Supported a team of Residential Mortgage Loan Officers, serving as a facilitator and coach to help loan officers reach their potential. Activities included one on one developmental coaching, driving new and enhanced referral relationships with realtors, builders, asset managers, and bank branches.Focused on a full spectrum of client segments including: High Net Worth, Affluent, Mass Market, Low/Moderate income.Worked in Philadelphia’s operations center and collaborated with processing and underwriting to exceed sales targets while partnering to reduce inefficiencies and shorten application to closing timeline Managed the team’s CRM outbound marketing tools and the inbound referrals that led to an increase in volume YoYRecruitment and retention focused leader who aims to inspire by example.

Acted as a liaison between Internal Audit, and the AML program managers.During Federal Regulatory examinations, fielded items requested by the OCC and OFAC. Collaborated with AML senior leadership to communicate critical updates to examinations and matters requiring attention.Provided reporting and key risk indicators that reflected the overall health of the program. Worked in collaboration with analytics and reporting to develop and prepare mandated program reporting requirements.Supported senior leaders with development and execution of management resolution plans to remediate compliance gaps. Developed and oversaw the dashboard reporting of "AML Program Report" & "AML Projects Report" that reflected program milestones accomplishments as well as remediation plans.

Responded to the needs of the community while building new and enhanced business relationships. Attended business networking events, partnered in fundraising initiatives, and coordinated corporate sponsorship events.Provided consultative services to improve cash management and extended credit to businesses. Managed financial operations and compliance reporting. Responsible for profitability, expense management and an operating budget. Maintained controls to comply with federal and state regulations.Recruited and supported a successful team who remained efficient and engaged for an exceptional customer experience.

Acted as a "readiness captain" to ensure a seamless transition during the acquisition of Wachovia Bank N.A. Maximized operational effectiveness and audit preparedness.Retained and retrained talent to embrace and deliver on Wells Fargo's model, brand and culture. Performance and development coaching led to continued success

Provided asset and credit management by leveraging Series 6/63 and Insurance Licenses. Practiced a Customer Relationship Management philosophy by prospecting and nurturing consumer and business clients. Acted as a business consultant for clients by supporting C-Level business leaders with banking solutions aligned with their companies' objectives.

Supported the overall Commercial and Residential loan origination sales team by implementing practical and effective sales strategies. The core execution included creatively and tactfully generating a steady flow of new quality leads through leveraging technology, developing talent, and securing long term relationships with local centers of influences. Established a solid reputation with Wholesale Lenders and in 2005 was recognized as one of World Savings Bank's mortgage volume leaders.

Commercial and Residential Credit Portfolio ManagementNetworking and Business DevelopmentResearch and AnalyticsLead Generation and database management