Experience

University Bank

• United States
• Banking
• 100 - 200 Employee

• Vendor Management Administrator

  • Aug 2023 - Present

  Ann Arbor, Michigan, United States



Tri City National Bank

• United States
• Banking
• 200 - 300 Employee

• Assistant Vice President - Third Party Risk Management Specialist

  • Feb 2023 - Aug 2023

  West Allis, Wisconsin, United States •Managed all critical information, including purpose, contact information, renewal data, and contract terms for all 3rd party vendors with utilizing Sharepoint. •Reviewed all vendor contracts, policies, SOC reports, and related due diligence materials for the bank’s existing 148 vendors and any potential new vendors. •Monitored dates of 3rd party vendor contract renewals to determine upcoming reviews and send requests to vendor owners to begin due diligence process.

• Assistant Vice President of Loan Servicing

  • Aug 2022 - Mar 2023

  Milwaukee, Wisconsin, United States •Led a team of 7 loan servicing professionals responsible for the bank’s loan data entry work, ensuring timely, accurate, and efficient upload of data. •Coordinated annual tax disbursement project, improving process to meet timeline and accuracy goals. •Utilized loan origination system and internal data storage system to improve processes that allowed for positive external audit results.

• Operations Officer - Loan Document Review Supervisor

  • Dec 2020 - Sep 2022

  Racine, Wisconsin, United States •Administered complex and robust reporting schedule, ensuring all documentation was timely and accurate. •Led special projects that resulted in increased efficiency for satellite and home office including exceeding department goals with a reduced staff. •Wrote loan review policies and procedures including update of former processes. •Presented sales and external vendor opportunities to board to improve site and overall loan operations effectiveness, including a proposal that… Show more •Administered complex and robust reporting schedule, ensuring all documentation was timely and accurate. •Led special projects that resulted in increased efficiency for satellite and home office including exceeding department goals with a reduced staff. •Wrote loan review policies and procedures including update of former processes. •Presented sales and external vendor opportunities to board to improve site and overall loan operations effectiveness, including a proposal that resulted in senior leadership approval of a paper-less loan process. •Spearheaded initiative to outsource insurance tracking to save the bank in employee time and cost.

• Operations Officer - Doc Review/Servi

  • Dec 2018 - Dec 2020

  Milwaukee, Wisconsin, United States •Directed a robust schedule of monthly reporting processes required for audits. •Reviewed 50% of bank’s commercial loan documentation. •Recreated all document services procedures to ensure compliance with external auditors and provided staff training on all new processes.

• Document Review/Document Servicing Lead

  • Mar 2016 - Dec 2018

  Milwaukee, Wisconsin, United States

• Document Review Specialist

  • Jan 2013 - Mar 2016

  Milwaukee, Wisconsin, United States

• Vault Attendant

  • Mar 2012 - Jan 2013

  Milwaukee, Wisconsin, United States

• Personal Banking Representative II

  • Jun 2010 - Mar 2012

  Milwaukee, Wisconsin, United States