HELPING COMPANIES MANAGE THE WORLD'S MOST INNOVATIVE PLATFORMInnovation on platforms like Salesforce takes a special breed, one that shouldn't be relegated to the low-skill resources after a project is completed. We marry industry-leading talent with world class innovation management at a reasonable cost to drive and sustain true platform value.

Managed several large-scale projects charged with goals that included addressing regulatory changes, transforming Projects included objectives such as addressing Cost Basis reporting regulation changes for securities and mutual funds, annuity product enhancements, adding additional data and functionality to Salesforce.com, and mortgage process and system improvements.Managed efforts to transform the mortgage operating model for Thrivent Bank including process improvements and technology enhancements to revamp the mortgage process from point of application through servicing of the mortgage loan. The project included deliverables such as a new point of sale application system, a new loan origination and process system, a new secondary marketing system, new process and policy for loan pricing, creating a new department to handle mortgage operations, and partnering with a vendor for servicing of loans.Consulted with senior leadership to ensure strategic alignment of projects with the strategies and objectives from multiple business units.Led the design, development, and implementation of business perspective project plans to determine the required tasks, resources, and quality factors for complex projects spanning multiple business units.Managed resources, finances, Risks-Assumptions-Issues-Decisions (RAID) log, project and stakeholder communications, and work plans at both a program and project level.Provided program management oversight to al Thrivent Bank projects to ensure accurate, efficient, and consistent delivery of projects supported by multiple enterprise project management resources.Managed internal and external (vendor) resources in a virtual environment.Led efforts to select and negotiate with vendors and approve vendor deliverables and payments.Embraced the Thrivent Quality Management System (TQMS) and assisted with efforts designed to enhance TQMS and increase adoption of the methodology throughout the organization.

Key Business Consultant and Senior Project Manager for one of Thrivent’s largest field software implementations.Developed and evaluated Request for Proposal (RFP) for service providers to implement large scale Customer Relationship Management (CRM) solution. Coordinated contracting of selected vendor.Led and implemented multiple pilots to test SmartOffice as a CRM solution for Financial Representatives.Extensive experience with a variety of development methodologies including Software Development Life Cycle (SDLC), Agile, and Thrivent Quality Management System (TQMS).Led requirements gathering phase of the Salesforce.com project using both traditional Use Case development and Joint Application Design (JAD) approaches. Requirements were gathered from corporate sponsors, corporate business units affected by the change, and the field users of the system (Financial Representatives).Intimately involved in design and testing of the integrated Salesforce.com solution.Managed resources, finances, Risks-Assumptions-Issues-Decisions (RAID) log, project and stakeholder communications, and work plans at both a program and project level.Led change management, training, and deployment of the solution to regional field offices nationwide. Provided top tier support to field users of the system for both troubleshooting and practice management efficiencies using Salesforce.com.

Weatherly provide Project Management and Business Analysis for Financial Services and Insurance organizations.Business ConsultantSenior Project Manager

Led a sales force consolidation project that converted 3 lines of business, using 3 disparate sales force applications converting them to one system. This did include an RFP solicitation.Managed all RFP's initiated by the bank; including creation of RFP, data collection and analysis of proposals received. One of the larger efforts involved research of 14 vendors, narrowed to 7 who received the response, 4 who were invited to present, and 2 finalists.Led strategic and technology planning efforts of the bank - both the development of strategic plans and daily guidance to business line directors insuring successful completion of individual department plans.Managed large-scale and small-scale IT and business projects throughout the bank including an item imaging project, VOIP implementation, sales and service training programs, and restructuring and converting the bank's financial management system.Administered bank's Business Continuity Plan (BCP) from development through testing.Led team efforts to build efficiencies into major processes and procedures throughout the bank including: deposit account opening and servicing, loan booking and servicing, operations improvements in electronic and paper item processing, software upgrades, phone system upgrades, and network up grades.

Delivered 20% growth in Cash Management year over year three years in a row. Top Commercial Sales Officer multiple times. Developed and delivered training curriculum for employees and customers on aspects of Cash Management products and services such as Online Banking, ACH Origination, Lockbox, Repurchase Accounts, and Loan Sweeps.Responsible for management of Cash Management personnel and activities within the department. Developed and enhanced new and existing Cash Management products and services. Led projects to develop and implement policies, procedures, agreements and documentation for ACH origination, Repurchase Accounts, Internet Banking, Special Item and Statement Handling, and Commercial Overdraft Protection. Developed and implemented marketing plans for Cash Management products and services.Enhanced policies, procedures, agreements, and documentation for Loan Sweeps, Lockbox, Commercial Deposit Accounts, and Wires. Developed and implemented the Cash Manager Internet Banking product provided by Q Up, an S1 Corporation; including policies, procedures, agreements, and corresponding documentation.

Researched, analyzed, and underwrote all commercial loan requests. Analyzed financial statements of clients and prospective clients and prepared credit displays for loan reviews. Created a detailed tickler tracking system to monitor collection of financial statements required by loan agreements. Monitored the collection and analysis of these statements. Implemented a system to email credit displays and financial spreads packages. Instrumental in enhancing and streamlining procedures within the department.

Provided customer service to prospective and existing clients; both deposit and loan clients. Promoted to Lead Commercial Banking Assistant to coordinate the implementation of uniform policies and procedures for daily responsibilities among six office locations. Developed and managed system to monitor a large credit to a mortgage and construction loan financing company; this included monitoring collateral, maintaining bank participation relationships, and balancing daily transaction flowing through the accounts.