James Finley
Tampa,Florida
Summary
Accomplished and performance-driven professional with proven expertise in strategic planning, operational management, and client relationships. Collaborative leader; excel at devising and executing operational policies in line with company's mission. Outstanding record in developing user documentation, creating training materials, and providing top-notch assistance to HR department to sustain profitability growth throughout the organization. History of success in streamlining business operations, spearheading operational areas, and optimizing auditing, reporting, and budgeting processes. Proactive in translating innovative ideas into actionable solutions to achieve common goals. Recognized for designing and coordinating training programs and assessing program’s efficacy for future benefits. Expert in resolving critical issues and addressing customer and personnel complaints in a proficient manner. Articulate communicator; well-versed in liaising between internal/external partners and cultivating long-term relationships with clients, loan officers, and vendors at all levels. Proficient in MS Office Suite.
Experienced with strategic planning, operational management, and team leadership. Utilizes effective communication and decision-making skills to drive organizational success. Track record of fostering innovation and improving operational processes.
Persistent leader eager to lead and grow organizations. Skilled in strategic planning, problem-solving, and communication with good understanding of business principles, project management and team leadership. Collaborative with relentless work ethic. Results-driven executive with extensive experience in strategic leadership and operational excellence. Proven track record in fostering team collaboration, driving organizational growth, and adapting to evolving business needs. Skilled in strategic planning, financial management, and stakeholder engagement. Known for strong decision-making abilities and unwavering focus on achieving measurable outcomes.
Overview
17
17
years of professional experience
Work History
President
The Finley Group and Assoicates
03.2022 - Current
- Developed strategic plans to enhance organizational performance and drive growth.
- Fostered partnerships with stakeholders to align business objectives and improve operational efficiency.
- Led cross-functional teams in implementing innovative solutions to address key challenges.
- Analyzed market trends to inform decision-making and identify new opportunities for expansion.
- Spearheaded initiatives to optimize resource allocation and streamline processes across departments.
- Enhanced company culture through leadership development programs and employee engagement strategies.
- Established performance metrics to evaluate success of strategic initiatives and adjust accordingly.
- Collaborated with executive team to define vision, mission, and long-term goals for the organization.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Enhanced company performance by implementing strategic plans and overseeing daily operations.
- Prepared annual budget forecasts and monitored performance to meet organizational objectives.
President
United Mortgage Group Inc.
01.2015 - Current
- Spearhead all fiscal operations for optimizing auditing, reporting, and budgeting processes. Identify short- and long-term goals in cooperation with CIO, CFO, senior stakeholders, and executive personnel. Compile all legal and regulatory documentation and ensure compliance with applicable laws and regulations. Assume responsibility for production software enhancement and deploy specified changes for internal and external sites of the company. Streamline business operations while serving as a subject matter expert (SME) with vendors, loan officers, and processors. Oversee all operations associated with post-closing, servicing, loan origination, and loss migration. Direct company-wide leadership to staff members and report key modifications in policies and procedures to board of directors. Craft user documentation and training materials for team members and clients.
- Collaborated with executive board to devise and execute operational policies, strategic planning, and company’s mission.
- Provided top-notch assistance to HR department in managing recruitment and hiring of qualified employees.
- Formulated a strategic system to effectively log and resolve complex client issues.
- Cultivated a collaborative environment to promote exemplary performance and positive morale.
- Fortified long-term relationships with clients, loan officers, and vendors while acting as a key liaison between company and internal/external partners.
Senior Partner
JDL Chemicals
02.2012 - Current
- Led strategic partnerships to enhance business development and market presence.
- Developed and executed joint initiatives, aligning stakeholder interests with organizational goals.
- Mentored junior staff, fostering professional growth and improving team collaboration.
- Analyzed market trends to identify opportunities for expansion and competitive advantage.
- Cultivated relationships with key stakeholders, enhancing communication and trust within partnerships.
- Stayed informed on industry developments and market trends to gain competitive advantage.
- Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
- Prepared and presented reports on status of projects and initiatives.
- Oversaw firm's day-to-day administrative operations, provided guidance to support staff and enforced compliance with state, federal, and local regulations across organization.
- Collaborated with colleagues and support staff to maximize team efficiency.
Business Training Consultant/Recruiter
Manpower
01.2009 - 2012
- Designed, reviewed, and coordinated Wells Fargo Loss Mitigation training programs. Formalized various training courses encompassing engaging role-playing activities, interactive group discussions, and live equipment tutorials. Performed interviews and tested applicants on diverse processes to ascertain appropriate assignments. Orchestrated company awards programs to acknowledge outstanding staff performance.
- Conducted comprehensive questionnaires and surveys to identify and ensure proper fulfillment of specified needs.
- Optimized future benefits by assessing efficacy of training programs through detailed surveys, questionnaires, interviews, and astute observation.
- Resolved critical dependencies and effectively addressed customer and temporary personnel complaints.
Education
Bachelor's Degree - Political Science
University of Alabama
Birmingham, AL05.1997
Skills
- Organizational leadership experience
- Budgeting & Forecasting
- Complex Problem Resolution
- Strategic Planning & Execution
- Team Training & Development
- Legal & Regulatory Compliance
- Goal Setting & Prioritization
- Policy Design & Implementation
- Organizational leadership
- Strategic planning
- Integrity and ethics
- Operations management
- Business development
- Contract negotiation
- Strategic visioning
- Process improvement
- Financial management
- Partnership development
Additional Experience
- Technical Training Consultant – Paladin Consulting/Deloitte Consulting Birmingham, AL
- Business Consultant – Marketing Solutions, Inc., Birmingham, AL
- Technical Trainer – T-Mobile - Birmingham, AL
- Business Analyst | Mortgage Loan Officer (Direct Lending) | Customer Service Manager/Assistant Vice-President | Human Resources and Development Training Officer – SouthTrust Bank - Birmingham, AL
Timeline
President
The Finley Group and Assoicates
03.2022 - Current
President
United Mortgage Group Inc.
01.2015 - Current
Senior Partner
JDL Chemicals
02.2012 - Current
Business Training Consultant/Recruiter
Manpower
01.2009 - 2012
Bachelor's Degree - Political Science
University of Alabama
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