Mary Beth Lambert Email & Phone Number

Charlotte, NC, US

Charlotte, North Carolina, United States

• Manage Quality Assurance Program / Process & Control Oversight Organization charged with maintaining strength / stability of product controls and ensuring control routines support operational excellence and consistency.
• Established product health reporting, removing silos to provide increased visibility across products to executive leadership in terms of product risk management.
• Implemented modifications to 80%+ of nearly 400 controls, including modernizing numerous outdated controls and enacting changes to optimize the efficacy of others.
• Recognized 50+ potential control gaps and/or optical oversights and stood up new controls and routines to mitigate those risks.
• Standardized content / control routines by product to simplify engagement with regulatory authorities.
• Supported identification and development of controls for new initiatives, issues, and processes.

Charlotte, North Carolina, United States

• Managed team of 13 in leading cross-product controls performance oversight and control routines, achieving efficiencies and consistency organization-wide. Oversaw 900+ product policies and procedures.
• Enhanced visibility into controls beyond the individual owner.
• Centralized the entire controls portfolio, assessed each item, and produced reporting on whichitems needed updating and sunsetting and where synergies could be achieved.
• Led end-to-end migration from previous system of record to Solution Center for the Productorganization, including delivering training to ensure associate readiness.
• Earned Consumer & Small Business Performance Excellence Award, May 2021.

Charlotte, NC

• Managed key projects and processes. Proactively mitigated risks by developing executive risk andproject management routines.
• Led $10M initiative to simplify, digitize, and automate disclosures, enabling greater agility in satisfying changing regulations. Managed efforts from strategy through funding, including ensuring a successful.
• Built and maintained inventory of 200+ products and services touted as a best-in-class framework.
• Refined and implemented streamlined, repeatable, consistent processes to deliver on businessrequirements and drive progress.
• Participated in Issues & Exam resolution & Operational Excellence Leadership oversight/routines.

Charlotte, NC

• Developed executive communication plans, management routines, and Consumer leadership business reviews focusing on client behaviors to increase customer satisfaction and profitability. Coordinated learning & leadership.
• Ensured quality control of strategy deployment by coordinating call listening efforts and market visits.
• Served as Co-Lead of both the Diversity & Inclusion Council and the Employee Engagement Council, advancing efforts to improveemployee satisfaction.
• Ranked as a top performer in the Retail Banking & Distribution division, September 2013.

Charlotte, NC

• Served as Finance Manager, overseeing planning and analytics for BofA’s 10,000 employee, $900M mortgage operation. Led team of onshore and offshore associates. Analyzed productivity and cost metrics to understand.
• Defined and developed new costing models and metrics to divide expenses based on customer segmentation.
• Developed streamlined forecast model, delivering annual budget in 3 days less time than customary method.
• Increased recognition usage in 1 year to highest level within Home Loans Finance.
• Earned Consumer Real Estate Finance Excellence Award, Q3 2011.

Charlotte, NC

• Provided quality financial support to multiple levels of executive management. Analyzed and interpreted key financial indicators driving mortgage operations. Planned / forecasted $100M budget and produced month-end.
• Prepared and reviewed business cases following Countrywide Financial acquisition, revealing $200M in cost savings opportunities.
• Managed and guided leadership development associates and interns within Fulfillment Finance.*Promoted to Vice President (July 2009)

Charlotte, NC

Analyzed and interpreted actual expenses to present an in depth view of the financials in order to drive business goals by ensuring accuracy and on time distribution of monthly financial packages.

Medina, OH

Managed E-Commerce paid search online marketing campaigns while creating marketing performance reviews and reports. Coordinated and supervised dealership partnerships, promotions and charity events by multi-tasking in a fast paced environment.

Cleveland, OH

Provided and analyzed financial reports targeting client and broker objectives in addition to maintaining client satisfaction through timely and thorough problem resolution.