Experience

KlariVis

• United States
• Software Development
• 1 - 100 Employee

• Business Intelligence Analyst

  • Feb 2020 - Present



Hometown Bank

• Banking
• 1 - 100 Employee

• Vice President/Sr. Business Information Analyst

  • May 2016 - May 2019

  Roanoke, VA Develop, direct and implement all Production, Dashboard and Market Analysis Reports. Create all Board Reporting and all ad hoc reports for Executive Management. Support all areas within the organization to ensure they have all information needed to support effective and efficient management of production. Support Business Strategy and Business requirements for production and maintenance. Meeting deadlines and supporting Strategic Direction and Strategic Plans. Comfortable with Information… Show more Develop, direct and implement all Production, Dashboard and Market Analysis Reports. Create all Board Reporting and all ad hoc reports for Executive Management. Support all areas within the organization to ensure they have all information needed to support effective and efficient management of production. Support Business Strategy and Business requirements for production and maintenance. Meeting deadlines and supporting Strategic Direction and Strategic Plans. Comfortable with Information Technology. Extensive knowledge of IBM Cognos; Microsoft Access; and all other Microsoft Applications. Problem Solver. Extensive Technical knowledge of core banking systems – Jack Henry (SilverLake, 20/20) and FISERV (Precision). Administrator of Enterprise Systems, 360 View (CRM) and S & P Global, as well as Moody’s Analytics.

• Vice President/Branch Manager

  • Apr 2014 - May 2016

  Christiansburg, VA Managed branch to ensure efficient operation of day-to-day activities Implement strategies which led to $20M in deposit and $2.0M in loan growth annually Increased and enhanced the number of consumer and commercial relationships resulting in increased profitability

• Vice President/Deposit Manager (Customer Development Manager)

  • Mar 2008 - Apr 2014

  Christiansburg, VA Developed extensive knowledge of all complex bank operations and systems Treasury Management; CEDARS;Merchant Services; Credit Cards; Credit Administration Designed and implemented all Production Analysis Reports Developed an extensive consumer and commercial customer relationship base to support the continued growth of the bank and New River Valley Branch



First National Bank

• United States
• Banking
• 500 - 600 Employee

• Vice President/Loan Operations Manager

  • Feb 2005 - Mar 2008

  Christiansburg, VA

• VP Secondary Mortgage Quality Contol

  • Mar 2003 - Feb 2005

  Christiansburg, VA Education Liaison between the Mortgage Division and the Board of Directors Designed and implemented the complete architecture for a mortgage production and post closing system Fostered relationships with all Retail Lenders and Wholesale Brokers Developed processes and controls to support continued profitability, BOD Reporting and Risk understanding.



RBMG (NetBank)

• Vice President/Secondary Operations and Risk Management

  • May 1993 - Mar 2003

  Columbia, South Carolina Area Risk Management: Worked with external auditors and government entities to design and implement and effective operational risk management metrics to support the companies mortgage production growth. Provided Leadership and direction to the Operational Risk Management Committee. Oversaw operational process changes to ensure they continued to meet regulatory and corporate governance system requirements. Designed the architecture for the Sales Technical Scorecard to support the business strategy… Show more Risk Management: Worked with external auditors and government entities to design and implement and effective operational risk management metrics to support the companies mortgage production growth. Provided Leadership and direction to the Operational Risk Management Committee. Oversaw operational process changes to ensure they continued to meet regulatory and corporate governance system requirements. Designed the architecture for the Sales Technical Scorecard to support the business strategy and overall understanding production staff production. Secondary Operations Manager: Was the Leader of two major departments – Inventory Control and Pool Delivery containing 55 staff members. Successfully support the growth of the company from $250 Million to $14 Billion in successful Mortgage-Backed Securities using Information Technology advancements. Successfully designed processes for loan pricing, loan securitization and pooling, monitoring collateral, date-entry, repurchases, funding, re-pricing. Managed Warehouse Lines of Credit. Maintained complete control of collateral to ensure the company maintained the lowest cost of funds. Worked with Custodians in Dallas, TX, as well as, Chicago, IL. Maintained a successful relationship with couriers – UPS, etc., to ensure collateral was delivered according to Warehouse Line Agreements and Security protocols. Created and maintained successful relationships with GNMA (Ginnie Mae), FHLMC (Freddie Mac) and FNMA (Fannie Mae). Created, at the time, the largest Mortgage-Backed Security using Freddie Mac’s GoldWorks software of $100 Million. Show less