Stephanie Quintero Email & Phone Number

Dallas, Texas, United States

» Oversee diverse range of projects and strategic initiatives to ensure business long-term growth and success.»Lead diverse business, technical, and strategic initiatives, showcasing robust governance, strategic planning, and project oversight skills. »Implement effective communication strategies to align stakeholders with project objectives.»Proactively manage risks by identifying potential issues and implementing mitigation plans. »Foster a collaborative team atmosphere, enhancing productivity and cohesion through personal interaction and communication.»Utilize project management skills to ensure project success, including detailed planning to enhance accountability, proactive issue management to minimize disruptions, comprehensive status reporting to keep stakeholders informed, and proficient budget management to optimize resource allocation and control expenditures within approved limits.»Lead business analysis efforts resulting in enhanced efficiency and productivity through process reengineering, strategic organizational changes, and effective vendor management, including conducting thorough vendor analyses, overseeing software implementations, and developing robust Request for Proposal (RFP) documents to ensure project success.

Dallas, Texas, United States

»Directed all critical bottom-line aspects, including long-term strategic business objectives, from conception to successful implementation, with oversight from senior leadership and department heads.»Facilitated executive decision-making, program management, and initiative implementation through effective assistance and communication, contributing to streamlined operations and successful outcomes.»Evaluated, designed, and implemented enhancements to organizational structure. Identified and addressed knowledge and skills gaps, fostering continuous improvement and optimizing operational effectiveness.»Enhanced existing processes and optimized organizational procedures to boost efficiency and productivity, resulting in streamlined operations and improved performance across the board.»Acted as a liaison between staff, executives, and senior stakeholders, facilitating communication on company climate, employee well-being, project updates, proposals, and planning initiatives, fostering collaboration and alignment.»Collaborated with human resources and finance departments to support new hires, handling documentation and onboarding processes. Addressed and resolved employee concerns effectively, ensuring a positive work environment.

Dallas, Texas, United States

»Engaged with market participants, domestic and international regulatory bodies, and various CFTC divisions for routine and special market surveillance, ensuring compliance and integrity within the financial ecosystem.»Enhanced the governance framework for supporting the Regulatory Reporting and Control function, ensuring robust oversight and adherence to regulatory requirements, thereby strengthening compliance and risk management measures.»Delegated, supervised, and assessed the work of staff, reviewing their assignments and evaluating their application of regulatory principles to reporting. Ensured accuracy and compliance with standards.»Offered guidance and potentially spearheaded training programs, while also identifying areas for enhancement and development within the organization's training initiatives.»Collaborated with finance, risk, IT, and operations teams to champion process improvement and drive organizational change, fostering efficiency and innovation across departments.»Challenged with the responsibility to contribute to the additional regulatory schedule or product reviews as directed by management, ensuring thorough examination and adherence to regulatory standards.

Dallas/Fort Worth Area

Dallas/Fort Worth Area

Spreading and analysis of commercial financial statements for prospective and existing loan customers. Perform financial analysis and basic underwriting of loan packages for loan officers to include the following: trend, equity and ratio analysis, loan structuring, collateral analysis, guarantor analysis, and calculation of Global Debt Service Coverage Perform loan reviews of existing commercial loansRecommend credit grades based on creditworthiness of borrower and performance of the loanIdentify documentation exceptions and evaluate underwriting CRE Stress Test AnalysisReview Rent Rolls, Construction Budgets, Pro Forma Statements,Feasibility Studies, A/R Aging, Inventory, Equipment, Floor Plan ReportsPrepare Stress Model, Projected Income Scenarios, etc… Other duties as assigned. Assumes responsibility for Bank Secrecy Act / Anti Money Laundering related duties as required or assigned.

•Manage multiple projects as assigned by the Regional President related to diverse lines of business, community, and personal interests with inter-related activities and relationships. •Coordinates calendar, meeting and schedule arrangements for the Regional President, staff, business partners, and customers. Includes initiating contact and securing appointments, equipment, and facilities as appropriate. •Works closely with other team members to assure the Regional President's preparation for meetings, presentations or other engagements. •Performs administrative and functional activites. •Loan closing preparation including ordering and review of title, appraisal, flood searches, insurance and environmental searches, construction escrows, UCC’s, census tracts and OFAC •Preparation of complete loan documents package using Laser Pro software •Managing post-closing requirements such as sending documents to customers, sending documents to be recorded, filing UCCs •Maintaining loan customer spreadsheets and other various reports •Manage loan tickler documentation system •Ensures that loan files contain documents with proper signatures, dates and other relevant data. •Assembles and verifies accuracy of loan documentation. •Checks documents for proper vesting, legal descriptions, closing dates and signatures. •Maintains loan files. Performs variety of clerical duties requiring knowledge of departmental procedures. Uses office computers for data input and other activities, and orders credit reports. •Answers telephone and written inquiries concerning loan and depository processing and information. •Cross-markets financial institution products and services as appropriate. •Assists other departments on a temporary basis as needed during peak hours. •Employee adheres to all regulatory policies such as BSA, CIP, IT, etc.

Supports the Branch Manager by overseeing the efficient operation of the branch ensuring all operational functions are completely and properly performed by the staff while conveying a feeling of trust, service, security and satisfaction to customer and staff. My duties are contingent on the scope of the services that are offered at the facility. I oversee the teller functions, branch audits, cash shipment processing and customer service duties. I have a strong familiarity with IRA services and personal banking products and services. I am proficient in account opening administration.

Dallas/Fort Worth Area

Branch based customer facing position with the primary goal to acquire, retain, deepen and manage relationships with customers. Responsible for generating growth in balances through the sale, marketing, promotion and referral of products utilizing a proactive and disciplined approach. Routinely work with customers and business clients, to build and deepen relationships by uncovering financial needs, and recommending the best products, services and solutions to meet those needs. Partner with specialists (such as Loan Officers, Business Bankers, and Private Bankers), to ensure our customers get access to experts who can help them with specialized financial needs. Proactively manage risk in every business, product, and service transaction. Adhere to policies and procedures.

Tulsa, Oklahoma Area

Accurately and efficiently process and record routine transactions for bank customers including cashing checks, accepting deposits and withdrawals, processing loan payments and money transfers. Promote and advise on the bank's products and services.