Sign in

Manager Project

Cleveland, Ohio, United States
July 25, 2016

Contact this candidate



***** **** ******* ****

Columbia Station, Oh 44028




● Senior Operations Management ● Large Scale >$5B Project Management/ Sponsorship ● Commercial Lending ● Residential Lending ● Indirect Lending ● Consumer Lending ● SBA Lending ● IT ● Mergers & Acquisitions ● Director of Integration Coordination ● Business Continuity ● Risk Mitigation ● Six Sigma ● Financial & Risk Analysis ● Regulatory ● Audit ● Compliance ● Workflow Streamlining Initiatives ● Branch Divestiture ● System Conversion ● SOX ● CCAR Stress Testing ●


FirstMerit Bank 4455 Hills & Dales Rd. Canton, Oh 44708

VP Senior Operations & Project Manager Nov 2015 – Present

Merger specific- Loan and Deposit Operations Integration Coordinator/ Divestiture Integration Coordinator, Branch Sale/Closure Coordinator, CCAR Stress Testing, Convert Optical System

Direct workflow improvement initiatives through analysis of current state of Commercial, Consumer, Residential, and Indirect Loan Operations and Loan Servicing

Lead all Operations teams’ effort for initiatives affecting their processes, projected projects or applications to ensure smooth and efficient production and performance.

Lead Lending and Deposit Ops Line of Business Managers through the remediation of internal, external audit, risk, and compliance findings. Perform SOX audits and maintain compliance.

Direct all Operations teams through paperless strategy and workflow- determine impact of change, align resources, schedule project work and matrix manage those resources for the initiative, manage conversion of optical system

HMDA process improvement project for Commercial and Consumer Operations

Manage HMDA Staff, CCAR Staff, Operations Control Staff

Lorain National Bank/ Northwest Savings Bank 457 Broadway Ave. Lorain, Oh 44052

VP Commercial, Retail, Consumer, & Indirect Lending Operations & Project Manager Dec 2012 – Nov 2015

Direct all IT Loan Projects specific to Commercial, Residential, Retail, Consumer, and Indirect Lending Platforms including business continuity.

Direct and coordinate all Merger/Acquisition activities from Lorain National to NWSB

Due diligence and thorough risk mitigation by partnering with Line of Business Managers on new and upcoming changes.

Manage all system conversion, upgrades, bridges and/or interfaces for all loan systems.

Manage all of Bank Control.

Report Builder/Writer for all loan, accounting, and deposit reports.

Built, implemented, and support Mortgage Lending Platform and supporting documentation.

Built, implemented, and support SBA Lending Platform.

Built, implemented, and support Commercial Lending Portfolio Management Suite.

Support all Retail Lending Platforms and documentation.

Maintain compliance to all loan areas (docs, system changes, process/procedures).

Built and maintain successful bridge between Mortgage and Core Servicing System.

Built and maintain successful bridge between Indirect Lending and Core Servicing System.

Develop and maintain workflow, process, and procedures for each LOB.

Developed and implemented Commercial Lending Loan Processing Platform, including risk, score cards, credit review, and loan documentation

Building and implementing global documentation archival (paperless) platform and initiative for entire bank.

IT projects for Mobile Banking, On-line Banking, On-Line Bill pay and consumer loan application, Marketing suite, Mortgage Website, eDocs, eSign, Treasury Management Suite.

Park View Federal 20000 Aurora Rd. Solon, Oh 44139

VP Commercial and Residential Mortgage Operations Manager July 2010 – Dec 2012

Directly manage operations staff for Commercial and Residential Lending (Loan Closers, Processors, Underwriters, Risk Analysts, Post Closers, Funders).

Prepared LP system, process, and loan documents for regulatory updates and changes.

Launched paperless platform for processing of Commercial and Residential mortgages.

Launched Document Archival System for the housing of retail and commercial docs.

Partnered with Chief Credit Officer on the creation and implementation of Bank Credit Policy.

Technology projects include: telephony and call center management, Business Continuity, Branch Automation, Check 21, ATM Network improvements, online banking improvements, mobile banking.

Key Bank 4900 Tiedeman Rd. Brooklyn, Oh 44144

KBM Operations Manager May 2008– July 2010

Directly manage Teams consisting of Loan Closers, Funders, Boarders, and Shippers.

Recruits, hires and develops staff associates needed for strong, reliable infrastructure; provides learning environment, diversity, productivity and quality standards as well as recognition and career growth to the staff.

Ensure the highest level of customer service is provided at the final sale of Closing through investor sale. Providing solutions and friendly service to the client.

Partnered with Project Management on system conversion and implementation/ Training.

Commercial Lending Operations Manager July 2006– May 2008

Manage staff and all functions required for Loan set-up and documentation for Commercial Real Estate Loans.

Identified and resolved risk and client service issues which required interaction with clients, third party vendors, sales partners, and senior management to ensure appropriate balance between service and risk mitigation.

Responsible for the implementation of Compliance Procedures and diligent inspection to ensure staff was informed and executing all procedures as directed.

Verified for quality all original documentation and legal writings for each new Commercial loan originated and processed through Key Bank Real Estate Capitals Health Care and Investment Properties Group.

Bank of America/ MBNA Richmond, Oh

VP, Senior Personal Banking Officer- Home Equity Operations Manager 2005- 2006

Wells Fargo Independence, Oh

VP Production Operations Manager- Emerging Markets Mortgage Department 2004- 2005

JP Morgan Chase Cleveland, Oh

VP of Mortgage Operations Closing/ Funding Manager 2002- 2004

National City Brecksville, Oh

Home Equity Closing Manager 2000- 2002


Project Management Software (Primarily Agile Methodology) PMP cert in progress- Nov 2016

Six Sigma Lean DFSS Green Belt- certified at Chase 2002

Mergers and Acquisitions- Expert Integration Coordinator for Loans, Deposits, Branch Divestiture

Strong workflow development and implementation of staff redesign (Visio expert)

Global Development and delivery of Disaster Recovery and Business Continuity Plans/Procedures

Core system implementation/interface/conversion expert (FIS, ALS, IBS, Miser, Fiserv, Hogan)

Manages all Information Security, Bank Control, and System Architecture

Strong knowledge of Commercial, SBA and Resi documentation requirements and guidelines

AllRegs, Fannie Mae/ Freddie Mac Guidelines, D.E in FHA/VA Underwriting received 2005, State by state regulations for mortgage documentation. Excellent understanding of RESPA, TILA, CRA, LAR, HOEPA, HMDA, SAFE ACT, Dodd Frank, TRID, and all CFPB requirements

Report Builder expert- BIC, BI, Bus Objects, Crystal, Excel 2013, Powerpoint, Project, Vsio

Strong knowledge of Indirect Lending- TCI, Dealer Track, Route One, and expert in building and maintaining bridge software to core

Notary Public

Education Chair and Board Member to Huntington’s Disease Society Association


Baldwin Wallace- 2001 to 2010 Finance and Business Management

Awarded Key Bank and BW Accelerated Degree Program

Kent State-1999 to 2001 Business Management and Vocal Performance

Alpha Lambda Delta – National Honors Society Required GPA- 4.0

Contact this candidate