Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
References
Timeline
Generic

Trish Philbin

Jacksonville,FL

Summary

Dedicated and focused leader with 25+ years in Banking/Financial Services excelling at delivering strategic business initiatives for Sales, Technology and Operations. Flexible, detail-oriented and adaptive team player with expertise in Equipment Leasing, product management, process optimization and mentoring.

Overview

27
27
years of professional experience

Work History

PRODUCT MANAGER

Macquarie Group
Jacksonville, FL
03.2022 - Current
  • Established relationships with third-party developers who could extend the reach of our products.
  • Prioritized features in order to maximize impact while meeting budget constraints.
  • Collaborated with stakeholders to define product requirements and user stories.
  • Worked closely with engineering teams to ensure feature specifications are understood and implemented correctly.
  • Participated in design reviews to ensure usability standards are being met throughout the product development cycle.
  • Performed post-launch analyses to measure success of feature rollouts.
  • Formalized policies and set goals to keep projects on-task and maximize team performance.
  • Helped coordinate testing to verify quality and usability of new product features.
  • Assessed projects against budgets and timelines, keeping team and assignments on task.

PROJECT MANAGER

CIT
Jacksonville, FL
12.2005 - 03.2022
  • Managed large-scale projects encompassing sales support/product initiatives, high-risk audit tracks, revenue-generating initiatives, process optimization projects, and technology implementations.
  • Guided project team members across all roles to swiftly complete deliverables, ensuring data integrity and a sharp focus on the critical path.
  • Facilitated communication between Product and Sales teams regarding vendor integration API products.
  • Optimized internal operational processes to mitigate risk, save time and expenses, and enhance customer experience.
  • Transitioned the Sales organization to the Salesforce platform.
  • Resolved $43 million in sales tax liabilities within 10 months, thereby eradicating high-risk audit issues.
  • Generated revenue of $350,000 in nine months by identifying and billing previously uncharged fees.
  • Achieved a 70% reduction in management reporting by conducting a thorough analysis of business requirements and integrating Business Intelligence tools.
  • Achieved compliance with bank regulatory audit findings on Fair Lending by implementing process controls and reporting mechanisms.

SENIOR FINANCIAL ANALYST

Ocwen Financial Corporation
West Palm Beach, FL
06.1999 - 12.2005
  • Recovered $800,000 in reconciliation shortages from a single client, dating back to the portfolio's inception.
  • Successfully oversaw 57 portfolios comprising 120,000 subprime mortgage loans.
  • I created a robust training program for new staff and established a process and procedure manual. This initiative boosted employee confidence and the precision of reports, and concurrently reduced staff turnover.

FINANCIAL ANALYST

KEYCORP.
Cleveland, OH
05.1997 - 06.1999
  • Decreased securities purchases by $300,000 by allocating portions of existing securities as collateral.
  • Achieved a monthly reduction of departmental costs by $24,000 through the cessation of widespread production of paper reports that were no longer in use.
  • Oversaw the management of 1,100 public fund accounts, maintaining adequate collateral levels and ensuring adherence to state and bank regulations.

Education

B.S.B.A -

John Carroll University
Cleveland, OH

Skills

  • Project Management
  • Product Management
  • Business Analysis
  • Vendor Management
  • Systems implementation
  • Software Development Lifecycle
  • Agile Methodology
  • Jira, Atlassian
  • Business process re-engineering
  • Risk Management
  • Cross-Functional Collaboration
  • Microsoft Office Suite expert

Accomplishments

  • Founder of Collin’s Cupboard, a 501c3 organization serving the food insecure since 2019
  • 2020 First Coast News “12 Who Care” recipient
  • 2018 City Rescue Mission “Difference Maker” recipient
  • 2014 EVE nominee for philanthropy in FL/GA

References

  • Zoe Mitchell, Ret. Chief Credit Officer, Macquarie, 862.246.4190
  • Sean Bills, SVP Operations, Macquarie, 904.304.8508
  • Brian Wright, Senior Technology Manager, Macquarie, +44.7901.102672
  • Patrick Nussbaumer, Director, Domino Data Lab, 858.386.8924
  • Vince Mollica, Head of Capital Markets, Vartana 973.818.2531

Timeline

PRODUCT MANAGER

Macquarie Group
03.2022 - Current

PROJECT MANAGER

CIT
12.2005 - 03.2022

SENIOR FINANCIAL ANALYST

Ocwen Financial Corporation
06.1999 - 12.2005

FINANCIAL ANALYST

KEYCORP.
05.1997 - 06.1999

B.S.B.A -

John Carroll University

Similar Profiles

CREATE PROFILE
Trish Philbin