadmap by identifying and aligning next steps into Epics, Features and User Stories for developers. Ensure schedule and dependencies are understood when planning out User Stories for the upcoming PI.● Meet with technical lead and developers to confirm user stories are understood, provide clarification as needed and validate that acceptance criteria has been met.● Utilize design thinking techniques, design layout, compile data metrics and test dashboards alongside of the technology team.● Act as a liaison between internal stakeholders, line of business leadership and technology teams.● Maximize successful product adoption by leading CCB wide trainings and creating user guides, data dictionaries and other helpful product documentation.● Manage backlog items and prioritize critical issues.● Craft communications to teammates as new enhancements are rolled out or critical issues arise within the dashboards.● Partner with Scrum Master to execute sprint reviews and demos, sprint and PI planning, daily stand-ups and sprint retrospectives.● Manage creation, enhancements, troubleshooting and maintenance of 11 different CCB dashboards in both Tableau and Qliksense.● Provide ad-hoc data reporting for CCB leadership and teammates.

Charlotte, North Carolina, Us

● Facilitated risk-based analysis of key Mortgage functions to ensure effective risk identification and controls.● Collaborated with the Mortgage Servicing line of business, Compliance, Legal and other areas of the bank to formalize and execute a remediation plan for identified risk and control issues.● For identified gaps and issues, performed root cause analysis and ensured issues are escalated, managed and remediated.● Managed activities associated with the Risk and Control Self-Assessment (RCSA) process, including process mapping and facilitating risk and control discussions.● Monitor Key Risk Indicators (KRIs) and work with Mortgage Servicing line of business to address any related issues.● Produced written materials and communications to organize and summarize project-related activity and communicated process and control related information through various sources (e.g. Policy Governance, Change Management, and Assurance Providers).

Charlotte, North Carolina, Us

• Construct financial statement spreads and loan portfolio management reports• Spread and analyze personal financial statements, credit bureau reports and tax returns of individuals• Spread and analyze financial statements for the Commercial & Industrial, Corporate and Asset Resolution groups within the Bank• Efficiently provide spreads and credit analysis regarding borrower performance, operating trends and cash flow analysis

Charlotte, North Carolina, Us

• Delivered services to internal and external clients including, but not limited to, loan set-up, processing, closing, funding, and post-closing functions• Managed document quality to ensure it met or exceeded Bank’s exception rate goal by identifying required loan documentation for various loan types & pledged collateral, consistently monitored exception activity and provided timely follow-up and clearing of exceptions• Ensured consistent application of the Bank’s procedures and processes related to Commercial Fulfillment• Assisted in the management and reconciliation of the Commercial Fulfillment General Ledger• Performed high volume, complex monetary transactions on commercial loans• Contributed to the development and maintenance of job aid’s for BB&T Commercial Fulfillment centers• Trained new hires on the policies, procedures and day to day activities of post-closing operations• Completed ongoing training to ensure proper and up to date knowledge of policies, procedures, and regulations

• Conferred with clients to schedule and dispatch technician service calls to fulfill client needs in a timely manner• Developed, managed and streamlined the collection process and associated procedures• Performed invoicing and follow-up on work orders to ensure timely collection of payables