Lee Sessions Email & Phone Number

Phoenix, Arizona Area

Support the NUPRM business segment and consult with clients to identify and define business needs

Develop business requirements and analytical needs by understanding the request and researching data sources

Identify and recommend internal and external data sources across multiple business sources for process documentation comparative analysis and modeling.

Recommend and participate in the development of complex analysis designs using statistical and/or financial analysis for solutions to increase revenue, reduce expenses and maximize quality

Manage projects and provide assistance to business partners

Chandler, Arizona

Analyze Merchant requests for a PayPal Business account facility, performing a Credit Risk assessment of the merchant and/or company against established Corporate Credit Risk policies and procedures

Conduct portfolio and transaction analysis to develop strategies with the aim of reducing credit line exposure and preventing loss

Contribute analysis and data mining to the credit portfolio and accompanying databases in order to surface key trends related to risks in the portfolio

Perform ad-hoc analysis as needed to understand portfolio dynamics

Extract, manipulate and transform data from a variety of databases using SAS, SQL, and other tools

Chandler, Arizona

Assist in the execution of internal control discipline and operational excellence of specific divisions

Leverage data in order to monitor effectiveness of key controls and status of mitigation and action plans

Build out mitigating action plans, milestones and controls

Document, track, monitor and escalate risk related issues

Assist team in completion of multiple enterprise required assessments, including risk and control self-assessment

Focus on research, analytical and quantitative skills; compliance and related areas

Adapting to constant change as new requirements are being implemented monthly

Helped Advisors with client accounts to grow book of business by researching financial products for clients

Gathered research and data for accounts

Obtained Series 7 license

Effectively provided clarification and training of credit policy, procedure and the escalation process. Liaison between sales, operation and credit administration. Key participant of the operations management team working to ensure loan quality and customer service.
Team lead for special projects
Managed 4 call centers that included 45 associates
Forcested pipeline applications, funding numbers, analytics and projects
Excelled in developing and coaching teams
Created reports and presentations to convey forcasted and analyitical numbers weekly and monthly to executive management
Promoted to AVP after 1st year due to success,strong interpersonal and motivational skills

Accountable for the achievement of sales and revenue goals through the implementation of strategic sales plans. Acquired, retained and expanded new business relationships resulting in the achievement of aggressive area and business line goals and objectives. Also responsible for the recruiting, development, motivation and retention of a high performance sales force.
Worked closely with bank partners within the sales geography to maximize the sales opportunities of new and existing customers
Ensured that the sales team had a customer-centric approach to their business, and the Golden West Financial customer experience
Responsible for opening a new retail loan office from inception
Hired, trained and managed 5 retail loan representatives
Managed the retail pipeline and was the support contact for back office teams
Grew relationships with realtors, builders and other financial institutions to aid in the development of the new "brand"

Bachelor'S Degree, Finance & Economics

High School