Experience

Junior Achievement of Georgia

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Director Of Development Operations

  • Jul 2019 - Present

  Constantly working to improve how we do our work internally so that we can expand our reach to help more children throughout the state of Georgia.

• Development Coordinator

  • 2017 - Jul 2019

  How money works is a critical life skill for everyone. As part of the Development team, I perform financial reporting and analysis with a strong focus on data integrity. I also schedule meetings both internal and external, introducing people to the work we do here at JA and how they can help. I collaborate with all internal departments, making sure that we are all working together to meet our goals and to accomplish our mission: to inspire young people to succeed in a global economy.



MUFG in the Americas

• United States
• Banking
• 1 - 100 Employee

• Vice President / Corporate Banking Manager

  • 2012 - 2016

  As Primary relationship manager, provided client coverage activities for Asian corporate customers primarily in the Southeastern US. Also managed all non-marketing functions of the office.Developed new business, structure and close corporate transactions based on risk/return considerations.Promoted strong relationship banking culture through ongoing customer contact, quality customer service, and superior product knowledge.Cross-sold a wide range of company products based on the client needs.Increased revenue from assigned portfolio of 70 customers by 248% over three years.Managed major office reorganization / reduction in force, transferring daily operations function from Atlanta to NY headquarters. Collaborated extensively with clients and NY headquarters, resulting in successful transition with no loss of customers.

• Corporate Banking Officer

  • 2007 - 2012

  Managed all non-marketing functions of the office.Directed and trained team responsible for banking operations as well as administration (including purchasing and accounts payable). Achieved highest efficiency ratio with the US division, servicing 150 customers with a team of three staff.Managed internal/external audits as well as regulatory examinations. Led MUFG response team for Federal Reserve Bank regulatory exam, resulting in the highest possible rating by the regulators.Performed risk management functions as local Officer for Information Security, Compliance, Business Continuity, and Process Improvement.

• Banking Officer / Analyst

  • 2004 - 2007

  Coordinated with Human Resources on all personnel matters including new hires, interviews, performance management, development, promotions, reorganizations.Performed financial analysis for new customers, new transactions, and periodic reviews of existing customers. Covered a portfolio of 50 customers, the highest client coverage ratio within the US division.Led team that performed credit administration, legal documentation, financial reporting, operations.Rebuilt the operations/administration team after 100% turnover over a six month period. Interviewed, hired, and trained new staff in their duties, while simultaneously ensuring that all routine functions were correctly performed.

• Supervisor / Analyst

  • 1999 - 2004

  Conducted credit analysis in addition to supervising all non-marketing functions of the office.Collaborated with office management on office reorganization / reduction in force, coaching team through a period of significant change.Coordinated office relocation, ensuring that office was fully functional on Day 1 in new location.

• Analyst

  • 1996 - 1999

  Conducted credit analysis, credit administration, financial reporting, legal documentation.

• Operations Analyst

  • 1991 - 1996

  Conducted credit analysis, credit administration, financial reporting, operations.