Martine Darby
Manager, Investment Transactions at Directed IRA | Directed Trust Company- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English Native or bilingual proficiency
-
Italian Elementary proficiency
-
Spanish Elementary proficiency
Topline Score
Bio
Mike Keyzer
Marti and I worked together at Fujitsu for 7+ years. The last three years we worked closely on the same team developing a number of internal systems. Marti was the Business Systems Analyst and I was responsible for the development of those systems. During that time I got to know Marti very well. She is an excellent employee. Very dedicated, motivated, hard-working, well respected, and always willing to go above and beyond to meet the needs of the business. More importantly though, she is a great person – caring, thoughtful, positive. She is an excellent liaison between the business side of the organization and the technical/development team, and has the ability to ask the right questions to fully understand the requirements and then communicate them in a way that is easily understood by the development team. In her role as BSA, she’s performed systems analysis and design, created technical specification documentation, written end-user training materials and user guides, conducted countless demos and training sessions, and provided post implementation support. The list goes on and on. I wouldn’t hesitate to recommend Marti. In a word, she is simply
Joe Foy
I worked with Marti on a very large and complex internal project. She demonstrated knowledge and command of all aspects of the business. She is comfortable in addressing all levels and functional areas. She was respected by her peers in IS and the business as well. She was responsible for requirements gathering, design, testing, training, etc. At every step she was responsible for customer playback as well as coordinating the work of others. She is an outstanding team player and we miss her.
Mike Keyzer
Marti and I worked together at Fujitsu for 7+ years. The last three years we worked closely on the same team developing a number of internal systems. Marti was the Business Systems Analyst and I was responsible for the development of those systems. During that time I got to know Marti very well. She is an excellent employee. Very dedicated, motivated, hard-working, well respected, and always willing to go above and beyond to meet the needs of the business. More importantly though, she is a great person – caring, thoughtful, positive. She is an excellent liaison between the business side of the organization and the technical/development team, and has the ability to ask the right questions to fully understand the requirements and then communicate them in a way that is easily understood by the development team. In her role as BSA, she’s performed systems analysis and design, created technical specification documentation, written end-user training materials and user guides, conducted countless demos and training sessions, and provided post implementation support. The list goes on and on. I wouldn’t hesitate to recommend Marti. In a word, she is simply
Joe Foy
I worked with Marti on a very large and complex internal project. She demonstrated knowledge and command of all aspects of the business. She is comfortable in addressing all levels and functional areas. She was respected by her peers in IS and the business as well. She was responsible for requirements gathering, design, testing, training, etc. At every step she was responsible for customer playback as well as coordinating the work of others. She is an outstanding team player and we miss her.
Mike Keyzer
Marti and I worked together at Fujitsu for 7+ years. The last three years we worked closely on the same team developing a number of internal systems. Marti was the Business Systems Analyst and I was responsible for the development of those systems. During that time I got to know Marti very well. She is an excellent employee. Very dedicated, motivated, hard-working, well respected, and always willing to go above and beyond to meet the needs of the business. More importantly though, she is a great person – caring, thoughtful, positive. She is an excellent liaison between the business side of the organization and the technical/development team, and has the ability to ask the right questions to fully understand the requirements and then communicate them in a way that is easily understood by the development team. In her role as BSA, she’s performed systems analysis and design, created technical specification documentation, written end-user training materials and user guides, conducted countless demos and training sessions, and provided post implementation support. The list goes on and on. I wouldn’t hesitate to recommend Marti. In a word, she is simply
Joe Foy
I worked with Marti on a very large and complex internal project. She demonstrated knowledge and command of all aspects of the business. She is comfortable in addressing all levels and functional areas. She was respected by her peers in IS and the business as well. She was responsible for requirements gathering, design, testing, training, etc. At every step she was responsible for customer playback as well as coordinating the work of others. She is an outstanding team player and we miss her.
Mike Keyzer
Marti and I worked together at Fujitsu for 7+ years. The last three years we worked closely on the same team developing a number of internal systems. Marti was the Business Systems Analyst and I was responsible for the development of those systems. During that time I got to know Marti very well. She is an excellent employee. Very dedicated, motivated, hard-working, well respected, and always willing to go above and beyond to meet the needs of the business. More importantly though, she is a great person – caring, thoughtful, positive. She is an excellent liaison between the business side of the organization and the technical/development team, and has the ability to ask the right questions to fully understand the requirements and then communicate them in a way that is easily understood by the development team. In her role as BSA, she’s performed systems analysis and design, created technical specification documentation, written end-user training materials and user guides, conducted countless demos and training sessions, and provided post implementation support. The list goes on and on. I wouldn’t hesitate to recommend Marti. In a word, she is simply
Joe Foy
I worked with Marti on a very large and complex internal project. She demonstrated knowledge and command of all aspects of the business. She is comfortable in addressing all levels and functional areas. She was respected by her peers in IS and the business as well. She was responsible for requirements gathering, design, testing, training, etc. At every step she was responsible for customer playback as well as coordinating the work of others. She is an outstanding team player and we miss her.
