Experience

Nano Banc

• United States
• Banking
• 1 - 100 Employee

• SVP, Director of Bank Operations

  • Nov 2022 - Present

  Murrieta, California, United States



Pacific Premier Bank

• United States
• Banking
• 700 & Above Employee

• SVP, Director of Bank Operations Support Services

  • Mar 2020 - Nov 2022

  Riverside, California, United States Established and led the bank operations support services department, serving as a subject matter expert and overseeing various departments. My responsibilities included complex entity review before onboarding, centralized processing, core system management, legal processing and centralized approvals. Within this role, I directed the department's efforts in handling 20,000 quarterly processing tickets across 70 branches and multiple business units. I also oversaw the core banking system… Show more Established and led the bank operations support services department, serving as a subject matter expert and overseeing various departments. My responsibilities included complex entity review before onboarding, centralized processing, core system management, legal processing and centralized approvals. Within this role, I directed the department's efforts in handling 20,000 quarterly processing tickets across 70 branches and multiple business units. I also oversaw the core banking system, debit card program, and deposit account disclosures. Highlights of accomplishments in this role include: • Orchestrated the data mapping, testing, validation, and core system consolidation for a significant $9B acquisition. • Designed a Salesforce connector, enabling seamless communication between front-line and back-office staff. This enterprise solution included tracking, service level agreements, and trend identification for all centralized and support tasks. • Accomplished complex tasks, such as the Federal Reserve Board Reg II survey and the Large-Bank Deposit Insurance FDIC Determination and Modernization study.

• 1st VP, Director of Retail Training and Quality Assurance

  • Dec 2018 - Mar 2020

  Riverside, California, United States During this time, I concentrated on crafting and implementing policies and procedures, particularly for the operational units reporting to the COO. I ensured departments adhered to these established protocols. Additionally, I provided executive-level insights, pinpointed common errors made by frontline staff, and carried out thorough on-site branch assessments. I managed a team of thirteen staff members and a budget for this role. Highlights of accomplishments in this role… Show more During this time, I concentrated on crafting and implementing policies and procedures, particularly for the operational units reporting to the COO. I ensured departments adhered to these established protocols. Additionally, I provided executive-level insights, pinpointed common errors made by frontline staff, and carried out thorough on-site branch assessments. I managed a team of thirteen staff members and a budget for this role. Highlights of accomplishments in this role include: • Addressed the new accounts process at the institution handling 2k+ monthly accounts and transformed paper-based operations into a custom digital application that streamlined account review, automated reporting , risk trends and error resolution. • Managed the bank training team and oversaw the retail banking and operations change management process for multiple acquisitions.

• 1st VP, Bank Operations Manager

  • Apr 2016 - Dec 2018

  Riverside, California, United States

• VP, Training and Development Manager

  • Oct 2015 - Apr 2016

  Palm Springs, California, United States I was selected by executive leadership to develop the Bank’s first formalized training programs and content. Concurrently, I managed training and change management for multiple acquisitions.

• AVP, Bank Operations Officer

  • Sep 2014 - Oct 2015

  Palm Springs, California, United States

• AVP, Assistant Branch Manager

  • Jul 2011 - Sep 2014

  San Bernardino, California, United States

• Relationship Banker

  • Jun 2010 - Jul 2011

  San Bernardino, California, United States



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• AVP, Business Banker

  • Sep 2004 - Apr 2010

  Brooklyn, New York, United States

• Loan Processor

  • Oct 2003 - Sep 2004

  Brooklyn, New York, United States