Kathleen Lake

Successfully oversaw key reporting for 13 major banks and led a successful data transition project, resulting in a 20% increase in partner engagement and significant improvements in stakeholder interactions.

· Spearheaded comprehensive reporting for 13 major banks, significantly enhancing partner engagement by 20% and improving stakeholder interactions.

· Innovated and revised over 30 resources, leading to improved internal processes and reduced stakeholder inquiries by 16%.

· Successfully managed a critical 6-month data transition from Looker to Tableau, achieving a 100% completion rate and standardizing key metrics.

· Documented key stakeholder testimonials, increasing employee engagement regarding bank acquisitions and partnerships by 10%.

· Implemented Digesto across 13 bank partnerships, streamlining the user experience and minimizing manual errors.

Successfully managed 11 direct reports to a 6% revenue increase and top-tier Profit and Loss performance while maintaining a high customer satisfaction rate of 82% and ensuring full compliance. My effective coaching also promoted 5 team members within a year.

· Led sales strategies resulting in an 11% increase in branch revenue and a significant elevation in Profit and Loss performance.

· Directed a team of 11, consistently achieving a customer satisfaction rate (CSAT) of 82% over 11 months.

· Maintained exemplary compliance, passing all 6 annual audits through stringent protocol adherence.

· Fostered team growth, resulting in 5 employee promotions through effective coaching and development within a year.

Successfully managed a team of 20 to surpass profit goals by 40% and consistently hit targets, elevated customer satisfaction from 60% to over 89%, and achieved over 95% audit performance ranking. My leadership also successfully guided 4 out of 6 bankers to obtain FINRA licenses and CA Notary Commissions within a year.

· Exceeded branch profit goals by 40%, maintaining high-performance targets consistently.

· Improved customer satisfaction scores from 60% to over 89%, achieving over 95% audit performance ranking.

· Established operational efficiencies and reduced turnover through effective monthly team meetings and goal alignment.

· Mentored and developed 4 out of 6 bankers to obtain FINRA licenses and CA Notary Commissions within 12 months.