Experience

Capra Bank

• United States
• Banking
• 1 - 100 Employee

• EVP, Operations

  • Mar 2023 - Present

  Dubuque, Iowa, United States



HTLF

• United States
• Financial Services
• 500 - 600 Employee

• SVP, Director, Deposit Administration

  • Sep 2022 - Mar 2023

  Iowa, United States

• SVP, Director, Loan Administration

  • Jul 2018 - Sep 2022

  Dubuque, Iowa Led team of 86, staffed across 6 states, supporting HTLF's 11 member banks for commercial, small business, consumer and SBA loan origination, quality control, funding and servicing Led 12-month HTLF Salesforce/nCino commercial workflow enhancement project that stabilized the commercial loan origination system for scalable growth, brought 5 workflows to nCino Gold Standard and delivered 18 productivity enhancements Scaled Loan Administration: from 2019-2021, HTLF increased… Show more Led team of 86, staffed across 6 states, supporting HTLF's 11 member banks for commercial, small business, consumer and SBA loan origination, quality control, funding and servicing Led 12-month HTLF Salesforce/nCino commercial workflow enhancement project that stabilized the commercial loan origination system for scalable growth, brought 5 workflows to nCino Gold Standard and delivered 18 productivity enhancements Scaled Loan Administration: from 2019-2021, HTLF increased assets 69% and FTES 18%, while Loan Administration grew FTEs 5.2% Improved commercial loan origination SLA performance from 85% to 98% to 100% (2019-2021) and loan originations per FTE by 32%, while reducing documentation package error rates by 87% Achieved highest 2021 HTLF business unit (out of 21) Gallup employee engagement score and second highest overall (out of 40). Earned highest HTLF Operations scores for 2019 and 2020 Improved Loan Administration internal customer/partner satisfaction ranking from 12th (out of 15) to 3rd, 1st and 1st (2019-2021) vs. peers as measured by Phoenix Survey results

• SVP, Director, HTLF Project Management Office

  • Jan 2016 - Jul 2018

  Dubuque, Iowa Area Created HTLF's Project Management Office, leveraging best practices from peer banks, and led a team of 12 business analysts and project managers in developing all policies, processes, procedures and routines associated with funding, decisioning, and executing projects and programs Defined standard project controls for Agile portfolio management. Accountable for $10 million project portfolio, including vendor management, which successfully delivered 26 institutional-level… Show more Created HTLF's Project Management Office, leveraging best practices from peer banks, and led a team of 12 business analysts and project managers in developing all policies, processes, procedures and routines associated with funding, decisioning, and executing projects and programs Defined standard project controls for Agile portfolio management. Accountable for $10 million project portfolio, including vendor management, which successfully delivered 26 institutional-level projects Established performance metrics and transparent visual reporting format for portfolio of projects to enable informed decisions about strategic priorities Recognized by the FDIC as having a “best-in-class” PMO focused on accountability, transparency and communication with active executive engagement

• VP, Director, Process Improvement

  • Mar 2014 - Dec 2015

  Dubuque, Iowa Area Instituted annual full bank benchmarking studies to compare internal metrics versus peers. Leveraged results to identify over $5 million in targeted revenue generation and cost reduction opportunities Performed detailed value stream mapping of the HTLF commercial loan workflow focused on time, touches/rework, FTEs, and total cost per stage, which identified over $1 million in cost saves and served as impetus for evaluating and selecting a new commercial loan origination system



GFR Importation and Distribution

• North America Representative, GFR Polymer Importation and Distribution

  • Jan 2010 - Mar 2014

  Fortaleza Area, Brazil Refocused company strategy to supply fewer product grades in larger quantities, increasing annual net operating profit by 22 percent Identified and led due diligence on 50+ domestic and international suppliers, leading to 20 long-term supply relationships. Led onsite source inspection with key stakeholders Negotiated over $75 million in domestic and international polymer commodity contracts. Coordinated product shipment from Asia, North America and Africa to Northeastern Brazil



Melling Engine Parts

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• General Manager, Melling Industrial Group

