Julie Woolmer
Compliance Operations Director at Tenet Group- Claim this Profile
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Bio
Edward Wynn
Julie's greatest strength is her ability to land operational change effectively. With both an operational and change background Julie works closely with all stakeholders, ensures the change is shaped correctly and setup for success and then takes on the role of a change agent. Always upbeat to ensure the change is received positively Julie ensures that benefits are realised, colleague's have a good experience and remain engaged and that any risks are identified and managed. Julie was a real asset to the team at Co-Operative Bank and I would recommend her to anyone needing to implement large scale change into a complex environment.
Lee Gladwell
I worked with Julie when I was Director of Sales and Proposition at Platform, part of Co op Bank. Julie is one of the most effective operational managers that I have worked with. Julie took the time to understand customers and was very successful in leading and establishing a positive, customer led culture. Julie has an engaging, energising, can do style and is a flexible team player who is keen to relate to the needs and concerns of colleagues and team members while at the same time having a strong focus on operational effectiveness and performance. Julie's strong people, planning and operational management skills enabled a strong and effective relationship to develop between customer service, underwriting, sales and product marketing teams, ensuring that our operational capability matched the demands of the business. Always open to new ideas and keen to continuously improve performance, Julie has a positive, open and refreshing approach to leadership.
Edward Wynn
Julie's greatest strength is her ability to land operational change effectively. With both an operational and change background Julie works closely with all stakeholders, ensures the change is shaped correctly and setup for success and then takes on the role of a change agent. Always upbeat to ensure the change is received positively Julie ensures that benefits are realised, colleague's have a good experience and remain engaged and that any risks are identified and managed. Julie was a real asset to the team at Co-Operative Bank and I would recommend her to anyone needing to implement large scale change into a complex environment.
Lee Gladwell
I worked with Julie when I was Director of Sales and Proposition at Platform, part of Co op Bank. Julie is one of the most effective operational managers that I have worked with. Julie took the time to understand customers and was very successful in leading and establishing a positive, customer led culture. Julie has an engaging, energising, can do style and is a flexible team player who is keen to relate to the needs and concerns of colleagues and team members while at the same time having a strong focus on operational effectiveness and performance. Julie's strong people, planning and operational management skills enabled a strong and effective relationship to develop between customer service, underwriting, sales and product marketing teams, ensuring that our operational capability matched the demands of the business. Always open to new ideas and keen to continuously improve performance, Julie has a positive, open and refreshing approach to leadership.
Edward Wynn
Julie's greatest strength is her ability to land operational change effectively. With both an operational and change background Julie works closely with all stakeholders, ensures the change is shaped correctly and setup for success and then takes on the role of a change agent. Always upbeat to ensure the change is received positively Julie ensures that benefits are realised, colleague's have a good experience and remain engaged and that any risks are identified and managed. Julie was a real asset to the team at Co-Operative Bank and I would recommend her to anyone needing to implement large scale change into a complex environment.
Lee Gladwell
I worked with Julie when I was Director of Sales and Proposition at Platform, part of Co op Bank. Julie is one of the most effective operational managers that I have worked with. Julie took the time to understand customers and was very successful in leading and establishing a positive, customer led culture. Julie has an engaging, energising, can do style and is a flexible team player who is keen to relate to the needs and concerns of colleagues and team members while at the same time having a strong focus on operational effectiveness and performance. Julie's strong people, planning and operational management skills enabled a strong and effective relationship to develop between customer service, underwriting, sales and product marketing teams, ensuring that our operational capability matched the demands of the business. Always open to new ideas and keen to continuously improve performance, Julie has a positive, open and refreshing approach to leadership.
Edward Wynn
Julie's greatest strength is her ability to land operational change effectively. With both an operational and change background Julie works closely with all stakeholders, ensures the change is shaped correctly and setup for success and then takes on the role of a change agent. Always upbeat to ensure the change is received positively Julie ensures that benefits are realised, colleague's have a good experience and remain engaged and that any risks are identified and managed. Julie was a real asset to the team at Co-Operative Bank and I would recommend her to anyone needing to implement large scale change into a complex environment.
Lee Gladwell
I worked with Julie when I was Director of Sales and Proposition at Platform, part of Co op Bank. Julie is one of the most effective operational managers that I have worked with. Julie took the time to understand customers and was very successful in leading and establishing a positive, customer led culture. Julie has an engaging, energising, can do style and is a flexible team player who is keen to relate to the needs and concerns of colleagues and team members while at the same time having a strong focus on operational effectiveness and performance. Julie's strong people, planning and operational management skills enabled a strong and effective relationship to develop between customer service, underwriting, sales and product marketing teams, ensuring that our operational capability matched the demands of the business. Always open to new ideas and keen to continuously improve performance, Julie has a positive, open and refreshing approach to leadership.
Experience
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Tenet Group
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United Kingdom
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Financial Services
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100 - 200 Employee
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Compliance Operations Director
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Nov 2021 - Present
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Quilter Financial Planning
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United Kingdom
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Financial Services
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200 - 300 Employee
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Head of Supervision and Oversight
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Dec 2018 - Nov 2021
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The Co-operative Bank plc
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United Kingdom
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Financial Services
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700 & Above Employee
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Head of planning and change - operations
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Dec 2015 - Nov 2021
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Improvement Manager
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Feb 2013 - Nov 2021
Responsible for local Change delivery, Business Readiness and Change governance (including process architecture) across the Banks Business Processing Operations:• Programme management of all change across the Banks 'Business Processing Operations (BPO)' (eight departments, circa 800 FTE). • Ensuring change delivery is supported by robust plans with clear and well managed RAIDs. • Chairing monthly Change forum attended by Business Processing function leader (Programme sponsor) and senior leadership team (including the production of reports and plans to support meeting). • Ensuring process architecture; accurately reflects the 'best' process, mitigates process variability, clearly highlights process risks and controls, and drives training.
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Customer Service Manager (Mortgage processing)
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Sep 2007 - Nov 2021
As a ‘Customer Service Manager’ I managed three mortgage operations (Introduced and Niche Lending Sept 2006 – Sept 2008, Additional Lending Sept 2008 to July 2010, Platform New Lending, July 2010 - Jan 2013). ‘• organising, managing and controlling of teams processing mortgages from application through to completion. • ensuring excellent customer service is delivered efficiently at optimum cost through initiating, supporting and implementing process and operational change aimed at improving performance; and, developing and motivating team to deliver service excellence. • (Platform) managing relationship between Co-operative banking group’s 'Customer Processing Services' and Platform. • (Platform) 2nd line management of a ‘Mortgage broker support Contact Centre’. Dealing with queries including, product information, mortgage advice, case updates and technical issues.• (Platform) sustaining excellent customer (broker) relationships through service excellence which results in customer loyalty and increased sales through Platform’s business to business relationships
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Lead Operations Manager
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Aug 2014 - Dec 2018
Responsibilities• Management of all support activity across Business Processing operations, including first line risk management, change readiness, operational planning, process governance, performance reporting and budget management.• Deputy to Head of Processing Operations and key contributor to Business Processing and Operations leadership teams.• Decision maker, representing Operations at senior steering meeting for Bank wide projects and initiatives.• (Interim) Responsible for first line risk across the Banks operations teams (circa 1000 fte).
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Head of Compliance Operations Transformation
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Jan 2018 - Oct 2018
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Head of Supervision and Oversight
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Jan 2018 - Oct 2018
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Head of Technology Support
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Mar 2017 - Dec 2017
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Head of Compliance Operations Transformation
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Dec 2017 - Oct 2018
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Education
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Trentham High School
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Trentham High School
Community
