Keri Dunlap
Operations Manager at Retirement Income Strategies- Claim this Profile
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Topline Score
Bio
Abe Gandara
Keri is one of the most intelligent and thoughtful colleagues I have worked with. She takes the time to ensure she understands a situation in meticulous detail to develop holistic solutions. Knowledgeable is an understatement. Every time I interacted with her, I learned something new. Keri is one of the people who I leaned on heavily to teach me in the intricacies of our products as well as the payments industry. Her instruction was invaluable to my day to day execution as a sales engineer. Keri is an excellent addition to any product team, and I would be excited to work with her again.
GIBI ALEX
It is with great pleasure that I write this recommendation for Keri. I worked with Keri in SecureNet, She is a very easy person to approach and to interact. She has exceptional skills to maintain good relationship with customers, and is excellent at stakeholder management (keeps the stakeholders updated regularly at each stage of the project). She is very hard working and has excellent people and business skills. She is the epitome of a team player, committed to ensuring that everyone on her team is successful. I wish Keri all success !
Abe Gandara
Keri is one of the most intelligent and thoughtful colleagues I have worked with. She takes the time to ensure she understands a situation in meticulous detail to develop holistic solutions. Knowledgeable is an understatement. Every time I interacted with her, I learned something new. Keri is one of the people who I leaned on heavily to teach me in the intricacies of our products as well as the payments industry. Her instruction was invaluable to my day to day execution as a sales engineer. Keri is an excellent addition to any product team, and I would be excited to work with her again.
GIBI ALEX
It is with great pleasure that I write this recommendation for Keri. I worked with Keri in SecureNet, She is a very easy person to approach and to interact. She has exceptional skills to maintain good relationship with customers, and is excellent at stakeholder management (keeps the stakeholders updated regularly at each stage of the project). She is very hard working and has excellent people and business skills. She is the epitome of a team player, committed to ensuring that everyone on her team is successful. I wish Keri all success !
Abe Gandara
Keri is one of the most intelligent and thoughtful colleagues I have worked with. She takes the time to ensure she understands a situation in meticulous detail to develop holistic solutions. Knowledgeable is an understatement. Every time I interacted with her, I learned something new. Keri is one of the people who I leaned on heavily to teach me in the intricacies of our products as well as the payments industry. Her instruction was invaluable to my day to day execution as a sales engineer. Keri is an excellent addition to any product team, and I would be excited to work with her again.
GIBI ALEX
It is with great pleasure that I write this recommendation for Keri. I worked with Keri in SecureNet, She is a very easy person to approach and to interact. She has exceptional skills to maintain good relationship with customers, and is excellent at stakeholder management (keeps the stakeholders updated regularly at each stage of the project). She is very hard working and has excellent people and business skills. She is the epitome of a team player, committed to ensuring that everyone on her team is successful. I wish Keri all success !
Abe Gandara
Keri is one of the most intelligent and thoughtful colleagues I have worked with. She takes the time to ensure she understands a situation in meticulous detail to develop holistic solutions. Knowledgeable is an understatement. Every time I interacted with her, I learned something new. Keri is one of the people who I leaned on heavily to teach me in the intricacies of our products as well as the payments industry. Her instruction was invaluable to my day to day execution as a sales engineer. Keri is an excellent addition to any product team, and I would be excited to work with her again.
GIBI ALEX
It is with great pleasure that I write this recommendation for Keri. I worked with Keri in SecureNet, She is a very easy person to approach and to interact. She has exceptional skills to maintain good relationship with customers, and is excellent at stakeholder management (keeps the stakeholders updated regularly at each stage of the project). She is very hard working and has excellent people and business skills. She is the epitome of a team player, committed to ensuring that everyone on her team is successful. I wish Keri all success !
Credentials
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Certified Scrum Product Owner (CSPO)
Scrum AllianceMar, 2017- Oct, 2024 -
Certified ScrumMaster (CSM)
Scrum AllianceMar, 2017- Oct, 2024
Experience
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Retirement Income Strategies
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United States
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Financial Services
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1 - 100 Employee
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Operations Manager
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Jun 2023 - Present
• Receive incoming client service calls to resolve client issues, input client interactions into CRM, coordinate and follow up on each client funds transfer with outbound calls and necessary financial paperwork • Receive incoming client service calls to resolve client issues, input client interactions into CRM, coordinate and follow up on each client funds transfer with outbound calls and necessary financial paperwork
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Global Payments Inc.
