Kevin Forte Email and Phone Number

● I successfully oversaw creating and managing priorities for two Agile Scrum Teams dedicated to CRA efforts.● Initiated an effort to design an API-based approach for geocoding community development data, eliminating an estimated 400 hours per year.● Designed and led the development of a web-based module to facilitate the communication and evaluation process for potential branch closures.● Implemented a structured framework for enhanced application controls, aligning access privileges and tasks with specific roles to bolster security and operational soundness.● Developed web interfaces with user-friendly features that provide the capability for non-technical users to easily update and manage SQL databases.● Led the migration from reports as a data source to database sources ● Oversaw the migration from a desktop tool for the CRA submission to a cloud-based tool● Oversaw the management of a budget of $1 million specifically allocated for technology-related expenses.

● Developed company wide Investment targets based on input from senior management & community stakeholders● Formulated actions plans with key stakeholders to address challenges at the market level● Devised risk based strategy to ensure Wells Fargo received highest possible CRA rating● Realigned team responsibilities, freeing up over 40hrs per week to focus on strategies with our partners● Migrated team’s analysis from MS Office based platform to SQL based platform● Designed a detailed structure for increased communication, from annual to daily, and from 4 to more than 20● Automated data import and warehouse process using SQL Server Integrated Services

● Eliminated nearly $70k in annual vendor expenses by programming custom code to obtain data● Decreased response time more than 40% by developing a data library to house access to aggregated data cuts● Increased team efficiency and decreased errors by designing a Data Warehouse to Centralize data

● Created an action plan to address CRA & Fair Lending production risks through partnership with senior management● Saved the team an average of 8man hours per day through development of custom programming● Maintained Wachovia’s status as the #1 Community Development Lender in the country● Created real-time reporting, detailing over 8,000 mortgage loan officer’s individual lending activity

Mobile Food Bank: Second Harvest brings a truckload of fresh fruit, vegetables, meat and dairy, canned goods and rice/pasta/bread.  Volunteers help setup the items, restock, and distribute the food to the families of the school students.

● Forecasted operating budget of >$13 million in consultation with business partner ● Saved the team an average of 3man hours per day by automating several processes● Uncovered over $90,000 in fraudulent activities through bank account reconciliations

Analysis of Loan Officer performance. Monthly reconciliation of Accounts Payable and related liability accounts. Monthly reconciliation of corporate bank accounts (Operating, Escrow). Analysis of the Corp revenue stream and Corp return on investment reported directly to the President. Daily maintenance of an escrow account database by client. Annual preparation of individual Loan Officer summary production reports (closings, originations, and commission). Ongoing analysis of expense reduction (reduced expenses >$18,000 in 1998) and productivity improvement. Solely responsible for obtaining approval & then coding vendor invoices (400 weekly) into Accounting System. Software training (Lotus Approach, MS Excel). Consulting on managerial decision making reports and potential productivity improvements.