Summary
Overview
Work History
Education
Skills
Timeline
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BEN PERSSON

Portland,OR

Summary

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

6
6
years of professional experience

Work History

Commercial Card Project Manager

Umpqua Bank
11.2021 - Current
  • Originated role within commercial card team to streamline client enrollment process
  • Managed client enrollment documentation process for four commercial card sales consultants, implementing card programs for over 250 clients in 2023
  • Clients range from small municipal entities to large, complex corporations with 1.5MM+ monthly payables spend
  • Followed up with clients, Relationship Managers, and Consultants, ensure program documentation was gathered in a timely fashion
  • Routinely met with commercial card sales consultants to coordinate open opportunities and provided status updates on deals in progress
  • Monitored project performance to identify areas of improvement and made adjustments
  • Achieved project deadlines by coordinating with team to manage performance
  • Led post-implementation client review process and/or scheduling as defined for 30-60-90-day check ins
  • Prepared, executed, and managed legal documentation to ensure compliance in loan disbursement
  • Regularly provided feedback and input on how to improve processes and create efficiencies; both in technology and overall team workflow
  • Coordinated with cross-functional teams to resolve project issues and mitigate risks.

Treasury Management Sales Analyst

Wells Fargo Bank
04.2021 - 11.2021
  • Delivered client-focused treasury solutions for companies establishing an online banking relationship
  • Assisted with driving new sales opportunities by identifying client needs and performing prospect research
  • Assisted with all pricing functions such as new pricing requests, exception pricing and annual price reviews
  • Coordinated and negotiated with internal partners to ensure on-time delivery of client requests
  • Maintained accurate sales pipeline and ensure key relationship systems were kept current
  • Consulted with clients directly by phone and through email
  • Supported Business Banking partners with training and education on treasury products and processes.

Supplier Enrollment Consultant

Wells Fargo Bank
08.2017 - 04.2021
  • Assisted with outreach to preferred vendors of Wells Fargo customers to facilitate their transition from paper checks to a commercial credit card payment process
  • Responsible for monitoring our customers’ onboarding campaign success, and creating weekly status reports for our customer’s finance and accounting managers to ensure successful campaign results
  • In Q1 & Q2 of 2020, contributed 34 MM in spend for our team by enrolling 275 suppliers in the Wells One Commercial Card program.

Education

Bachelor of Environmental Design -

University of Minnesota - Twin Cities
Minneapolis, MN

Skills

  • Alteryx, Adobe InDesign, Adobe Photoshop, Excel, Hubspot, Powerpoint, Salesforce

Timeline

Commercial Card Project Manager

Umpqua Bank
11.2021 - Current

Treasury Management Sales Analyst

Wells Fargo Bank
04.2021 - 11.2021

Supplier Enrollment Consultant

Wells Fargo Bank
08.2017 - 04.2021

Bachelor of Environmental Design -

University of Minnesota - Twin Cities

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