• Providing leadership whilst bringing Operational projects to success. • Knowledge concentration area includes professional project management services to the Commercial and Wealth Markets Banking industries.• Proposal & Document Review/Prep, Documentation & Technical Writing, Training• Quality Assurance & Plans, System Requirements, Analysis, & Policies/Procedures Templates.

• Manage Commercial Loan Operations consisting of 13 Loan Operations Specialists • Commercial Loan Operations and Accounting Manager with emphasis in Syndicated Commercial Loans• Perform all loan boarding, transaction processing, loan maintenance, and loan accounting activities associated with the commercial loan portfolio, utilizing ACBS and AFS as systems of record• Responsible in the daily operations, ensuring optimal service level and achievement of key objectives and benchmarks• Validate and approve outgoing wires ensuring no risk to the Bank• Deliver approvals for over limit transactions for used and unused commitments• Administer performance appraisals• Conduct daily and monthly control efforts to ensure accuracy and consistency throughout all the operations• Assist in special projects overseeing a smooth transition from acquisitions.• Perform general-ledger balancing• Responsible in recruiting, screening, hiring, developing, and mentoring staff, including career-counseling support by sharing and providing guidance as appropriate.

• Managed operations of 26 Affluent Client Service Professionals• Responsible for daily operations, ensuring optimal service level and achievement of key objectives and benchmarks• Coached individual team members in presentation and communication skills, supporting each member’s growth and career development• Facilitated monthly staff meetings to share information, respond to issues, and develop incentive program to improve performance• Administer performance appraisals• Conduct monthly control efforts to ensure accuracy and consistency throughout all the operations• Create and review desktop procedures for the Affluent segment• Assist in special projects and Operations related audit projects as needed; perform other duties as assigned• Monitored changes to internal systems and product offerings across sales platforms, leading presentations for internal personnel to extend knowledge of changes and upgrades.• Assist and develop departmental budgets and general-ledger accounts, ensuring alignment with corporate goals. Monitored changes to internal systems and product offerings across sales platforms, leading presentations for internal personnel to extend knowledge of changes and upgrades.• Handle issues and escalations for the Affluent segment• Responsible in recruiting, screening, hiring, developing, and mentoring staff, including career-counseling support by sharing and providing guidance as appropriate.

• Established key performance indicators [KPI] for all branch teams, initiating executable roadmaps for achieving new objectives.• Directed branch environment, overseeing daily account openings across the San Gabriel Valley region in California.• Managed team of Personal Bankers, Team Leads, and 15 employees• Generated $30M in loan dollars to the financial institution annually by proactively looking for business and successfully managing my portfolio. • Engaged in public relations initiatives, networking with Branch and Relationship Managers throughout domestic operations to ensure corporate offerings aligned with business-partner needs and expectations.