Strategize, design, and implement process improvement by transforming processes and procedures, leveraging in-depth business strategies, and leading large-scale initiatives to optimize branch infrastructure operations.• Spearhead a cross-functional team to streamline the onboarding process, reducing processing time by 10 mins.• Collaborated with product and compliance teams to develop and launch a new banking product, enhancing client experience and driving cross-selling opportunities between brokerage and bank lines. • Lead monthly steering committee meetings, presentation data-driven recommendations and influencing key stakeholder's decisions. • Utilize Tableau to analyze adoption to digital products, uncovering key insights and creating reports to target branches that is below the national average. • Partner with leadership to transform branch operations, achieving a 15% reduction in processing time.• Perform gap analysis identifying missing controls aiming to mitigate operational risk by 40%.• Seamlessly execute multiple projects concurrently, prioritizing tasks, resolving roadblocks, and delivering successful outcomes with measurable impacts.• Identify and implement process improvement opportunities, consistently reducing operational costs by 15% and mitigating fraud

Led communications, organizational structure changes, and program management for the director of field Support, impacting 5, 000 Client Associates and 1, 000 Branch Associates nationwide.• Advised senior management on business solutions regarding staffing support, performance strategies, and key initiatives. • Analyzed survey data, identified regional performance gaps, and developed recommendations for managers to address issues. • Collaborated with cross-functional team to identify operational inefficiencies in the account maintenance process, increasing accuracy by 30%.• Crafted strategic communication materials, including executive presentations, reports, and change management plans to support organizational alignments, and targeting process improvement initiatives. • Drove the accountability for streamlining the notary approval process, reducing risk exposure by 20% and increased operational efficiency by 10%.• Leveraged data analysis and user interviews to pinpoint issues regarding escalation process. Designed and proposed streamline solutions, leading to a 25% increase in response time from divisional team. • Partnered with HR to develop strategic plans, presented recommendations, and implemented solutions that streamlined onboarding, improving employee satisfaction by 10%.• Program Manager for development paths for branch team members, increasing career mobility by 15%.• Provided strategic support to DSRI partners, enabling the successful execution of three DE&I initiatives, resulting in a 15% increase in employee engagement scores.

Drove efficiency gains through system enhancements and process improvements, while overseeing department budget, training, and a geographically diverse team. • Oversaw financial planning providing an in depth look for Finance, decreasing department overhead by 20%. • Participated in cross-functional team to improve money movement capabilities, eliminating manual intervention.• Partnered with HR to create Operations Talent and Onboarding program, training over 200 new associates on systems; setup shadowing of operational departments; and established a career coach for the first two years. • Reduced processing time by 30% by leveraging automation; shaving 7 minutes off the average 12-minute process for recharacterizing misallocated funds.• Solved Operational inefficiencies by analyzing data, presenting findings to stakeholders, and securing automation, resulting in a 99% error reduction in asset movement. • Supported operational and HR leaders in the development and execution of a training program, contributing to project planning, scheduling, and post-implementation analysis.

Managed offshore resources to ensure processing Service Level Agreements were met. Served as department business SME to IT regarding process improvement/system enhancement projects for brokerage operations.• Applied strong analytical skills and critical thinking to enhance the manual IRA Recharacterization process. Automated process resulting a 30% time saving. • Implemented Business Continuity Planning transitioning jobs offshore without interruption to business, saving the company 1.5M. • Managed offshore resources regarding IRA processing. • Played a pivotal role in identifying workflow issues and business requirements needed to automate, streamline, and improve time-intensive processes.• Prioritized multiple tasks within the department to drive consistency and similarities amongst teams.

Handle critical production or escalation issues. • Acted as liaison to other internal departments, including technology groups and external sources. • Provided department level reporting using multiple sources; Created and/or maintain databases.• Define user requirements and contributed to production and workflow improvements; and created/revise departmental procedures.• Lead and participated in department projects. • Addressed compliance and corporate governance issues for the department.