Rita Grant Email & Phone Number

Fort Myers, Florida, United States

Volunteer

Indianapolis, Indiana Area

Instructing students in Excel for Business Applications.

*Technology advanced techniques to market residences and businesses.* Mortgage expertise to guide new buyers through the complex purchasing process*Ten years real estate investing experience

* Project Manager of a successful long term project with a major retailer moving their ERP from an antiquated operating system and database into a supported HP/Oracle environment. This included managing both internal staff and third party vendors as well as moving thousands of jobs and programs written in numerous archaic programming languages. * Researching and documenting businesses processes for health care clinics resulting in a visually easy to read and understand narrative used for designing the business process and CRM, training the staff and presentation to the Board of Directors. * Extensive project management, business analysis and process improvement and documentation spanning from large and small operations in financial institutions, retail operations and health care industry, start-ups to well-established entities including LLC's, non-profits and large corporations. * Presentations and reports to Boards of Directors, Audit Committees and operating staff. My extensive auditing, accounting and financial background provided a solid background to the decades I have spent managing projects of all sizes and various industries.Accepting assignments directly or through Foothold LLC.

Served as liaison between developers and business users in areas of: o Design technical and process improvement flows. o Secondary Loan Sales Automation. o Project Team for implementation of two Loan Origination System. o Transitioned to Third-Party Loan Servicing from in-house system. Senior Management Reporting using Crystal 8.5.Led transition of financial system to Great Plains software.

Relationship manager for three telemarketing vendor/partners.• Administrative Manager of Request for Proposal (RFP) process for several major home equity initiatives including telemarketing, origination, processing and servicing.• Monitored telemarketing partners’ initial start-up for home equity marketing program launch.

Administered Program Office for all projects associated with the development of the Home Equity Future Platform. Project was eliminated in strategic alignment.

Administered Hyperion financial reporting system for Bank One Mortgage Finance Division. Managed the commission function for production staff and management. Developed compensation plans for all production staff. Automated Senior Management Reporting Package utilizing the Hyperion system and Excel. • Awarded Bank One Mortgage Leadership Achievement Award.

Developed automated commission system utilizing Hyperion software. Established internal controls over sales commission process.• Designed and developed the automated commission process centralizing the commission payment operation in Indianapolis reducing processing staff 80 percent. • Eliminated budgeted Hyperion consultant fees by programming Hyperion for commission program.• Promoted to Assistant Vice President.

Managed all functions of the accounting department including supervising staff and reporting consolidated results to senior management. Series 27 Financial Operations Principal.• Redesigned department to produce professional reports and graphics and improve overall image.• Automated budgeting process and incorporated top-down objectives with a bottom-up approach.

Directed all facets of the internal audit department reporting to the Audit Committee. Corporate duties included managing audit staff and developing internal audits at all corporate subsidiaries including Inland Mortgage (now known as Irwin Mortgage). Conducted the meetings of the Audit Committee of the Board of Directors. Managed all regulatory relations of Irwin Union Bank.

Bank Management

GSB's Graduate School Program provides a comprehensive course of study of general banking and management subjects especially designed.

Education record

Bs, Accounting