senior funding manager 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: - - -
Professional Summary

Natural leader experienced in driving great team successes by coaching and motivating team members to increase financial profitability, operational efficiency, and customer satisfaction. Record of performance in meeting organizational objectives. Excellent interpersonal skills, to work well with others, in both supervisory and support staff roles.

  • Financial statement review
  • Performance monitoring
  • Report writing
  • Salesforce expertise
  • Training & Development
  • Data management
  • Leadership
  • MS Office
  • Microsoft Excel software proficiency
  • Planning and Coordination
  • Collaboration
  • Teamwork
  • Self-motivated professional
  • Multitasking abilities
  • Root Cause Analysis
  • Loss Prevention Programs
  • Incident Investigations
  • Exposure Assessment
  • Risk mitigation
  • Claims Management
  • Internal Audits
  • Customer Communication
  • Merchant monitoring
  • Chart development
  • Project planning and development
  • Business process re-engineering
  • Multi-Site Operations
  • Contract Review and Recommendations
  • Advanced Problem Solving
  • Procedure development
  • Change Control Processes
  • Technical Support
  • Functional & Business Requirements
  • Project Management
  • Contract Management
  • Team Bonding
  • Disaster Recovery Methodologies
  • Strategic planning
  • Systems Installation, Configuration, and Upgrading
  • Expense reports
  • Staff Management
  • Performance Evaluations
  • Testing and Conversion Plans
  • Startups and turnarounds background
  • Budgeting and forecasting
  • Management information systems
  • Risk analysis and management
  • Solutions Development
  • Policies and Procedures Implementation
  • Team Leadership
  • Relationship Development
  • Report generation
  • Vendor sourcing
  • Cross-functional communications
  • Business Development
  • Risk management
  • Strategic partnerships
  • Operations management
  • Negotiation
  • Business planning
  • Data analysis
  • Procurement and sales
  • Natural leader
  • Finance background
  • Customer relations specialist
  • Complex problems analysis
  • Superb time management skills
  • Unsurpassed work ethic
  • Compensation and benefits
  • Payroll coordination
  • WorkForce Improvements
  • Recruitment
  • Benefits and Compensation Management
  • Training and Development
  • Conflict Resolution
  • Organizational Development
  • Recruitment strategies
  • Training and mentoring
  • Benefits administration
  • Team Building
  • Analytical skills
  • Sales expertise
  • Order Fulfillment
  • Inbound and Outbound Calling
  • Administrative support
  • CRM
  • Account management
  • Creative problem solving
  • Good listening skills
  • Strategic sales knowledge
  • Professional telephone demeanor
  • Client Relationships
  • Project oversight
  • Delegation
  • Relationship building
  • Scheduling
  • Effective leader
  • Client account management
  • Coaching and mentoring
  • Staff training/development
  • Inventory management
  • Employee scheduling
  • Conflict resolution
Work History
04/2015 to Current
Senior Funding Manager Dupage Medical Group Elgin, IL,
  • Delivered exceptional level of service to each small/medium business customer by listening to concerns and answering questions. Actively listened to customers' requests, confirming full understanding before addressing concerns
  • Used critical thinking to break down problems, evaluate risks to improve process and make decisions for better work flow and positive customer experience.
  • Maximized performance by monitoring daily activities and mentoring team members. Coached and motivated new teammates to ensure our team was successful and monthly goals were achieved.
  • Adjusted job assignments and schedules to keep pace with dynamic business needs, factoring in processes, employee knowledge and customer demands.
  • Applied customer feedback to develop process improvements and support long-term business needs.
  • Raised performance in areas of sales and operations by identifying and targeting areas in need of improvement.
  • Maximized productivity metrics by keeping detailed records of daily progress and identifying and rectifying areas for improvement. Reports via excel using charts (histograms, etc.) for team and sales analysis.
  • Coordinated ongoing efforts to strengthen risk culture and fine-tuned risk appetite for lending and funding activities.
08/1996 to 04/2015
VP of Operations Hyatt Broomfield, CO,
  • Identified and solved issues with production, workforce and material sourcing to drive business objectives.
  • Spearheaded cross-functional initiatives across departments to achieve business goals for bottom-line profits.
  • Established performance goals for department and provided methods for reaching milestones.
  • Initiated on-time, under-budget project management to optimize performance.
  • Hired and managed employees to maximize productivity while training staff on best practices and protocols.
  • Mitigated financial discrepancies by managing budget and payroll operations.
