Experience

Movement Bank

• United States
• Banking
• 1 - 100 Employee

• Chief Operating Officer

  • Apr 2023 - Nov 2023

  - Responsible for the Deposit Operations, Loan Operations, IT and HR functions. - Work closely with the President on strategic planning and key initiatives. - Implemented online account opening and CRM systems. - Manage core platform and vendor relationships. - Lead strategic projects, including core system conversion and branch relocation. - Create custom reports and dashboards using SAP Web Intelligence and Smartsheet.

• SVP, Strategic Projects

  • Jan 2023 - Apr 2023

  Managed the core system and digital banking conversion and new branch opening projects.

• SVP/Deposit & Branch Operations Manager

  • Mar 2019 - Jan 2023

  Greensboro/Winston-Salem, North Carolina Area - Directly managed deposit operations, digital banking, payments (ACH, wire and cards) and branch operations staff and functions. - Authored procedures to standardize operations across multiple locations. - Performed risk assessments, enhanced risk mitigation strategies and improved regulatory compliance posture in the wire transfer, ACH, digital banking and deposit areas. - Created reports and dashboards using InfoSight and Smartsheet to enhance data analytics to provide Senior… Show more - Directly managed deposit operations, digital banking, payments (ACH, wire and cards) and branch operations staff and functions. - Authored procedures to standardize operations across multiple locations. - Performed risk assessments, enhanced risk mitigation strategies and improved regulatory compliance posture in the wire transfer, ACH, digital banking and deposit areas. - Created reports and dashboards using InfoSight and Smartsheet to enhance data analytics to provide Senior Management and Board of Directors. - Digitized manual, paper-based processes by implementing workflow and eSign systems. - Led a core vendor selection and conversion process in 2022 and 2023 to position the bank for growth and enhance customer experience.

• Deposit Operations Contractor

  • Dec 2018 - Mar 2019



Randolph Bank & Trust

• AVP/Deposit Operations Director

  • Jan 2009 - Dec 2013

  Asheboro, NC Oversight of Deposit Operations, including: - ATM/Debit card portfolio growth and compliance - Development and oversight of budget - Growth, development and support of electronic banking activities, including Internet Banking, Bill Pay, Mobile Banking, e-Statements - Vendor Management - Deposit and Electronic Banking Compliance - Evaluating and implementing methods of improving branch efficiency and other customer technology – developing business case for and implementing… Show more Oversight of Deposit Operations, including: - ATM/Debit card portfolio growth and compliance - Development and oversight of budget - Growth, development and support of electronic banking activities, including Internet Banking, Bill Pay, Mobile Banking, e-Statements - Vendor Management - Deposit and Electronic Banking Compliance - Evaluating and implementing methods of improving branch efficiency and other customer technology – developing business case for and implementing technology solutions like teller cash automation, online account opening, mobile capture, etc. - Branch audit - Risk management - Developing and maintaining management reports (Cognos and InfoSight). - End-to-end project management for process changes, new system implementation, major vendor migrations, etc.

• Training Manager

  • Jul 2006 - Jan 2009

  Asheboro, NC - Responsible for new employee orientation, teller and customer service representative training, and training on various regulatory and product-related topics. - Produced and maintained procedure manuals and training materials for tellers and customer service representatives. - Coordinated training attendance at outside seminars, classes and conferences as needed. - Maintained training records for all associates.



Community Educators Credit Union

• Member Services Specialist

  • Jun 2004 - Apr 2005

  Rockledge, FL