William Andrew Brannock Email & Phone Number

Mclean, Virginia, United States

Lead a variety of projects to execute on customer experience initiatives and supporting internal process improvements cross functionally to deliver key results. Completed summer rotation in product management, driving KYC infrastructural improvements. + Actively leading risk effort as a well-managed program for CML Card business area + Lead Lending on Charge Associate Pilot for Business Cards & Payments charge card products, to include pilot governance, feedback collection/empathy interviewing, and bug remediation + Delivered multiple CSAT and NPS client surveys, exceeding industry email marketing engagement rate of 2% + Lead effort to update client facing cashback statements and migrate statement repository, partnering with CML Design, Marketing, Client Development, and CML Card Customer Experience + Selected for Business Cards & Payments Product Management internal rotation May-Sept 2023, leading tech enhancements for Small Business KYC as Product Owner + Actively build cross-functional relationships to deliver value to our customers and associates + Lead Commercial Card portfolio routines, managing risk, project progress, change management, and PI preparation + Identify, improve, and implement business processes in support TSYS TS1, Annual Reviews, CML Card servicing training, and CML Card Platform notifications + Drive projects to completion while adhering to timeline, budget, scope, and resource guidelines

Washington Dc-Baltimore Area

+ Delivered multiple CSAT and NPS client surveys, exceeding industry email marketing engagement rate of 2% + Lead effort to update client facing cashback statements and migrate statement repository, partnering with CML Design, Marketing, Client Development, and CML Card Customer Experience + Selected for Business Cards & Payments Product Management internal rotation May-Sept 2023, leading tech enhancements for Small Business KYC as Product Owner + Actively build cross-functional relationships to deliver value to our customers and associates+ Lead Commercial Card portfolio routines, managing risk, project progress, change management, and PI preparation+ Lead business area customer experience forum, and acted as backup business area change management forum facilitator + Identify, improve, and implement business processes in support TSYS TS1, Annual Reviews, CML Card servicing training, and CML Card Platform notifications+ Drive projects to completion while adhering to timeline, budget, scope, and resource guidelines

Mclean, Virginia, United States

Product Management rotation focusing on small business KYC compliance and data architecture

Washington D.C. Metro Area

+ Responsible for coordination and usage of client financial data, including payment habits, profitability, and external commercial credit monitoring services, for ongoing credit management+ Partner internally and externally to collect updated financial and organization records from commercial bank clients+ Identify and drive improvements for key risk management processes, to include deliver team trainings + Oversee and revamp account notification to ensure regulatory and business policy compliance while maintaining transparency for commercial bank clients

Arlington, Va

Arlington, Va

(Temporary placement via Aerotek, full-time hire January 2016)+ Compare liquidity, profitability, and credit histories of small business being evaluated with similar establishments to determine risk;+ Responsible for data-mining and analyzing client financial data, including payment habits, history of earnings, and purchase activities; + Validate business existence through business licenses, federal tax returns, and online search engines (Lexis Nexis, Secretary of State Filings);+ Recognize fraudulent financial documents + Assess missing components of loan packages, working conjointly with the sales, fraud, escalations, funding, underwriting, and risk departments; + Maintain and update loan closing guidance for loan processing department;+ Assess loan eligibility through analyzing business bank records, licenses, and ownership documents;+ Proficient in: Microsoft Office Suite, Salesforce

Yorktown, Va

+ Performed routine financial transactions for customers, both personal and commercial accounts + Assisted members with loan payoffs and statement reviews+ Assessed member’s account qualifications and promoted tailored investment and wealth solutions and other credit union products in collaboration with Member Services Representatives

Collinsville, Va

+ Performed routine financial transactions for customers, both personal and commercial accounts + Assisted customers with loan payoffs and statement reviews+ Assisted customers with safe deposit box usage+ Assessed customer’s account qualifications and recommended tailored bank products to individual customers in collaboration with Customer Services Representatives