Summary
Overview
Work History
Education
Skills
Ironman Triathlete, Mother, Cancer Warrior , Paratrooper and Dog Lover
Timeline
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Wendy Michelle Baxter

Wendy Michelle Baxter

San Rafael,CA

Summary

Enterprising Branch and Finance Manager, successful in leading every facet of new and ongoing business operations. Strategic thinker and tactical decision-maker with passion for serving customers and exceeding expectations. Creative problem solver skilled at de-escalating situations and driving positive change.

Motivated Bank Manager passionate about providing excellent customer service and exceeding expectations. Talented professional well-versed in service marketing and credit offerings. Inspires staff loyalty through strong leadership and communication skills.

Overview

30
30
years of professional experience

Work History

Senior Finance Manager

Ford Motor Company
09.2023 - Current
  • Created organizational structures to improve accounting and finance functions.
  • Mentored junior finance staff, fostering professional development and strong team dynamics.
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
  • Analyzed business processes to identify cost savings and operational efficiencies.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.

Senior Finance Manager

Ford Motor Company-Texas
03.2023 - 09.2023
  • Trained new and existing staff members in various financial procedures to prepare for job requirements.
  • Established strong relationships with banks and investors, securing favorable financing terms for business growth initiatives.
  • Managed successful implementation of new ERP system which improved interdepartmental communication across all organizational levels.
  • Implemented new accounting software to automate manual processes, increasing accuracy and efficiency in financial reporting.
  • Utilized financial software to prepare consolidated financial statements.

Finance Manager

Cowtown Auto Classics LTD
02.2019 - 02.2023
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
  • Created organizational structures to improve accounting and finance functions.
  • Enhanced budget management by implementing expense tracking and cost reduction strategies.
  • Analyzed business processes to identify cost savings and operational efficiencies.

Private Mortgage Banker/Bank Branch Manager

JP Morgan Chase
03.2017 - 02.2018
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Checked loan documents for accuracy prior to closing.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
  • Negotiated loan terms and conditions with clients to maximize profitability.
  • Explained very technical financial information to applicants in easy to understand language.
  • Processed loan applications and monitored progress from start to finish.
  • Evaluated loan requests and documents to verify accuracy and completeness.
  • Fostered a culture of teamwork by collaborating closely with colleagues from various departments to ensure seamless coordination throughout the loan process.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Implemented a system for tracking and monitoring sales activities, enabling data-driven decisions on branch performance and growth areas.
  • Engaged employees in business processes with positive motivational techniques.
  • Launched new training program to boost employee skills and staff retention rate.
  • Assessed employee performance and developed improvement plans.
  • Led a team of banking professionals, providing regular coaching and development opportunities for career growth.

Financial Advisor-Global Team

Charles Schwab
04.2014 - 01.2017
  • Negotiated favorable terms on behalf of clients when coordinating lending solutions such as mortgages or personal loans.
  • Coordinated efforts with estate attorneys and tax professionals when creating holistic wealth management plans inclusive of all relevant considerations.
  • Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
  • Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
  • Created financial models to analyze and evaluate investment strategies.
  • Researched current economic trends and investment opportunities to stay abreast of financial markets.
  • Presented financial plans and investment recommendations to clients.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Informed clients of strategies for reducing debt and maximizing savings.

Military Intelligence Officer- MI Branch Airborne

US Army Airborne
08.1994 - 07.2003
  • Used counterintelligence, human intelligence and signal intelligence techniques to thoroughly analyze data.
  • Leveraged various technical systems to intercept enemy communications, resulting in crucial insight into enemy tactics.
  • Developed comprehensive threat assessments for high-priority targets, leading to successful mission execution.
  • Produced multi-source intelligence reports and products for different agency customers.
  • Trained junior officers in advanced analytical methodologies, enhancing overall unit performance and expertise.
  • Conducted threat assessment and analysis of foreign adversaries in support of military operations.
  • Assisted in the development of collection strategies by identifying intelligence gaps within priority areas of interest.

Education

Associate of Science - Pre Law

University of Arizona
Tucson, AZ
05.1988

Skills

  • Quality Assurance
  • Chartered Business Valuator
  • Chartered Business Valuator (CBV)
  • Asset Protection
  • Critical Thinking
  • Portfolio Management
  • Community Networking
  • Proficient in Excel, Powerpoint, MS, ADP various CRMs, DMS
  • Proficient in [Software]
  • Business Relationship Management
  • Investment Analysis
  • Prioritizing and Planning
  • Risk Analysis
  • Revenue Growth
  • Willing to Learn
  • Credit Approval and Denial
  • CRM Tracking
  • Strategic Planning
  • Capital Raising
  • Decision-Making
  • Regulatory Compliance
  • Financial Analysis
  • Cash handling expertise
  • Compliance Assessment
  • Financial Risk Manager (FRM)
  • Revenue Generation
  • Certified Financial Consultant
  • Relationship Building
  • Risk Management
  • Financial Reporting
  • Verbal and written communication
  • Process Implementation
  • Staff Recruitment and Hiring
  • Proactive and Focused

Ironman Triathlete, Mother, Cancer Warrior , Paratrooper and Dog Lover

I am a Patriot and a positive results-oriented, robust and purposeful human always striving to be of service in my community and center of influence.

Timeline

Senior Finance Manager

Ford Motor Company
09.2023 - Current

Senior Finance Manager

Ford Motor Company-Texas
03.2023 - 09.2023

Finance Manager

Cowtown Auto Classics LTD
02.2019 - 02.2023

Private Mortgage Banker/Bank Branch Manager

JP Morgan Chase
03.2017 - 02.2018

Financial Advisor-Global Team

Charles Schwab
04.2014 - 01.2017

Military Intelligence Officer- MI Branch Airborne

US Army Airborne
08.1994 - 07.2003

Associate of Science - Pre Law

University of Arizona

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Wendy Michelle Baxter