  • Jan 2011 - May 2013

  Michigan, Brazil P&L responsible for $23 million, 3-company manufacturing group with 6 direct reports and 140 employees. Customers included Volkswagen, GM, Caterpillar, Harley Davidson and John Deere Targeted cost reduction and margin improvement on existing products in turnaround for aluminum foundry. Created competitive advantage-based strategic plan to focus and grow business through specific marketing and sales planning, resulting in $1.5 million annual Net Income improvement Generated and… Show more P&L responsible for $23 million, 3-company manufacturing group with 6 direct reports and 140 employees. Customers included Volkswagen, GM, Caterpillar, Harley Davidson and John Deere Targeted cost reduction and margin improvement on existing products in turnaround for aluminum foundry. Created competitive advantage-based strategic plan to focus and grow business through specific marketing and sales planning, resulting in $1.5 million annual Net Income improvement Generated and executed merger plan to combine two complementary and underperforming turned component businesses that broadened manufacturing skill sets and production capabilities, while focusing sales resources, which delivered $500K in annual cost savings

• Director of Strategic Planning

  • May 2010 - Dec 2010

  Michigan, Brazil Created strategic planning process that identified $4 million in annual MIG Net Income Improvement opportunities by identifying and capitalizing on operational competitive advantage Established MIG dashboard and performance objective-based employee accountability system, resulting in specific, measurable data that informed all business decisions



Melling Engine Parts

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• International Business Development Manager

  • May 2009 - Aug 2009

  Brazil, Michigan Led 4-member team to determine overall strategy and implementation timeline for Brazilian factory relocation. Carried out 15 site evaluations across 3 states and created cost-benefit model that revealed $5 million in future savings Interviewed 16 global managers and 8 Brazilian business officials to analyze post-acquisition corporate communications framework. Developed 4-level communications strategy benchmarked against successful international mergers



Zingerman's

• United States
• Food & Beverages
• 1 - 100 Employee

• Consultant

  • Feb 2009 - May 2009

  Ann Arbor, MI Created countercyclical growth strategy for Zingerman's Mail Order business, which leveled seasonal demand by 10% through the development of a revised marketing plan and the addition of two complementary product lines Developed a new product assessment matrix, revenue projection model, product launch DCF model and customer surveys for assessing future countercyclical product lines



Catholic Relief Services

• United States
• Non-profit Organizations
• 700 & Above Employee

• South America Emergency Program Manager

  • Apr 2006 - Jun 2008

  Bolivia, Colombia, Ecuador, Jamaica, Peru Managed 8 staff and operations for $3 million food & psychosocial support program for 65,000 displaced persons in armed conflict zones across Colombia Led 6-member team in $2 million response to 2007 Peru earthquake. Efficiently delivered food, water and shelter to 10,000 families with severe time and infrastructure constraints Represented organization in interviews with CNN, The BBC, Al Jazeera, Bloomberg, The Washington Post, The Los Angeles Times and The Christian Science… Show more Managed 8 staff and operations for $3 million food & psychosocial support program for 65,000 displaced persons in armed conflict zones across Colombia Led 6-member team in $2 million response to 2007 Peru earthquake. Efficiently delivered food, water and shelter to 10,000 families with severe time and infrastructure constraints Represented organization in interviews with CNN, The BBC, Al Jazeera, Bloomberg, The Washington Post, The Los Angeles Times and The Christian Science Monitor Led CRS Jamaica's coordinated reconstruction efforts for 700 at-risk families following Hurricane Dean. Managed all project finance, logistics, and monitoring and evaluation Awarded "Innovation in Emergency Programming" honor for earthquake response

• International Development Fellow

  • Jul 2005 - Apr 2006

  Guatemala Principal writer on 5-year USAID $22 million Multi-Year Assistance Program focused on maternal-child health. Conducted field research that formed basis for project Conducted emergency assessments with key stakeholders focused on immediate needs following Hurricane Stan. Provided food, water, and hygiene kits to 2,000 families Restructured 400-person adult literacy program. Developed guidance to increase participation and learning retention rates based on student-led… Show more Principal writer on 5-year USAID $22 million Multi-Year Assistance Program focused on maternal-child health. Conducted field research that formed basis for project Conducted emergency assessments with key stakeholders focused on immediate needs following Hurricane Stan. Provided food, water, and hygiene kits to 2,000 families Restructured 400-person adult literacy program. Developed guidance to increase participation and learning retention rates based on student-led model Selected as top worldwide International Development Fellow out of class of 28



World Food Programme

• Italy
• Non-profit Organizations
• 700 & Above Employee

• Monitoring and Evaluation

  • Mar 2004 - Dec 2004

  Mozambique Trained and supervised 6 cross-cultural and multi-lingual teams that carried out food security assessments of persons living with HIV/AIDS across Mozambique Collaborated with programming unit to redesign food distribution monitoring process to incorporate the effects of HIV/AIDS on food insecure populations