Experience

TITAN TECHNOLOGIES INC

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Call Center Supervisor

  • Apr 2020 - Feb 2022

  Remote * Assigned to State of Florida Department of Economic Opportunity unemployment program. * Working in a high-volume, metrics-driven call center environment. * Train and prepare call center agents to respond to claimant questions and complaints and troubleshoot problems with unemployment applications. * Ensure agents understand and comply with all call center objectives, performance standards, and policies. * Answer agent questions regarding best practices or difficult calls. *… Show more * Assigned to State of Florida Department of Economic Opportunity unemployment program. * Working in a high-volume, metrics-driven call center environment. * Train and prepare call center agents to respond to claimant questions and complaints and troubleshoot problems with unemployment applications. * Ensure agents understand and comply with all call center objectives, performance standards, and policies. * Answer agent questions regarding best practices or difficult calls. * Identify operational issues and suggest possible improvements. * Monitor and evaluate agent performance, providing learning or coaching opportunities, and taking corrective action, if necessary. * Prepare reports and analyze data to assist management team members to support agents and maximize customer satisfaction. Show less



Freelancer

• Principal Business Consultant

  • May 2012 - Sep 2019

  Brevard County, FL • Contract consulting and advisory services for small businesses and non-profits organizations. • Conduct business development activities on behalf of clients throughout Brevard County, FL creating organizational exposure. • Lend support to non-profit fundraising and speaking engagements. • Assist with company financial reviews and loan packaging for banks and other financial institutions. • Work alongside clients to develop individualized business plans, corporate strategy and SOP… Show more • Contract consulting and advisory services for small businesses and non-profits organizations. • Conduct business development activities on behalf of clients throughout Brevard County, FL creating organizational exposure. • Lend support to non-profit fundraising and speaking engagements. • Assist with company financial reviews and loan packaging for banks and other financial institutions. • Work alongside clients to develop individualized business plans, corporate strategy and SOP implementation. • Facilitate staff and management training. • Fulfill responsibilities related to organizational project management. Show less



SunTrust

• United States
• Financial Services
• 700 & Above Employee

• Vice President/Business Relationship Manager

  • Jul 2008 - Apr 2012

  West Melbourne, Florida Business Development/Portfolio Management. Utilized relationship development skills to manage a mid-sized commercial portfolio consisting of over 325 clients, Focused on professional companies ranging from 1M to 7M in revenues. Operated alongside line of business partners within the bank including Treasury & Payment Solutions, Merchant Representatives, Investment Counselors, Wealth Management Investors and Mortgage Specialists. Conducted ongoing business development activities to… Show more Business Development/Portfolio Management. Utilized relationship development skills to manage a mid-sized commercial portfolio consisting of over 325 clients, Focused on professional companies ranging from 1M to 7M in revenues. Operated alongside line of business partners within the bank including Treasury & Payment Solutions, Merchant Representatives, Investment Counselors, Wealth Management Investors and Mortgage Specialists. Conducted ongoing business development activities to encourage new client relationships and grow COI network. Assisted Banking Center Managers with business banking training, small business roundtables and community workshops. Also educated branch Service Representatives on ways to research and uncover business banking opportunities, how to gather proper financial documentation and properly input Small Business Loans into the Bank's platform system.. Responsible for encouraging and helping to identify partner referrals to increase banking center profitability. Planned and prepared for all business calls, forwarding pre-call plans to direct report. Sent agendas to the client and conducted necessary follow up procedures with the intent of providing meaningful financial solutions. Conducted ongoing relationship reviews and updated thorough financial packages, including credit and cash flow analysis, to enhance the overall relationship and assist with corporate growth and strategy. Communicated with Corporate Partners as needed to keep all teammates actively involved in maintaining a solid and forward-thinking relationship. Show less



Maxum Technologies,Inc.

• President/Director of Operations

  • 2005 - 2007

  Tampa/St. Petersburg, Florida Area Owner/Operator - Underground Utility Installation Contracted by Verizon Wireless Corporation in connection with the Southwest, Florida FiOS Project. Operated throughout the West Coast of Florida as well as South Florida and Orlando. Other contractors included, Henkels McCoy and Level 3 Communications. Responsible for verifying underground path for Engineering. Placing sub-duct. Running fiber cables - Sizes 864 and below. These feeder lines originated at the Central Unit and extended… Show more Owner/Operator - Underground Utility Installation Contracted by Verizon Wireless Corporation in connection with the Southwest, Florida FiOS Project. Operated throughout the West Coast of Florida as well as South Florida and Orlando. Other contractors included, Henkels McCoy and Level 3 Communications. Responsible for verifying underground path for Engineering. Placing sub-duct. Running fiber cables - Sizes 864 and below. These feeder lines originated at the Central Unit and extended to distribution points in designated neighborhoods throughout the Tampa vicinity. The Project was also referred to as (FTTP) Fiber to the Premise. Personally responsible for: Business Development Project Management Corporate Relations Staffing Travel Corporate Contracts Purchasing Billing Rental and Leasing Payroll MOT Certified Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Small Business Banker

