Agile Scrum Methodology
Basic Prototyping (Balsamiq)
Strong Presentation Skills
Rationalized and improved content on all mortgage product guidelines
Designed and implemented online product guidelines for mortgage professionals
Updated and improved upon guidelines to ensure they were clear, concise, and accurate
Set up and led an Advisory Council for mortgage product enhancements and ideas
Ensured employee readiness for product introductions, changes, and enhancements
Led effort to document current state of mortgage customer experience, identify pain points and develop a recommendation
Managed change and readiness by identifying risks, inspiring solutions, and authoring communications and tools
Served as content owner for business intraweb site
Responsible for a retail sales program that supported enterprise business objectives
Led stakeholder meetings with executives across the enterprise to ensure business needs were being integrated into the retail sales strategy
Developed sales guides and training
Project manager for the creation of a book of business for each sales professional
Project manager for the creation of a Sales Catalog initiative
Communication liaison between Data Warehouse and Retail Branches
Researched and provided analysis on data to drive marketing and sales strategy decisions
Developed and implemented revenue strategy for retail deposit products
Managed product marketing initiatives and developed alternative methodologies to improve results
Conducted research including competitive analysis and customer focus groups to inform decisions and to formulate product and marketing strategy
Developed sales guides and training for retail sales teams
Developed regional sales campaigns
Maintained all financial measurement and analysis of product portfolio
Managed and developed employees as part of a loyalty program for 6 years within this role
Grew one of the largest product affinity travel programs in the nation
Worked and was quickly promoted within the Retail Branches
Oversaw a branch team consisting of customer service representatives and personal bankers.
Recommended loan approvals and denials based on customer loan application reviews.
Originated, reviewed, processed, closed and administered customer loan proposals.
Developed and maintained relationships with local businesses and government agencies.
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