Open To Work
Joseph Bouchey
Sellersville,PA
Work Preference
Summary
Results-driven finance leader specializing in financial risk management and team leadership. Streamlined reporting processes to enhance operational efficiency and developed executive dashboards that support informed decision-making. Mentored managers and led compliance initiatives, fostering a high-performance culture in fast-paced environments.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Vice President- Healthcare Banking & Finance
Flagstar Bank
08.2023 - Current
- Developed executive dashboards to monitor portfolio KPIs, facilitating faster decision-making and improved risk visibility.
- Streamlined financial reporting processes and internal controls to enhance accuracy and operational efficiency.
- Implemented enterprise-wide reporting frameworks for healthcare portfolios, improving transparency and efficiency.
- Trained and mentored three new managers, accelerating onboarding and promoting high performance.
Bank Officer, Commercial Portfolio Manager III- C&I Lending
Firstrust Bank
Conshohocken, PA
04.2022 - 08.2023
- Monitored compliance and managed exception reporting for the portfolio, maintaining a 100% completion rate on quarterly stress testing.
- Established internal audit procedures to enhance reporting accuracy and maintain high standards of quality assurance for financial data.
- Led implementation of underwriting systems from planning through rollout, aligning processes with organizational production goals.
- Mentored junior managers and oversaw workflow for team of 4, streamlining reporting timelines and enhancing individual productivity.
- Collaborated with cross-functional stakeholders to evaluate vendor-provided systems, assisting with cost analysis and software risk assessments.
AVP/Commercial Portfolio Manager
Prudential Bank
Huntingdon Valley, PA
04.2020 - 04.2022
- Managed a $625MM portfolio, performing risk analysis and financial reviews to support credit quality and regulatory compliance.
- Led credit approval and funding process for syndicated loans, overseeing weekly pipeline of 20+ complex transactions to ensure timely funding.
- Negotiated terms and conditions for complex loan agreements, aligning institutional requirements with client needs to facilitate successful transactions.
- Managed Paycheck Protection Program (PPP) rollout, providing technical training to credit team to enhance compliance and operational effectiveness.
Business Banking Portfolio Manager
Berkshire Bank
Horsham, PA
10.2017 - 04.2020
- Managed a $220MM multi-state business banking portfolio, overseeing asset performance and compliance across four states.
- Supervised and trained team of five portfolio managers, coordinating daily workflow to ensure efficient portfolio management.
- Implemented pricing strategies and optimized fees, conducting cost analysis to enhance income growth.
- Facilitated collaboration between credit and sales teams to drive lending growth initiatives.
Education
Bachelors of Science -
Western Governors University
Salt Lake City, UTAssociate of Science -
Montgomery County Community College
Blue Bell, PASkills
- Financial risk management
- Financial analysis
- Financial reporting
- Procurement and purchasing
- Vendor relationship management
- Supply chain management
- Production planning
- Inventory and logistics
- Lean Six Sigma
- ISO 9001 compliance
- Business analytics
- Data analysis
- Project management
- Process improvement
- Team leadership
- Attention to detail
Certification
- Operational Excellence, WGU University
- Business Analytics, WGU University
Skills
SQL, Google Big Query, Power BI, Tableau, Microsoft Office, R Programming, and Jupyter Notebook.
Timeline
Vice President- Healthcare Banking & Finance
Flagstar Bank
08.2023 - Current
Bank Officer, Commercial Portfolio Manager III- C&I Lending
Firstrust Bank
04.2022 - 08.2023
AVP/Commercial Portfolio Manager
Prudential Bank
04.2020 - 04.2022
Business Banking Portfolio Manager
Berkshire Bank
10.2017 - 04.2020
Bachelors of Science -
Western Governors University
Associate of Science -
Montgomery County Community College