Jeff Schappell

Charlotte NC, 28277 Home: (704) 277-3735 Email: jschappell0916@gmail.com

EXPERIENCES
BANK OF AMERICA CORPORATION (2001 2013)
CHARLOTTE, NC

Treasury Management: Officer Large Corporate Fulfillment Advisor

2013 - 2013

Responsible for managing the completion and implementation of treasury management products for a portfolio of 45 large corporate healthcare clients Create and maintain project plans and workbooks for clients and banking partners in order to meet project deadlines and ensure project accuracy Ensure the accuracy of all legal documentation in order to meet audit requirements Work with sales, technical, and operational partners in order to complete client initiated requests

Home Loans & Insurance: Officer Proficiency Coach Site Leader

2012 2013

Manage proficiency coaches in two different segments (FNMA, FHLMC) in two sites (Charlotte, Virginia) Creation and implementation of new coaching tool in order to chart trends and establish associate accountability Track and monitor associate monthly deliverables Work with Unit Manager and Unit Manager IIs in order to keep coa ching in line with the line of business Travel from site to site in order to maintain consistency around routines Delivered site quarter end and mid year results to Senior Leadership via offsite meetings and teleconferences Liaised with HR and Senior leadership around associate compensation and determining payout justifications Weekly reporting includes site mapping, training & routines, action planning, deliverable tracking, and site four blocker

Home Loans & Insurance: Officer Team Manager

2010 2012

Managed a team of 12 associates Utilizing appropriate options such as Collections, Repayment plans, Modifications and/or Short Sale, deed-in-lieu, or Foreclosure, to cure the accounts based on customer's willingness and ability Supervise the execution of the appropriate curing actions and respond to the customer, investors and 3rd party-related inquiries Ensure the compliance with Federal Laws and Company guidelines in order to minimize losses and legal concerns Compile Team and departmental performance-related reports using MS Word and Excel Proven ability to coach, train, evaluate and counsel staff consistently

Small Business Direct Sales: Officer Team Manager

Managed a team of up to 30 associates Led the Charlotte management team with the highest LSR (Leader Success Rate) average for Q1

2009 2010

Track and manage site (8 customer service teams) sales numbers in order to report trends and any performance variation on weekly regional calls Created sales reporting and performance calculators in excel in order to generate sales and forecast monthly outcomes Worked directly with business partners in treasury management in the development and tracking of BA direct wire transfer pilot to ensure customer and associate accuracy and implementation Management duties include vacation tracking, conducting meetings, one-on-one meetings with team members, generating ideas for department and site sales blitzes, conducting performance conversations, handle all corrective action situations, call monitoring, coaching, and mentoring

Small Business Direct Sales: Officer Team Lead

2004-2009

Automated and maintained PMRR sales reporting which resulted in a reduction of 5 hours per week for management Analyzed and reported approximately 80k in unit sales annually and performed comparative analysis between sites to facilitate best practice sharing and process improvements Helped structure commercial loans for new and existing businesses based on their business plans, and their goals and objectives of the company while remaining in compliance with rigorous government lending regulations Developed financing options for existing businesses through the analysis of historical performance and projections of future goals and objectives Promoted the expansion, retention, and on-boarding of client relationships while collaborating with multiple internal areas and business partners

Small Business Customer Service Representative EDUCATION University of North Carolina at Charlotte, Business

2001 - 2004

2010 - 2012