SCOTIABANK: Created business cases and financial models for new electronic payment products and businesses launched in the Caribbean and Latin America.
GREAT WESTERN (mortgage lender): Paperless mortgage loan process for mortgage lender with document imaging system; Workflows, processes, automation & improvements, reporting & analytics (including for Operations, Sales, and Secondary Markets).
HANIFIN LOYALTY, LLC: Business Intelligence, analytics, financial modeling and projections for new consumer loyalty strategies and products for banks. Included financial models & analytics for loyalty strategy for large international bank's Latin American and Caribbean Region; product evaluation models for Mexico/ reward vendor selection justification. Loyalty Strategy impact models for bank clients, including Scotiabank Canada and 1st Caribbean Bank in Dominican Republic.
VISA INTERNATIONAL: Created and launched Platinum Visa Rewards, Visa's proprietary loyalty program for Visa-branded credit cards in the Caribbean and Latin America. Key role in the development and launch of upscale cards Visa Platinum and Visa Infinite.
CARI FINANCIAL CORPORATION: Financial model and business case for distributor of first MasterCard prepaid card in Jamaica; model used to raise capital from investors for joint venture with product distribution partners. Product, targeted at unbanked and bank-underserved population, launched June 2011.
LINK ONE INCORPORATED
LINK ONE INCORPORATED: Financial model and business case for new electronic payment product, for key market segment, launched by one of largest banks in Jamaica. Marketing Campaign Segmentation and Forecast Model for same bank.
AAMES HOME LOAN (mortgage lender): Designed and implemented system to manage and control loan origination licensing, and comply with State and Federal laws. Automated calculation and management of incentive compensation for Sales and Operations, reducing administration time by 80%. Developed budgeting models, staffing capacity models, and automated performance dashboard and metrics leading to increased service levels and profitability. Designed and implemented new loan process flow to increase accountability, quality, and productivity.
Developed financial business case approved by Board to consolidate 20+ companies' back-office operations under a new shared services company; annual savings estimated at $30+ million.
Defined key metrics to measure performance vs. benchmarks - productivity gain of 15%+.
Controlled Shared Services financials at launch of new business.
TRANSFORMING
