• Contracted by Agvantis Bank to help with business process mapping and design, change impact analysis, change management and delivery of nCino loan origination system. -2025
• Capability Director for AgFirst Bank: Performed current state assessments, process maps, gap analysis, and future state design. Led change management across 14 different business lines, facilitated workshops and presentations across the org with executive leadership. This was a client facing role with several work streams and direct reports. I led the developed of a capability strategy and roadmap based on the individual business needs. This included PM duties, budget tracking, and issue escalation management. (~1 year 2024)
• Project Manager for BMO Reginal Bank - Led merger activities for 1st and 2nd line risk, including change management activities, policy updates and integration, updates to business processes, and presented to executive leadership. –(1 year, 2023)
• Drove the research and development of a go to market strategy to roll out a retail digital lending product for a regional southern bank. – (Contracted by Hobbs Maddison 2021)
• Led a company wide 6 month banking relationship transition project to move a CRE servicing firm to a new primary banking partner. Provided C-suite weekly updates. Contracted by Trimont Real Estate Advisors 2021
• Engaged by KPMG working on a strategy project for a global financial firm, focused on MNPI security and compliance for the investment bank. - 2020

Project managed the development of a client facing business banking digital platform that consolidated numerous commercial banking products and services including loans, LOC, ACH, merchant, lock box, statements, and other treasure services. Presented to executive management monthly.
• Project managed commercial payments hub upgrades and rollout of new functionality.
• Effectively lead 3 projects with 6 workstreams for the commercial bank related to AML and risk management. This included integration to CMS and nCino systems, as well as back end monitoring and rating system Actimize. Developed and presented updates to executive management monthly.
• Promoted for performance after 2 years.
• In depth understanding of business lending end to end lifecycle. Performed current state and future state business process re-design.
• Experienced in business and system requirement development, user impacts, and change management activities.
• Managed project timelines and project budgets and estimates.
• Coordinated change management activities with numerous other projects and lines of business to effectively and smoothly deliver a new system and business process to all wholesale lines of business.

System Implementation:
• Assisted a national bank in developing business requirements for a new commercial loan origination system.
• Assisted a West Coast Bank in evaluating vendor RFI responses for a new loan origination system by developing a vendor scoring model of business and functional requirements.
Current State Assessment and Benchmarking:
• Performed benchmarking analysis of commercial banking operations and performance of 6 large banking institutions.

Managed a portfolio of $200 million in CRE Real Estate.
• Developed and implemented new operating processes and procedures for a new CRE owned group.
• Stabilized and liquidated over $100 million in CRE assets.
• Performed analysis for stabilization of properties and mitigation of risk.
• Performed market research to establish real estate industry trends and sales strategies.
Worked as a commercial Lender from 2008-2009.

• Actively prospected and sold retail financial products and mortgages to clients.
• Received top quarterly sales award in the region