Lisa Evans
Pataskala,Ohio
Overview
1
1
year of professional experience
Work History
Branch Manager/Retail Lending Officer
First Federal Savings of Newark
Newark, OH
08.2023 - Current
- Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
- Analyzed data to identify trends related to products, services, customers and markets served by the branch.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Maintained consistent growth in accounts and receivables by obtaining and retaining loan borrowers.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
- Designed sales and service strategies to improve revenue and retention.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Analyzed actual financial results to budget, preparing variance reporting for functional groups.
- Consolidated business data into actionable metrics to simplify and highlight areas of concern and opportunity.
- Built financial models to allocate resources, forecast cash and investment needs and make capital budgeting decisions.
- Travel 10% domestic
Senior Business Consultant
LiveVox
Remote
2018 - 2023
- Recommended improved service and growth opportunities within client portfolios and business models during and after product implementation
- Performed routine analysis of client data, presented findings, and mapped practical performance improvement advice for clients at the c-suite level
- Verified desired functionality and performance according to client's specific use case through manual and automated testing procedures prior to handoff
- Worked with client and multi-functional teams to develop accurate forecasting and budgeting models for new product implementations
- Delivered broad range of external business consulting, led service re-engineering projects, and made solution recommendations to address our clients' most complex business challenges
- Liaised between product development, sales, and client facing teams to enhance product performance based on client feedback, emerging markets, and industry trends
- Presented product highlights and best uses at various trade shows and industry conventions
- Travel 50%, domestic and international
Department Manager, Compliance
Estate Information Services
Gahanna, OH
2016 - 2018
- Led two teams who executed audits to validate compliance of company policies, procedures, and regulatory controls
- Performed testing to evaluate audit processes, enhanced test scripts and analyzed results
- Developed and led process improvement projects to optimize operations, improve customer satisfaction, and reduce costs
- Established internal controls and processes to support compliance through engagement of key stakeholders
- Managed team member's workloads to meet project tasks, timelines, and expectations
- Provided routine updates to executive team in areas of interest
- Checked data points, documentation and financial postings for accuracy, integrity and compliance with standards
- Travel 10%, domestic
Senior Manager, Process Integration-Business Risk
Bread Financial
Columbus, OH
2012 - 2016
- Led three teams responsible for creating and monitoring all process change projects, as well as monitoring post-implementation results
- Selected, developed and evaluated personnel to achieve operations process review objectives
- Managed department to meet operations budget
- Consolidated business data into actionable metrics to simplify and highlight areas of concern and opportunity
- Provided operational updates to board and executive team
- Maintained knowledge of ERP, CRM, business intelligence tools and operational features
- Used process mapping to holistically assess business processes and determine opportunities for improvement
- Travel 30%, domestic and international
Senior Audit Manager, Vendor Management
Discover Financial Services, DFS
New Albany, OH
1986 - 2012
- Managed 48 vendors
- Conducted routine on-site vendor audits to ensure regulatory and contractual adherence.
- Observed and documented vendor's data center infrastructure to ensure required fail over and security requirements were met - moisture detection, temperature control, power supply, redundancy, monitoring, and accessibility.
- Examined vendor's process documentation to ensure contractual SLA requirements were probable and met expectations.
- Reviewed vendor’s financial records, information security processes, system capabilities, and performance results to determine the risks associated with continuing the business relationship.
- Worked with the vendor on recommended improvements to mediate audit findings.
- Generated and presented executive reporting on vendor defect trends and recommended actions to reduce enterprise risk.
- Travel 80%, domestic and international
Education
MBA - Organizational Leadership
Mount Vernon Nazarene University
Mount Vernon, OHBachelor of Science - Finance
Mount Vernon Nazarene University
Mount Vernon, OHSkills
- Leading product strategy initiatives and re-engineering efforts
- Documenting Convoluted Client Requirements (Use Cases)
- Multi-System Data Mining & Analysis
- Complex Problem Resolution
- Systems Efficiency Evaluation
- Non-Compliance Assessment
- Trusted Advisor Role
- Impact Assessment
- Regulatory Compliance Oversight
- Multi-system Integration (omnichannel/single pane of glass)
- ROI Analysis
- Risk Mitigation
- Best Practice SME
- Data Center Infrastructure Audit
- Continuous Improvement - Lean, Six Sigma, Kanban, DMAIC
- System/Integration Testing
- Lean Process Mapping & Documentation
- API Creation and Testing
- Salesforce, JIRA, CX One, & Calabrio
- SQL, Excel, Power BI, & Tableau
Timeline
Branch Manager/Retail Lending Officer
First Federal Savings of Newark
08.2023 - Current
Senior Business Consultant
LiveVox
2018 - 2023
Department Manager, Compliance
Estate Information Services
2016 - 2018
Senior Manager, Process Integration-Business Risk
Bread Financial
2012 - 2016
Senior Audit Manager, Vendor Management
Discover Financial Services, DFS
1986 - 2012
MBA - Organizational Leadership
Mount Vernon Nazarene University
Bachelor of Science - Finance
Mount Vernon Nazarene University