Proposal Manager

• Jul 2021 - Present

Risk and Operations Specialist

• Aug 2019 - Feb 2020

Business Banking Segment Lead

• Apr 2015 - Sep 2018

Led a cross-functional team to navigate the complexities of onboarding a new vendor using cloud-hosted, tablet-based technology – and to design a process that is grounded in customer insights.Helped develop and launch a company app to create a single, consistent, customer-centric experience in the branches for new small business relationships.Worked to drive engagement, loyalty and share of wallet growth with business customers.

Healthcare Associate Relationship Manager

• Feb 2013 - Apr 2015

Maintained a 5 client portfolio in the Corporate Bank Healthcare Group at PNC, while supporting four additional Relationship Managers with a total of 70+ corporate accounts. Experience working with loan originations, portfolio management and syndicated transactions.Held Series 63 and 52 licenses and was Committee Chair for Healthcare Financial Management Association (HFMA) of Western Pennsylvania Membership Committee.

Corporate Banking Development Program Associate

• Aug 2011 - Feb 2013

Shadowed a 14 client portfolio in the Healthcare/Public Finance Underwriting Group. Coordinated with Manager and Senior Underwriters to meet quarterly deadlines for the group, helping to improve efficiency in workflow.Received formal credit training and sales and product training.

Marketing Intern

• May 2010 - Dec 2010