Experience

HealthSavings Administrators

• United States
• Financial Services
• 1 - 100 Employee

• Vice President Of Operations

  • Jul 2017 - Present



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Channel Sales Strategy

  • Feb 2013 - 2016

  Responsible for driving the design and execution of inbound and outbound Channel Strategies to support Wells Fargo’s Consumer Financial Services lines of business including credit card, unsecured lines and loans, direct auto and student lending. Serves as the channel subject matter expert to design/drive strategies to deliver on application, board and new funded balance volume targets, while ensuring profitability and return targets. Responsible for driving the design and execution of inbound and outbound Channel Strategies to support Wells Fargo’s Consumer Financial Services lines of business including credit card, unsecured lines and loans, direct auto and student lending. Serves as the channel subject matter expert to design/drive strategies to deliver on application, board and new funded balance volume targets, while ensuring profitability and return targets.



Wells Fargo - Education Financial Services

• Vice President, Marketing Manager

  • Aug 2009 - Feb 2013

  Oversee development of cross-sell strategies to increase accounts per household. Develop strategy and oversee execution of lead/offer strategy. Work in tandem with internal sales and service groups to promote bank products to the student loan customer base through development of referral program. Oversight of the development and lead long-term retention strategy for student loan portfolio. Oversee development of cross-sell strategies to increase accounts per household. Develop strategy and oversee execution of lead/offer strategy. Work in tandem with internal sales and service groups to promote bank products to the student loan customer base through development of referral program. Oversight of the development and lead long-term retention strategy for student loan portfolio.



Wachovia Education Finance

• Rancho Cordova, California

• Vice President, Direct to Consumer Manager

  • Jun 2006 - Aug 2009

  Responsible for the Direct-to-Consumer sales channel encompassing strategy and oversight of various channels that contribute to student loan volume, including: telemarketing through third party vendors, direct mail, paid search campaigns, search engine optimization, affinity relationships, third party marketing firms and cross-sell opportunities between the business line and the Bank; Develop customer acquisition and retention strategies; Evaluate analysis to marketing programs, pricing, sales strategy and offers.



SunTrust

• United States
• Financial Services
• 700 & Above Employee

• Vice President - Education Loans

  • Mar 2003 - May 2006

  Responsible for all operational aspects of small call center that originated student loans, including: Management of staff, development of training materials, scripting, call monitoring and quality assurance procedures. Oversee daily production of outsource vendors to insure all performance metrics/goals are achieved. Negotiate contracts of all outsource vendors and third party marketing agencies. Perform due diligence on all third party firms in compliance with risk management policies Responsible for all operational aspects of small call center that originated student loans, including: Management of staff, development of training materials, scripting, call monitoring and quality assurance procedures. Oversee daily production of outsource vendors to insure all performance metrics/goals are achieved. Negotiate contracts of all outsource vendors and third party marketing agencies. Perform due diligence on all third party firms in compliance with risk management policies



Collegiate Funding Services

• Financial Services
• 1 - 100 Employee

• Director Project Management

  • Aug 1998 - Sep 2002

  First employee hired in this financial services start-up company. Held multiple positions during my tenure. Company grew to nearly 1,000 employees during this time and ultimately sold to a major financial institution. Managed daily production of outsource vendors promoting loan products including training, performance, tracking and monitoring. Development of PLUS and Private Education loan programs with Marketing Department including development and implementation of: operational process flow, training materials and production on the sales floor (call center). Developed Do Not Call Policy as part of Risk Management team. Identification of best practices and benchmarking to develop call center performance standards. Internal review and recommendations of security and privacy policies and practices. Development of operations disaster recovery plan. Developed Quality Control/Quality Assurance policies and procedures for telesales and loan processing. Developed monitoring program for coaching and quality improvement.