“Pat has excellent listening skills and is always probing for the voice of the customer (internal or external). He possesses excellent analytical, critical thinking and interpersonal skills that he has successfully incorporated strong LEAN Six Sigma expertise to develop strategies and outcomes in high return ROI initiatives.”
About
Experienced Director with a demonstrated history of working in the financial services…
Experience
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Equifax
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Education
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Projects
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Business Transformation: Unemployment Claim Document Management
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Executed a portfolio of projects / initiatives designed to create competitive advantage through faster response to states on unemployment claims, increase customer satisfaction and scalability through execution of LEAN process improvement. Outsourced non-core document management functions, regionalized mail and imaging sites reducing mail transit time and streamlined the work processes eliminating all non-value added tasks. Required extensive cross-functional collaboration between technology…
Executed a portfolio of projects / initiatives designed to create competitive advantage through faster response to states on unemployment claims, increase customer satisfaction and scalability through execution of LEAN process improvement. Outsourced non-core document management functions, regionalized mail and imaging sites reducing mail transit time and streamlined the work processes eliminating all non-value added tasks. Required extensive cross-functional collaboration between technology, operations and business units, strong financial controls, management of internal resources and vendors and evolving mitigation plans to required to address the business impact from the dramatic economic downturn which occur during the roll-out of the five regional processing locations.
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Kinective
A member tries to refinance online, walks into your branch the next day, and your loan officer has no idea about their digital journey. Sound familiar? When only 38% of FIs can access even half of their customer or members' financial data, you're not just facing operational challenges—you're delivering fragmented experiences that erode trust and loyalty. Here's how to fix it 👉 https://hubs.li/Q03Z3J9C0
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