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