Dependable professional with extensive experience supporting executive level management. Respected for organizational and interpersonal aptitudes, implementation of strategic initiatives, and results-focused interactions across the organization.
Overview
11
11
years of professional experience
Work History
Assistant Vice President - Costco Product Manager
Citi
01.2022 - Current
Contributed to budget planning, and initiatives for marketing communications, and strategic planning.
Attended weekly meetings and special sessions of Leadership and Executive Leadership Teams and contributed to major administrative initiatives, regulator compliance and strategic decisions.
Established and directed 7 successful programs focused on Costco's Anywhere Visa.
Head of Client Success & Implementations
AFFORDIT, LLC.
04.2021 - Current
Review clients' consumer lending requirements to implement logic providing applicants with meaningful action steps within a personalized digital cross-selling tool.
Identify key risks factors of consumer lending products and validate data integrity to present findings, explain risk positions, or recommend changes.
Manage consumer lending product configuration and Loan Origination Software (LOS) project execution to ensure adherence to scope, schedule, and priority.
Drive strategy to promote products and services by working with the client's executive leadership and internal stakeholders.
Client Success Manager
AFFORDIT, LLC.
04.2020 - 04.2021
Prepared client status reports by collecting, analyzing, and summarizing trended consumer lending product utilization information and action item updates.
Identified product enhancements, technical gaps, and user experience stories for Agile project management in Jira Software.
Monitored implementation milestones and deliverables with client's executive leadership and internal stakeholders.
Credit Union Marketing Intelligence Specialist
GTE FINANCIAL
04.2019 - 04.2020
Produced multi-source intelligence reports to guide leadership on action plans to exceed organizational goals by 11%.
Worked with product manager(s) to resolve newly implemented product challenges, improve operations, and develop new product recommendations to provide an exceptional member experience.
Assistant Branch Manager
GTE FINANCIAL
12.2013 - 04.2020
Developed a strategy for consumer lending sales objectives, which resulted in meeting goal by 110%.
Directed day-to-day operations focused on attainment of key business metrics and continuous improvement initiatives maximizing staff efficiencies.
Developed and managed employee schedules, balancing individual requests and requirements with business needs.
Education
Management Information Systems - Business Information Systems
UNIVERSITY OF SOUTH FLORIDA
Tampa, FL
12.2018
Skills
Agile Project Management
Tableau
Data Mining
T-SQL
Microsoft Office - Excel
Microsoft Office - Word
Microsoft Office - PowerPoint
Timeline
Assistant Vice President - Costco Product Manager
Citi
01.2022 - Current
Head of Client Success & Implementations
AFFORDIT, LLC.
04.2021 - Current
Client Success Manager
AFFORDIT, LLC.
04.2020 - 04.2021
Credit Union Marketing Intelligence Specialist
GTE FINANCIAL
04.2019 - 04.2020
Assistant Branch Manager
GTE FINANCIAL
12.2013 - 04.2020
Management Information Systems - Business Information Systems