Stephanie Katz Email & Phone Number

Mckinney, Texas, Us

• Spearheaded healthcare revenue receivable management initiatives, developing targeted lead lists and delivering tailored cash management solutions.• Retained deposit bases in a competitive market through innovative and proactive client-focused strategies.• Collaborated with relationship managers and internal partners to surpass performance goals.Key Achievements:• Achieved a 75% increase in fee income over 2023 goals, generating $45 million in new deposits within seven months.• Completed 40+ treasury management reviews, identifying and addressing client needs to drive significant additional revenue.• Consistently received "Exceptional" performance ratings, reflecting strong client management and sales results.

Billings, Mt, Us

• Directed cross-functional projects and managed teams across Arizona and Colorado, driving top-tier sales performance.• Designed and executed strategies for healthcare receivables, commercial card services, and merchant processing.• Coached and developed staff to enhance performance, fostering alignment with organizational goals.Key Achievements:• Led the Colorado and Arizona regions to outperform all other regions in treasury management sales.• Reduced accounts receivable days from 150 to 36, improving operational efficiency for healthcare clients.• Recognized with the 2021 Crystal Award for exceptional teamwork and contributions to organizational success.

Billings, Mt, Us

• Sourced and sold healthcare receivable management products, leveraging extensive healthcare knowledge to drive revenue growth.• Collaborated with IT teams to optimize revenue cycle operations, reducing accounts receivable days from 150 to 36.• Recognized as the top Treasury Management Sales Consultant, consistently exceeding goals for deposits and fee income.

• Managed all start-up aspects for new concierge medical practice with four internal medicine doctors.• Provided input to support the development of business road map and annual budget.

San Francisco, California, Us

• Managed and implemented Treasury Management projects/initiatives for acquisitions and mergers including the due diligence in the transition/conversion process • Responsible for leading project team and managing activities that are cross-departmental or organizational entity-wide in scope with moderate to significant risk or impact to the organization

Master'S Degree, Marketing

Bachelor'S Degree, Finance, General