  • 2004 - 2005

  North Brevard County, Florida Small Business Banking Officer responsible for servicing and expanding an executive portfolio in excess of 1M Small Businesses and associated Households. Managed a client base reporting asset sizes of 1MM to 3MM. Counseled on diverse deposit and loan offerings designed for Small Business. Also monitored data to report on retention and growth in client relationships to guarantee profitability was top priority. Educated branch staff members on identifying and addressing cross-selling… Show more Small Business Banking Officer responsible for servicing and expanding an executive portfolio in excess of 1M Small Businesses and associated Households. Managed a client base reporting asset sizes of 1MM to 3MM. Counseled on diverse deposit and loan offerings designed for Small Business. Also monitored data to report on retention and growth in client relationships to guarantee profitability was top priority. Educated branch staff members on identifying and addressing cross-selling opportunities and ensuring an appropriate and consistent level of service.Worked effectively alongside local teammates and regional underwriters in order to successfully analyze and process all loan requests in a timely manner while adhering to the Bank's Standard Operating Procedures. Continued focus on building a list of influential business contacts through referrals from branch employees, existing clients and COI relationships. Show less



Aurum Technology, Inc.

• Independent Consultant/Project Management

  • 2003 - 2004

  Orlando, Florida Area ⦁Successfully contracted with a financial services platform provider in an effort to design a turn key commercial services solution that could be marketed to Credit Unions Nationwide. ⦁Designed an all-inclusive project plan narrative for a variety of commercial banking components that included: business loan and deposit products with associated SOP manual development, back office servicing and support enhancement, electronic delivery methods and organization/departmental… Show more ⦁Successfully contracted with a financial services platform provider in an effort to design a turn key commercial services solution that could be marketed to Credit Unions Nationwide. ⦁Designed an all-inclusive project plan narrative for a variety of commercial banking components that included: business loan and deposit products with associated SOP manual development, back office servicing and support enhancement, electronic delivery methods and organization/departmental structuring. ⦁Presided over project operations including managing resources according to timelines and budget adherence. *Managed team members to oversee proper execution and to communicate project objectives and ensure effective strategy success. ⦁Consitently followed up with business partners to analyze and implement internal policies, procedures and processes. ⦁Provided overal solutions for the Company utilizing schedules, organizational planning, forecasting and milestone management. Show less



Community Credit Union Florida

• United States
• Banking
• 1 - 100 Employee

• Commercial Banking Officer

  • 1999 - 2003

  Rockldge, Florida ⦁Accountable for the overall operation of the organization's Commercial Services Department that included ongoing research and development. ⦁Conducted multi-level staff supervision attending to all aspects of training, coaching, employee development, scheduling and individual goal measurement. ⦁Developed all aspects of the CU's commercial deposit and loan program: loans secured by real estate, inventory and equipment as well as unsecured lines of credit and credit cards. ⦁Managed the… Show more ⦁Accountable for the overall operation of the organization's Commercial Services Department that included ongoing research and development. ⦁Conducted multi-level staff supervision attending to all aspects of training, coaching, employee development, scheduling and individual goal measurement. ⦁Developed all aspects of the CU's commercial deposit and loan program: loans secured by real estate, inventory and equipment as well as unsecured lines of credit and credit cards. ⦁Managed the department's business loan process: client interview, application input, financial review, credit analysis, loan write ups, loan committee presentation, closing documentation and loan servicing. ⦁Performed ongoing portfolio audits in an effort to adhere to State and Federal regulatory requirements outlined by the NCUA (National Credit Union Association). ⦁Responsible for pioneering the first SBA Loan Certification representing all credit unions in the Southeastern US after the passage of House Bill HR1157. ⦁Generated and serviced a loan porftolio of 54M and deposits in excess of 7M. Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• VP/Banking Center Manager

  • Sep 1994 - 1998

  Cocoa Beach,FL * Consumer/Mortgage Lending * Small Business Lending * Credit Analyst * Portfolio Management * Business Development * Networking * Banking Center Management * Client Retention * Training and Development * Top Producer