Mary Fischer-Tracy
Kenosha,WI
Summary
Forward-thinking business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency.
Overview
15
15
years of professional experience
Work History
Director of Small Business Development Center
UW Parkside
04.2017 - Current
- Small Business Consultant-Maintained extensive knowledge of business products and services to provide top-notch expertise to customers.
- Assist in business planning, projections, financials and marketing.
- Developed business pipeline using cold and warm techniques.
- Expanded business through effective network development, identifying new, and prospective clients.
- Maintained yearly budget while meeting State metrics.
- Assisted over 250 new clients in 1 year
- Assisted in bringing over $5 million dollars in Capital Infusion into Kenosha/Racine counties
- Assisted in helping 17 new businesses start in 2022
Owner/ Operator
Piccadilly, LLC
01.2013 - 01.2020
- Social Media, Marketing, Financials, Procurement and Merchandising
- Managed day-to-day business operations.
- Consulted with customers to assess needs and propose optimal solutions.
- Doubled our original size, growing sales by 50% the first year and then 20% Year over Year.
- Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
- Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
- Evaluated suppliers to maintain cost controls and improve operations.
- Put together realistic budgets based upon costs and fees for successfully operating business.
- Established foundational processes for business operations.
- Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
Commercial Lender
WWBIC
05.2009 - 08.2014
- Underwriting, loan presentations, stakeholder presentations and events
- In the past 10 years I have worked with micro loans and business planning that goes into working with small start up businesses
- Developed and maintained relationships with customers, lenders and other third parties.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Processed loan applications and monitored progress from start to finish.
- Assisted customers with completing loan applications and other paperwork.
- Monitored pipelines to track and log status of loans.
- Explained very technical financial information to applicants in easy to understand language.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Commercial Loan Officer
First Banking Center
12.2007 - 05.2009
- Developed and maintained relationships with customers, lenders and other third parties.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Processed loan applications and monitored progress from start to finish.
- Assisted customers with completing loan applications and other paperwork.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Assessed loan portfolios for compliance with underwriting policies.
- Obtained and reviewed corporate financial statements.
- Conducted interviews and reviewed financial history, credit and property evaluations of each customer.
- Monitored pipelines to track and log status of loans.
- Explained very technical financial information to applicants in easy to understand language.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Education
Bachelor of Arts - Psychology and Journalism
University of Wisconsin-Eau Claire
Eau Claire, WIMasters in Business Administration - Finance
Capella University
Minneapolis, MN05.2008
Skills
- Customer Relationship Management
- Effective Customer Communication
- Outreach Initiatives
- Profit Margins
- Database Systems
- Customer Consultations
- Market Research
- Business Management and Development
- Maintained and utilized CRM
- Utilized Microsoft WORD, EXCEL and PowerPoint
- Marketing Communications
- Revenue Development
Accomplishments
- As a Manager and District Manager in Retail and Banking, I have led teams to success through positive reinforcement, understanding and clear goals.
- Managed team of up to 40 employees.
- Turned around the UW Parkside SBDC, reaching State mandated metrics for the first time in 6 years.
- Introduced and income stream with the SBDC to pay for additional expenses not included in budget.
- Maintained and managed metrics daily.
Timeline
Director of Small Business Development Center
UW Parkside
04.2017 - Current
Owner/ Operator
Piccadilly, LLC
01.2013 - 01.2020
Commercial Lender
WWBIC
05.2009 - 08.2014
Commercial Loan Officer
First Banking Center
12.2007 - 05.2009
Bachelor of Arts - Psychology and Journalism
University of Wisconsin-Eau Claire
Masters in Business Administration - Finance
Capella University