Highly accomplished and results-oriented Operations leader with over 20 years of experience in the financial services industry, specializing in streamlining processes, enhancing operational efficiency and client/colleague engagement. Proven ability to act as a crucial liaison between operations and cross-functional product, data, and strategy teams, driving initiatives from conception to successful launch. Adept at identifying and resolving complex issues, mitigating risk, and leveraging analytical skills to improve performance metrics. Committed to advocating for operational needs and fostering collaborative environments that lead to significant business impact.
Drives Operational Excellence & Product Enhancement: Serves as a Subject Matter Expert (SME) on policies and procedures related to client servicing, new accounts, operations, and risk management, identifying and escalating issues to appropriate channels to inform and drive product/process improvements.
Top Business Banking Operations Support Partner 2024
Remote Center Risk ManagementExcellence Award 2023
Top Client Manager Downtown San Diego 2021
Top Client Manager Downtown San Diego 2020