Evelyn Jacobs
Salt Lake City,UT
Summary
Results-driven financial professional with extensive expertise in loan servicing, customer relations, and application management. Proven track record in optimizing loan conditions and ensuring regulatory compliance while managing high-volume operations highlights a commitment to excellence. Strong relationship-building skills and a focus on driving business growth through strategic initiatives contribute to organizational success. Demonstrated leadership capabilities, project management proficiency, and dedication to continuous improvement ensure adherence to BSA/AML compliance and internal policies.
Overview
9
9
years of professional experience
Work History
Quality Analyst II, Quality Risk Management
Zions Bancorporation
11.2022 - Current
- Maintain applications, flows, and automation for the Quality Control team, including 15 currently in use.
- Conduct end-to-end reviews of the commercial loan origination process, ensuring quality control across multiple systems, processes, credit policy, and compliance.
- Troubleshoot and fix automation tools.
- Develop procedures for new processes.
- Adhoc projects as needed.
- Root Cause analysis.
- Analyzed defects and identified root causes, implementing corrective actions to enhance product reliability.
Commercial Lending Specialist, Enterprise Loan Operations - Originations
Zions Bancorporation
01.2018 - 01.2021
- Interpret legal documents to create commercial loan profiles in a web-based system
- Lead process improvement initiatives across commercial lending teams
- Serve as a subject matter expert and point of contact for system error troubleshooting
Unclaimed Property Specialist, Compliance
Zions Bancorporation
01.2017 - 01.2018
- Research data to determine property status
- Manage specialized projects for non-compliance, automation, and procedure correction to adhere to state law
Education
Teaching English as a Foreign Language -
International TEFL Academy
01.2021
Associates in General Education - Business Administration
Salt Lake Community College
01.2015
Skills
- Audit processes
- Quality improvement
- Quality processes
- Data analysis
- Continuous improvement
- Report creation
- Data validation
- Functional testing
- Risk assessment
- Project management
- Project planning
- Training material development
- Test case development
- Procedural updates
Accomplishments
Enhanced 9 applications used by team - Zionsbancorp.
Developed automations saving 2200 hours of annual labor. - Zionsbancorp.
Process Improvement Facilitator/Execution - Zionsbancorp..
Subject Matter Expert Boarding. - Zionsbancorp.
Core Automation Test Group - Zionsbancorp.
Bancs User Experience Test Group - Zionsbancorp.
Offsite Planning Committee - Zionsbancorp.
Innovation Committee Enterprise Technology Liaison - Zionsbancorp..
Mentor New Hires – Zionsbancorp..
Mentorship Program – Zionsbancorp..
Timeline
Quality Analyst II, Quality Risk Management
Zions Bancorporation
11.2022 - Current
Commercial Lending Specialist, Enterprise Loan Operations - Originations
Zions Bancorporation
01.2018 - 01.2021
Unclaimed Property Specialist, Compliance
Zions Bancorporation
01.2017 - 01.2018
Associates in General Education - Business Administration
Salt Lake Community College
Teaching English as a Foreign Language -
International TEFL Academy
Professional Highlights
- Created, maintained, and enhanced 3 applications used by the team.
- Developed automations saving 2200 hours of annual labor.
- Process Improvement Facilitator/Execution Bancorp.
- Subject Matter Expert Boarding.
- Core Automation Test Group - Zions Bancorp.
- Bancs User Experience Test Group - Zions Bancorp.
- Offsite Planning Committee - Zions Bancorp.
- Innovation Committee Enterprise Technology Liaison - Zions Bancorp.
- Mentor New Hires – Zions Bancorp.
- Mentorship Program – Zions Bancorp.
Skills
- Test automation
- Cost-reduction methods
- Technical research
- QC investigations
- Root-cause analysis
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