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Professional Career Summary

I have twenty plus years of work experience in the Financial Institutions Services sector with specific roles in Bank Operations, Line Management, Project Management, Product Development, Client Implementation, Customer Service, and Strategic Planning among other assignment capacities. My career path bridged from Operations Management at a Top 25 Bank to a .com start-up focused on the delivery of web-based software applications for ‘mom and pop’ financial institutions. 

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During my most recent role as a Chief Operating Officer, for a Technology Service Provider, I led the Software Development, Quality Assurance, and Information Technology teams facilitating the stable and reliable delivery of all web-based products and services.  In addition, worked closely with all other company resources from Audit to Support to Sales to ensure a consistent, uniform approach and strategy was present among all facets of the company.

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I now intend to utilize my experience and knowledge to help other organizations meet and exceed their respective goals where formalization, change management, or process improvement, among other critical capabilities are needed.  The following information below provides an overview of some of my accomplishments and career background.   

Document Formalization

  • Business Continuity Management Booklet - 2021

  • Change Management Program Launched – 2020

  • Biometric Installation Upgrade Manual - 2019

  • Information Security Program Launched – 2018 

  • Client Change Request Procedures - 2017

  • Cash Management Implementation - 2011-12

  • FTP Processor Relationship Procedures - 2011

  • Check 21 Client Onboarding and Training - 2006-09

  • Private Image Exchange Product Launch - 2006

  • Check 21 Employee Training - 2004-05

  • Check 21 Functional Requirements - 2004

Project Management

  • Universal Power Supply Upgrade - 2021

  • 10K+ Biometric User Solution Upgrade - 2019-20

  • Company Head Quarters Relocation – 2017-18

  • Regional KS Community Bank IT Overhaul - 2013-14

  • CCUs' US Central Dissolvement Migration – 2011-16

  • UCD x9 Standard Implemented - 2008-09

  • Inhouse Check 21 Solution Migration - 2007-08

  • Community Bank Check 21 Implemented - 2006-09

  • Commercial Bank Check 21 Implemented - 2004-05

  • TRIPs Reject Repair Implemented - 2003-04

Operational Efficiencies

  • CMEC Deployment 93% Success Rate - 2021

  • 24x7x365 System Uptime of 99.9999...% - 2017-22

  • OnWe® 1 Billionth Item Processed – 2014

  • OnWe® Receipt Sort Ratio 40% - 2009 - Ongoing

  • IP output up 34%:direct unit costs down 23% - 2004

  • 1RL Deadline Met 92% Success Rate – 2002-03

  • 25% reduction in reconciliation adjustments - 2002

  • Recon drop account reduced 53%:$130K saved - 2002

Career Achievements

Holding Notes
Designing Together
Wall of ideas

Career Roles and Responsibilities

Juniper Payments, Wichita, KS                                                                                                                                                                  
Chief Operating Officer                                              11/07/17 – 09/16/22
Led the Software Development, Quality Assurance, and Information Technology teams responsible for the delivery and sustainability of various Software as a Service product offerings held to a 24x7x365 availability standard that are deployed to nearly 3,500 Financial Institutions across the contiguous United States.  Forecasted, prepared, and managed largest organizational budget for IT department.  Promoted companywide vision of Executive Management team and Board of Managers.  Coordinated with the Internal Auditor and Compliance team on required actions or remediations associated with findings from internal, SOC, or Federal examinations.  Assisted Sales and Support teams as Check 21 subject matter expert.  Served as project stakeholder for all customer implementations, product migrations, or service updates.    

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Operations Officer                                                    04/30/09 – 11/06/17
Role and responsibilities expanded to providing operational support and managing customer implementations of all companywide products and services, including flagship cash management web application.  Managed and completed eleven Corporate Credit Union product and services migrations due to the government dissolvement of the US Central Federal Credit Union agency in 2009.  Developed and implemented third-party processor connectivity procedures resulting in inter-agency expansion to nearly 75 financial industry processors.  Continued focus on the growth of the OnWe Image Exchange Network, while formalizing operating procedures and processes.  Coordinated and implemented the image exchange relationships with Top 25 banks such as Bank of America, JP Morgan Chase, US Bank, and Wells Fargo. 

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Electronic Check Project Manager                            02/13/06 – 04/29/09
Charged with the client-wide adoption and implementation of Check 21 image technologies such as IRD Acceptance, Remote Capture, and Image Exchange within the community bank market, resulting in the successful launch of the OnWe® Image Exchange Network in October 2006, that grew to a 20 million item/month virtual sort engine in a five-year period, and sustains a lifetime 39% OnWe Receipt sort ratio.  Created the overall product launch plan.  Established customer, vendor, and processor relationships, while facilitating weekly implementation meetings.  Assisted the sales and marketing efforts by participating in customer road shows to promote the network. Documented all Check 21 based requirements, processes, procedures, and operations manuals.
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Fifth Third Bancorp, Cincinnati, OH                                                                                                 
Operations Officer, IP Business Analyst                     09/06/04 – 01/31/06
Supported the IT Project Life Cycle methodology for implementation of key image technology strategies including:  Prime Pass Image Capture, IRD Acceptance, Image Exchange, Remote Capture, and Image P.O.D.   Completed and submitted documentation for Business Requirements, User Requirements, Security Roles, and User Acceptance Test Plan and Scripts.  Updated the operational procedures, developed the staff and management training programs, coordinated hardware install and department build-outs, and assisted with production ramp up plan for each initiative.  Served as Corporate IP support for image initiatives implemented at remote processing sites in Grand Rapids, MI, Chicago, IL, Evansville, IN, and Toledo, OH. 

 

Operations Officer, IP Area Manager – 2nd shift        09/22/03 – 09/05/04
Coached three production line managers responsible for the following functional areas:  Sorter Operations, Reject Repair, and Reconciliation.  Communicated department and processing standards, objectives, and goals to direct reports.  Provided overall vision for 51 non-exempt reports.  Served as the IP Quality Analyst to Depositor Services, Financial Institutions, and Cash Management Systems.

 

​Operations Manager II, IP Line Manager – 3rd shift    08/19/02 – 09/21/03
Managed functional areas that were directly responsible for completing the SuperMICR paper release (1RL), which served as the catalyst to all Bancorp accounts being updated for same-day posting.  Communicated processing standards, objectives, and goals to 35 non-exempt reports regarding reject-reentry and balancing techniques.  Updated department procedures.   Implemented single-pass automated OLRR processing during off-shift production. ​

 

Operations Manager, IP Line Manager – 2nd shift       08/27/01 – 08/16/02
Managed functional areas that were directly responsible for receipt, prime pass capture, and distribution of 2.5 million items/day.  Communicated processing standards, objectives, and goals to 17 non-exempt reports regarding production and quality metrics.  Implemented and supported employee cross-training initiative for improved team performance. 

 

Operations Associate                                               08/28/00 – 08/26/01 Participated in a twelve-month management-training program.  Rotations included:  Item Processing (corporate and Indianapolis, IN), Fifth Third Processing Solutions, and Call Center.  Developed and implemented process improvements.  Identified methods to reduce operational costs.  Developed the ability to improve employee performance while managing daily processes.  

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