Management

OPERATIONS / PROJECT MANAGER

SUMMARY OF QUALIFICATIONS

Accomplished, focused, and performance-driven Operations and Project Manager with strong leadership qualifications combined with expertise in initiating strategies to achieve established goals. Proven track record of successfully managing multiple projects from inception to completion with focus on business development. Demonstrate capabilities in identifying and resolving customer, vendor, and employee issues. Knowledgeable in human resources management combined with background in sales, retail, and banking. Articulate communicator; able to convey and deliver relevant information to professionals at all levels.

AREAS OF EXPERTISE

- Staff Training and Development

- Leadership and Team Building

- Account Management

- Payroll Administration

- First-Rate Customer Service

- Financial Management

PROFESSIONAL EXPERIENCE

CompuCom-Chevron, Concord, CA

HUMAN RESOURCE MANAGER (TECHNICAL SUPPORT ANALYST) OCT 2008-MAR 2009

- Directed human resources functions within project management setting; assumed full responsibility in supporting GIL 3 Deployment Team for migration project in Pacific Northwest and Western regions

- Provided strategic leadership to 30 people supervising productivity with performance evaluations, benefit planning, interviewing, mentoring contractors, payroll, travel logistics, and event planning

- Formulated business solutions for corporate president and executive leaders

- Conducted gap analysis to evaluate staff performance to ensure improvement and efficiency of business operations

- Oversaw procedures for workflow and processes; developed job descriptions and work assignments

- Spearheaded conflict resolution, employee counseling, assistant managers training, and technical support for line staff resulting in 94% to 100% customer satisfaction rating

- Organized all travel plans and served as liaison to vendors, travel agents, and executive staff

- Administered travel budget and reported expenses to be reimbursed

Katsu Consulting Inc., San Francisco, CA

BUSINESS DEVELOPER APR 2008-OCT 2008; MAR 2009

- Designed business charter and outline business goals as well as sales target to identify new businesses for computer consulting services

- Provided consultation to the owner regarding business development, marketing strategies, and overall operations

First Republic Bank (Merrill Lynch division), Orinda, CA

CORPORATE ASSISTANT MANAGER MAR 2006-APR 2008

- Established and maintained new and existing financial accounts for corporate, government, and local businesses valued at $500K to $1M

- Initiated business strategies for clients who were members of Chamber of Commerce, Rotary International, and Business International (BI)

- Prepared and produced cold call lists and produced pipeline reports from sales database

- Provided assistance to Vice President, President of Operations, and sales team; directed sales team of five individuals responsible for recruitment, training, and sales management

- Performed cash audits, developed security guidelines, and generated financial documentation; presented reports to departments of risk and corporate management as well as recommendations for process improvement

- Monitored and ensured delivery of utmost client service, achieving perfect performance rating of 100% based on customer surveys

- Spearheaded a 5-person team rated as #1 among 8 competing branch offices in the bay area in terms of consistent profitability and superior customer service

Bank of the West, Larkspur, CA

FINANCIAL SERVICES CONSULTANT / FINANCIAL SERVICES REPRESENTATIVE JULY 2003-MAR 2006

- Created and managed new and existing personal, government, and business financial accounts with range of $100K to $500

- Implemented successful strategies in cold calling, mass mailings, and telesales campaigns

- Worked in collaboration with executive officers and sales team to successfully achieve sales and service goals

- Facilitated training and acquired substantial product / service knowledge for upcoming campaigns

- Completed internal and external cash audits as well as financial documentation; reported directly to Risk Management and Compliance departments to make necessary corrections

- Recognized for exceptional performance and received Outstanding Customer Service Award in 2005

Kaiser Permanente, Walnut Creek, CA

IT ASSET MANAGEMENT / USER AUTHORIZATION TESTING / DESKTOP SUPPORT OCT 2000-FEB 2003

- Provided strategic project management for database migration project; administered Clinical Information Systems project with a goal of developing user-friendly software system for physicians

- Organized weekly business meetings with business partners and vendors on projects’ status

- Performed troubleshooting and resolved issues to modify, clarify, or eliminate a process

- Led the successful execution of automated manual scripts for testing primary components and functionality

- Orchestrated national data center migration for transportation, hardware preparation, and delivery notification

- Oversaw hardware inventory for entire network including warehouse inventory

- Managed procedures for workflow project and created Microsoft SQL design

Bank of the West, Walnut Creek, CA

COMMERCIAL LOANS / CREDIT SPECIALIST NOV 1996-OCT 2002

- Conducted research and investigation of troubled accounts consisting of participation of shares, international wire transactions, and lines of credit

- Monitored enforcement and maintenance of legal contracts as well as payment plans schedule

- Supported lenders and clientele through research and validation of borrowed funds

- Achieved the Outstanding Service Award in 1998

EDUCATION

BACHELOR OF SCIENCE IN BUSINESS MANAGEMENT

University of Phoenix

SELECTED COURSEWORK IN BUSINESS ADMINISTRATION

Heald Business College, Concord, CA | College of Alameda, Alameda, CA

College of Marin, Kentfield, CA | Diablo Valley College, Pleasant Hill, CA

CERTIFICATIONS

Peregrine Asset Management Certification: 2002

A+ Core Service Technician Certification: 2000

Regional Occupation Program Completion in Accounting 1 and 10-key: 1996

TECHNICAL PROFICIENCY

Microsoft Windows XP / 2000 / NT, IBM AIX, Microsoft Office Professional, Visio, Outlook, ACT, Symantec Ghost ,Lotus Notes, Peregrine, WinRunner, E-procurement, Vantive, NRAS, Tivoli, Hummingbird

PCs, IBM RISC 6000 and P series, Thin Clients, ACT, System Delivery, and TouchPoint, Open Solutions, Total Plus, RMS (Relationship Management Suite), Microsoft Project (Seagus), and Microsoft Vista

PROFESSIONAL AFFILIATIONS

Chamber of Commerce (Board of Director-Treasurer) | Rotary International | Business International (BI)

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