Kelly M.
Consultant | Trainer | SME
Experience
Oct 2024 - Present
1 year 3 monthsConsultant | Trainer | SME
Fitch Learning (formerly Moody’s Learning Solutions)
- Subject matter expert in leadership and commercial real estate finance providing content development and training for subject matter bridging leadership, credit risk management, and commercial real estate finance.
- Content redevelopment of multi-module virtual training, case studies and learning competence evaluation questions, as well as subscription-based content in video interview format.
- Training delivery to US-based financial institution clients virtually with extremely positive feedback.
Mar 2020 - Jul 2024
4 years 5 monthsPortland, United States
Managing Director, CRE Operations & Data Analytics | Sr. Vice President
Columbia Bank
- Chief operational leader driving transformational process and technology improvement initiatives to increase efficiency, effectiveness and overall customer experience of delivering real estate financing product solutions.
- Refocused key job roles into centralized team supporting underwriting and refined processes to improve efficiency by 30%, as well as effectiveness, accuracy and quality leading to four years of record growth.
- Led IT team to transform reporting platform from manual Excel reports to Power BI in collaboration with data management, IT and other key stakeholders, including C-Suite. Implemented new CRM platform for pipeline management. Result: Reporting went from ‘weeks’ to ‘now’ and service quality improved 28%.
- Led projects in development and implementation of additional new AI-based technology to further simplify and streamline workflows while simultaneously increasing data analytics and BI capabilities.
Mar 2017 - Dec 2019
2 years 10 monthsPortland, United States
Strategy Leader | Sr. Vice President
Wells Fargo & Company
- Innovation leader driving operational efficiency and effectiveness improvements, including using teams in India for 24-hour workflow, in centralizing the delivery of real estate financial products to middle market company customers.
- Led several operational change projects that created a simplified lending experience for customers and lending offices incorporating process and technology improvements supporting a $15 Billion portfolio.
- Actively partnered across boundaries, listening to and collaborating with key stakeholders, both in the front offices and back offices, to cohesively implement thoughtful process and technology solutions.
Jul 2010 - Mar 2017
6 years 9 monthsPortland, United States
West Division Manager | Sr. Vice President
Wells Fargo & Company
- Divisional leader of expanded team of centralized and nationally dispersed commercial real estate professionals.
- Collaborated with cross functional leaders to create consistent delivery of additional front-end support processes in READ in identifying risks and providing advisory support for every real estate loan.
- Sustained a culture of quality, consistency, efficiency, integrity and accountability while building relationships to achieve extremely high customer satisfaction ratings (95% top two rating scores).
Sep 2005 - Jul 2010
4 years 11 monthsPortland, United States
Group Manager | Sr. Vice President
Wells Fargo & Company
- Created a customer-focused relationship culture that drove growth to achieve 128% increase in staff and 196% increase in dollar volume to over $5 Billion.
- Managed the transition to a new compensation model for our team and the integration of both a complex loan portfolio and team members from M&A activity by leveraging KPI data.
- Established Canada lending support process for CRES, as well as a new project and loan budget tracking model.
Anchorage, United States
Operations Director
Craciun Research
- Led oversight of all research project activity including logistical coordination of focus groups, phone surveys and report completion ahead of deadlines.
Portland, United States
Relationship Manager | Vice President
Wells Fargo & Company
- Established and implemented the Small Builder Developer initiative. Successfully grew that business in the Oregon market by 75% in one year.
- Recipient of the Golden Spoke Award in 2001 for Operational Service Excellence.
Summary
Senior-level and customer-centric leader with expertise in developing and leading high-performance teams through inclusion, engagement, active listening and coaching, collaboration, and valuing diverse perspectives. Conscientious in continually driving organizational and operational improvements to create efficiencies and deliver transformational business outcomes while maintaining an ethical balance of team performance and growth.
Visionary in balancing the big picture and the details, using data to reveal gaps, create opportunities, and measure success. Excel at building bridges and consensus among cross-functional partners at all levels while being a catalyst for change. Adept at forging and nurturing mutually beneficial relationships to provide sustainable value through extraordinary customer satisfaction. An enthusiastic leader with integrity, authenticity, and humility.
Languages
English
NativeSpanish
IntermediateEducation
Eastern Washington University
Bachelor of Arts · Management and Marketing · Cheney, United States
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