Jennifer Ivy
Round Rock,TX
Summary
Experienced Treasury officer focused on deposit acquisition, treasury product deepening, client retention and relationship referrals. Proactive problem solver who thrives on helping business clients meet their objectives and resolve issues by providing customized and comprehensive treasury solutions.
Overview
33
33
years of professional experience
Work History
Assistant Vice President Treasury Sales
Keystone Bank
01.2022 - Current
- Collaborate with clients to understand their unique business environment and provide customizable treasury solutions to increase client efficiency and protection
- Manage growing portfolio of treasury clients and develop new business through client referrals and networking within the community
- Partner with banking team to cross sell treasury services
- Work with Treasury Implementation team to ensure successful client onboarding, product utilization and accurate billing
Tax Specialist II
New American Funding
12.2020 - 01.2022
- Researched and resolved issues related to property taxes and tax payments including reviewing loan documents and corresponding with title, vendors, agencies and borrowers
Treasury Implementation Specialist
Horizon Bank Texas SSB
04.2019 - 12.2020
- Partnered with Senior Relationship Bankers to onboard new treasury clients including client education and training
- Troubleshot and provided customer support on electronic payment processing of ACH, Wires, transfers and peripheral treasury services such as positive pay, bill pay, and remote deposit
Business Analyst
Temple-Inland Inc.
02.1999 - 09.2000
- Served as liaison between Alltel accounting platform users and IT department to clearly define system needs and priorities to meet goals and business objectives
- Developed and managed project plans including specs, user acceptance testing and implementation of system upgrades, conversions and system modifications
Assistant Vice President
Bank Of Houston
09.1990 - 09.1998
- Developed and managed the consumer regulatory compliance program including coordinating regulatory examinations, developing internal polices and procedures, conducting internal audits, generating audit reports, reporting findings to the Board of Directors, implementing technological installations as needed and training employees
- Originated and serviced a consumer and small business loan portfolio. Expanded customer relationships by effectively evaluating customer needs and promoting relevant bank products/services
- Coordinated community events through CRA program to promote awareness and goodwill with the community
Education
MBA -
University of Houston - Clear Lake
Houston, TXBachelor of Science - Finance
Auburn University
Auburn, ALSkills
- Skilled communicator with both external and internal clients
- Active community participant and networker
- Experienced problem solver and trouble shooter
- Excellent multi-tasker who excels in prioritizing, managing multiple deadlines and project management
- Knowledgeable on Jack Henry, Silverlake, NuPoint, Q2, and MSP platforms
- Proficient with Microsoft Office Suite and G suite
Committee Involvement
- Committee Member at Large - Austin Association for Financial Professionals 2023- present
- Association For Corporate Growth 2023-present
- Ten at a Time Group Coordinator 2018-2020
- Founding Board Member National Charity League Round Rock Chapter 2015-2017
- Chaparral Women's Club 2008-2011
Timeline
Assistant Vice President Treasury Sales
Keystone Bank
01.2022 - Current
Tax Specialist II
New American Funding
12.2020 - 01.2022
Treasury Implementation Specialist
Horizon Bank Texas SSB
04.2019 - 12.2020
Business Analyst
Temple-Inland Inc.
02.1999 - 09.2000
Assistant Vice President
Bank Of Houston
09.1990 - 09.1998
MBA -
University of Houston - Clear Lake
Bachelor of Science - Finance
Auburn University
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