OLRITCH DONNAT

Led strategic financial initiatives, managed a diverse commercial loan portfolio, and drove business development while ensuring strict regulatory compliance.

• Strategic Leadership: Led cross-functional teams to implement financial policies and procedures, aligning departmental goals with corporate strategy. Facilitated executive meetings to drive organizational priorities.
• Risk & Portfolio Management: Developed and applied risk assessment frameworks for a diverse portfolio of commercial loans, determining appropriate risk ratings and ensuring compliance with internal policies and federal regulations.
• Process Improvement: Implemented process improvement procedures that resulted in significant cost savings and streamlined operations across the board.
• Stakeholder Relations: Cultivated strong relationships with key stakeholders, including clients and vendors, and negotiated high-value contracts for services and supplies.
• Team Development: Oversaw talent acquisition, training, and development programs, establishing performance standards and mentoring staff to drive productivity and build high-performing teams.

Drove business growth by analyzing market trends, developing strategic initiatives, and managing key client relationships.

• Strategic Growth: Analyzed market trends and the competitive landscape to inform business growth strategies, leading to the identification and pursuit of new business opportunities.
• Operational Efficiency: Implemented process improvements that increased operational efficiency and reduced costs. Managed project timelines and resources to ensure seamless execution of strategic initiatives.
• Client Solutions: Analyzed financial data to support risk assessment and structured payment solutions for clients. Ensured accuracy and compliance for all lending and financial transactions.
• Team Collaboration: Facilitated team meetings and training sessions to align on goals and enhance team skills. Collaborated with senior management to align departmental goals with the company vision.
• Compliance & Quality: Monitored compliance with industry regulations and oversaw quality assurance efforts to maintain high standards of service delivery.

Client Relationship Manager | Bank of America, NA, Reading, MA | December 2016 - May 2018
Cultivated and strengthened client relationships by providing expert financial guidance and resolving complex issues.

• Client Retention & Growth: Sustained long-term, profitable client relationships by effectively solving problems and recommending relevant banking products, leading to increased client satisfaction and loyalty.
• Needs Analysis: Analyzed client needs and financial goals to offer tailored banking solutions, providing expert guidance on financial products and investment opportunities.
• Issue Resolution: Served as the primary point of contact for resolving client inquiries and complaints quickly, turning dissatisfied customers into brand advocates and driving customer escalations to resolution.
• Process Onboarding: Facilitated smooth onboarding processes for new clients and streamlined customer onboarding procedures to improve first impressions and long-term satisfaction.

Directed daily branch operations, led a team to achieve performance targets, and provided specialized business banking solutions.

• Operational Leadership: Managed daily branch operations, ensuring compliance with banking regulations and security protocols. Analyzed financial reports to identify trends and inform decision-making.
• Team Management & Development: Led, coached, and motivated a team of 10+ to provide exceptional customer service and achieve branch sales goals. Oversaw staff training, hiring, and performance reviews.
• Business Development: Cultivated partnerships with local businesses, resulting in increased customer referrals and branch growth. Assisted clients with complex loan applications and credit assessments.
• Community Engagement: Participated in community events to promote brand awareness and foster strong community relations.
• Financial Acumen: Managed branch budgets, monitored financial performance, and conducted regular audits to ensure accuracy and minimize risk.

Provided critical financial insights and analysis to support strategic decision-making and investment opportunities.

• Financial Modeling & Reporting: Developed financial models to forecast company revenue and expense trends. Prepared detailed monthly reports, including balance sheets, income statements, and budget variance analyses for management.
• Investment Analysis: Evaluated investment opportunities through rigorous quantitative analysis and assessed potential risks associated with new investments.
• Process Improvement: Implemented cost-saving measures by analyzing expense reports and identifying inefficiencies. Streamlined financial reporting procedures for improved accuracy.
• Cross-Functional Support: Collaborated with senior management to develop and monitor key financial performance indicators (KPIs) and supported M&A activities with financial analysis.

• Analyzed fund transactions and reconciled discrepancies in financial statements.
• Processed daily trade settlements and ensured compliance with regulatory requirements.
• Maintained comprehensive documentation for audit readiness and regulatory reviews.

• Supervised accounts receivable operations and team performance at a leading healthcare provider.
• Coordinated billing processes to ensure timely invoicing for patient services and insurance claims.
• Managed cash application processes and reconciled payments accurately for financial integrity.

• Managed patient registration processes to ensure accurate data entry.
• Trained and mentored new staff on patient access procedures.
• Coordinated insurance verification and authorization for services provided.