Nick Petersen Email & Phone Number

Omaha, Ne, Us

Lead the Third Party Risk Management Program which includes oversight of the third party lifecycle, implementing program enhancements, handling third party incidents and escalations, and co-authoring the Third Party Risk Management Policy and Enterprise Third Party Risk Oversight Program Standard. Oversee the Bottom Up Risk Assessment Program through redesign, distribution, analyzing, and reporting that identifies potential risk(s) to the organization.Administer the Loss Events Program by capturing monthly loss events in OpenPages GRC system, monitoring, and reporting.Present operational risk updates to the Operational Risk Oversight Committee.Collaborate with other assurance areas regarding strategic initiatives and reviews to identify any potential risk(s).

Omaha, Ne, Us

Provide ongoing consultation, guidance, education, and support to business areas pertaining to risk management. Perform risk assessments to ensure accuracy of valuation, accountability, and documentation. Conduct targeted risk reviews and analysis to provide recommendations for business area improvements. Collaborate with other assurance areas regarding risk related projects and reviews to provide transparency among business areas

Kansas City, Mo, Us

Oversee all branch functions and operations within the Omaha region including strategic planning, marketing, sales, and the customer experience. Interview, hire, train and evaluate performance of sales associates. Provide world class coaching to aid associates with skill development for optimal job performance and career advancement. Collaborate with other lines of business on a regularly basis to innovate, analyze, and execute a plan for success in align with organizational goals. Performed cost analysis for the region which lead to the reduction in total expenses, improved efficiency ratio, and increase total net income. Utilize lean concepts to implement process review with operations procedures and policies. Establish new business relationships through active participation in professional and community affiliations.

Performed various audits for all business units and created audit reports with recommendations for process improvement. Responsible for auditing and reviewing the credit union’s mortgage lending processes to ensure it met the NCUA quality control guidelines. Presented audit reports, current audit plan, and budget variances to Supervisory Committee on a monthly basis. Assisted with performing quarterly risk assessments on various areas within the credit union. Supported with the implementation of core conversion by assessing levels of risk to each business unit.

Developed and delivered the following trainings on a regular basis: new employee on-boarding, products and services, teller and member service technical training, individual retirement accounts, credit underwriting, and development dialogues. Lean Certified and performed quality improvement projects for several business units. Handled several human resources tasks such as employee relations, coaching, compensation implementations, and performance management. Designed a succession and talent management plan for all roles within the organization

Monitored all daily branch functions and operations, including monthly reporting, marketing, and member relations. Managed all branch loan processes with application, underwriting, and closing. Provided one-on-one coaching to help associates develop the skills needed for effective job performance and career advancement.

Assisted with branch management operations and supervised a team of five associates. Investigated and resolved member issues and disputes using “win-win” problem solving strategies to maintain the highest level of member satisfaction. Determined acceptance/rejection of negotiable deposits.

Supervised a team of six associates and supported with daily branch operations. Performed several different financial services including opening business accounts, setting up individual retirement accounts, and processing loan applications for both personal and small business members.

Performed various financial services including opening/closing personal accounts, opening/closing certificate of deposits, and processing personal loan applications. Conducted daily teller transactions as needed.

Omaha, Ne, Us

Assisted clients in scheduling appointments and resolving issues with their accounts. Developed procedures/policy manuals for all areas of the company. Created and distributed monthly newsletters, assisted in creating marketing materials. Provided general administrative support to Office Manager and professional staff.

Master Of Business Administration (M.B.A.)

Bachelor Of Arts, Psychology