Managing the Westlake branch and doing commercial lending.

• Spreading customer financial statements with analytical commentary• Stress testing relationships exceeding $1,000,000• Annual reviews of other relationships $250,000 to $1,000,000• Sales calls with senior lending officer

Project Management• Managed numerous engagements for financial institutions within the U.S and Canada• Coordinated various work streams, developed and presented business cases, and influenced bank decision-making of product development• Led project teams in crafting customer propositions for revenue enhancement strategies• Secured approval for recommendations from senior management and gained consensus from relevant business line personnel• Forecasted and delivered revenue uplifts to help clients achieve aggressive budgets• US/Canadian clients – Zions Bank, Canadian Tire, Royal Bank of Canada, Coast Capital Savings Credit Union, and TwinStar Credit UnionAnalysis• Identified incremental revenue enhancement opportunities through a series of client interviews, system reviews and market assessments• Extracted and analyzed client data to determine solutions to improve profitability• Constructed business cases for strategies and presented recommendations to senior managementImplementation• Assisted clients with implementation design for strategies and facilitated the implementation process with a cross-functional group of client personnel• Developed tracking methodologies for implemented opportunities that monitored the increase in revenue streams and customer impact

International Business Development •Selected for the group’s international projects in the United Kingdom and in South Africa resulting in $6 million in firm profits•Drafted sales presentations and aided in the sales process as a subject matter expert •Developed intellectual property for the international practice•Planned for product development that included market positioning, customer disclosure and communications, internal staffing requirements and trainingAnalysis•Utilized data mining techniques to analyze customer data and develop revenue enhancement opportunities•Built analytical tools to segment customer base, develop alternative treatment strategies and determine overall customer impact for recommendations•Domestic clients – US Bank, SunTrust, National City, FirstarFloat Management•Analyzed and presented revenue enhancement opportunities resulting in improvements in domestic collections and presentment of cash letters•Performed market segmentation studies to identify opportunities that increased profitability through increased float assignment•Evaluated check clearing schemes to improve bank availability of funds and reduce bank incurred float