enjoying my retirement

Led many complex projects for Bank's Deposits system and related systems including new product implementations and products/systems enhancements. Managed deposit account renumbering efforts for all merger projects to reduce or eliminate negative client impact. Directed complicated merger efforts as Operations technical representative, which required working directly with information systems and marketing representatives. Technical lead for Gainesville Bank & Trust (holding company for 7 banks), First Priority Bank (FDIC assisted), and National Commerce Financial conversion projects. Designed and developed process to set up new offices and convert acquired accounts to appropriate offices and departments. Developed and tested procedures to communicate changes to front and back offices for mergers, and new or revised procedures for deposit system project implementations. Operational project manager for FDIC process for large banks to place holds on uninsured funds and process credits and debits, when requested by the FDIC if a bank failure occurred.

Led many complex projects for Bank’s Deposits system and related systems including new product implementations and products/systems enhancements. Managed deposit account renumbering efforts for all merger projects to reduce or eliminate negative client impact. Directed complicated merger efforts as Operations technical representative, which required working directly with information systems and marketing representatives. Technical lead for Gainesville Bank & Trust (holding company for 7 banks), First Priority Bank (FDIC assisted), and National Commerce Financial conversion projects. Designed and developed process to set up new offices and convert acquired accounts to appropriate offices and departments. Developed and tested procedures to communicate changes to front and back offices for mergers, and new or revised procedures for deposit system project implementations. Operational project manager for FDIC process for large banks to place holds on uninsured funds and process credits and debits, when requested by the FDIC if a bank failure occurred.

Managed system maintenance and enhancement projects involving operational aspects of Crestar's retail deposit products. Analyzed and resolved system and operational problems for users. Utilized personal in-depth knowledge of regulations governing retail deposit products. Recommended and developed reengineering processes that increased operations effectiveness and resource utilization. Performed due diligence efforts representing Crestar's Technology and Operations Division for proposed acquisitions of financial institutions. Estimated the capital costs, one-time expenses and incremental annual expenses for a Division of 1,050. Developed and managed process to convert retail deposits of small financial institutions (5,000 deposit accounts or less) within six week time period. Converted fourteen financial institutions ($4.9 billion in deposits, 136 branches) as well as performed thirteen additional due diligence efforts. Managed the pre-conversion project efforts and post-conversion support activities for the retail deposit systems' conversions. Coordinated the consolidation of the bank operations functions.

Performed due diligence for proposed acquisitions and represented Bank Operations as member of Mergers & Acquisition Integration Team. Supported customer service hotline, communications designed for retail branch personnel of acquired financial institutions and conversion specifications development. Interpreted and communicated policy/procedure changes, project/product implementations and mergers to retail offices. Developed and supported product offerings and back office procedure changes with little or no Information Systems involvement. Implemented "Quick-To-Market" changes, making Crestar more competitive in marketplace. Developed process, produced programming specifications, and performed quality assurance testing for a self-service checking product and a relationship checking product one year in advance of the fully automated Information Systems' assisted versions.

Developed and supported product offerings and back office procedure changes with little or no Information Systems involvement. Implemented “Quick-To-Market” changes, making Crestar more competitive in marketplace. Developed process, produced programming specifications, and performed quality assurance testing for a self-service checking product and a relationship checking product one year in advance of the fully automated Information Systems’ assisted versions.Performed due diligence for proposed acquisitions and represented Bank Operations as member of Mergers & Acquisition Integration Team. Supported customer service hotline, communications designed for retail branch personnel of acquired financial institutions and conversion specifications development. Interpreted and communicated policy/procedure changes, project/product implementations and mergers to retail offices.

Developed documentation and training materials for front office and back office staff;provided training on new and modified processes and procedures to front office and back office staff.