Kyle Lowder Email & Phone Number

Charlotte, North Carolina Area

Leading special analytic projects in Customer Excellence for Wells Fargo Home Lending to improve customer experience.

Charlotte, North Carolina Area

Managed reporting team for enterprise-wide complaint reporting. Supported banking center performance reporting. Worked as part of a large project to centralize and automate reporting for Digital Marketing, centered around on-line customer interactions and campaign performance.

Build initial (Version 1.0) performance reporting platform for the newly charted Morgan Stanley Private Bank N.A. Lead the design, build and launch enterprise class (Version 2.0 named "Summit") reporting solution with web-based user interface. Create goal model for 2011 Private Banker incentive targets and consult on design of 2011 Private Banker incentive plan. Provide analysis to executive management regarding Private Banker impact on lending production and revenue growth. Continue oversight of Summit project and quarterly release cycles.Key Results:- Created individually entitled performance reporting (Version 1.0) for 200 Private Bankers as well as executive management in second month of Private Banker deployment- Authored the technical specifications for enterprise class (Summit) reporting system with $6 million budget that combines more than 30 data feeds onto a single platform- Conducted user panels to gather input on Summit screen designs and data requirements- Provided consulting for 25 person IT Development and Quality Assurance (QA) teams in New York and India as subject matter expert to architect and deliver Summit under budget and to an aggressive 3 month deadline while adhering constantly changing business needs- Received highly positive feedback from users for Version 1.0 and Summit- Recognized as a top performer with an annual review rating of 5 (out of 5)

Led multi-branch analysis and score-carding project resulting in effective compensation planning and efficient performance management. Designed, produced and published reporting to support retail branch employees and banking branches within the legacy Wachovia footprint. Partnered closely with Wells Fargo senior leadership to implement emulated reporting tools as part of the Wells Fargo-Wachovia merger while managing all data business rules. Performed compensation modeling and managed annual performance measurement, sales trip tracking and special incentive campaigns.Key Results:- Emulated enterprise-class Wells Fargo daily incentive tracking for 30,000 Wachovia branch employees using only desktop software- Developed data flow process to allow for the delivery of reporting by strict 8 AM daily deadline- Coordinated and managed production data from more than 20 reporting data sources- Recognized as subject matter expert with an annual review rating of 5 (of 5)

Provided support to regional executive management through daily, weekly and monthly reporting to meet dynamic business needs. Responsible for district and region sales trending, pipeline analysis and reporting. Designed campaigns and provided ad-hoc analysis. Coordinated annual sales goal setting process and consulted with leaders to drive sales and maximize revenue.Key Results:- Created the first centralized sales report displaying incremental daily sales and pipeline results which has remained a highly-valued management tool that is utilized by 500 executive to district level leaders and has been adopted by Wells Fargo- Developed a customized pipeline tracking database to support numerous district and region reports and campaigns- Designed and maintained reporting websites on corporate intranet- Received the Striving, Thinking, Accomplishing, Resolving (STAR) Award (2005, 2006, 2007)

Branch Manager-in-Training responsible for all aspects of branch operation and performance including: deposit account opening, small business and consumer lending, customer service, revenue growth and profit margin. Additional tasks included: customer account servicing, management of FDIC collateral valuation, overdraft reporting, review of personal tax returns and credit reporting.Key Results:- Selected by management to lead an assessment of the corporate loan portfolio- Contributed to branch team that finished in top 3 out of 70 branches in company-wide checking campaign

Bsba, Business Administration

Activities and Societies: Resident Advisor (RA)Multiple Dean's Lists

Bachelor Of Science; Bsba, Business Administration

Education record