This document contains a professional summary for an individual with 35 years of experience in human resources, management, banking, consulting, and mortgage lending. They have experience implementing HR programs, managing employee relations, and providing training. Their experience includes roles such as an HR manager, operations manager, trainer, and mortgage lending team lead. They have skills in areas such as change management, HR policies and procedures, recruitment, and performance management.

1. 201 Town Square Circle - #118 - Mooresville, North Carolina 28117
PROFESSIONAL SUMMARY
•35 Years of Experience •HumanResources •Management •Banking •Consulting •Mortgage Lending
•Analytical Support •Accounting •Operations •Training •Business Owner •Process Facilitation
•Project Management •Problem-solving •Communications
* U.S. Bank In-Store Expansion Project
*Heritage Bank/U.S. BankIntegration& Conversion TeamLead
*Heritage Bank MortgageWare Software Conversion Team Lead
*U.S. Bank LeadTrainer
•Organized •Detail Oriented •Results Oriented•Approachable •Self-motivated •TeamPlayer •A+
Customer Service •Confidentiality •Practical & Versatile Leader •Pragmatic
EXPERIENCE
 Implemented and serviced 150+ ADP Clients with a Lite ACA Product for the 2015 Tax Year
 Team Lead (6 out of 55 Selected)
 Analyst Team Member and Special Project Team Member
 Communications to client base via email and telephone
 Proactively managed customer base
 Worked in a fast paced environment
 Consult & support 650 employees
 Manages complex and difficult HR projects cross-functionally
 Builds strong business relationships with key stake holders
 Actively identifies gaps, proposes and implements changes necessary to cover risks
 Designs succession plans for key talents and key job positions
 Identifies and prepares development plans for the key employees and high potentials
 Manages and oversees the recruiting process for positions at all levels
 Managesthe Company’s efforts to developits talent base, supporting a highperformance organizational plan and lean/continuo us
improvement culture
 Provides support to leaders, managers, andemployees to provide thema better understanding ofHR processes and policies, maximizing
organizational effectiveness/performance and ensuring compliance
 Provides day-to-day performance management guidance
 Change Management
 Works closelywithmanagement andemployees to improve work relationships, build morale, increase productivity, and retention
 Identifies talent issues before they impact the business, managing performance effectiveness
 Manages the performance management process and ensures completion
 Works closely with Marketing and Quality Leaders on internal/external communications
 Responsible for creating and implementing training programs
 Bring A/R, A/P and bookkeeping processes current (from 2010 forward)
 Daily bookkeeping and banking functions ; account collections
 Prepare documentation for the accountant's year-end tax preparation (2010 & 2011)
 Create forms and templates; set up processes and procedures ; prepare and file court documents
 Set up an in-house client numbering/tracking system; schedule appointments
 Scan client files; organize and document past clients ; answer phones; daily correspondence
 Create client databases and mail merge projects; target prospective new clients; work on advertising campaign

2.  Consult & support 400+ employees, organization development, employee relations, compensation & recruitment
 Ensure organizational effectiveness of people, processes, structure and culture by use of business strategies
 Effectivelycommunicate business strategies andobjectives andimplement change initiatives designed to support organization goals
 Assess & monitor the organization's progress toward attaining short & long term objectives
 Design and implement programs and processe s to further organizational goals
 Liaison betweenemployeesandplanadministrators (Health, Dental, Vision, Life, AD&D, STD, LTD, Pension, 401K, AFLAC, (payroll,
vacation, PTO, leaves of absence)
 Supervise annual benefits enrollment processandannualperformance review process
 Train incomingmanagers of all levels onITI, PeopleSoft, Mentor Connect,
 Facilitated onboarding classes of 30+ employeesper session (includingcompanyphilosophy, structure, core values, mission, payroll,
benefits, time off, probationaryperiods, performance expectations)
 Process bi-weeklypayroll andtax reportingfor 150+ employees
 Internalaccount auditing, turnover reporting, payroll and benefits related A/P processing
 Plan Administrator for 401K, Health Savings Accounts, STDand LTD Plans
 Process andtracknew hire andopen enrollment benefit plans; vacation, PTO, continuingeducation, unemployment and disabilityclaims
 Manage personnel files; terminations;backgroundchecks; monitor andenforce policiesand HRBest Practices
 Recruit andhire staff, conduct reference checks andmanage applicant flowsystem
Mortgage Funding/Disbursement Team Lead
 Monitor & evaluate work quality as measured against timeliness, accuracy, productivity standards and compliance
 Reviewandaudit mortgage loan files post-closing, including origination, underwriting, approval and closing of the loan file
 Disburse funds to appropriate entities, including Title Companies, Appraisers, Tax Collectors, County Agencies, Secondary Markets
 Calculate commission to loan originators, verify accuracy of SRP, arbitrate disputes, collect deficiencies
 Ensured all investor and program guidelines are met
 Verifyloan documentation for accuracy and compliance including income and asset documentation, appraisal, credit report
 Document quality issues, performance measures and quality improvements for management review
 Ensure proper application of and compliance with internal and regulatory standards, guidelines and procedures
 Balance, detail and audit and report general ledger accounts to Operations Manager
Operations Manager
 Manage & coordinate the operational activities of the branch and report to the Main Bank
 Change Management
 Ensure quality service & effective operations support for all internal and external customers
 Effectivelymanage staff;administer corporate policiesand procedures, ensure compliance with applicable laws and regulations
 Review and recommend operational systems and procedures affecting the branch
 Coordinate system conversions from an operations perspective
 Teller, Vault Auditor, Loan Processor, Consumer Lender (HELOC & dealer paper)
 Policedoperationfunctions, systems, policiesand procedures
Radio & print advertising;promote & grow the bank’s business deposit & loanportfolios
 Manage daily store operations, order stock, manage inventory, display & sell merchandise
 Coordinate advertising, public relations, goodwill, promotions,
 Full cycle accounting, payroll, taxes, I/S, B/S, G/L, insurance, workers compensation, banking, securing credit, staffing, personnel issues,
benefits
Active with Chamber of Commerce, Retail Committee, Russell Country Board of Directors, Blaine County Wi ldlife Museum

