CREATED - LED DEVELOPMENT

• Strategy for corporate customer service in a large national bank, including loan, deposit and treasury services information, as well as all delivery channels.  

• Middle Office strategy for a regional bank to improve operational efficiency, provide tiered service levels tied to client segments, and maximize people, process and technology enhancements.

• Strategic plans and future product characteristics for ARC, ACH, EFT, and electronic banking products.

PRODUCED - PROVIDED

• Assessment of a national retail lockbox organization and recommendations for improvements.

• Interim management for a national wholesale lockbox organization, including providing direction / oversight for the consolidation of four remittance processing sites.

• Assessments and recommendations for improvement of global trade services at a large national bank.

• Assessments and recommendations for improvement of account analysis at a large national bank.