GERALD LIPSEY
Banking Operation Manager
Coppell,Texas
Summary
Insightful Manager with experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving.
Overview
33
33
years of professional experience
Work History
Senior Vice President – Business Unit Manager
Citibank, NA
Irving , TX
01.2016 - Current
- Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals.
- Accomplished multiple tasks within established timeframes.
- Applied customer feedback to develop process improvements and support long-term business needs.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Implemented Digital Client Files Globally for CCB, migrating 3MM credit & legal documents from various locations to CitiRisk Document Management resulting in a single electronic documentation repository for all client lending documents.
- Leading the Loan Contract Digitization project, implementing an automated digital process for internally prepared loan contract generation which will provide an E2E digital lending experience for our clients.
Senior Vice President, Collateral Manager
Citibank, NA
Irving, TX
01.2015 - Current
- Managed a team responsible for supporting Collateral and Loan Documentation.
- Responsible for ensuring clients collateral & loan documentation was obtained and properly secured.
- Implemented the Borrower-In-Custody program for Commercial Loans, pledging $3B in loans to the Federal Reserve.
- Contributed to team success by meeting or exceeding standards for productivity, quality & timeliness.
- Cultivated positive relationships with employees by implementing monthly team building events to resolve issues, provide feedback and brainstorm.
- Partnered with lines of business and others to support efforts to improve collateral performance and timely execution.
- Onboarded new employees, including training, mentoring and new hire documentation.
Senior Vice President – Ops Support Manager
Citibank, NA
Irving, TX
01.2012 - Current
- Managed a QC team responsible for supporting Small Business Banking loan ops reviewing and reporting quality metrics to senior management.
- Maximized performance by monitoring daily activities and mentoring team members.
- Onboarded new employees, including training, mentoring and new hire documentation.
- Cross-trained existing employees to maximize team agility and performance.
Senior Vice President - Project Manager
Citibank N.A
Irving, TX
04.2008 - Current
- Managed projects associated with operations or credit functions in partnership with the Lines of Business.
- Successfully imaged 2,000 paper credit files centrally located in New York and Irving.
- Modified and directed project plans to meet organizational needs.
- Orchestrated projects within strict timeframes and budget constraints by solving complex problems and working closely with senior leaders.
- Drove team success through shared vision and recognition of quality performance.
Project Manager, Vice President
JPMorgan Chase, Bank One
Dallas, TX
01.1987 - 02.2008
- Spearheaded cross-functional initiatives across departments to achieve business goals for bottom-line profits. Responsibilities included spearheading vision, strategy and the execution of global business operations.
- Effectively led international project team to proven results across lines of businesses, geographic borders, time zones and cultures resulting in a $5 million annual savings by off shoring 40 loan servicing operations positions to Bangalore, India.
- Managed a team of loan process managers and trainers, developing and implementing loan procedures, training development and delivery, change management and creating process improvements.
- Created and implemented an imaging solution for loan documentation, resulting in an annual savings of $1.5 million to the company and no longer requiring a vault.
- Successfully managed the consolidation of NBD loan operations to Chicago resulting in synergies, better controls and staff reductions.
- Managed four Team Leaders and over 40 employees, facilitating project management meetings, creating and maintaining project work plans, addressing issues, reviewing current procedures, physically moving the operation sites while meeting strict deadlines.
- Successfully integrated 25 loan centers located throughout the Midwest into one location, resulting in an annual savings of $10 million to the company.
- Built relationships with key external vendors resulting in flawless coordination of 25 successful moves.
- Proved successful working within tight deadlines and fast-paced atmosphere.
Torpedoes man’s Mate Petty Officer
US Navy
San Diego, CA
09.1984 - 08.1987
- Two Western Pacific cruises aboard the USS Constellation (CV-64).
- Honorably discharged.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Work Availability
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Skills
Policies and procedures
Staff Management
Project Management
Verbal and written communication
Operations management
Coaching and mentoring
Timeline
Senior Vice President – Business Unit Manager
Citibank, NA
01.2016 - Current
Senior Vice President, Collateral Manager
Citibank, NA
01.2015 - Current
Senior Vice President – Ops Support Manager
Citibank, NA
01.2012 - Current
Senior Vice President - Project Manager
Citibank N.A
04.2008 - Current
Project Manager, Vice President
JPMorgan Chase, Bank One
01.1987 - 02.2008
Torpedoes man’s Mate Petty Officer
US Navy
09.1984 - 08.1987