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.

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.

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:

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.