OBJECTIVE
Seeking to utilize my successful corporate finance career towards a project
management position.
PROFESSIONAL PROFILE
Five years of progressive banking experience with a solid track record for
promotions for outstanding performance and ability to manage multiple
projects to completions with quality results.
Accustomed to having to "sell" my ideas to senior banking executives with
potential to impact the performance of millions of dollars in credit union
assets.
Continually recognized for creative problem solving tactics, training and
staff development. Proven self-motivated energetic leader who utilizes
high tech analytical skills with interpersonal communication skills.
KEY STRENGHTS
Motivated Proficient in Word, Excel and Pivot Table assessments
Human Relations Budget Management
Analytical thinker
SPECIALIZED TRAINING:
. Specialized Management Certificate, University of New Mexico, 2007
. Efficacious Thought Process, Pacific Institute, 2004 & 2007
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Professional Experience:
Nexstep Corp. Santa Fe, NM 2009-Present
Business Relations Manager / Project Manager
As a BRM I work with Nexstep at several organizational levels. Work with
business area teams to understand project requirements, shape the initial
project request, and provide a high-level estimate of the project effort
and costs used in cost-benefit analysis. Involvement in Nexsteps annual
planning process (The Budget), updates to forecasts, down to providing
updates from IT Department & Project managers in helping analysis of IT
spend to date
. Pre-project business solution design.
. Identify opportunities for operational efficiency.
. Service Level Agreement (SLA) negotiations.
. Understand the business sufficiently to communicate the importance of
projects to the technology teams, as well as to understand the
technology sufficiently to communicate the complexity in simple terms
for the business.
State Employee's Credit Union Santa Fe, NM 2003-2009
Senior Loan Manager/Loan Officer
Assess the repayment risks of member auto loans from $300 to $50K. Trouble
shot cash flow, collateral, and credit history issues; negotiate loan
rates. Obtain information from financial institutions via person and
telephone to evaluate and support credit decisions. Prepare monthly
financial and call reports and present analysis to top management including
vice presidents, president and Board of Directors.
. Train employee's on loan procedures, technical, analytical and
communication issues.
. Coach my team to success by enabling them to work independently and
creating an environment where individual's aptitudes are recognized
and appreciated.
. Stay abreast of current loan trends, and other economic factors to
determine overall loan quality.
. Schedule and review loan activities to ensure quick loan turn around
and maintain cost effectiveness.
. Promoted to loan manager within two years of employment.
San Miguel County Las Vegas, NM 2001-2003
Executive Director Section 8 Program
Managed and participated in the development and administration of the
Section 8
Department budget; directed the forecast of additional funds needed for
staffing,
equipment, materials, and supplies; directed the monitoring of and approval
of expenditures; directed the preparation of and implemented budgetary
adjustments as necessary.
. Oversaw and participated in the preparation of required reports,
including the Section 8 Management Assessment Program and related HUD
reports.
. Identified legislative and regulatory issues related to the
delivery of Section 8 Programs; prepared analysis, responses, and
recommendations for the County Manager.
. Continuously monitored and evaluated the efficiency and effectiveness
of service delivery methods and procedures; assessed and monitored
work load, administrative and support systems, and internal reporting
relationships; conducted organizational and operational studies;
identified opportunities for improvement and reviewed with the County
Manager; directed the implementation of changes.
. Managed all federally subsidized housing vouchers by ensuring
applicants met federal eligibility requirements for program.
. Conducted interviews with applicants to determine eligibility for
Section 8 funding.
Professional References:
Harold Dixon,
CEO
State Employees Credit Union
1900 St. Michaels Dr., Santa Fe, NM 87505
Daniel Gutierrez,
CSED Court Attorney,
NM Child Support Enforcement Division
1901 Ridge Runner Rd., Las Vegas, NM 87701
Dr. Bill Bruns,
CEO,
NexStep Corp. A Pharmacogenomic Software Company
518 Old Santa Fe Trail, Santa Fe, NM 87505
Matthew Griego
217 McRae St.
Las Vegas, NM, 87701