Analytical professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome. Works great alone or with others and consistently exceeds expectations.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Retail Bank Manager
USAA
Charlotte, NC
08.2014 - Current
Nine years of experience leading high-performing sales teams that consistently placed among the top ten units in the country consecutively from 2020 to 2023.
Tasked with Director Sit-In in 2023. Accountable for district-level performance related to compliance, quality, deepening, and acquisition behaviors.
Analyzed business processes and workflows and developed automated approaches to boost productivity.
Compliance POC for Acquisition and Relationship Management (ARM) Organization. Responsible for collaborating with internal and external partners, driving department compliance scores to 99.0% for twelve consecutive months.
Advanced knowledge of federal laws, rules, regulations, and applicable guidance including OCC Heightened Standards, BSA/AML, CFPB, Reg E, and UDAAP.
Identified multiple compliance discrepancies and recommended corrective actions to realign processes.
Consistently performs at 96% or above in monthly Audit-the-Auditor (ATA) calibrations.
Tampa DEI President
USAA
Charlotte, NC
03.2017 - Current
Seven years of demonstrated experience creating and presenting DE&I processes to the executive leadership team.
Revised existing process maps and charts, making corrections, adjustments, and updates.
Documented and reported on key risks and recommended mitigation strategies.
Utilized various systems to analyze data, monitor process efficiencies, and identify data integrity exceptions.
Managed contracts with vendors and suppliers by assigning tasks and communicating expected deliverables.
Identified needs and coordinated resource allocation to deliver quality standards on time and within budget.
Drove continuous improvement of the project delivery process by providing strong leadership.
Relationship Specialist
USAA
Tampa, FL
09.2010 - 08.2014
Provided Best-In-Class customer service to USAA's 13 million exclusive members
Coached employees to work together to carry out daily functions and meet service objectives
Led daily meetings with staff members to identify areas of focus, cover policy changes and facilitate positive communication
Led Relationship Specialist five-day training programs while strengthening course curriculum to include self-paced learning modules and an increased amount of hands-on training.
Retail Manager
The Limited Brands
Pittsburgh, PA
02.2007 - 09.2010
Increased sales by ten percent from $2.1 Million to $2.3 Million
Built operational excellence by driving store's achievement of quantified performances
Advanced knowledge of visual merchandising and product placement
Education
M.B.A - Project Management
Saint Leo University
Bachelor of Science - Business Administration
Westminster College
Skills
Project Management
Processes and Procedures
Documentation and Reporting
Risk Management
Planning & Organizing
Stakeholder Relations
Budget Control
Detail Oriented
Critical Thinking
Verbal and Written Communication
Certification
Certified Diversity Professional, National Diversity Council - 2020
Certified Project Manager, Project Management Leadership Group (PMLG) - 2018