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Sherry
US-California-Los Angeles
10+ yrs
No
Yes
District Assistant
Contribute, add value and problem-solve in strategic, analytical, efficient and cost-effective procedure.
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2006 to August 2007
District Assistant
* Worked with 4 District Managers and 26 branches
Achievements
* Aggressively reduced branch operating costs 20%
* Improved individual and organizational quarterly production and performance 20%
* Drove down monthly branch delinquencies 90%
* Reduced recruitment costs by 30%
WASHINGTON MUTUAL BANK, Chatsworth, CA November 2002 to April 2006
Retail Operations
* Improved operational efficiencies by 18%; supervised 2
* Analyzed key business drivers daily; recommended monthly job training and evaluation standards
Achievements
* Pushed regional customer satisfaction levels from No.9 to No. 3 nationally after 60 days
* Attained monthly run rate goal for four consecutive months
* Strengthened quality control 40% after only two months in role
* Tightened budget 50%
* Reached 97% employee participation in community and/or department events
Retail Sales
* Prudently performed SWOT and financial analysis for product competitiveness and recruitment
* Forecast annual and quarterly KPIs with 90% accuracy rate
* Conducted quantitative analysis on Org Profitability for channel management & web reporting
* Initiated monthly branch event activities and no-cost employee recognition programs to boost morale and maintain regional FTE retention levels at 88%
Achievements
* Appointed to 5-month leadership role during regional sales management realignment; managed 10 direct reports and 366 FTE
* Produced $3B by midyear, acquired $66M in new money
* Consistently topped 90% monthly application volume
* Increased market share 200bps - Region named No. 2 nationally in Q205
* Cut operating costs 25%
Call Center Sales
* Introduced performance measures, maintained extensive records, adopted effective operating standards and procedures and designed technology workflows for site rollout
* Established and nurtured long-term working relationships internally and with vendors, customers and community for timely and accurate (ad hoc) reporting, issue resolution and service-driven results
Achievements
* Named Project Coordinator for Windows XP deployment, Computer Telephony Integration Implementation, Site Logistics and Migration and Business Continuity Plans
THE GLOWACKI GROUP, LLC, Los Angeles, CA June 2001 to July 2002
Manager of Private Client Services
* Assisted President and VP of boutique firm with $14M assets under management; supervised 2
* Designed and administered CRM database system
* Managed regulatory filings, policies and procedures and developed compliance standards
Achievements
* Boosted annualized revenue 40% through business analysis and tax incentives, brand positioning and proposed organizational alignment
SOLRAC CORPORATION, Chatsworth, CA February 1999 to March 2001
Executive Secretary to President
* Co-founded private banking partnership targeting venture capitalists and institutional investors
* Identified effective business strategies and prepared legally binding agreements
* Acted and advised on behalf of President
Achievements
* Independently incorporated business from visionary plan
CALIFORNIA HOSPITAL MEDICAL CENTER FOUNDATION, LA July 1998 to January 1999
Contractor
CHARLES SCHWAB & CO., INC., Woodland Hills, CA February 1991 to November 1997
Operations Manager
ACADEMIC BACKGROUND
Proficient in Word, Excel, Access, PowerPoint, Outlook, Visio, SAP, PeopleSoft, Hyperion (Essbase), Nolo (IP), Business Objects (EPM) and Blackberry. Network in LAN, VPN, TCP/IP and SMTP.
CONTINUING EDUCATION
* Operational Excellence, November 2005
* Cycloan: Market Management, February 2005
* Situational Leadership(r) II, January 2005
* The Strategic Coach Program, July 2002
* Landmark Education, Landmark Forum, May 2000
MIAMI UNIVERSITY, Oxford, OH
* Bachelor of Science in Finance with internship at Prudential-Bache
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