Robert Lay Email & Phone Number

San Francisco, California, Us

New Orleans, Louisiana, Us

Sourced and hired for my expertise in building high performance teams and strengthening internal and external partnerships. My focus within the Liberty Bank is to overachieve upon growth targets and expand the organizational footprint. Expertly balancing the external marketing and operational oversight, I am currently cultivating strategic partnerships and generating business opportunities (working existing and new realtor/COI relationships), while simultaneously streamlining the operational infrastructure. Holding bottom line accountability for operations including roadmap development, market development, resource allocation, risk management, compliance, and Human Resource management (hiring, onboarding, training, retaining, performance management, etc.)

Oak Brook, Illinois, Us

Sourced and recruited for my expertise in building performance teams and strengthening internal and external partnerships, my focus within the Pied Piper Group is to overachieve upon growth targets and expand the organizational footprint. Expertly balancing the external marketing and operational oversight, I am currently cultivating strategic partnerships and generating business opportunities as face of the organization (working existing and new realtor/COI relationships), while simultaneously streamlining the operational infrastructure. Holding bottom line accountability for operations including roadmap development, market development, resource allocation, risk management, compliance, and Human Resource management (hiring, onboarding, training, retaining, performance management, etc.), I have already realized the following achievements: ◆ Exceeded growth target for first half of FY21, growing pipeline by 50+% and requiring expansion of Branch Relationship Manager team.◆ More than doubled Branch Relationship Managers from 5 to 10+ by Q4FY21, building upon a highly skilled group able to specialize across residential mortgage programs, non-QM residential loan programs, commercial real estate lending, a variety of business lending programs, Islamic financing, insurance, title services, and merchant processing.

New York, Ny, Us

Expertly navigating both Banking and Mortgage/Lending divisions throughout my tenure, I gained a reputation as a transformation agent able to champion the Chase culture and drive productivity in operationally challenged markets. Promoted to Business Banking in 2020 and charged with challenging a team of 10 Business Relationship Managers (consisting of branch and office based RM’s) in Kane County and Central Illinois, I worked to expand a book of business consisting of 1K clients with $200M in deposits and $100M in credit balances. Rising to meet the challenges brought about by the pandemic, this talented group made the following impacts:◆ Realizing exponential pipeline growth through a targeted refocus to include clients with $100K+ in deposits and $350K+ up to $15M in business financing. ◆ Strategically pivoting and demonstrating agility in team capabilities as COVID-19 impacted the business sector, focusing on PPP loan acquisition/forgiveness as a priority for creating exceptional customer experiences during unprecedented business climate.

New York, Ny, Us

Transforming a talented group of 10 Home Lending Advisors (covering 15 branches in NW Cook County Market) into a team capable of top-tier performance, we focused on redefining the status quo through the delivery of an unparalleled customer experience. Stretching the limits of executional excellence, I built a nimble sales organization capable of navigating the ever changing, competitive mortgage landscape while continuously managing risk and minimizing compliance/regulatory exposure. My influence resulted in the following:◆ Scaling the score card ranking from the bottom third to the top third nationally by end of FY19 (measurements based upon client experience, pre-op, and production). ◆ Increasing the YoY production by double digits in FY19 by working with each HLA to create specific monthly business plans, uncover home lending opportunities within existing branch client book of business, and continuously coach on home lending products/services.

New York, Ny, Us

Positioning the Chicago team (18 branches, 168 FTEs, with $1.7B in deposits/investment balances) for success, I built a team of customer obsessed professionals that expanded primacy in our marketplace. Collaborating with senior leadership teams to devise an effective and innovative strategy to maintain profitability and ensure long term growth, my efforts resulted in the following: ◆ Joined the ranks of top achievers as a recipient of the National Achiever’s Award (2017).◆ Boosted our market ranking to #8 out of 296 markets in overall scorecard results (2016).◆ Gained membership to the Chicago City Diversity Council as one of only three regional market leaders selected, serving as the local face of Chase to lead and create action plans for improving career mobility, employee development and recruiting/retaining top-tier, diverse talent.

New York, Ny, Us

Transitioning to District Manager of the established Milwaukie territory before transferring back to Chicago in 2010 to lead one of the largest districts in Chicago City Market (12 BM, 161 FTEs, with $2.1 B in deposits/investment balances), I held bottom line accountability for recruiting, hiring, training/development, performance management, creating/executing branch action plans, and exceeding business plan objectives in customer experience, people, controls, and profitability. Within this role that spanned across two markets, my contributions included:◆ Serving as a Diversity Council Market champion from 2013-2105, working with business resource groups to organize employee networking events, mentoring programs, and employee development workshops. ◆ Continuously improving our internal peer group rankings throughout my 7-year tenure, achieving incremental improvements from Group 8 in 2008 to the top third of Group 3 by 2015, and ultimately achieving recognition as the #2 district overall out of 42 districts by Q4FY15.

New York, Ny, Us

Extracted from Chicago market I was relocated to Milwaukee to lead 10 branch-based business bankers each responsible for branch clusters (30 branches). Quickly honing the talents of this team, we transformed outcomes in FY06 to finish FY07 at #5 in our peer group out of 22 Area Managers, exceeding the YoY production in business DDA’s by 28%, booked credit dollars by 153%, business savings by 67%, and business credit cards by 62%.

New York, Ny, Us

Overseeing both business sales and operations processes for this three-branch cluster, I served as the business products and solutions Subject Matter Expert and trusted advisor for our business customers. As a result of my efforts, I became an honored recipient of the Presidents Club Award in 2005.

New York, Ny, Us

Hired to revitalize cultural DNA, I successfully empowered a team comprised of an Assistant Branch Manager, Personal Bankers, Customer Service Reps, and Tellers, resulting in overachievement of our business plan objectives.