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Lizbeth A. Stewart

905 N Harbour Dr., Unit 3

Portland, OR 97217

(503) 913-0915 irishliz@

Vice President of Client Relations

Executive Leadership, Strategic Planning, Product & Process Improvement

Senior Executive Sales & Operations Leader offering over 25 years of experience building profitable and collaborative corporate cultures by reaching across lines of business to leverage the knowledge and resources of the enterprise to exceed sales, production, and service goals. Results Oriented, Servant leader with the ability to energize and engage staff in living the corporate vision and values. Six Sigma certified innovator with a legacy of process improvement, product, and program design and management. Seasoned in creation and execution of metric driven strategies that produce sustainable results. In search of an opportunity to make a tangible difference in the lives of others.

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Core Competencies

• Business Development & Relationship Retention & Deepening – Fortune 500 Corporate Leadership Level

• Talent Planning, Coaching, Mentoring

• Strategic & Financial Planning: P&L, Risk Management, Governance, Disaster & Contingency Planning, Benchmarking, Community Relations, RFP / RFI, Training

• Vendor Management: Vendor Selection, Contract Negotiation, SLA Development & Management

• Six Sigma – Green Belt Certified - LEAN Methodologies - Process Excellence - Project Management

PROFESSIONAL ACCOMPLISHMENTS

BUSINESS DEVELOPMENT & CUSTOMER RETENTION:

• Consistently in top tier of personal sales, signing relationships with executive level decision makers

• 97% retention of Corporate Clients

• 95% Client Satisfaction

• Successfully deepened corporate relationships, increasing revenue streams

• Developed new products to meet the needs of clients

LEADERSHIP & TALENT MANAGEMENT

• Led teams of associates, managers, directors, and vice presidents including remote staff, multi-locations, and on-site at Corporate Clients facilities

• Developed employee on-boarding and talent/succession planning strategies

• Developed and managed metric based key performance indicators that improved employees & managements ability to translate action to measurable goals

• Employee retention improved employee attrition from 4% to 2.7%

• Improved Employee Satisfaction Improved employee satisfaction through focused management attention, training, communication, and talent planning from 4.35 to 5.25 out of 6.0 in 12 months

• Implemented Employee Excellence award programs, annual employee team building events, and Mentorship program

STRATEGY & BUSINESS MANAGEMENT

• Responsible for developing and overall success of strategic business plans

• Responsible for P&L

• Completed 2 Six Sigma projects, 1 Process Excellence, and 3 LEAN projects to increase revenue and reduce operational costs

• Responsible for two site expansions and 1 site closure & several inter-departmental improvement projects

• Responsible for risk, loss, & business analytics; performing as Chairman of the Credit Risk Committee

• Responsible for vendor relationships, contract negotiation, and due diligence

• Created Governance process to streamline approval of new programs and product offerings

• Created RFP/RFI data base and led first successful RFP response

PROFESSIONAL EXPERIENCE

ADVANTAGE CREDIT * May 2016 – Present

Credit Reporting Services

Regional Director

Business-to-Business sales/consulting role developing new credit client opportunities at C-Level. Responsible for $60,000 in annual sales.

PATELCO CREDIT UNION * July 2014 – May 2016

Over $4 billion in assets

VP, Account Solutions & Analytics – Member Advantage Program

Executive leader reporting directly to the Chief Credit Officer. Responsible for consumer lien perfection, collection and loss mitigation activities of the credit union. Accountable to CEO, CCO and CFO for developing credit risk analytics and leading the Credit Risk Committee to provide visibility into portfolio performance & risk. Leading and developing a team consisting of 5 Managers and 25 employees in 5 departments in 2 locations.

Member Advantage Program is an auto buying CUSO (for profit Credit Union Service Organization) that provides auto-buying services to multiple credit unions. Managed all aspects of the business.

COLUMBIA CREDIT UNION * September 2013 – June 2014

Over $1.2 billion in assets

Chief Lending Officer

Executive leader reporting directly to the Chief Operations Officer. Responsible for providing support, direction, credit information, and loan policies and procedures to ensure the overall quality of the credit union’s lending portfolio. Direct supervisory of LOB VP’s, and coordinated staff for coverage in all related areas of the department. Responsible for compliance with credit union and regulator policies and procedures.

FIRST TECH FEDERAL CREDIT UNION * September 2009 – August 2013

13th Largest Credit Union in assets.

Over $900 million in annual mortgage originations, Servicing over 27,000 mortgage loans

VP, Mortgage Lending

Executive leader reporting directly to the Chief Credit Officer. Responsible for the generation and performance of high quality first and second lien residential mortgages. Creation and management of ongoing relocation program relationships with corporate clients. Accountable to CCO and CFO for developing secondary market and portfolio performance initiatives that meet or exceed organizational goals related to net income, risk, and loan growth. Leading and developing a team consisting of 81 Directors, Managers, and employees in 5 departments, including Sales (field and branch office staff), Underwriting, Secondary Marketing, Processing, Home Equity, and Servicing in multiple locations.

IKON OFFICE SOLUTIONS * July 2008 – September 2009

A Ricoh Company distribution channel of end-to-end document management services

Facilities Management Specialist

Business-to-Business sales/consulting role developing business process outsourcing opportunities at C-Level. Responsible for $70,000 annual sales volume, Leading RFI/RFP response teams, Implementation Project Leadership and ongoing relationship oversight.

BANK OF AMERICA * September 1998 - February 2008

Fortune 500 financial organization, Second largest bank (in assets) in the United States.

Corporate Relocation Mortgage Line of Business delivering $2 Billion in funded first mortgage volume.

Senior Vice President; National Operations Manager

Senior leadership role reporting to Line of Business Executive & directly managing Client Relations/Inside Sales, Analysis & Reporting, & Administrative Staff. Accountable for overall service delivery of corporate employee lending program. Responsible for all business aspects including Strategic Planning; Product Development; Quality Service; Business Reporting; Governance & Compliance; Training; P&L; Recruiting; Retention; Disaster Recovery; RFI / RFP response; Contract Negotiation; Vendor Management; Industry & Client Presentations.

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