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Financial and Technical


Cross Functional and Cross Industry Experience

Motivated, enthusiastic and entrepreneurial spirited professional offering more than eighteen years experience to successfully reposition business to drive revenue, profit growth and establishing sustainable results. Recognized abilities conducting business assessments and managing projects within financial, energy management, marketing, retail and publishing industries. Strong track record of initiated solutions based on business assessment, process review and technology integration. Results focused and effective team leader with proven ability to meet requirements on time and on budget. Talent for setting clear, dynamic criteria to achieve objectives and targeting high priority products and processes for reengineering. Strong track record in controlling costs, maximizing productivity, managing client relationships, and leading teams of technical professionals. Strengths In:

  • Performing Business Assessments
  • Business Processes Reviews
  • Developing and Integration of Internet Products and Technologies
  • Operations Management
  • Relationship Management
  • Developing Curricula & Training
  • Designing and Delivering Presentations
  • Strategic Planning and Competitive Analysis
  • Compliance
  • Branding and Marketing

Work experience

Collection Supervisor

Nordstrom Credit Incorporated

Collection Supervisor

Industry: Retail

Supervised regional customer contact center with 25 employees. Primary liaison between customer contact center and IT.

  • Reduced write off receivables to less than 1% of delinquency.
Oct 2009Present

Project Office Business Analyst


Business Analyst

Industry: Information Technology/Cross Industry

Use set of tools, techniques and methodologies to define project business controls.  Provide business analyses; develop and implement repeatable, sustainable processes aligned to corporate finance and business goals and objectives. Perform project business controls assessments to help reduce overall company costs, provide more efficient use resources or better support the customer. Full realm process review and improvement responsibilities: reporting, analyses, internal controls, policies, training, etc. Selected accomplishments:

  • Fast tracked through deep dive training, learning about IBM Project Management methodologies to teach and instruct new hires in the establishment of new business model and data center.
  • Analyzed from a business perspective, related to technical aspects and mission-critical projects, business controls to ensure compliancy.
  • Administer all aspects of business and systems projects by preparing and managing project business controls, contracts, calendars, scheduling, and facilitating status meetings; also documenting and communicating issues, foundational to IBM's new business direction.
Jan 1999Jul 2009

Program Manager/Consultant

ecoGreen Financial & Operation Services

Industry: Information Technology/Diversified Industries/Non-Profit

Planned, executed and controlled technical, financial and operations projects focused on open, scalable and cross-platform management solutions that spanned networks, systems, and applications commonly constrained by resources. Responsible to reduce costs and complexity of managing networks, systems and databases and applications. Provided business analyses; developed and implemented strategic plans aligned to business goals and objectives. Performed project integration management consisting of plan development, execution and change control. Staffing responsibilities varied among project teams.                                  

  • Initiated and managed client relationships and leading complex projects simultaneously budgeted at $100,000 to more than $1 million on mission critical enterprise projects.
  • Contributed to multi-million revenues, including $1 million tied directly to role in workout of troubled client relationship.
  • Integrated people, process and technology to increase effectiveness of operations by 25%.
  • Formulated and implemented strategy to target complex technical RFPs & RFQs; resulted in 75% success rate in captured business opportunities.
  • High success rate achieved in completing project objectives on time and on budget, resulting in savings to clients of $450,000.
  • Developed new and measurable job descriptions, aligned with strategic plan, business goals and objectives for a business analysis and alignment.

Manager Centralized Lending


Manager of Centralized Lending

Industry: Credit Union Cooperative

Streamlined high volume lending operation included walk-in lobby and two call centers and loan inception with 40 agents, for $3.3 billion financial institution. Staffing responsibilities for up to 55 FTEs.

  • Directed and developed activities of three supervisors, eight team leaders and professional staff of 65 through major reorganization and centralization of lending functions which increased efficiencies 75% and decreased headcount 50%.
  • Administered $500,000 budget and loan portfolio; grew from $806 million to $1.7 billion, setting loan originations at record levels and year end portfolio growth in excess of $216 million.
  • Prioritized integration of lending and technology, such as an automated scorecard to increase loan capacity, which increased efficiencies 50%.

Training Officer

Bank of America, formerly Security Pacific Bank

Training Officer

Industry: Banking

Fast track promotions through a series of increased responsibilities charged with assessing needs and designing, delivering and evaluating training programs to support lending implementations for 180 branches. Heavy emphasis on value added services.

  • Defined, launched and managed a new training unit designed to enhance customer satisfaction, business development and result in effective lending management.
  • Conceptualized, developed and facilitated curricula and training materials for diverse groups using themed programs, such as “Passport to Excellence”, which integrated trainee involvement and technology.
  • Charged by EVP to research and implement banking, regulatory and selling techniques relevant to training personal bankers in lending and sales of loan products.



Tivoli Certificates

Tivoli ITSO Center

The IBM Tivoli Monitoring solution is the next generation of the IBM Tivoli family of products that help monitor and manage critical hardware and software in distributed environments. This IBM Redbooks publication provides a practical guide to implementing, using and optimizing IBM Tivoli Monitoring, including best practices for performance tuning, sizing, high availability, scalability, reporting, IBM Change and Configuration Management Database integration and firewall considerations.

Center for Creative Leadership

The Looking Glass Experience can show you how you lead and influence others in an organization. You will learn how to make difficult, complex decisions - and you will learn how your particular leadership style affects your workplace, those you work with and ultimately, your own success as a leader.