Michael Warwick Email & Phone Number

Colleyville, Texas, United States

• Brand Management: Created a consistent brand look and feel.• Cost Savings: Saved the firm several thousand dollars annually within the first three months through vendor management.• Process Improvement: Developed and implemented new processes and reporting, providing transparency for the client.• Client Engagement: Assisted Senior Financial Advisor in meetings with potential and existing clients.• Strategy Execution: Ensured the plan is executed and carried out according to the strategy set by the Financial Advisor.• Team Collaboration: Worked closely with a team of business partners for financial advising, tax planning, insurance, mortgage and real estate, wills and trusts, and back-office support.• Reporting Implementation: Collaborated with Financial Analyst to create and implement reporting.• HR Functions: Assisted CEO in the hiring and termination of staff, as well as other HR-related tasks.• Policy Development: Reviewed and updated current policies and procedures, creating new ones to enhance process improvement, efficiency, and compliance.• Marketing: Managed branding and graphics design for stationery, marketing materials, website, and video content.

Fort Worth, Texas, United States

• Stakeholder Coordination: Ensured timely communication of new hire orientation details across the organization.• Data Integrity: Monitored and maintained data integrity to avoid negative impacts on new hires.• IT Coordination: Partnered with IT for timely delivery of laptops, accessories, and access badges to new hires.• Issue Resolution: Collaborated with teams to resolve issues related to the new hire experience.• Agile Ambassador: Promoted Agile practices within the HR department.• Support: Provided comprehensive support to new hires, recruiters, and hiring managers.• Process Improvement: Volunteered on an HR Process Improvement Committee, contributing to HR policy enhancements.

North Richland Hills, Tx

• Collaboration: Fostered collaboration with Business Change Management.• Training Facilitation: Conducted New Hire and Professional Development courses.• Barrier Identification: Worked with business leaders to identify barriers and suggest alternative solutions.• Mentorship: Provided guidance and mentorship to colleagues, enhancing their professional development.

East Providence, Rhode Island

• Regulatory Compliance: Identified issues in loan and credit card systems, preventing major regulatory violations.• Special Projects: Selected for special projects involving document review, data comparison, and process documentation.• Policy Analysis: Provided ongoing analysis of client credit history and integrated mitigating factors into credit packages.• Independent Decision-Making: Operated independently in problem-solving and decision-making regarding loan policies and regulatory requirements.

East Providence, Ri

• Training Program Development: Contributed to the Call Center Training Program by identifying deficiencies and consolidating training modules.• Instructional Design: Advised on the development of in-house training materials using sound instructional design methodologies.• Coaching: Coached colleagues on quality course development and facilitation.• Training Delivery: Delivered virtual and classroom training for new hires and ongoing education across New England and Mid-Atlantic markets.• Comprehension Management: Managed and monitored individual comprehension to ensure effective skill transfer to the workplace.

East Providence, Rhode Island

• UAT Testing: Participated in User Acceptance Testing for the Card origination system, contributing to its successful launch.• System Improvements: Provided feedback for procedural efficiency and system improvements.• Recognition: Awarded Employee of the Month for dedicated efforts in managing high application volumes.• Documentation Verification: Conducted thorough checks of documentation for accuracy and compliance with guidelines.• Decision-Making: Exercised judgment in making credit card application decisions.

Providence, Rhode Island Area

• Sales Achievement: Consistently surpassed quarterly sales goals by 150-250%.• Business Development: Led onsite visits with local businesses, increasing new DDA and Credit Card acquisitions.• Branch Support: Assisted Branch Manager with daily operations and management.• Customer Relationships: Strengthened customer relationships through needs-based product exploration.• Referral Generation: Generated substantial referrals to mortgage, investment, and merchant services business partners.

Providence, Rhode Island Area

• Referral Ranking: Ranked number 3 in teller referrals company-wide.• Transaction Management: Recorded various transactions.• Compliance: Ensured compliance with bank operations and security procedures.• Responsibility: Handled currency and confidential information with high responsibility.

Providence, Rhode Island Area

• Top Performer: Recognized as a top performer for outstanding sales achievements.• Protection Planning: Developed coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.• Policy Delivery: Completed coverage by delivering policies and planning future follow-up visits to evaluate client needs.

Dallas Texas

• Ministry Development: Founded and organically grew Single Adult ministry from start-up to hosting events with 100+ participants.• Sub-Ministry Development: Developed additional sub-ministries for Single Parents and Newlywed/Nearlywed couples.• Group Hosting: Recognized for hosting the largest home group as part of the church’s Cell Group Ministry.• IT Network Coordination: Coordinated with staff and volunteers for the installation of an IT network in a 50,000 sq ft facility.• IT Upgrade: Collaborated with internal and external parties to upgrade speed and IT capabilities, including modernizing membership and financial database software, visual aid software, website design, and hosting.• Task Outsourcing: Facilitated the outsourcing of many of the time-consuming tasks that were being completed by staff and volunteers.Responsibilities:• Pastoral Care: Assisted with the pastoral care of parishioners in a 1000+ member congregation.• Group Instruction: Taught groups consisting of 5 to 150 people.• Leadership Development: Developed, directed, mentored, and trained the single adult leadership team.• Parishioner Interaction: Interacted with parishioners by counseling, visiting, and instructing them.• Event Management: Planned, scheduled, and oversaw events, retreats, and team-building activities.• Marketing and Media: Designed, ordered, and oversaw the distribution and display of marketing materials and media.• Website Management: Maintained and updated website content as necessary.

Dallas/Fort Worth Area

• Promotion Achievement: Promoted five levels within one promotion from Teller to IT Help Desk Coordinator.• Project Leadership: Led the new Safe Deposit Box Software project, gathering information, testing systems, and delivering training, information meetings, and QA sessions with branch and executive leadership.• System Documentation: Documented systems issues and coordinated with internal hardware, network, programmer team members, and software vendors to resolve third-party software issues.• Technical Support: Answered incoming employee IT calls and assisted with technical issues.• Issue Escalation: Escalated IT issues to appropriate IT staff or software support as necessary.• Issue Tracking: Performed tracking of IT-related technical issues.• Software Operations: Executed start and end-of-day software operations as needed.