Matthew P. Email & Phone Number

Brea, California, United States

Portfolio Management: Managed and retained a diverse portfolio of management companies, achieving retention targets and fostering long-term client relationships.Client Solutions: Delivered personalized banking services, leading to increased product adoption and improved client satisfaction. Drove revenue growth by cross-selling and upselling key financial products.Operational Excellence: Streamlined operations for Lockbox, Positive Pay, Online Banking, ACH, Account Analysis, and Remote Deposit services, reducing errors and improving turnaround times.Collaboration: Partnered with Business Development Officers to deliver seamless support, leading to positive client feedback and repeat business.Account Management: Led end-to-end account management, including setup, closure, and compliance processes, ensuring operational excellence.

Irvine, California, United States

Project Management: Coordinated complex global projects across teams and warehouses, aligning outcomes with company goals and client expectations.Process Improvement: Optimized project workflows using Smartsheet, reducing delivery times and meeting key milestones ahead of schedule.Technology Leadership: Managed the company-wide MS SharePoint system, improving data accessibility and enhancing collaboration among global teams.

Newport Beach, California, United States

Risk Management: Ensured compliance with state and federal regulations by reviewing new business account documentation, mitigating risk in account openings.Client Assessment: Conducted detailed needs assessments to align clients with appropriate banking products, boosting satisfaction and client loyalty.Relationship Building: Expanded the client base through personalized banking solutions and consistent relationship management.

Rosemead, California, United States

Branch Operations: Provided operational support to various branches, ensuring service consistency and mitigating risk.Policy Implementation: Led the rollout of new policies and procedures, improving branch compliance and efficiency.Staff Training: Trained new staff during multiple bank acquisitions, ensuring smooth transitions and maintaining high service standards.

Orange County, California, United States

Provide personal financial needs assessments, financial product term benefits, and limits to new/existing customers Sustained high satisfaction ratings and retention with customers in a face to face setting Day to day banking transaction processing to ensure bank met state/federal regulation adherence and report any potential fraudulent activityCustomer service including extensive product knowledge and relationship building