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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

Home: (xxx-xxx-xxxx

Cell: (xxx-xxx-xxxx


~ Senior-Level Management Executive eager to contribute extensive operations leadership background and significant project management talents toward supporting a dynamic organization in optimizing bottom-line performance. ~


Qualifications Profile


Offering 15+ years of experience in driving business and technology operational improvements for retail financial services arena. Outstanding analytical, problem solving, forecasting, critical thinking, and strategic planning skills. Superior ability to establish cooperative and cohesive working relationships with all levels of an organization, and regarded as a natural leader. Apply sharp planning abilities to develop policies and procedures, administer budgets, establish best practices, and facilitate effective cost control.


Selected Achievements:


        Spearheaded business technology group and served as Subject Matter Expert (SME) for Consumer Lending operation tasked with seamlessly transitioning consumer loan portfolio from LaSalle Bank to Bank of America. 

        Leveraged advanced knowledge of consumer loan products, processes and technologies to direct cross-functional team in converting entire loan portfolio and applications within 10-month timeline and with no open defects.

        Project-managed all Bank of America technology enhancements and modifications impacting entire Fulfillment department, significantly elevating productivity.

        Championed development, integration and deployment of imaging and workflow applications in Bank of America s Fulfillment Operations department resulting in 400% loan growth over 4 years with decreased headcount and expenses.

        Reliably oversaw forecasting, administration and control of $5M line of business operating budget. 

        Assembled and led team in centralizing technology from all areas of Consumer Lending to regulate and streamline sponsored initiatives.   


Professional Experience


Self-employed, 2009 to Present

Project Manager & Business Analyst (Consultant)

         Provided consultative expertise toward developing best practices for enhancing process design, workflow, imaging and incorporation of appropriate technologies for financial services clients. 






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Professional Experience continued


         Collaborate with large, global organization and delivery solutions partner to proficiently navigate sales and project management functions.   

         Steer full-scope project management for commercial bank client; determine and document requirements, conduct weekly status meetings, provide comprehensive progress reports, monitor adherence to schedule, and perform expense tracking and reporting.

         Advise in best practices with regard to function, user acceptance testing and user training.


Bank of America (fka LaSalle Bank N.A.), Chicago, IL, 1986 to 2008

Vice President, Sr. Consultant C Generalist Specialist       (2008)

  • Played an integral role in over 10 projects as line of business SME for data collection, identification and process migration to expedite transition of services.

         Project-managed data retention and decommissioning activities of all consumer lending applications, effectively documenting ancillary applications not targeted for conversion. 

         Exercised strong communication and interpersonal skills to motivate and guide peak-performing personnel despite imminent employee departure dates.


First Vice President, Manager C Business Dev. and Technology Solutions         (2003 to 2008)

  • Proactively supported and advanced Fulfillment and Servicing areas within Consumer Lending to boost revenue growth, cost savings, and efficiency improvements. 

         Established and administered annual IT budgets ranging from $1M to $5M.

         Demonstrated exemplary leadership talents in directing, motivating and managing business analysts, developers and technology support personnel.

         Diligently complied with strict regulatory, risk and audit requirements.

         Handpicked as sole business member from United States to participate in company s international process optimization workshop in Sao Paulo, Brazil.


First Vice President, Fulfillment Operations Manager         (2000 to 2003)

         Applied keen organizational strengths toward steering compliance, vendor relationship management, process improvements, and cost control.

         Prior roles held include Vice President, State Farm Bank Fulfillment Manager; Assistant Vice President, Loan Processing Manager; and Assistant Vice President, Loan Underwriter.          



B.S., Business Management, DePaul University

         Golden Key International Honor Society

         National Society of Collegiate Scholars





Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

Home: (xxx-xxx-xxxx

Cell: (xxx-xxx-xxxx










Hiring Agent Name


Company Name


City/State/Zip Code




I am currently seeking a challenging career opportunity in a <insert job title/position> capacity and am submitting my resume for your review.  In advance, thank you for your time and consideration.


As indicated in the accompanying resume, I offer an outstanding management background in the financial services arena, proficiency in directing daily business operations and staff, and solid experience in project management, P&L, client relations, and regulatory compliance. To complement these qualifications, I offer strong expertise in identifying and implementing measurable process improvements which accelerate operations, elevate quality control, and minimize costs.  


As a proactive member of your management team, you will find me to be a solutions-driven professional committed to supporting you in achieving your objectives through superior performance, experience, and leadership. I am confident that I could be a valuable asset to your company, and look forward to interviewing with you in the near future.






Yyyyyy x. yyyyyy

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