Microsoft SQL
Joseph Thoreck
Owatonna,MN
Summary
Accomplished Product Owner with a proven track record at Nextiva overseeing product development, product implementation and deployments, and stakeholder satisfaction through effective project management and cloud communications application development. Excelled in staff supervision, resource planning, and CRM software innovation, achieving streamlined operations and improved client satisfaction. Demonstrates exceptional ability to prioritize tasks and communicate complex ideas effectively.
Overview
11
11
years of professional experience
Work History
Coordinator
Contracted Services at Forward Medical
10.2019 - Current
- Gathered and organized materials to support operations.
- Improved office operations by automating client correspondence, record tracking and data communications.
- Monitored client facing applications so that correspondence could be promptly addressed.
- Oversaw appointment scheduling and itinerary coordination for clients.
- Entered data, generated reports, and produced tracking documents.
Small Business Banker
Wells Fargo
09.2018 - 10.2019
- Met with existing clients to evaluate and discuss business needs.
- Maintained up-to-date knowledge of current banking regulations and procedures.
- Worked with borrowing clients to procure updated financial information.
- Reviewed deposit profitability analysis and outlined strategies to bring unprofitable accounts back to productive or closed status.
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
- Educated customers on online banking and mobile banking applications.
- Performed account maintenance by closing out accounts and maintaining business and personal information.
Product Owner
Nextiva
04.2013 - 08.2018
- Oversaw entire product deployments from vision and creation to rollout and delivery.
- Owned and prioritized product backlog.
- Coordinated with software developers on three separate continents to create custom applications and trackers to achieve product and stakeholder goals.
- Collaborated with development team on cloud based communication services and product development.
- Analyzed customer feedback to identify areas for improvement.
- Managed implementation and release of development sprints and final product.
Education
Bachelor of Science - Political Science
Arizona State University
Tempe, AZ06.2013
Skills
- Resource Allocation
- Information Collection
- Staff Supervision
- Document Management
- Project Management
- Presenting Ideas and Plans
- CRM Software development
- Cloud Communications Application development
- Project Support
- Project Coordination
- Team Oversight
- Updating Stakeholders
Software
Timeline
Coordinator
Contracted Services at Forward Medical
10.2019 - Current
Small Business Banker
Wells Fargo
09.2018 - 10.2019
Product Owner
Nextiva
04.2013 - 08.2018
Bachelor of Science - Political Science
Arizona State University