Credentials
-
Certified IRA Services Professional (CISP)
American Bankers AssociationMay, 2019- Nov, 2024 -
Notary Public
SECRETARY OF STATE, ARIZONA
Experience
-
Directed IRA | Directed Trust Company
-
United States
-
Financial Services
-
1 - 100 Employee
-
Manager, Investment Transactions
-
Aug 2023 - Present
-
-
-
Rocket Pro TPO
-
United States
-
Financial Services
-
200 - 300 Employee
-
Team Leader, Client Experience Operations
-
May 2021 - Sep 2022
• Monitored reports daily to ensure metrics and goals were being met for underwriting production and quality, as well as tracking key gauges such as overtime, efficiency, turn times, and NPS survey results• Coached my team on performance, production, and time management through office hours, weekly huddles, direct conversations, and monthly performance reviews• Reviewed escalated loans with team members to determine and address learning opportunities, including analyzing risk as it pertains to clients’ income, credit, and assets• Fostered collaborative relationships with wholesale channel partners to retain and grow business and ensure understanding of processes and guidelines Show less
-
-
Credit Underwriter
-
Sep 2020 - May 2021
-
-
-
Vantage Retirement Plans, LLC
-
United States
-
Financial Services
-
1 - 100 Employee
-
Institutional Transaction Specialist
-
Jul 2018 - Sep 2020
• Main company contact for Registered Investment Advisory firms and Institutional Investment Sponsors to provide specialized experience and customized support• Onboarded new relationships to ensure alignment and provide overview of processes and forms, including guiding firms through account holder application process, funding accounts, and purchasing investments• Liaised between firms and internal departments to ensure accurate and timely processing of account holders’ needs• Nurtured established relationships to ensure continued success and invite additional business Show less
-
-
Investment Transaction Specialist
-
May 2017 - Jul 2018
-
-
-
Rocket Mortgage
-
United States
-
Financial Services
-
700 & Above Employee
-
Sr Closing Care Specialist
-
Jun 2016 - Apr 2017
• Provided high level assistance for clients including scheduling closings, creating solutions, and taking ownership of all challenges presented to ensure retention of clients• Supported title company and signing agents with scheduling needs, explanation of closing documents, and problem solving• Collaborated with team members throughout the company to ensure clients understood all aspects of their loan and proceeded with closing
-
-
Closing Care Representative
-
Nov 2015 - Jun 2016
-
-
-
Fujitsu
-
IT Services and IT Consulting
-
700 & Above Employee
-
Sr Business Systems Analyst, Information Systems and Solutions
-
Apr 2006 - Dec 2014
• Led projects to evaluate, select, and implement a Contract Management solution for all of Fujitsu America in the US and a Resource Management System in Fujitsu America's Canada division • Created and maintained reference documentation for custom applications, including functional specifications, user guides, training scripts, and presentations • Liaised with business groups to determine applications needs and changes, and assisted business in translating those needs in to documented Change Requests • Worked with programming team to define functional design of application updates • Performed QA of requested changes and coordinated User Acceptance Testing • Provided ongoing end-user support of homegrown applications to all levels of the organization in the United States, Canada, and India Show less
-
-
-
-
Functional Lead
-
Feb 2002 - Apr 2006
• Collaborated with business and development teams to provide automated workflows and custom system functionality to increase efficiency and streamline business processes • Resident expert and administrator for the use of eRoom throughout the organization for project management • Provided end-user support on custom built applications, Microsoft Office suite, and eRoom • Created and delivered tips and tricks, Lunch and Learn sessions, new hire system training, and refresher trainings • Collaborated with business and development teams to provide automated workflows and custom system functionality to increase efficiency and streamline business processes • Resident expert and administrator for the use of eRoom throughout the organization for project management • Provided end-user support on custom built applications, Microsoft Office suite, and eRoom • Created and delivered tips and tricks, Lunch and Learn sessions, new hire system training, and refresher trainings
-
-
-
Reed Smith LLP
-
Law Practice
-
700 & Above Employee
-
Litigation Department Technologist
-
Jul 2001 - Feb 2002
Supported Litigation department with hardware needs/setup and data gathering
-
-
Training & Support Specialist
-
May 1999 - Jul 2001
• Created training outlines, trainer scripts, and user guides for supported applications to be used by training department• Provided end-user applications support to attorneys, paralegals and support staff throughout the United States• Conducted new hire and on-going training in Microsoft Office applications and DOCS Open
-
-
-
United States Marine Corps
-
United States
-
Armed Forces
-
700 & Above Employee
-
Corporal
-
Aug 1995 - Mar 1999
• MOS 2651 - Signals Intelligence / Electronic Warfare • Worked in a secure messaging center with 2d Radio Battalion on Camp Lejeune, NC • Created a newsletter with tips and tricks for end-users • Built forms in Lotus Ami Pro to increase efficiency with data collection and provided training on Lotus software suite • Received and processed incoming messages while also running network cables, maintaining hardware, and monitoring network usage • MOS 2651 - Signals Intelligence / Electronic Warfare • Worked in a secure messaging center with 2d Radio Battalion on Camp Lejeune, NC • Created a newsletter with tips and tricks for end-users • Built forms in Lotus Ami Pro to increase efficiency with data collection and provided training on Lotus software suite • Received and processed incoming messages while also running network cables, maintaining hardware, and monitoring network usage
-
-
Education
-
2018 - 2024
Arizona State University
Bachelor's degree, Justice Studies -
2004 - 2006
Florida Metropolitan University
Associates, Criminal Justice -
1992 - 1994
American Overseas School of Rome
HS Diploma
Community
