Experience

MC Realty Group LLC

• United States
• Leasing Real Estate
• 1 - 100 Employee

• Regional Facilities Manager

  • Jun 2018 - Present

  I manage all of the UMB Bank branch facilities in Arizona, Colorado and Texas. I work closely with the UMB Bank branch associates and with all of the vendors that perform maintenance. I manage all of the UMB Bank branch facilities in Arizona, Colorado and Texas. I work closely with the UMB Bank branch associates and with all of the vendors that perform maintenance.



Meridian Bank

• United States
• Banking
• 200 - 300 Employee

• AVP/Branch Operations Manager

  • Jan 2013 - Present

  I work closely with all members of the executive team to manage Meridian's policies, procedures and operational processes, serve as the resource for all bank employees through training and development cross-departmentally. I work directly for the SVP of Planning and Development to create all policies, procedures and processes, while working with the EVP of the Community Banking department and the SVP of Human Resources to implement and measure success. I annually audit each branch location to ensure controls are followed with the goal to have no audit findings, recommendations or management comments from internal and OCC auditors. I onboard all new employees, conduct all system training and act as the systems administrator for all of Meridian Bank's technologies while documenting deficiencies, recommend enhancements and implementing those approved requests. I create all user IDs and sign-on credentials, manage all third party vendors for ATM, maintenance, service, cash delivery and facilities. I facilitate all bonding for notary publics while managing the bank's medallion stamp certification program. I work closely with the SVP of Compliance and the BSA/AML Bank Security Officer to monitor and implement federal compliance requirements while recommending security enhancements to ensure the safety of clients and personnel. I modify, distribute and train around all TISA, Deposit Account Agreement, Fee Disclosure and Privacy Policy updates while facilitating the annual Privacy Policy Disclosure mailer to all clientele. I strive to resolve any client complaint prior to escalation to the executive team. I document, control and report facility and technology expenses to the executive team at MFC, Meridian’s holding company. I work with the Chief Information Officer of MFC and his department(s) to identify and document best practices and system shortfalls. Overall, I ensure the employees of the organization adhere to the mission outlined by the executive team.

• AVP/Assistant Branch Manager

  • Sep 2010 - Jan 2013

  Managed the branch team of eight operationally. Oversaw two Customer Service Representatives for sales and service, became a resource to the Assistant Branch Managers of the other seven branches through training and development of new policies and procedures. Ensured safe and sound OCC and internal audits - no findings or recommendations were received during my tenure as Assistant Branch Manager. Organized, consolidated and destroyed 20 years of files, file systems, and un-organization. Developed new processes, procedures and policies to organize the branch, eventually these policies and procedures were used bank-wide. Acted as liaison during the six month million dollar renovation of the Fountain Hills office.



CoBiz Financial

• United States
• Financial Services
• 1 - 100 Employee

• Portfolio Administrator

  • Jul 2016 - Jun 2018

  I was the Portfolio Administrator supporting 4 bankers in the East Valley. I monitored and updated tickler tracking and learned the basics of Commercial Lending. I was the Portfolio Administrator supporting 4 bankers in the East Valley. I monitored and updated tickler tracking and learned the basics of Commercial Lending.



Central Arizona Bank

• Banking

• Operations Assistant

  • Jun 2007 - Sep 2010

  Completed all daily operations tasks under the direct supervision of the Executive Vice President while continuing to develop and expand existing client relationships. Operational tasks included managing all day-to-day bank operations, currency orders, new account/client onboarding, REG E Dispute management, daily, weekly and monthly report review, issuing monthly/quarterly interest checks, auditing all new account kits and negotiable instruments, prepared reports for board of directors, completed bank's daily overdraft decisioning, managed safe deposit box contracts, completed annual review of cash management and remote deposit. Expanded knowledge of Yellow-Hammer, new and ongoing client risk rating calculations, new account documentation reviews, etc.



Central Arizona Bank (Formerly Valley First Community Bank)

• Personal Banking Officer

  • May 2005 - Jun 2007

  Built relationships with existing clients and sourced new relationships through networking and referrals. Opened all new deposit product accounts, established internet banking, cash management services remote deposit services. Managed REG E dispute processing, daily report management, the new account / new client onboarding process and all safe deposit box contracts. Jack Henry, Silverlake and Streamline proficient. Built relationships with existing clients and sourced new relationships through networking and referrals. Opened all new deposit product accounts, established internet banking, cash management services remote deposit services. Managed REG E dispute processing, daily report management, the new account / new client onboarding process and all safe deposit box contracts. Jack Henry, Silverlake and Streamline proficient.



First Arizona Savings Bank, FSB

• Financial Services Representative

  • Nov 2002 - May 2005

  I was hired to participate in the opening of new branch locations as a floating/traveling Financial Services Representative (teller). During my first year of employment I was promoted to a management-trainee position where I opened all new accounts, managed the solvency and cash position of the Scottsdale office, and assisted the Branch Manager with day-to-day reporting and client service needs. I managed the Safe Deposit Box contracts and acted as the Safe Deposit Box vault liaison for the office. The Branch Manager (Caroline Quinn) coached and helped me develop my sales and service techniques.


TinselTown Tavern, Valley First Community Bank, Meridian Bank
• HBIC

  • 2002 - 2005