Jeremy Potts
Cedar Rapids,IA
Summary
Experienced operations leader prepared to drive organizational success through strategic planning and resource optimization. Strong focus on team collaboration and adaptable to changing needs. Proven track record in process improvement and enhancing operational efficiency. Dependable and results-oriented, with skills in leadership, strategic decision-making, and project management.
Overview
18
18
years of professional experience
Work History
Vice President of Operational Risk (FKA Ops)
GreatAmerica Financial Services Corporation
05.2022 - Current
- Expansion and continued leadership of Operations team to include Project Manager, Director of Operations, Strategic Technology Group and Financial Analysts.
- Furthered relationships with top and key strategic customers within the business unit.
- Implemented a quality assurance approach to program management.
- Creation and implementation of ‘Commitments to Service Excellence’ standards to ensure alignment between our customers need and what we as an organization are delivering.
- Supported nine cross-functional teams in programmatic risk management.
- Collaborated with peer leadership to establish productivity measures, accountability, and interim portfolio delinquency targets.
- Participation within the Culture Board, encouraging alignment with company culture maintenance.
Director of Operations
GreatAmerica Financial Services Corporation
03.2017 - 05.2022
- Supported teams in programmatic risk management and daily operations.
- Established and implemented ‘Exception Tracker’ to expedite process, improve team member experience and build understanding on policy exceptions to inform potential program and policy changes.
- Deepened personal knowledge of company product, 'Partners in Leasing,' to become subject matter expert, allowing for presentation to interested customers.
- Led supporting team and the execution of several portfolio purchases.
- Navigated and supported team members and operational process, including work-from-home implementation through COVID pandemic and local natural disaster.
- Led legal negotiation and risk assessment for key new relationship with Fortune 500 customer.
Team Leader, FSW
GreatAmerica Financial Services Corporation
06.2014 - 03.2017
- Led and supported cross-functional team in daily activities and goal management.
- Implemented unique programs to support key customer relationships.
- Led team meetings to discuss progress and address any issues promptly.
- Improved team performance by setting clear goals and expectations.
Credit Analyst
GreatAmerica Financial Services Corporation
02.2010 - 03.2017
- Analyzed commercial and personal credit reports, financial statements, and conducted independent research to adjudicate credit risk decisions in accordance with company risk standards.
- Approved new customer relationships and monitored existing customer relationships.
Team Leader
REM Iowa
05.2008 - 02.2010
- Oversaw two houses and six clients living in the community.
- Responsible for coordinating staff schedules to ensure coverage when needed.
- Provided oversight into financials and bill paying for necessities.
- Arranged group outings across 10 houses.
Education
Bachelor of Arts - Finance And Investments
University of Northern Iowa
Cedar Falls, IA05-2008
Skills
- Strategic planning and execution
- Organizational development
- Business development
- Operations oversight
- Leadership training
- Strategy development
- Decision-making
- Teamwork and collaboration
- Effective leader
YMCA Board Member
Joined Board in May 2024
Timeline
Vice President of Operational Risk (FKA Ops)
GreatAmerica Financial Services Corporation
05.2022 - Current
Director of Operations
GreatAmerica Financial Services Corporation
03.2017 - 05.2022
Team Leader, FSW
GreatAmerica Financial Services Corporation
06.2014 - 03.2017
Credit Analyst
GreatAmerica Financial Services Corporation
02.2010 - 03.2017
Team Leader
REM Iowa
05.2008 - 02.2010
Bachelor of Arts - Finance And Investments
University of Northern Iowa