Francisco Merlo
Cincinnati,OH
Summary
Detail-orientated individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach, delivering precise data, and effectively managing project timelines. Known for fostering team collaboration and adapting to changing project requirements.
Overview
18
18
years of professional experience
Work History
Project Estimator
At Your Service
Milford, OH
11.2022 - Current
- Collaborate with internal and external stakeholders to assess materials, labor, and overhead costs for bidding purposes.
- Develop accurate project cost estimates through detailed analysis of project specifications and requirements.
- Implement process improvements to reduce estimation time while maintaining high accuracy standards.
- Lead end-to-end implementation lifecycle, from initial estimate through final payment, ensuring client expectation and compliance standards are met.
- Act as primary liaison between clients, internal, and external stakeholders to ensure seamless project execution.
- Spearheaded the launch of a new subsidiary offering external clients project estimation and process improvement consulting.
Treasury Management Associate II
U.S. Bank
Cincinnati, OH
05.2017 - 10.2022
- Developed and maintained relationships with banking partners to enhance treasury services.
- Managed the onboarding and implementation of treasury management services for new and existing clients.
- Conducted client assessments to identify opportunities to improve treasury management services and areas to increase revenue.
- Led cross-functional collaboration efforts to enhance stakeholder engagement and satisfaction levels.
- Facilitated regular project meetings to align team objectives and address challenges promptly.
- Participated in beta-testing for new CRM software, providing feedback and helping improve processes and design.
- Sat as a board member for U.S. Bank Young Professional BRG
- Was an Even Coordinator for U.S. Bank Development Network BRG
Assistant Manager
U.S. Bank
Loveland, OH
04.2008 - 04.2017
- Supervised daily banking operations, ensuring compliance with regulatory requirements and company policies.
- Trained and mentored junior staff to enhance customer service skills and operational efficiency.
- Analyzed branch performance metrics to identify trends, driving strategic initiatives for increased profitability.
- Participated in local community events as a representative of the bank, enhancing brand visibility within the area.
- Increased revenue growth by effectively cross-selling various banking products and services.
- Improved customer satisfaction by promptly addressing and resolving client concerns and inquiries.
Skills
- Project management
- Project planning
- Project planning and development
- Project scheduling
- Relationship building
- Cost estimation
- Scope definition
- Scheduling expertise
- Workload management
- Attention to detail
- Team management
- Process improvement implementation
- Active communication
Languages
Spanish
Native or Bilingual
Timeline
Project Estimator
At Your Service
11.2022 - Current
Treasury Management Associate II
U.S. Bank
05.2017 - 10.2022
Assistant Manager
U.S. Bank
04.2008 - 04.2017