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United States
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Financial Services
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700 & Above Employee
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Senior Product Manager
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Jun 2021 - Aug 2022
• Managed the Product SDLC process from product request, through development and commercialization of a new product launch while ensuring execution was aligned with client’s project plan • Researched and composed product briefs supported by business cases to serve as inputs to decision-making, prioritization and as a client proposition for new products and features • Built strong relationships with cross functional teams and senior management to facilitate the product development lifecycle more effectively including product objectives, key requirements, and business unit strategy for $1M client and first international product launch for VitalPOS • Created and maintained multiple product backlogs with detailed user stories, acceptance criteria, and priorities utilizing JIRA and Confluence. Show less
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Creating Grace
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Atlanta, Georgia, United States
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Product Manager
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Aug 2019 - Jun 2021
• Created customer journeys for an online course and e-commerce shop with platform integrations to Facebook, ClickFunnels, Stripe, PayPal, WooCommerce, Keap CRM, WordPress and LearnDash • Created customer journeys for an online course and e-commerce shop with platform integrations to Facebook, ClickFunnels, Stripe, PayPal, WooCommerce, Keap CRM, WordPress and LearnDash
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Revel Systems
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United States
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Software Development
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300 - 400 Employee
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Senior Product Manager
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Jan 2019 - Aug 2019
• Supervised Product Owner to establish a payments, loyalty, gift and hardware product roadmap and backlog for an iOS cloud-based POS application and e-commerce merchant and customer experience • Created and maintained multiple product backlogs with detailed user stories, acceptance criteria, and priorities utilizing JIRA and Confluence. • Partnered to support or lead internal and external stakeholders through the complexities of the merchant acquiring, merchant hierarchy, PCI compliance and e-commerce payments ecosystem • Created a holistic plan to enhance existing and new payment integrations, boarding, and support procedures for all cross functional teams including maintaining compliance within regulatory agencies Show less
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Worldpay
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United Kingdom
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Financial Services
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700 & Above Employee
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Director, Product Innovations
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Aug 2013 - Jun 2018
• Oversaw the fourth iteration of Account Updater, the first global product for Worldpay UK and US divisions as the US based e-commerce and recurring billing product manager, owner, and business analyst • Created a product launch and commercialization plan to ensure consistent and predictable product delivery, which was implemented as standard operating procedures for Project Management • Evaluated merchant acquiring systems, payment gateway and CRM systems to determine strategic plans for international card processing, convenience fees, split funding, and merchant aggregation models • Served as the Card-Not-Present product manager, owner and business analyst to drive development priorities based on card brand rules and regulations, stakeholder needs, and systems to successfully launch dynamic descriptors, account updater, vault with tokenization, standard and client specific hosted payment pages, merchant boarding files and encrypted card entry device for the Virtual Terminal • Created and maintained multiple product backlogs with detailed user stories, acceptance criteria, and priorities utilizing JIRA and Confluence. Worldpay acquired SecureNet Payment Systems in December 2014 Show less
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SecureNet Payments
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United States
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Financial Services
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1 - 100 Employee
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Director, Relationship Management
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Feb 2012 - Aug 2013
• Supervised a team of six Relationship Managers and supported two Vice President of Sales with portfolio• Drove strategy for the top ten merchants and partners within the portfolio, accounting for over 75% of the company’s total revenue which led to an 80% success rate in contract renewals• Trained, educated, and recommended existing and new products, services, best practices, and card brand rules, along with client onsite visits to enhance the merchant processing experience for customers Show less
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Relationship Manager
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Aug 2010 - Feb 2012
• Drove priorities for the most critical relationship for the organization due to the merchant acquiring sponsorship, ACH sponsorship, sponsorship for direct connections to Visa (DEX) and MasterCard (MIP) and merchant services division for one of the top five banks in the United States which led to the largest product launch in the bank’s history• Led and supported development team as the product owner to successfully launch an omni-channel integration to one of the top five processors in the United States• Acted as the payment gateway product manager to evaluate internal and external stakeholder needs and systems to successfully commercialize and launch virtual terminal, hosted payment pages, Autobill and PA-DSS compliant SecurePOS with encrypted PIN entry and USB card swipe devices• Served as a solutions consultant to support million dollar and above enterprise merchants with product demonstrations, product and feature recommendations, integration questions and support Show less
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Director of Operations
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Jul 2007 - Aug 2010
• Supervised all Client Services Representatives, Merchant Onboarding, and Financial Operations personnel • Promoted to manage six Technical Support personnel supporting merchants with gateway, VAR’s, terminals and back-end file processes between gateway, card brands, merchants, and third-party vendors • Developed and implemented processes and procedures to successfully launch secondary merchant acquiring platform on Planet A360 and internal merchant management (CRM) system• Implemented timely and successful merchant portfolio conversions for Discover EASI, American Express OptBlue, company platform and bank sponsorship’s change in strategy• Drove business analysis for electronic transfer, branding and logistics required for successful multi-million-dollar purchase of existing merchant portfolio to a third-party gateway and merchant acquirer• Developed and implemented processes and procedures within NACHA and sponsor bank regulations to successfully perform daily file audits, electronic file uploads, and monitor fraud for ACH transaction activity• Created merchant billing, fraud monitoring, escrow account holds and partner residuals process and procedures for SMB merchant cash advance program Show less
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Client Services Manager
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Mar 2006 - Jul 2007
• Supervised one Client Services Representative and one Sales Support representative • Developed and implemented processes and procedures for merchant onboarding, merchant billing and pricing, terminal file builds, settlement balancing by card brand, merchant exceptions and rejects, sponsor bank protocol, and chargeback management to successfully launch company from an ISO and gateway provider to a merchant acquirer on the TSYS platform in less than three months• Served as primary product owner for merchant management system for internal and external CRM system for merchant underwriting including OFAC, MasterCard MATCH, Lexis Nexus and Experian credit checks, merchant transaction volumes by card brand, interchange fees and assessments, deposits, chargebacks, merchant statement generation, and fraud and risk monitoring for sponsor bank and internal staff Show less
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Client Services Representative
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Aug 2005 - Mar 2006
• Developed processes and procedures with service level agreements to increase the efficiency of inbound calls and emails, onboarding merchant applications as an ISO for COCARD and outbound communication of merchant application statuses• Acted as inside sales for home consultants for one of the largest direct sales organizations in the United States, as their preferred merchant services provider • Reviewed competitor merchant statements to provide cost & benefit analysis, recommend products and educate merchants on best practices, interchange and PCI compliance Show less
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Education
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2001 - 2003
University of Wisconsin-Madison
Master of Science - Social Work -
1996 - 2001
University of Wisconsin-Whitewater
Bachelor of Science - Social Work
Community
