Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
OfficeManager
Kyle Frank

Kyle Frank

Westerville,OH

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals with exceptional time management and problem-solving skills. Ability to write requirements, test, lead a group towards the end goal, train globally and obtain feedback.

Overview

15
15
years of professional experience

Work History

Product and Innovation Specialist

JPMorgan Chase
Westerville, OH
03.2017 - Current
  • Accountable for Global (US, Latin America, London (UK), Geneva, Asia) implementation of multiple agile build projects.
  • Responsible for testing multiple agile build projects in UAT test environment before releasing into production.
  • Lead team of 20 people Globally for testing to ensure accuracy of deployment from jira, to defects, ensure priority items are resolved in timely and correct manner.
  • Main contact for multiple areas including technology to ensure business needs were met during agile build projects.
  • Global metric responsibility for 125+ colleagues.
  • SME for business to handle questions from global staff, technology, other lines of business.
  • Trained Globally for over 250+ people when projects were released.
  • Partnered with technology to implement updates to products and ensured they were acceptable to policy and business.
  • Captured client feedback and recommended and advocated for product enhancements based on personal expertise and evaluation of customer needs.
  • Managed and prioritized multiple projects simultaneously, worked independently and drove results.
  • Delivered feedback on troubleshooting guides and contributed to continuous improvement of issue resolution and support processes.
  • Troubleshot and tested client-reported product defects and liaised with technology for deployment of fixes.
  • Promoted from Analyst position to VP position during this time frame.

Global Wealth Management Underwriter

JPMorgan Chase
Westerville, OH
07.2015 - 03.2017
  • Responsible for underwriting $1.2Bn worth of new business requests, annual reviews/renewals for existing/new clients in 2016.
  • Manage portfolio of relationships of $2.3Bn and responsible for financial analysis, spreading of financials, and covenant set up/ monitoring to ensure clients were not in default of existing and/or newly established covenants.
  • Responsible for reviewing and spreading personal financial statements, tax returns, K-1 statements, liquidity statements, and brokerage statements.
  • Lead testing analyst of agile release of new internally created product.
  • Responsible for working with technology and management while providing valuable feedback to ensure product quality, efficiency, and functionality
  • Accountable for training 25 associates to implement stage 2 of new product while being point of contact for questions.

Commercial Finance Credit Analyst

BMW Financial Services
Hilliard, OH
12.2013 - 07.2015
  • Responsible for underwriting commercial finance proposals including term loans, revolving lines of credit and sign loans.
  • Performed annual credit reviews of existing borrowers and monitor their credit worthiness, also underwrite new business requests.
  • Manage portfolio of relationships of over $100MM and responsible for financial analysis, loan documentation and communication with borrower.

Wholesale Control Analyst

BMW Financial Services
Hilliard, OH
06.2013 - 12.2013
  • Reconcile floorplan loans with retailer inventory and unit sales to ensure retailer adherence to guidelines and floorplan agreements
  • Follow up on unpaid units to close audits in timely manner and follow up with Center on receivables due
  • Provide analysis of audit results to field personnel and Credit Analysts as needed, to address performance and risk issues.
  • Inform management of Centers exhibiting poor audit performance or increased risk factors and behavior.
  • Analyze, monitor, report and archive floorplan audit results to ensure compliance with BMW FS agreements and policies.
  • Analyze and monitor billed charges (interest, curtailments, maturities, fees, etc.) to assigned Centers ensuring payment on timely basis.
  • Initiated collection calls to Centers on due/ past due balances.

Retail Credit Analyst

BMW Financial Services
Hilliard, OH
03.2011 - 06.2013
  • Promoted successful business relationships via verbal and written communications with retailers.
  • Analyzed consumer applications and credit reports to manage credit risk and minimize company losses.
  • Responsible for monthly schedule for 9 different credit analysts.

Senior Skip Trace Specialist

BMW Financial Services
Hilliard, OH
01.2010 - 03.2011
  • Prevented $1.6M in credit losses in 2010 by collaborating with law enforcement, dealers, investigators and repossession agents to recover company collateral.
  • Resolved numerous fraud accounts by researching credit decisions in Appro and working with my colleagues in Credit department
  • Assisted senior group in working charge off accounts from 120 days past due to termination.
  • Cleared million+ dollars each month.

Pre-Senior Outbound Collections Specialist

BMW Financial Services
Hilliard, OH
10.2009 - 01.2010
  • Helped to reduce senior list sizes by working accounts 75-84 days past due.
  • Responsible for making solid payment arrangements with customers and requesting repossession when all other collection efforts have failed.
  • Utilized various deep skip techniques including, BMW of North America surveys, DCS service records and contacting dealerships to obtain further information on customers.
  • Ability to recognize problem accounts and request escalation or replevin when necessary.
  • Drove operational improvements which resulted in savings and improved profit margins

Outbound Collections Specialist

BMW Financial Services
Hilliard, OH
04.2007 - 10.2009
  • Consistently exceeded departmental goals for 60-day and 75-day roll, achieved highest Call Quality average for West Region, and had 100% scheduled adherence for seven months.
  • Supported Senior Group by working charge offs on monthly basis and Senior Collector's accounts when they were out of office.
  • Acted as primary builder for outbound dialer and implemented process improvement for uploading dialer notes more effectively.
  • Assisted focus groups for inbound unit and call reason code change, collaborated with IT Department on dialer updates, and worked as liaison for management concerning issues with Vendor Services.

Education

Bachelor of Science - Business Management And Marketing

The University of Findlay
Findlay, OH
2006

Skills

  • Process Improvement
  • Agile/Waterfall build knowledge
  • Jira and Scrum discussions
  • Project Planning
  • User Acceptance Testing and Approval
  • User Interface (UI)
  • Business Requirements
  • Issue and Resolution Tracking
  • Process Improvement Initiatives
  • Global Training and feedback

Additional Information

  • Willing to relocate to: Plano, TX - Charleston, SC - Charlotte, NC

Timeline

Product and Innovation Specialist

JPMorgan Chase
03.2017 - Current

Global Wealth Management Underwriter

JPMorgan Chase
07.2015 - 03.2017

Commercial Finance Credit Analyst

BMW Financial Services
12.2013 - 07.2015

Wholesale Control Analyst

BMW Financial Services
06.2013 - 12.2013

Retail Credit Analyst

BMW Financial Services
03.2011 - 06.2013

Senior Skip Trace Specialist

BMW Financial Services
01.2010 - 03.2011

Pre-Senior Outbound Collections Specialist

BMW Financial Services
10.2009 - 01.2010

Outbound Collections Specialist

BMW Financial Services
04.2007 - 10.2009

Bachelor of Science - Business Management And Marketing

The University of Findlay

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