  • Trained new employees on proper protocols and customer service standards.
  • Recruited, hired and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
  • Directed management meetings to enhance collaboration and maintain culture based on trust and group problem-solving.
  • Directed strategic workforce planning, performance management, and benefits administration.
  • Boosted team member productivity by enhancing performance monitoring and instituting motivational approaches.
05/1993 to 08/1996
MIS Manager Cincinnati Financial Corporation NY, State,
  • Led development of internal education curricula for new employees, designing instructional programs to rapidly onboard information systems users.
  • Guided implementation of company-wide enterprise security strategy for network and hardware, disaster recovery, data protection and endpoint protection.
  • Facilitated best user experience through continuous support, training classes, webinars, improvements and communication of system changes.
  • Delivered effective integrations of warehouse management system software applications to centrally manage tasks.
  • Supported implementation of warehouse management system software applications to enable centralized management of tasks.
  • Analyzed architecture design, scoping, implementation, testing and deployment needs to define project requirements.
  • Liaised effectively with others to promote on-going network design, reevaluation and optimization that scaled with company growth.
  • Played key role in on-going network design, reevaluation and optimization to keep pace with company growth.
  • Oversaw development and implementation of improvements to support and network operations.
  • Led and assisted technical upgrade projects for the company by working and coordinating with consultants and developers for integrations.
  • Identified computer hardware and network system issues, performing troubleshooting techniques for remediation.
  • Responsible for all aspects of project implementation of a software conversion to a JD Edwards ERP system. Served a project manager for the task from start to completion. Worked with upper management to create the scope, budget, timeline. Responsible for planning, implementation, risk management and change management as needed within the scope of the project. Trained staff as needed on each module upon completion and closing of the project.
  • Implemented mandatory EDI for supply support for the manufacturing and warehouse supply chain. Created reports on a daily basis and as needed via custom written reports within the ERP system via SQL.
  • Part of the management team responsible for successfully initiating ISO9001 company wide and became certified an internal auditor to ensure quality standards.
  • Served as liaison for the warehouse management systems. This included inventory management, materials management, distribution and shipping management to ensure quality standards as well as ongoing customer satisfaction.
07/1988 to 05/1993
Data Processing Supervisor Histacount Corporation City, STATE,
  • Supported implementation of warehouse management system software applications to enable centralized management of tasks.
  • Liaised effectively with others to promote on-going network design, reevaluation and optimization that scaled with company growth.
  • Identified computer hardware and network system issues, performing troubleshooting techniques for remediation.
  • Interviewed, hired, trained and mentored 3 staff members by coaching daily, leading performance reviews and offering constructive feedback.
  • Managed workflow scheduling, data entry and accuracy verification for all customer orders and work tickets.
  • Managed data entry for bi-yearly inventory of all paper product in the manufacturing environment.
  • Assisted in logistics with shipping, receiving and distribution of printed materials
Expected in
High School Diploma:
West Babylon Senior High School - West Babylon, NY
Expected in
Associate of Science: Business Administration
Suffolk Community College - Brentwood, NY,
Expected in
Project Management Methodology Training : Project Management
SUNY Stony Brook - Stony Brook, NY
Expected in
MCSE Training Certification : MCSE Network Certification
New Horizons Education Center - Commack, NY,
Expected in
ISO 9001 Auditor Training: ISO 9001 Auditor Training
Onsite Training - Deer Park, NY,
Additional Information

Currently certified in Six Sigma in White and Yellow belts. Currently working on my Green Belt certification. Planning on PMP certification once completed for Six Sigma certifications.

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • West Babylon Senior High School
  • Suffolk Community College
  • SUNY Stony Brook
  • New Horizons Education Center
  • Onsite Training

Job Titles Held:

  • Senior Funding Manager
  • VP of Operations
  • MIS Manager
  • Data Processing Supervisor


  • High School Diploma
  • Associate of Science
  • Project Management Methodology Training
  • MCSE Training Certification
  • ISO 9001 Auditor Training

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: