Cara J. Stewart
Ambler,PA
Summary
Dynamic business professional with extensive administrative and managerial expertise in the banking industry, complemented by a strong focus on customer service and liaison roles. Proven proficiency in banking information systems, operations, marketing, public relations, sales, 401(k) investment, finance, hospitality, and education enhances the ability to thrive in diverse environments. Recognized for professionalism and a positive, ambitious attitude, with strong multitasking and problem-solving skills that foster relationships in both individual and team settings. Demonstrated success in contract management ensures seamless coordination and execution of agreements, leveraging strong negotiation skills to build stakeholder relationships and achieve optimal outcomes.
Overview
35
35
years of professional experience
Work History
Technical Facilities Project Billing & Contract Coordinator
Susquehanna International Group (SIG)
12.2021 - Current
- Accomplishment- Financial support, tracking, and contract execution for construction projects responsible for managing project budgets within Construction Software (AutoDesk/Build) to the completion of a project/s, while ensuring that it delivers the expected results on time, on budget, and within scope.
- Working closely with Project Managers to prepare and follow multiple project budgets utilizing AutoDesk Software within the Cost Management module.
- Point person for verifying and processing vendors’/contractors’ for project billing.
- Maintaining & tracking project billing status throughout construction, refurb, renovation, and rebuild process via AutoDesk Software.
- Serving as liaison between the company Legal Team and Technical Facilities Team throughout the contract preparation, review & approval process.
- Support contract review for Technical Facilities Projects for Architect –Engineering –Contractors & additional Agreements.
Cash Management
Centric Bank (Merger with First Commonwealth Bank)
03.2019 - 12.2021
- Accomplishment — member of the Cash Management Committee in development of processes with the Cash Management Team building department. Continued to work on assigned projects for Senior Officers.
- Cultivated new client relationships by educating & providing product knowledge to make their business entities more efficient. Seek to retain current business banking relationships through Cash Management & Electronic Banking services.
- Worked closely with the Cash Management Sales & the Lending Teams to expand the bank's deposit accounts via CM & Electronic services — ACH, Wires, Sweep Accounts, Mobile Deposits, Remote Deposits, & Merchant Services.
- Served as a liaison with internal bank teams when assisting clients.
- Managed and developing assigned projects within a team to attain results.
- Gathered, reviewing, and submitting appropriate documentation required for onboarding & implementing new clients for the operational team.
- Provided training, installing equipment & supporting clients using the Electronic services.
- Active volunteer & Gala Committee member with St. Jude — promoted volunteered and participated in fundraising events Annual Golf Tournament, Walk/Run, etc.
Office Manager
BRECO, Inc
08.2017 - 08.2018
- Accomplishment Rolled out 401k for BRECO, Inc
- Managed human resources and office operations for both Delaware Valley and Florida locations and oversee confidential company information
- Processed payroll via QuickBooks and 401k contributions American Funds' online manual tool
- Utilized QuickBooks as accounting tool to manage company accounts
- Maintained Policy and Procedures for operational processes
- Verified final billing records on accounts receivable
- Tracked invoicing and payables for company
- Prepared billing for final stages to receive payment from vendor
- Prepared Month End reports and records for Accountant
- Worked with Accountant to maintain taxes and liabilities (payroll state and federal, corporate, monthly, quarterly, and yearly taxes)
- Generated and maintain reporting records for company
- Implemented and assisted President in rollout of 401k
- Managed 401k records and processes took on new projects as assigned
- A Southern NJ company that supports commercial food and equipment retail logistics in a competitive market in the Delaware Valley and Florida. Time, commitment, and quality service is essential to stay on the cutting edge of this industry.
Manager and Merchant Sales
Cynergy Merchant Services
09.2010 - 04.2012
- Sourced and developed client relationships and referrals, which included cultivating relationships with existing referral partners and referring bank partners, in addition to identifying real solutions to meet and exceed business needs and expectations for existing and potential customers, managed daily office functions, coordinated trade show materials, attended events to promote products and services, utilized relationship management database to obtain leads and prospects. Liaison for bank relationships to assist in enhancing their customer base and penetration in electronic services market.
Master's Student P-3 program/Certified Teacher
State of New Jersey
05.2006 - 06.2010
- Taught students ranging from pre-k to 3rd grade. Experience with long-term contracts and substitute teaching in Millville School District.
Electronic Banking & Cash Management Manager/Officer
Minotola National Bank (Merger with Susquehanna National Bank)
02.1996 - 04.2006
- Managed Electronic Banking department and staff for 10 years
- Promoted Bank's electronic products and services to consumer and commercial customers through cross-selling and personalized service
- Supported Marketing Department in promoting customers to support the Bank via Corporate Contributions and Bank Gifts
- Coordinated project schedules and launches
- Managed and implemented daily changes for Website and e-commerce site
- Sold Direct Deposit of Payroll, Cash Management Services, Direct Payment, and Internet services
- Interfaced electronic services with third party vendors (telephone banking, check imaging systems, Internet services)
- Provided hands-on product training, customer service, and support to commercial customers
- Knowledge of Automated Clearing House (ACH), FEDLine, and ASCII file format
- Pursued regulatory, compliance, and contract negotiations with internal and external banking sources
- Worked closely with Branch Administration, Marketing, and Operational departments for successful product releases
- Monitored and analyzed security repotting for Bank's firewall
- Planned yearly departmental budget
- Developed department's Disaster Recovery Plans and Policy and Procedures
- Participated in educational courses, seminars
- Participated in promotional events (Golf Tournaments. Banquets, and Fund Raisers)
- Project leader - building Electronic Banking Services Department 2000 to 2005 Implemented Bank's Internet portal and website, promoted consumer and commercial Internet services, TeleAcces Center, Check Imaging and Disaster Recovery
- Electronic Banking Services/information Systems Department
Marketing Plan Set-up Coordinator
BISYS Qualified Plan Services
02.1995 - 07.1995
- Coordinated and acted as liaison to implement 401(k) plan set-ups for corporations
- Managed 'Bank One' plan set-up with Midwest investment brokers
Administrative assistant
Medical Management Development Corporation
08.1994 - 02.1995
- Temping and job placement agency: America's Best Careers (ABC), King of Prussia, PA
- Computer, typing and account receivable and payables
- Writing support, assisting in development of projects, travel arrangements, direct mailing coordination, and maintaining department records
Junket Sales Coordinator, Slot Marketing Representative, and Casino Services
Resorts Casino-Hotel
05.1992 - 07.1994
- Consulted and coordinated flight, bus, hotel, and trips to premium table and slot players
- Authorized restaurant, suite, beverage, and entertainment comps
- Planned and promoted special events
- Followed up with customers (phone calls and farewell departures)
- Liaison between internal departments and outside junket representatives
- Daily Junket reports (trip history, win or loss figures and profit analysis)
- Team member of Casino's 1994 to 1994 Management Information Systems Department (MIS) in. Trained employees and guests on new system.
- Marketing Department
Marketing Coordinator
Continental Bank
10.1990 - 05.1992
- Assisted in maintaining Bank's Corporate Contributions
- Managed, Tracked, and maintained TELL IT TO MANAGEMENT Suggestion System
- Coordinated and attended company special events
- Implemented and tracked records for budget and Corporate Contributions
- Tracked product reports in Marketing Research
- Cultivated relationships with outside vendors and advertising agencies
- Hands on layout and design of brochures and print vehicles to promote events
- Marketing Department
Education
Certification -
Montclair State University
05.2007
Master's - Elementary Education
Chestnut Hill College
01.1994
BS - Business Administration/Specialization in Marketing in Business Administration/Specialization
Misericordia University
Dallas, PA05.1990
Skills
- Microsoft Office proficiency
- Business continuity strategies
- Client relationship management
- Project management expertise
- Achievement-oriented mindset
- Construction project software
- Financial tracking
- Effective cash flow oversight
- Customer relationship management
- Process optimization
- Documentation review
- Reporting and analysis
- Legal compliance
Timeline
Technical Facilities Project Billing & Contract Coordinator
Susquehanna International Group (SIG)
12.2021 - Current
Cash Management
Centric Bank (Merger with First Commonwealth Bank)
03.2019 - 12.2021
Office Manager
BRECO, Inc
08.2017 - 08.2018
Manager and Merchant Sales
Cynergy Merchant Services
09.2010 - 04.2012
Master's Student P-3 program/Certified Teacher
State of New Jersey
05.2006 - 06.2010
Electronic Banking & Cash Management Manager/Officer
Minotola National Bank (Merger with Susquehanna National Bank)
02.1996 - 04.2006
Marketing Plan Set-up Coordinator
BISYS Qualified Plan Services
02.1995 - 07.1995
Administrative assistant
Medical Management Development Corporation
08.1994 - 02.1995
Junket Sales Coordinator, Slot Marketing Representative, and Casino Services
Resorts Casino-Hotel
05.1992 - 07.1994
Marketing Coordinator
Continental Bank
10.1990 - 05.1992
Master's - Elementary Education
Chestnut Hill College
BS - Business Administration/Specialization in Marketing in Business Administration/Specialization
Misericordia University
Certification -
Montclair State University