Jimmy Ferrell
Charlotte
Summary
Dedicated professional with a strong focus on increasing organizational efficiency and profitability. Skilled in effective communication, excels in collaborative environments, working closely with business leaders and partners across the organization to deliver tailored solutions that meet both the business and individual needs. Recognized as a results-oriented change agent, understands the importance of comprehending the business, client, and organizational strategy to drive success.
Overview
33
33
years of professional experience
Work History
Business Execution Consultant
Wells Fargo & Co.
10.2024 - Current
- Consulted with leadership, management, and stakeholders to better understand needs and recommend appropriate solutions.
- Deployed a comprehensive workflow management process and technology platform for commercial banking operations.
- Collaborated with cross-functional teams to successfully deliver and deploy solutions to commercial banking operations and front office associates.
- Analyzed data sets to identify trends and opportunities to reduce operational risk events (O.R.E) utilizing the GSS workflow management technology platform.
- Conducted risk assessments for business processes, recommending measures to mitigate potential impacts.
- Delivered comprehensive reports and presentations to stakeholders, providing insights and actionable recommendations for deployment of workflow process changes.
- Facilitated workshops and training sessions for commercial banking operations and front office associates, enhancing their skills and knowledge.
Sales Enablement Program Manager/ Change Manager
First Horizon Bank
04.2018 - 10.2024
- Responsible for driving organizational change and increased efficiency through the commercial, middle market, and specialty line of business.
- Partner with leadership to identify strategies that support the overall performance improvement efforts of the commercial bank.
- Implementation, administration, and support of Sales Force for commercial, specialty, retail, private client/wealth.
- UAT Testing for Sales Force / nCino.
- Implement process improvement initiatives related to systems, product, process, and procedures.
- Manage large scale corporate change initiatives for commercial banking ( LIBOR, Sales Force, nCino lending systems, etc).
- Manage various work streams related to corporate merger/acquisition integration initiatives.
- Performance consulting in conjunction with market leadership to improve sales effectiveness of workforce.
National Sr. Implementation Consultant
Freedom Mortgage Corp.
12.2015 - 04.2018
- Responsible for driving the creation of a learning & development strategy to support the newly formed traditional retail channel.
- Partner with leadership to identify strategies that support the overall training needs of the division.
- Assess skill gaps and design/deliver training to support mortgage sales and fulfilment team members.
- Implement process improvement initiatives.
- Design and deliver training curriculum (onboarding, sales, processing, closing, funding, technology).
- Onsite support, training, and coaching for processors, closers, funders.
- Curriculum design and development for sales and fulfillment team members.
Business Transformation Consultant/National Implementation Team
Wells Fargo & Co.
01.2012 - 09.2015
- Responsible for driving change and increased efficiency within Wells Fargo Home Mortgage.
- Develop and maintain relationships with regional and area management.
- Assess skill gaps and barriers to change/productivity.
- Facilitate technical training on mortgage loan systems CORE and LIS for sales and fulfillment team members.
- Deliver process/procedure training for home loan processors and consumer loan underwriters.
- Provide post training support and evaluation for new end users of CORE and LIS systems.
- Creation of a body of 'standard work' (how to manual) for mortgage sales and fulfillment.
- Curriculum design and development for mortgage sales and fulfillment.
- Perform workflow evaluations in support of company initiative to determine the benefits and efficiencies of process redesign.
- Business process analysis in support of operational excellence teams at Wells Fargo Home Lending.
Wealth Relationship Manager/FA
Wells Fargo & Co.
09.2008 - 12.2010
- Responsible for the sale and delivery of commercial/corporate banking products and solutions in support of clients of Wells Fargo Advisors/Wealth Management.
- Design and deliver corporate credit solutions for middle market corporations.
- Sales of treasury management solutions.
- Provide financial advisory services to include insurance, strategic planning, and wealth solutions.
Performance Consultant
Synovus Financial Corp.
09.2004 - 09.2008
- Responsible for the provision of guidance and tools necessary to improve quality and efficiency, sales, and performance of business units and team members.
- Consult with business units to assess overall performance and areas of opportunity.
- Perform needs analysis to uncover skill gaps within workforce.
- Design training materials to address and mitigate skill gaps.
- Deliver training across the organization using a blended approach to learning (Classroom, video conferencing, webinars, workshops).
- Facilitate technical training on customer information systems, loan origination and servicing systems, client relationship management systems, and system conversions.
- Manage external vendors and vendor provided content.
- Project manager for large corporate training initiatives that cross multiple business lines, audiences, and technology systems.
- Creation and management of the Synovus Retail & Commercial Lending School.
Commercial Relationship Manager
Carolina First Bank
07.2003 - 09.2004
- Vice President responsible for the management and growth of a $47 million loan portfolio, ensuring client profitability, increasing client satisfaction and retention, and acquiring new commercial client relationships.
- Increased commercial loan portfolio by $18 million.
- Largest number of referrals to the retail and mortgage divisions.
Commercial Relationship Manager
Bank of America
08.1992 - 10.2002
- Vice President/Relationship Manager responsible for providing financing and financial advisory services to middle market companies.
- Proactively managed a portfolio consisting of $113 million in commercial loans and $21 million in deposits.
- Created value-added financial solutions for clients by customizing and marketing asset management services, treasury management products, payment services, debt financing, and middle market investment banking.
- Increased commercial loan portfolio by 34 percent.
- Grew annual treasury management income from $135,000.00 to $242,000.00.
- Largest number of referrals to the private and premier banking divisions.
- Completed formal commercial credit training.
Education
Project Management Certification
Villanova University
01-2007
A.B.A. -
Graduate Commercial Lending School/SMU
Dallas, TX01.2005
B.S. - Business Administration
University of South Carolina
Columbia, SC01.1991
Skills
- Sales Leadership
- Designed and implemented a comprehensive, enterprise-wide training curriculum/lending programs
- Project Manager for large corporate initiatives
- Manage external vendors and vendor provided content
Timeline
Business Execution Consultant
Wells Fargo & Co.
10.2024 - Current
Sales Enablement Program Manager/ Change Manager
First Horizon Bank
04.2018 - 10.2024
National Sr. Implementation Consultant
Freedom Mortgage Corp.
12.2015 - 04.2018
Business Transformation Consultant/National Implementation Team
Wells Fargo & Co.
01.2012 - 09.2015
Wealth Relationship Manager/FA
Wells Fargo & Co.
09.2008 - 12.2010
Performance Consultant
Synovus Financial Corp.
09.2004 - 09.2008
Commercial Relationship Manager
Carolina First Bank
07.2003 - 09.2004
Commercial Relationship Manager
Bank of America
08.1992 - 10.2002
A.B.A. -
Graduate Commercial Lending School/SMU
B.S. - Business Administration
University of South Carolina
Project Management Certification
Villanova University
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