Kelly Jean Wise
Phoenix,AZ
Summary
Results-driven financial professional prepared for this leadership role. Brings valuable experience in managing financial operations and leading strategic initiatives while fostering collaborative team environment. Known for achieving impactful results and demonstrating adaptability in dynamic settings. Skilled in risk management and financial analysis, with strong focus on achieving organizational goals.
Overview
16
16
years of professional experience
Work History
AVP Consumer Product Sales Sr Analyst
Citibank
Phoenix, OR
01.2022 - Current
- Partnered with cross-functional teams to develop strategic initiatives enhancing operational efficiency and increase pull through.
- Implemented risk management frameworks and procedures to ensure compliance with regulatory standards resulting in quality monitoring at 97% or higher month over month.
- Collaborated with senior leadership to define long-term goals and performance metrics for success.
- Maintained compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.
- Leads performance enhancement culture by actively coaching and mentoring direct reports through call listening sessions.
- Analyzed data to identify areas of improvement, implementing changes that resulted in greater operational efficiency through consistent quarterly upskills that resulted in an average 5% increase in pull through from each group.
- Partnered with L & D on our HELOC large-scale project roll out through sales manager training sessions as well as constant mortgage rep trainings session.
- Developed New Consumer Direct Sharepoint Site
- Strength our partnership with Homestory through developing our own Salesforce Dashboard, monthly research to target training gaps & revamp their presence on Mortgage.com Site.
- Homestory metrics in referrals has increased by 3% and improved our Close Conversion by 8%
- Partnered with L & D to revamp our 4 week formal new hire training agenda to strength retention and increase new hires sales metrics at a fast pace
Consumer Direct Sales Supervisor
Wells Fargo
01.2019 - Current
- Recruited/Hired team of 10 in a month
- Fastest new hire team to hit 100 fundings in 3 months
- Team Averaged min 100 fundings a month
- Developed/Lead Post Incubation Trainings
- Pipeline Management
- Cash Flow
- Leading New Bank Pilot Team
- Full team of Diamond/Gold/Silver Awards
- Developed NPS Loyalty Job Aid
- Lead Incubation SME
- Oversaw 3 Incubation SME’s
- Developed Lunch & Learns
- Restructured Incubation Schedule to Prioritize sales focus
- Layered In Supervisor Participation
- Strongest Branch Inspection out of Incubation
- Continuous Production/Fee per Class
- Consumer Direct Mortgage Consultant
- Diamond Performer
- SME in New San Antonio office
- Averaged 25 Fees a month
- Averaged 20 Fundings a month
Agency Leader
OPES Financial
01.2017 - 01.2019
Training Store Manager
Starbucks Coffee Company
01.2010 - 01.2017
- Recruited, trained and lead district hiring events that resulted in over 25 new hires
- Trained four external hired Store managers, promoted 3 assistant store managers and over 10 supervisors
- Onboarded New Hires
- District Manager Proxy
- Onward Leadership Council
- Analyzed Monthly P & L
Education
Masters - Industrial/Organization Psychology
Grand Canyon University
01.2019
Masters - Counseling
Northern Arizona University
01.2008
B. S. - Public Relations
Northern Arizona University
01.2002
Skills
- Operations management
- Partnership development
- Strategic planning
- Data-driven decision making
- Documentation and reporting
- Cross-functional communication
- Reporting oversight
- Internal communications
- Corporate communications
Timeline
AVP Consumer Product Sales Sr Analyst
Citibank
01.2022 - Current
Consumer Direct Sales Supervisor
Wells Fargo
01.2019 - Current
Agency Leader
OPES Financial
01.2017 - 01.2019
Training Store Manager
Starbucks Coffee Company
01.2010 - 01.2017
Masters - Counseling
Northern Arizona University
B. S. - Public Relations
Northern Arizona University
Masters - Industrial/Organization Psychology
Grand Canyon University