Marcus Castro Email & Phone Number

Charlotte, Nc, Us

Lead Project Management Office for Loan Servicing Operations • Provides project management and process design support for strategic initiatives, intelligent automation / robotics initiatives and process improvement opportunities.• Act as a trusted partner to functional servicing leaders in aligning, identifying and managing high impact servicing opportunities.• Identify projects which will create competitive advantage for customers, business partners and associates.• Apply standardized approach driving design and execution on initiatives.• Creates and/or deliver training associated with changes in process. • Maintains process and procedures.• Floor Support and Subject Matter Expertise at the application, product and process level.

Charlotte, Nc, Us

Manage and execute portfolio of intelligent automation and robotics initiatives for Loan, Lease & Trade Operations delivering $2 MM in annual savings.• Manage agile team’s development and implementation of robotics process automation and machine learning initiatives (RPA/RDA/NLP)• Deployed first natural language processing model in Wholesale Credit Operations to read client email service requests, classify/extract data and case into applicable system of record• Implemented RPA/RDA solution to auto-book Corporate and Commercial client treasury facilities from credit agreement memorandum into booking system of record• Execute servicing processing automation strategy and adoption across five core lines business. Partner with business identifying and assessing on-going pipeline of viable use cases for process automation.• Lead and provide updates at weekly program health routines with senior management 2 and 3 down the CEO.

Charlotte, Nc, Us

• Managed global teams responsible for booking client treasury and trade facilities for wholesale credit clients• Led team of treasury sales and risk officers responsible for mitigation of treasury services risk associated with financially challenged clients and bankrupt companies.• Managed treasury limits and overdraft business intelligence application used by credit and treasury sales officers to monitor and self-serve treasury risk exposure at the portfolio, region, client and product level (650 + users)• Led weekly and monthly treasury risk portfolio and client reviews w/ senior Sales, Product, Credit, Risk, Operations management teams.• Designed, built and executed strategy self-servicing Treasury Limits & Overdraft exposure reports for wholesale credit clients• Business Change Excellence Award Recipient

Charlotte, Nc, Us

• Designed, built and executed global overdraft monitoring analytical framework to manage risk tied to the ~$3 B daily Global Corporate and Commercial overnight overdraft balance position • Managed team developing risk intelligence & analytics to proactively monitor and mitigate client treasury risk and high risk clients in advance of credit deterioration• Lead execution of process improvement initiatives creating capacity and reducing risk. Manage Technology Projects & Initiative Funding • Coordinate annual strategic planning process; Implement and deliver and manage integrated Business Performance measurement system across all business functions within Credit• Supported design, testing and implementation of Global Treasury Management System to enable limit sharing and straight through processing of payments

Charlotte, Nc, Us

• Business Finance Officer (BFO) responsible for preparing and managing Corporate and Commercial Credit Card portfolio budget with annual purchase volume of $18B and annual revenue of $250M. • Coordinated and managed planning/forecasting process, monthly reporting and maintenance of ledger books.• Managed team maintaining client rebate payment process accounting for 1,600 clients and $150M of annual payouts.• Drive portfolio analytics by product, segment, client and activity. Evaluate and approve new client pricing deals.

Charlotte, Nc, Us

• Business Finance Officer (BFO) responsible for preparing and managing Corporate Lending budget ($45B Loans). • Business Finance Officer (BFO) responsible for preparing and managing Corporate and Commercial Loan Fulfillment and Servicing Operations budget ($250M Direct Expense, 2,800 associates). 2006 Finance Award of Excellence Recipient. • Coordinated and managed planning and forecasting process, monthly reporting and maintenance of ledger books.• Managed team driving corporate lending portfolio analytics by region, industry and product.• Finance Award of Excellence Recipient

Master Of Business Administration (Mba)

Bachelor Of Science (Bs), Economics