Zions Bancorporation

Coached Release Train in adopting SAFe Agile practices as part of companywide transformation from Waterfall to Agile software development

Created plan to guide new teams in implementing Agile best practices within New Software Projects (Including: Planning, Impediment Management, Reporting, Risk Management)

Lead Release Train with $30MM budget focused on delivering Finance solution of Core Banking replacement project with greater than 90% planning accuracy

VP Banking Transformation Manager (Release Train Engineer)

Coached Core Banking Transformation Scrum Team of Contractors and Employees on implementing Agile in the Banking Transformation group. 

Lead Scrum Team responsible for creating 14 Interfacing Applications with 109 touchpoints to new core banking system

Chosen as Co-Lead for Continuous Improvement team

Scrum Master

Coached Loan Origination System managers to transform group from Waterfall SDLC to Agile.

Part of team that designed new workflow that cut loan processing time from 2 weeks to 24 hours.

Created Daily Management System that mirrored software development cycle which increased productivity of team.

Senior Business Analyst

Promoted Lean-Agile Mindset within Department
Project Lead for Small Business Lending Customer Experience Journey Mapping to reduce processing time:
-Tested Work Cells Proof of Concept to identify issues before implementation
-Identified 11 focus areas where ambiguity was creating friction
-Implemented plan that reduced incomplete packages from the field by 50%
Streamlined process to create Adverse Action Notices and reduce time involved by 15%.
Created a Visual Management Tool that helped reduce Loan QC review time from 6 weeks to 4 weeks improving feedback to management.

Lending Operations Manager - Small Business

Zions Bank

Used Value Stream mapping to create plan that would cut loan turnaround by 60 percent. 
Used Kaizen to reduce a client’s product launch time by 27 percent. 
Increased loan portfolio by 125 percent. 
Took regional top-ten prospect from zero to $7.5MM in loans.

Commercial Relationship Manager

K7 Consulting, LLC

Consulted with distressed banking clients on branch-sell transactions.
Created multi-variant excel spreadsheets for decision makers trying to raise capital.
Created Pro Forma Financials for client to include in package sent to FDIC for approval.

Consultant

The Village Bank, St. George, UT

Chaired Asset/Liability and Investment Committee for $300 Million Community Bank
Created process that improved earnings by 15% on a $60 million Fixed Income portfolio
Achieved 100% on-time deliver of all government reports
Cut annual budget preparation by 50% by removing waste and adding automation

Chief Financial Officer

Chairman of ALCO and Investment Committee
Assist CFO in preparation of annual budget and present monthly financial reports to board
Prepared quarterly Call report and quarterly reports for board
Performed quarterly audit of branches

Assistant CFO

The Church of Jesus Christ of Latter-day Saints

Ensured daily settlement of investment securities traded by Ensign Peak Advisors (the church's investment arm).
Provided safekeeping and deposit functions for donated securities
Tracked repayment of defalcations

Sr. Accountant

Lead donations-in-kind team
Trained team members on how to instruct donors on donation process 
Liquidated donated securities through various methods

Donations-in-Kind Officer

Performed policy review of local unit expenditures
Helped local units find resolutions to banking problems

Level I Accountant

Orem Community Bank

Managed general ledger account reconciliation
Participated with internal audit 
Tracked fixed asset accounting

Staff Accountant

Bank Teller

Helping people that know something needs to change, to get better results!

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