Kathleen Spence
Omaha,NE
Summary
Accomplished Director of Operations with progressive industry background and decisive leadership style. Offers strategic planning abilities, organizational change management and forward-thinking mindset. Ready for challenges and focused on meeting future demands.
Overview
25
25
years of professional experience
Work History
Regional Vice President, Director of Operations
Operation HOPE
10.2017 - 05.2025
- Oversee day-to-day production activities in accordance with business objectives. Brought team of 27 coaches in 6 states from holding last position in stack-ranking to one regularly challenging for first position.
- Provide documentation and education of processes that comply with company policies. Compliance audit scores increased by 84% average in first year of position.
- Promote and develop team oriented philosophy, stressing importance for providing unparalleled commitment to mission and vision of Operation HOPE.
- Monitor and analyze monthly, quarterly and annual reports for HOPE Program Operations, ensuring accurate reporting of data.
- Cultivate and strengthen relationships with current bank and community partners.
Financial Wellbeing Coach
Operation HOPE
11.2017 - 11.2019
- Guided participants in development of realistic goals and enhanced accountability on financial matters.
- Developed and delivered engaging group presentations and one-on-one coaching sessions.
- Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
- Consistently exceeded all production goals, 227% to service goal 2019
- Compiled success stories for internal and external program promotion.
Banking Center Manager
Bank Of The West
02.2009 - 12.2015
- Identified and capitalized on community business opportunities with effective networking.
- Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Closed over 1MM in commercial loans 2012, 2013 and 2014.
- Presidential award 2013, 2014.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
Remote Employee
World Savings
09.2004 - 12.2008
- Executive leadership requested that create, test and implement "Remote Employee Department" (RED). First several months were spent testing application and hardware capabilities and limitations. Department grew to 140 employees over 4 years.
- Updated operational methods, oversaw accounting procedures, tracked information and compiled data to improve efficiency.
- Identified plans and resources required to meet project goals and objectives.
- Used critical thinking to break down problems, evaluate solutions and make decisions
- Liaised with sales, marketing and management teams to develop solutions and accomplish shared objectives.
District Manager
World Savings Bank
09.2000 - 09.2004
- Supervised six Denver area locations to enforce high-quality standards of operation.
- Revitalized operations and realigned plans to better capture new opportunities and take advantage of changes in customer habits.
- Led targeted training programs to educate staff on product benefits and service capabilities.
- Identified improvement changes regarding key processes for internal controls and accounting procedures.
- Charter Club Award 2004, presented to top three regions annually.
Education
Some College (No Degree) - Accountant
Southern New Hampshire University
Hooksett, NHSome College (No Degree) - Accounting
Johnson County Community College
Overland Park, KSSome College (No Degree) - Accounting
Skagit Valley College
Mount Vernon, WASkills
- Uncompromising work ethic
- Performance metrics analysis
- Implementation Management
- Strategic decision-making
- Assignment Delegation
- Cultural awareness
- Recruiting and Hiring
- Attention to detail
- Process improvements
- Self-motivated professional
Timeline
Financial Wellbeing Coach
Operation HOPE
11.2017 - 11.2019
Regional Vice President, Director of Operations
Operation HOPE
10.2017 - 05.2025
Banking Center Manager
Bank Of The West
02.2009 - 12.2015
Remote Employee
World Savings
09.2004 - 12.2008
District Manager
World Savings Bank
09.2000 - 09.2004
Some College (No Degree) - Accountant
Southern New Hampshire University
Some College (No Degree) - Accounting
Johnson County Community College
Some College (No Degree) - Accounting
Skagit Valley College
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