Jennifer Schulz Email & Phone Number

Spokane, Wa, Us

Portland, Oregon, Us

Reporting to the Bank President, I oversee and manage all strategy and support activities for Core Banking and other business units as assigned. I lead a team of strategy, activation and performance managers who provide direct organizational support to the Bank President and the Core Banking leadership team with strategy formulation, execution and evaluation to support Core Banking in meeting key performance goals and objectives.Our responsibilities include:• Conceptualize, design, implement, & monitor growth strategies and supporting strategic initiatives that enhance the performance of Core Banking, working closely with the Bank President and Core Banking leaders, while effectively managing risk. Ensure all operational and compliance requirements are met, and that appropriate levels of leadership have approved prior to implementation.• Partner with marketing, communications, product & technology to prioritize work and ensure decisions are thoroughly vetted and based on strategic objectives.• Responsible for matching Core Banking investments with overall bank strategy and managing/representing these initiatives on the Strategic Initiatives Committee (SIC).• Oversee incentive processes including the creation, design, implementation, maintenance, and subsequent financial monitoring of performance by group, region, area, and department. Ensure timely and accurate payment of incentive awards, product payouts, and business unit referral earnings.• Conceptualize, design, and implement reporting of sales campaigns in support of business objectives.• Prepare all board of directors related materials, as well as earnings release information, and talking points for the Bank President. Design and deliver verbal and written executive presentations.• Serve on committees and collaborate with others in the bank in the study and review of proposals, resolving problems and making recommendations/decisions for program changes.

Portland, Oregon, Us

Reported to the SVP, Head of Frontline Strategy, I was responsible for overseeing all strategic initiatives and support activities for Umpqua’s Core Banking lines of business (e.g. Retail, Commercial, Corporate, Private Bank). In this role, I supervised a team of activation managers responsible for leading projects and initiatives to support our growth strategies. My responsibilities included:• Providing thought leadership to activate strategic initiatives across the Bank, including setting goals & KPI’s and partnering with Shared Services teams to prioritize work and ensure decisions are thoroughly vetted and based on strategic objectives.• Ensuring project plans are created and maintained, ensuring business partner/stakeholder engagement, tracking project deliverables and issues, ensure that targeted dates are met and key deliverables are completed.• Creating and measuring bank adoption of programs and associate engagement (e.g. transition management)• Identifying critical program related risks and issues and drives resolution; escalating to leadership or key stakeholders appropriately. Raises awareness regarding critical dependencies and ensures that all requirements and risks are communicated to relevant work streams and business partners.

Portland, Oregon, Us

Reported to the EVP of Customer Operations & Support Services, I led a cross-functional team responsible for developing and implementing operational program elements such as policies, procedures, practices, systems and controls for Umpqua Bank’s core banking lines of businesses (e.g. Retail, Commercial, Corporate, Private Bank). In this role, I drove stakeholder engagement, needs assessment planning, goal alignment, and change activities to support the ongoing evolution and growth of our customer & associate experience in a more coordinated, efficient and agile organization. Team functions consist of:• Operational Information Support & Delivery• Business Process Consultation & Change Management• Product Manager of Systems and Applications• Central Print and Transportation • Incentive & Referral TrackingMy responsibilities include:• Directing teams through change management and/or implementation of processes, procedures, tools, and/or systems in support of strategic initiatives, risk management and the associate experience.• Facilitating thorough needs assessments with key stakeholders and seeks to provide customized solutions to support specific business unit needs, leveraging current capabilities to maintain low cost.• Continual optimization of foundational capabilities (applications, tools, talent) to achieve desired customer and associate experiences.• Designing and oversee a change management discipline and process to ensure a consistent, reliable and effective implementation of process and system changes.

Portland, Oregon, Us

Following the acquisition of Sterling Bank (Spokane, WA), I supported the Commercial Division with managing its operational program elements. I reported to the EVP of Commercial Operations, tasked with managing resources and internal communications that support the operational responsibilities of the Commercial Division, which consist of: • Procedure Administration & Form Management • Internal Communication (Email Distribution, Intranet communications) • Training Programs • Business Unit Project ManagementMy responsibilities include: • Partnering with Commercial Loan Administration, Enterprise Risk and Central Compliance management to resolve problems and/or make recommendations for program/process change • Conducting training as appropriate • Providing subject matter expertise to policies, procedures and forms, and loan processing related issues, as needed • Managing the Commercial Division self-audit program which focuses on mitigating risks, reviewing existing processes for efficiencies, and enhancing existing controls. • Manages or participates on projects associated with corporate change initiatives, policy/procedure implementation and/or merger and acquisition activities.

Portland, Oregon, Us

In this position, I was responsible for administering the Business Unit Risk Program for the Commercial Banking Division which includes the following duties:• Managing the internal self-audit quality control program• Processing monitoring related to both operational and regulatory risks • Development and implementation of operating and compliance procedures• Providing overall assessment of business’ state of internal control as well as its inherent and residual operational and regulatory risk. • Fostering a partnership with Enterprise Risk and Central Compliance stakeholders to maintain accurate business unit risk assessments• Ensuring preventative and detective controls are appropriate based on risk and provides expertise during internal audits• Providing expertise and recommendations to the business units• Reporting to management results of monitoring and monthly dashboard reports

Portland, Oregon, Us

In this position, I was responsible for administering the Business Unit Compliance Program for the Commercial Banking Division which includes the following duties:• Maintaining a current consumer compliance risk assessment• Assisting in the development of appropriate control processes • Establishing and administering a monitoring program• Formally report monitoring results to executive management• Formally communicating technical compliance guidance to Commercial Division associates relative to new product offerings, processes, delivery systems, and day-to-day bank activities. • Proactively informing executive management of regulatory initiatives applicable to line of business.• Serving as a member of the Bank's Compliance Committee.• Designing and administering job-specific compliance training to Commercial Division associates

Portland, Oregon, Us

In this position, I was one of two loan assistants in our Portland Metro Commercial Banking Center that provided operational and documentation support to the loan officers. I was assigned 3-4 loan officers to provide the following functions:• Customer due diligence: requesting and reviewing consumer and entity identification• Loan due diligence: ordering credit, title, environmental, and appraisal reports• Loan documentation: reviewing credit approvals to ensure loan documentation is in compliance with credit approval requirements and covenants.• Loan maintenance: processing loan advance & customer maintenance requestsDuring my time in this position, I completed my BS in Business Administration while working full time. Additionally, I was the subject matter expert for consumer protection regulations for lending such as the Equal Credit Opportunity Act, Regulation B, and Flood Act for my department.

At AmericanWest Bank, I began my banking career as a teller and quickly moved into a Branch Manager position within 2 years. My responsibilities included:• Processing deposits• Opening new accounts• Managing 2-4 employees• Managing branch operations• Marketing to local businesses to increase depositsAfter more than two years in branch operations, I sought a position in the loan servicing department to increase my skillset to include lending functions. I held several positions within this department, which include:• Consumer and commercial loan documentation• Collateral reviews• Loan funding/booking• General ledger account balancing

Banking

Bs, Business Administration: Hr & Mgmt/Leadership