3.  Manage and coordinate the operational activities
 Ensure quality service & effective operations support for internal and external customers
 Hire and manage staff, ranging from non-exempt through exempt level professionals
 Execute disciplinary actions, written warnings, probations and terminations
 Administer corporate policies and procedures and compliance with applicable laws and regulations , change management
 Reviewandrecommendoperational systems and procedures ; coordinate system conversions from an operations perspective
 Develop safety policy; design and implement an employee policies and procedures manual
 Oversee & audit accounting & payroll functions, negotiate credit lines, A/P & A/R
Set up Vancouver, Washington Branch office and oversee the administrative side
 Public relations, advertising, customer service
 Manage administrative duties; supervise non-exempt staff; monitor and implement compliance measures
 Interview, hire and train new administrative staff setting; set pay rates and schedules, direct daily work
 Administer disciplinary measures and terminations: evaluate performance and recommend merit increases
 Ensure branchmeets customer service goals and achieves business results by developing, motivating, and rewarding employees
 Communicate performance goals and results; recognize performance; provide coaching and training
 Coordinate operational activitiesand audits;handle customer questions, concerns, and complaints as escalated by branch staf f or
otherwise as needed; Ensure assigned branch location complies with legal and regulatory requirements
Manage accounting & payroll functions;monthly/quarterly/annualtax reports; liaison between company& financial, legal & tax entities
EXPERIENCE AS A TRAINER
*In-Person *Telephone Conferencing *SameTime *Over-heads *PowerPoint *FlipCharts
*Patient *Thorough *Organized *Motivational*Focused *Knowledgeable *Flexible *Detailed
*Performance ReviewProcess *Annual Benefits Enrollment *Mentor Connect *Filing Systems
*Annual Employee Surveys *Managing a Work/Life Balance *NewHire Orientations *PeopleSoft
*New Mngr. Orientations *Employee Assistance Program*Employee Retention *Customer Service
*Excel & PowerPoint *WorkingWitha Difficult Supervisor *Telephone Techniques *Email Etiquette *Dress For Success
*Positive Attitudes *Motivating Your Staff *Communicate Clearly *E-3 Interlinq
*PrioritizationandOrganization *Managing Your Calendar *A Positive Working Environment
SKILLS
*Change Management *HRDepartment Startup* Employment Law* FMLA/ADA/EEO/WC
* HR Policies & Procedures * HR Program/Project Management Mediation & Advocacy
* HRIS Technologies * Staff Recruitment & Retention* Performance Management
* Orientation& On-BoardingEmployee Relations * Alternative Dispute Resolution (ADR)
* Benefits Administration * Training & Development * Organizational Development
PROFICIENCIES
•Microsoft Suite (Works, Word, Excel, PowerPoint, One Note) •Lotus Notes •Adobe •Corel Paint •QuickBooks •QuickBooks Pro •Windows
•DacEasy•Front Page •Taleo •PeopleSoft •eACCESS
•Ad-hoc Reporting•ADP•Kronos •Crystal Reporting •MortgageWare •E-3 Interlinq •WFN •Lynx •Avaya •eStart •ITI •Bomgar •Financial
Statements •I/E Statements •B/S•GeneralLedgers
COMMUNITY INVOLVEMENT
•Chinook Chamber of Commerce President •Chinook Chamber of Commerce Secretary
•Retail Committee President •Visitor Center Manager
•Grant Writer–Blaine County Wildlife Museum-Secured $180,000.00
•Russell Country Board of Directors •Girl Scout Leader
REFERENCES AVAILABLE UPON REQUEST