Baldwin-Wallace College

The University of Akron

Quality Assurance Analyst at Bank of America Practice Solutions

Columbus, Ohio, United States

Bank of America

Approval Officer I

Commercial Credit Analyst

- Monitors Post-Sales customer escalations to understand user needs and translates these needs into requirements for ongoing releases. Prioritizes product bugs and issues for correction. Works closely with lead developers, QA team, and data partners to ensure content is successfully integrated into product. Conducts User Acceptance Testing (UAT). Designs test scripts and works with QA and technology for successful execution and rollout of the product. •	Led initiative to launch the multi-dimensional Viability Rating to D&B customers consuming credit and risk products in Canada. Managed Vision Scope for technology, product, sales, and regulatory partners.•	Manages and develops products, commercial credit scores, and predictive analytics while researching commercial credit customer pain points to provide efficiency and accuracy in credit decisioning.•	Works with cross-functional teams to determine proper placement of predictive scores and analytics into product offerings while staying current with Global Government Compliance Regulations.•	Developing processes and procedures for enhanced reporting and efficiency of Post-Sales Customer Concerns within credit and sales teams through Salesforce.com.•	Developed and launched Learning Center initiative containing qualified content about products, scores, and predictive analytics for customers and internal partners. Wrote user manual content and collated scores and analytics documents for ease of use.•	Leading initiative to implement product-tracking software into the supply risk solutions product suite to track and understand how users consume and incorporate the product into their credit and risk decisioning process.

Dun & Bradstreet

Product Manager

- Product manager of Columbus Ohio subsidiary specializing in lending to the healthcare profession, with $3B in assets. Primarily responsible for executing initiatives related to growing the Practice Solutions business, such as sector expansion, product development/ enhancements and troubleshooting problem areas. These initiatives result in direct interaction with senior leaders presenting ideas and recommendations, as well as interaction with associates to communicate the implementation of these initiatives.•	Develop full-scale project plans and associated communications documents while effectively communicating project expectations to team members and stakeholders in a timely and clear fashion.•	Identify potential risks and anticipated points of resistance, and develop specific plans to mitigate or address the concerns. Prepare UCRA (Universal Change Risk Assessment) reporting documentation within strict UCRA guidelines and drive the process with all risk partners.

Product Consultant

- Responsible for managing project phase of loan to doctors, dentists, and veterinarians. Clear Conditions of Approval, collect and organize information needed to release loan funds throughout process.•	Monitor loan budget to ensure disbursements stay within approved levels.•	Offer additional products including: Checking Account, Business Credit Card, Merchant Services, and Line of Credit to deepen relationship with doctors. Placed first in cross sells for first three months of full backlog. All potential products were sold: Checking Account, Business Credit Card, Merchant Services, and Line of Credit.•	Worked with multiple departments to create first comprehensive CRE training program for sales teams. Presented training to Project Management team. Earned 4th Quarter Spotlight Global Recognition Gold award level for efforts.

Project Manager

- Responsible for rendering decisions on customer initiated credit requests and strategy generated risk detection reviews. Focused on growing loan business while mitigating loan losses. Evaluated information from the customer, credit bureau and overall Bank of America relationship.•	Proactively contacted the customer to ensure complete development of financial ability, stability, and willingness to repay account.•	Responsible for providing solutions to customers that facilitate long term relationships with Bank of America. Assisted with similar requests on the phone during peak volume.•	Balanced quality and productivity in a rapidly changing dynamic work environment.

Senior Credit Analyst

- Associate Educator (ACEE) for Customer Marketing department responsible for facilitating and delivering continuing education for 14 teams during hour-long weekly-required education.•	Performed training for PROJECT MORE launch as second lead of education team to CMO group in Cleveland. Participated in planning meetings and pre-tested content and functionality.•	Trained two Customer Service and Solutions teams when business need moved them to Customer Marketing. Performed all onboarding processes for these teams as they entered the department. Within the first month, three of the associates were top performers in the department.•	Achieved World Class Performer status eleven months in a row, placing in the top 2 associates in the district for sales results. •	Responsible for marketing and selling balance transfer and direct deposit options to customers. Activated accounts and was responsible for fulfilling service-related requests from customers varying in complexity. Made decisions regarding pricing to achieve yield targets. Optimized sales opportunities while balancing yield and Customer Delight.

Customer Marketing Advisor, Consumer Card Division

- Developed departmental content strategy and processes to leverage sales opportunities resulting in 40% productivity boost and the ability to repurpose materials meeting the needs of additional customer segments. Result reduced sell-through time and increased GM$.•	Created sales and marketing strategies to counter pricing and time-for-completion objections and increase market share despite aggressive competition from big-box general retailers.•	Catalogued 5-year budget history and built sophisticated Excel spreadsheets to capture timely financial data to create department’s first comprehensive financial report.•	Built strong vendor relationships resulting in 175% increase in quantity of instructional sales and marketing materials. Increased vendor-sponsored projects and programs 35%.•	Responsible for P&L of company consumer magazine. Increased revenue 8% in first six months.

Jo-Ann Stores, LLC.

Manager, Content and Inspiration

- Built client base through identification of new market potential. Evaluated markets providing strategic direction and validating business opportunities. Added new services to boost billing dollars and provide continuity service potential while developing long-term business relationships.•	Developed training programs to motivate in-house sales teams and independent consultants to aspire to generate record sales and set new performance benchmarks for sales growth, market penetration, and customer retention. A few clients included: Mary Kay Inc. and Candleman.•	Launched Loctite adhesive line in new market and generated $5 million 1st year sales and $20 million international sales over 3 years in newly developed floral adhesive.  Developed strategy and sales presentation resulting in $1 million opening Wal-Mart order.•	Launched new British territory for sales and services, completely dominating northern marketplace from Leeds in the west to Manchester in the east. Developed yearly sales and marketing strategies that increased sales an average of 12% per year for five years.

Kathy Lamancusa