alm consultant resume example with 20+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:

Accomplished risk management modeler bringing over 35 years of expertise in the Banking industry to asset/liability management and regulatory compliance. Excellent project management and team leadership abilities in a highly regulated environment. Strong attention to detail with the ability to proactively identify potential risk and knowledge of the changing regulatory landscape.

  • Risk Management model operation
  • Collect, model and validate data
  • Verbal and written communication
  • Client relationship management
  • Problem resolution
  • Documentation
  • Regulatory compliance
  • Multi-tasking
  • Attention to detail
  • Negotiation and collaboration among differing agendas
  • Development and delivery of professional education
  • Leadership in project management
  • Presentation in various formats on ALM
  • Team building and management
  • Operational and process improvement
ALM Consultant, 10/2020 to Current
Motion RecruitmentFairfax, VA,
  • Support and market the ALM Driver model offered to financial institutions.
  • Responsible for accurate and insightful financial analysis leading to strategic discussions and relationship building.
  • Provide exemplary client support and clear communication of all ALM components.
  • Communicate ALM insight through a variety of formats.
  • Generate fee based consulting services for project work and advanced modeling needs.
  • Lead implementations for new clients regarding data acquisition, assumption creation and model settings.
  • Conduct webinars and presentations as educational and sales opportunities.
  • Personalize presentations, services training and support for clients.
  • Manage quarterly ALM process, support and analysis for approximately 36 clients.
Senior Analyst, 01/1995 to 07/2020
Olson Research Associates Inc.City, STATE,
  • Responsible for quarterly risk modeling, data integrity, regulatory compliance, stress testing, sensitivity testing and client support of approximately 80 Community Bank clients using the A/L Benchmarks asset/liability model.
  • Prepared ALCO risk management reports highlighting key areas including regulatory compliance and industry best practices.
  • Communicated regulatory requirements, preferences and best industry risk management practices to Senior Bank Executives.
  • Engaged in quantitative risk management including assumption implementation, model configuration and results validation.
  • Developed behavior assumptions, sensitivity testing and variance analysis.
  • Communicated effectively and acted as a liaison between Bank clients, specifically Presidents and their CFO, ALCO members, Board of Directors and their Regulatory agencies.
  • Collaborated on the development of training materials, assisted with on-site training on Comparative Risk Analysis, Liquidity Measurement and Bank Simulation education in both a large bank setting as well as ABA Stonier Graduate Banking School and Southwest Graduate School of Banking.
  • Contributor on Manage Your Bank blog.
  • Recognized and took advantage of opportunities to increase business revenue, including custom modeling, sensitivity testing and education.
  • Gained expert knowledge of risk management, specifically interest rate risk and model risk.
  • Carried out high-quality analytical work and superior client support for over 25 years with little oversight.
Vice President of Branch Operations, 06/1984 to 06/1994
First Virginia Banks-MarylandCity, STATE,
  • Set clear goals for Branch managers and implemented systems for measuring results in support of optimal decision making.
  • Delivered expert thought leadership recognized for driving process improvements.
  • Increased company profits by optimizing performance strategies and increasing efficiency within the branch system.
  • Integrated marketing and sales strategies with business development and Bank financial needs/goals.
  • Coordinated work across branches to keep sales employees on track with Bank goals.
  • Promoted profitability of products and services by tracking performance indicators and driving corrective action.
  • Enhanced operational performance by developing effective business strategies, systems and procedures.
  • Identified and solved complex strategy problems to drive organizational goals.
  • Streamlined operational efficiencies by coordinating staff development and succession planning.
  • Participated in organizational transformation and implementation activities due to merger.
  • Oversaw company merger to drive seamless transition and integration of operations.
  • Conducted staff evaluations and determined promotions and realignments or reductions in workforce.
  • Participated in networking events to establish and cement community ties, relationships and industry connections.
  • Built and maintained loyal, long-term customer relationships through mentoring effective account management.
Education and Training
Bachelor of Arts: Economics And Business Management, Expected in 05/1984
Randolph-Macon College - Ashland, VA

Dean's List Honoree

: Post-graduate Study of Banking, Expected in 08/1994
Maryland Banking School - College Park, MD,

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Resume Overview

School Attended

  • Randolph-Macon College
  • Maryland Banking School

Job Titles Held:

  • ALM Consultant
  • Senior Analyst
  • Vice President of Branch Operations


  • Bachelor of Arts

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