Timothy D. Stanley

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Recruited by Chief Customer Officer to bring experience and represent the voice of the customer across the organization due to extensive product and industry experience.

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Led team that reimagined all internal and external customer reporting dashboards, leading to more detailed and nuanced conversations regarding customer health and relationships.

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Led team that created and enabled a customer feedback program across product lifecycles, brought in customer voices throughout the development process to deliver market leading products based on feedback from users.

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Delivered consultative data and analysis to internal and external customers, provided the customer success teams with weekly industry trends and data, advised new and existing customers on credit matrix modeling, and created a pro-forma customer ROI/net income model used by all sales teams across the organization.

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Served as Digital Lending Program Administrator, led implementation and management of all commercial digital lending products, term loans, lines of credit and commercial deposit accounts. Digitized existing credit policy to minimize losses and match the bank's risk profile. Achievement led to Numerated recruitment.

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Led and managed SBA functions, the PPP program, online solutions and training of bankers.

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Oversaw a portfolio of over 100 commercial and industrial clients with outstanding loans of over $50MM; consistently met or exceeded corresponding business development, retention, and portfolio quality goals.

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Served as VP and Lead Senior Commercial Credit Analyst prior to promotion to Lending role. Managed analysis and underwriting of high-dollar commercial and commercial real estate credits. Mentored new commercial analysts.

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Built, staffed and managed the Small Business Credit Group prior to promotion to Senior Analyst, oversaw the analysis and underwriting of all commercial and industrial credits under $1MM. Created a Commercial Credit training for lenders and branch staff to allow for higher quality deal submission and understanding.

Exceeded or met all sales goals as Branch Manager, handled personal and business banking products, branch interactions, phone service to sales conversions, and outside calling to business and personal customers.

Oversaw 35-40 portfolio accounts, aided in commercial credit analysis, underwriting, business development.

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Provided project management assistance related to integration and transition reporting to Senior Market Leader and high-level reporting to aid Bank of America in data analysis related to Merrill Lynch transition.

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Managed Financial Statement Spreading and Analysis team, a group of 3-12 associates responsible for financial statement spreading and data analysis of over 15,000 financial statements annually for entire client portfolio.

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Interviewed and hired new associates, mentored, trained and oversaw development, including 4 classes (2005-2009) of graduates of Merrill Lynch Americas Commercial Lending Credit Training program.

Analyst for McDonald's Europe, key responsibilities included intercompany accounting for 17 European markets and assistance with preparation of annual and quarterly reports.