Scott Searle Email and Phone Number

Lead, support, and strategize Salesforce implementations with a team of technical experts and developers in providing solutions to complex client needs. Provide high-level tactical oversight of project implementation integrity and quality assurance. Work closely with Solution Architects and Engagement Managers to establish and enforce best practices in technical design and processes. Manage the Development Team Lead.

Manage and support a mid-sized team of Salesforce implementation consultants to ensure clients' success through hands-on training, technical support, and continuous coaching. Oversee a large number of projects as an engagement manager to ensure successful Salesforce implementations.

Project management and Salesforce consulting/implementation for clients in financial services, non-profit organizations, commercial businesses, and educational institutions. Projects I have worked on include:Financial Services Cloud setup and optimization with core system integrationsExperience Cloud setup for Partners and ClientsService Cloud with a focus on Chat, Knowledge, and Field Service Nonprofit cloud setup for tracking donations and membership sLarge Sales Cloud implementations with multiple Sales Processes, forecasting, and extensive reporting

Certified Salesforce AdministratorAdministering Salesforce for a 200 User OrganizationResponsible for designing and developing Dashboards and Reports for senior managementDeveloping and designing new custom Objects to help relieve each department of their legacy spreadsheets Monitoring data quality of Users on a daily basisWorking with outside vendors from the AppExchange to produce a better experience for our clients

Underwrite and originate commercial loans up to $1 million.Analyze various business financial statements. Develop and implement new business loan products. Assist branch administration in obtaining new business prospects.Analyze portfolio clients for possible synergy opportunities to cross-sell additional banking products.

Managed total consumer loan portfolio of $60 million.Supervised consumer loan officers and closing coordinator.Developed five-year strategic plan increasing department efficiencies.Coordinated marketing and advertising campaigns for Home Equity loans.Designed and implement new products and services.

Originated and underwrote new residential mortgage loans.Reviewed purchased loans to ensure correct underwriting procedures were followed.Analyzed various rate pricing sheets to establish correctly posted rates .Set up new origination software and designed new databases to modernize daily workflow and to provide better reporting to senior management.