Margaret Glick Email and Phone Number
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• Manage complex conversions and system transformations including core, debit, credit, online banking, mobile banking, loan platforms• 25+ years’ experience working with Fiserv products including Premier, Precision, DNA, Card Services, online banking and mobile banking platforms, FCRM.• Operational Strategy and Consulting; Organization, Policy and Procedure Management and Risk Assessments• Audit and Exam Remediations• Project and Change Management• Former COO, ISO, BCP and BSA/AML/OFAC OfficerIndustry Certificates and Education:• Certified Information Systems Security Professional (former)• Certified Community Bank Technology Officer (former)• Certified Community Bank BSA/AML Professional (former)• Graduate School of Operations & Payments
Cornerstone Advisors
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Senior DirectorCornerstone Advisors Feb 2024 - PresentScottsdale, Az, Us
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DirectorCornerstone Advisors Mar 2019 - Mar 2024Scottsdale, Az, UsTrusted advisor to credit unions and banks providing best practice approach to core system transformation, mergers and operational performance. Extensive project management of large, complex projects.
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Program Manager, Senior ConsultantCcg Catalyst Consulting Group Sep 2017 - Mar 2019Phoenix, Arizona, Us -
Svp/Chief Operations Officer, Iso, Cissp, CcbtoBank Of Travelers Rest Apr 2012 - Apr 2017• Manage all back office operations including deposit, IT, call center, and credit ensuring appropriate processes and procedures are established to ensure policy and compliance requirements are met, adequate controls are in place, and customer service is maintained while maximizing efficiency. Develop remediation plans for audit and exam findings.• Responsible for IT oversight including network and telecommunications infrastructure, physical environment and vendor management. • Enterprise project management including conversions of online banking, EFT processing and data communications along with other product introductions and process improvement initiatives.• Establish all IT and Operations policies, risk assessments, strategic operations and technology plan and chair Steering Committee.• Business Continuity Officer responsible for Plan development, oversight and testing.• Information Security Officer responsible to establish policies and procedures which protect both systems and information. Conduct risk assessments, implement control measures and reporting appropriate for the environment. Manage vendor relationships including due diligence, contract evaluation and ongoing performance measurement.• Member of Compliance Committee.
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Vice President, Director Of Operations, Bsa Officer, IsoThe National Bank & Trust Company Jan 2009 - May 2012Sycamore, Il, Us-Information Security-Deposit, Loan and EFT Operations-Business Continuity and Disaster Recovery-Software evaluation, acquisition, implementation-Change Management -
Operations Manager, Bsa OfficerThe National Bank & Trust Company Feb 2005 - Jan 2009Sycamore, Il, Us-BSA/AML/OFAC program enhancement and management-Implemented change management processes-Improved system utilization across a variety of applications-Developed and implemented ACH Risk Management Program-Oversaw 3 branch conversion in 90 days-Lead team to evaluate and convert loan origination platforms and processing workflow for consumer, commercial and secondary market lending. -Lead team to develop retail account origination platform
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Assistant Operations ManagerThe National Bank & Trust Company Feb 2002 - Feb 2005Sycamore, Il, UsAssumed responsibilities to oversee Loan Operations including commercial, consumer and serviced residential loans in addition to responsibilities of previous position. Coordinated relocation of Loan and Deposit Operations. Implemented electronic reporting for secondary market loans.
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Deposit Operations ManagerThe National Bank & Trust Company Feb 2000 - Feb 2002Sycamore, Il, UsManaged all operational functions relating to checking, savings, certificate of deposit and ATM/Debit Cards. Developed and implemented new technologies relating to deposit accounts, including implementation of check imaging system and transition to image statements and OMR statement processing. Redesigned Deposit Operations Department to improve efficiency and customer service.
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Residential Loan Servicing ManagerThe National Bank & Trust Company May 1996 - Feb 2000Sycamore, Il, UsAssisted in the start up and development of new Residential Lending department. Responsible for establishment of policies and procedures for all aspects of servicing including loan set up, investor reporting, escrow administration, and collections ensuring compliance with federal regulations and investor guidelines. Completed portfolio reporting and reconciliations for all investors on a monthly basis. Assisted in loan opening, processing and closing and in the development of department procedures with regards to these areas.
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Mortgage Servicing Supervisor & Secondary MarketingFirst State Bank Feb 1993 - May 1996UsSupervised a staff of 23 employees servicing a portfolio of 800 million. Responsible for training and procedure development for all servicing functions to ensure compliance with federal regulations and investor guidelines.
Margaret Glick Skills
Margaret Glick Education Details
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University Of Illinois Urbana-ChampaignBusiness Administration/Marketing -
Vanderbilt University - Owen Graduate School Of ManagementGraduate School Of Operations
Frequently Asked Questions about Margaret Glick
What company does Margaret Glick work for?
Margaret Glick works for Cornerstone Advisors
What is Margaret Glick's role at the current company?
Margaret Glick's current role is Helping Organizations Transform | Operational Advisor | Selection and Implementation Specialist.
What is Margaret Glick's email address?
Margaret Glick's email address is mg****@****tco.com
What is Margaret Glick's direct phone number?
Margaret Glick's direct phone number is (815)-895*****
What schools did Margaret Glick attend?
Margaret Glick attended University Of Illinois Urbana-Champaign, Vanderbilt University - Owen Graduate School Of Management.
What skills is Margaret Glick known for?
Margaret Glick has skills like Portfolio Management, Mortgage Lending, Management, Retail Banking, Credit, Loan Origination, Consumer Lending, Mergers And Acquisitions, Sales, Training, Leadership, Vendor Management.
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