Guiding solutions and programs for Visa Direct Global Partners

Supporting crypto, P2P & B2C platforms with data and guiding strategy with insights.

Supporting the Visa Direct team and clients, optimizing the newest in payment technologies.

Build forecasting models for predicting loan, deposit and member behavior. Evaluate disparate lending systems and identify efficient methods to extract, analyze and report on contained data. Perform risk analysis on loan portfolios and identify opportunities for board and executive leadership.

Act as a Product Manager for all of Cards (debit and credit) within the credit union. Drive engagement and utilization by designing campaigns and promotions. Enhance card benefits and features to create premier positioning in the market. Data-analysis and reporting of credit and debit card KPIs. Work closely with senior leadership to grow portfolio balance.

Lead transition into new program. Manage card loyalty and benefit features and related vendor relationships. Ongoing analysis and reporting of both credit card and debit card KPIs, as well as ad hoc reports for all of Consumer Lending. Support front-line staff by designing and delivering training. • Tactical cross-functional team leader delivering both Google Pay and Samsung Pay simultaneously and planning marketing messages to ensure successful adoption.• Honored with Mastercard’s “Innovation” award for driving enhancements to card loyalty and digital offerings.• Enthusiastic product evangelist that led the company off of a trusted legacy loyalty platform onto a new and improved program by bridging knowledge gaps and matching customer desires with new solutions.

Assess risk of cash transactions. Research account histories and activity to assign appropriate risk levels. Maintain compliance with federal regulations regarding BSA. • Functional development of new fraud reporting processes for card fraud, including managing training for both risk and card departments.• Detailed risk assessment techniques tenaciously pursued to save the credit union >$300K in risky cash transactions.

Focus on sales of bank and life insurance solutions. Held state licensures in Property and Casualty as well as Life and Health insurance. Provide exceptional service to existing clients. Assisted in the hiring and training process of new agency representatives.• Designed and launched creative marketing techniques to generate auto loans that are still in use by the agency today.• Created detailed custom financial and insurance recommendations for clients after conducting needs-based analysis interviews and risk-tolerance assessments.