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Thursday, May 26, 2022
National City Bank
Kalamazoo, Michigan
Created "Best Practices" Desk Procedures for First Data
System
Advised and Consulted During Conversion to First Data System
Three Portfolio Conversions Using New Account Conversion Process
Card Management Corporation
Evansville, Indiana
Process Review Analysis
Best Practices Recommendations for Cardholder and Merchant Customer Service and Collections Desk Procedures
Product Control File Management Review
GE Card Services
Stamford, Connecticut
Private Label Portfolio Conversion
New Client Implementations
Test Script Creation
User Acceptance Testing
Client Settlement and Accounting
First Consumers National Bank
Beaverton, Oregon
Portfolio Evaluation Reports Management Review
PSCU
St. Petersburg, Florida
Process Review Organizational Planning
Banco Popular
Orlando, Florida
New Product Startup Support
Best Practices Desk Procedures
Product Control File Implementation Support
Pulaski Bank and Trust Company
Little Rock, Arkansas
Start Up Feasibility Study
Back Office Service Provider Review
P and L Projections
Strategic Planning
Applications Workflow Review
Fleet Bank
Horsham, Pennsylvania
Managed Portfolio Conversion to First Data System
Product Control File Audit and Best Practices Review
Temporary Management Resources
TCM Bank
Tampa, Florida
Developed Desk Procedures
Provided Portfolio Profitability Analysis Guidelines
Equifax Credit Card Services
St. Petersburgh, Florida
Developed Desk Procedures
Home Shopping Network, Inc.
St. Petersburg, Florida
Designed a private label credit card program
First Data Resources, Inc.
Omaha, Nebraska
Numerous projects over the last 17 years, both internal for FDR, and its clients.
American Express Centurion Bank
Salt Lake City, Utah
Process review analysis
Functional cost analysis
Liberty National Bank
Oklahoma City, Oklahoma
Feasibility study for a start-up bank card program
RFP to change back office providers
First Data Oil Card Services
Tulsa, Oklahoma
Conversion Management for Two Major Clients
Design and Implementation of New Settlement System
Bank IV
Wichita, Kansas
Managed New Product Introduction
Advised Operations Group During Conversion to First Data System
Collection System Review and Product Control File Revisions
First Data Retail Services
Tulsa, Oklahoma
Collection System Review
Charge Off Projections
Product Control File Revisions
Signet Bank
Richmond, Virgina
Create Desk Procedures for Correspondence, TeleBank, and Settlement Groups for First Data System
Advised Bank Card Operations Group During Product Control File Creation
Home Savings of America
Irwindale, California
Managed New Line of Credit Product Implementation
Participated in Product Control File Set Up
Managed Conversion to First Data System
Product Control File Parameter Review
Federal Savings Bank
Little Rock, Arkansas
Process Review Analysis
Temporary Management Resources
SunTrust BankCard, NA
Orlando, Florida
Assist with Conversion from TSYS to FDR
Design and Implementation of Test Scripts
AVCO Financial Services Corporation
Costa Mesa, California
Temporary Management Resources Dealer Processing Center
Project Management New Application Processing Interfaces
First Union National Bank
Charlotte, North Carolina
Portfolio Conversion Using New Account Conversion Process
The Credit Store
Sioux Falls, South Dakota
Product Control File Audit
Process Review Analysis
ARKSYS
Little Rock, Arkansas
Assisted in Credit Card Conversions for International Market
PNC Bank
Wilmington, Delaware
Product Control File Audit and Best Practices Review
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