Motivated professional adept at planning, directing and maintaining continuous operations in various departments. Experienced in cross-collaboration and applying creative and analytical approach to operations for continuous process improvement. Proficient in budget development and maintenance, estimation and reporting. Skilled at at identifying or anticipating problems and providing solutions. Excels through mentoring, training and empowering team to excel in performance.
Brings 22 years of valuable expertise to forward company objectives. Attentive to detail with experience in coordinating projects, programs and improvements.
Overview
22
22
years of professional experience
1
1
Certificate
Work History
Process Manager
DAS Acquisition Co LLC
01.2020 - 10.2023
Performed pipeline management of operations team ranging from loan officers, loan assistants, and processors with average of 120 closed loans month.
Named top 10% in closed loan production company wide.
Actively maintained personal pipeline averaging 35 loans
Facilitated branch onboarding, continued training and operated as SME
Developed and implemented branch standard operating procedures (SOPs), handbooks, SLAs, operations flows, flow charts, processes, and other applicable documents needed for branch.
Developed and utilized advanced tracking and reporting for branch through advanced excel skills and Power BI.
Streamlined process workflows by identifying inefficiencies and implementing targeted improvements to reduce clear to close time by 30% in prior years.
Collaborated with cross-functional teams to identify areas of improvement, leading to increased efficiency across departments.
Utilized Lean Six Sigma methodologies to reduce variability in processes, driving consistency, predictability in results and reduce waste.
Managing Partner / Project Manager
Blue Collar Truck Outfitters LLC
01.2013 - 01.2020
Successfully created and grew automotive aftermarket customization business that focused and catered to retail consumer and commercial fleet service creating revenue of over 2M in less than 2 years.
Managed pricing, scheduling, ordering, marketing
Utilized trend analysis to identify future buying trends
Enhanced client satisfaction with detailed breakdowns of project costs and timelines.
Planned, designed, and scheduled phases for all projects.
Developed comprehensive project plans with clear timelines, milestones, and budget requirements, ensuring timely delivery of high-quality results.
Created accurate budgets based on resource requirements, allowing for optimal allocation of funds across all aspects of projects.
Negotiated contracts with vendors and suppliers, securing quality materials at competitive prices for efficient use of resources.
Developed strong relationships with stakeholders through regular communication updates, fostering trust and confidence in team's ability to deliver results.
Utilized regression analysis to forecast future revenues and expenses as well as conducted cost behavior analysis and high low cost behavior analysis
Coordinated material procurement and required services for projects within budget requirements.
Streamlined project processes by implementing Agile methodologies, resulting in increased efficiency and reduced costs.
Established effective communication among team members for enhanced collaboration and successful project completion.
Achieved increased customer satisfaction by implementing strategic pricing solutions for complex projects.
Optimized revenue growth by analyzing market trends and conducting price benchmarking studies.
Financial Advisor
Morgan Stanley
01.2011 - 01.2013
Held Series 7, 66, 6, 31, 32 and Group 1 Life and Health
Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Increased client satisfaction by providing personalized financial advice and investment strategies.
Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
Monitored economic conditions regularly, adjusting financial plans as necessary for optimal results in various market environments.
Ensured compliance with industry regulations and company policies while serving clients' best interests..
Monitored market ands tock trends to proactively identify changes impacting portfolio performance, enabling swift adaptation strategies.
Enhanced portfolio performance by implementing effective investment strategies and risk management techniques.
Increased client satisfaction by providing tailored financial advice and timely market updates.
Director of Operations
America One Finance
01.2002 - 12.2010
Streamlined business operations by implementing efficient processes and procedures, leading to reduced costs and increased productivity.
Developed and implemented strategic plans to achieve overall company objectives, resulting in improved market share and revenue growth.
Built high-performing team of over 30 by recruiting, training, and mentoring skilled professionals who contributed to organization's success.
Collaborated with cross-functional departments to identify opportunities for process improvements and cost reductions, enhancing overall operational efficiency.
Managed budget planning and financial analysis processes, ensuring accurate forecasting and optimal resource allocation for maximum returns on investment.
Education
Masters of Education - Adult Curriculum and Curriculum
University of Phoenix
Tempe, AZ
01.2006
Bachelor of Science - Business Management
Wayland Baptist University
San Antonio/Lubbock, TX
01.2004
Skills
Self - Starter
Communication
Adaptability
Decision Making
Conflict Resolution
Critical Thinking
Emotional Intelligence
Active Listening
Organizational Skills
Time Management
Cost Estimation
Profit Margin Analysis
Process improvement
Financial Analysis
Strategic Analysis and Planning
Risk Assessment
Financial Acumen
Agile Methodology
Supply Chain Management
Analytics Reporting
Change Management
Contract Management
Certification
Google Project Management Professional Certification, Currently enrolled
PSM 1 - Professional Scrum Master, 2023
Lean White Belt - Six Sigma, 2022
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Process Manager
DAS Acquisition Co LLC
01.2020 - 10.2023
Managing Partner / Project Manager
Blue Collar Truck Outfitters LLC
01.2013 - 01.2020
Financial Advisor
Morgan Stanley
01.2011 - 01.2013
Director of Operations
America One Finance
01.2002 - 12.2010
Google Project Management Professional Certification, Currently enrolled
PSM 1 - Professional Scrum Master, 2023
Lean White Belt - Six Sigma, 2022
Masters of Education - Adult Curriculum and Curriculum
University of Phoenix
Bachelor of Science - Business Management
Wayland Baptist University
References
Available Upon Request
See LinkedIN Referrals
https://www.linkedIN.com/in/hillteresa
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