Manager Sales

Kris Malone

***** *. ***** ****** • Olathe KS ***62

Home: 913-***-**** • Email:

***********@*****.***

Qualifications Profile

Performance-driven, engaged Operations Manager with a proven ability to achieve and exceed individual and business

objectives in high-pressure environments.

Highly visible business partner with proven ability to create solid relationships.

Strong track record for process improvement and automation through tactical enhancements, improved

controls, and the development of more efficient processes.

Highly responsive, regardless of whether it is the need to look for reduced expenses, or to expand the

group.

Proven leadership and team-building skills that provide me with the ability to balance management,

conversion, project, and daily production responsibilities.

Professional Experience

JPMorgan Asset Management - Columbus, Ohio 2007-2009

Trade Support Manager – Associate

Managed teams consisting of 14 individuals and 3 supervisors who provide trade support and cash management to

portfolio managers, custodians, fund accountants and brokers. Responsible for the trade settlement of 150 billion

dollars of trades daily supporting over 200-portfolio manager and traders in Ohio and New York.

• Responsible for end of day money market investment process that moves over 30 billion dollars in a ten

minute window, with the authority to request a Federal Wire extension.

• Developed a process to test and train staff on business continuity and disaster recovery plans in the event of

system outage or site location failure. Reduced errors 20% year over year.

• Owned claims process for JPMorgan. Managed, negotiated and initiated claims on behalf of JPMorgan with

brokers, custodians, transfer agents and fund administration.

• Managed metrics and regularly presented departmental metrics and updates for senior management.

• Developed a cash reporting process for high yield accounts managing cash flows, bank loans and trade

settlement resulting in zero losses for the year.

Key Achievements:

• Led off shoring process to relocate 30% of job functions to Mumbai. Implemented training schedules and

plans, monitored progress and provided on-going support to ensure seamless transition of responsibilities.

Team Lead

Supervised a trade settlement team consisting of 4 individuals who provide trade support to portfolio managers,

custodians, brokers and trade support staff. Team supported over 200-portfolio manager and traders in Ohio and New

York.

• Redistributed workflow allowing for cross training and added capacity, providing better coverage during

staffing shortages.

• Managed trade research and processing, provided support for ad-hoc trade issues and escalations with

portfolio managers, brokers and custodians.

• Oversaw procedures update and streamlined processes resulting in decreased overtime and errors.

• Relocated processes from New York and New Jersey saving company $75,000 in FTE costs.

• Information owner for money market applications. Responsible for granting access levels, testing and writing

scripts for UAT and production.

Key Achievements:

1

• TORCH Gold Medal winner for innovation in 2007. Developed and implemented cross training plan for end

of day trading reducing overtime by 25%.

2

First Magnus Financial Corporation – Columbus, Ohio 2005-2007

Mortgage Operations Manager

Responsible for productivity and performance of a mortgage production unit made up of 18 individuals and 2

supervisors. Managed underwriting, processing, closing and pricing supporting 10 account executives.

• Managed loan turn times, assigned workflow priorities, tracked performance and monitored daily business to

aid in efficient operations performance.

• Handled highly escalated and time sensitive cases, exception items, resolved complex issues while

maintaining client relationships and a deliverable end product for the organization.

• Ability to approve loans up to one million dollars. Review loans denials, grant exceptions and sign off on

loan approvals.

• Participate in client sales calls to bring in new business serving as product and process expert.

Key Achievements:

• Created the operations branch from the ground up including staffing, office design, procedure development

and workflow design.

Huntington National Bank – Columbus, Ohio 2001-2005

Mortgage Operations Supervisor – Staff Officer

Managed mortgage processing and closing consisting of 8 individuals and 2 supervisors, providing support for 25

account executives in Ohio, Michigan, Indiana and West Virginia.

• Ensured department was in compliance with company policies, federal, state and local regulations for

mortgage origination.

• Developed and conducted training classes covering product and pricing for sales and internal cross training

program.

• Assisted with client sales calls to bring in new business and manage relationships.

• DE lending authority of $357,650. Managed exceptions, escalations and loan denials.

Key Achievements:

• Redesigned entire department with the assistance of internal consultants utilizing Kaizen methodology

decreasing process steps and increasing capacity without adding to headcount.

• Achieved highest percentage of units above plan for entire company in 2004.

Senior Loan Processor/Closer

Supervised a mortgage processing and closing unit supporting 25 account executives in Ohio, Michigan, Indiana and

West Virginia.

• Designed and implemented process flow, procedures, policies and methods for a newly created department.

• Processed and reviewed mortgage documents for underwriting. Reviewed loan conditions for accuracy and

prepared loan closing package.

Key Achievements:

• Introduced new product line to mortgage brokers throughout Ohio, Michigan, Indiana and West Virginia.

• Created the new operations branch including staffing, procedures development and process flow design.

• Awarded employee of the month May 2002.

Education

Bachelor of Art – Business Administration 2006

Otterbein College – Columbus Ohio

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