Michael Hartman PMP

Served as a Consultant by collaborating with internal and external parties to negotiate and manage multi-million-dollar project workstreams with external clients. Combined data and financial analysis, fresh market research, and stakeholder interviews to create dynamic presentations of insights, pitching decks to clients with impactful recommendations. Working primarily within the co-brand card space, customer acquisition strategies, and digital strategies.

Led oversight of 90+ revolving projects within Commercial Banking Regulatory Compliance (CBRC), appointing lead Compliance Officers, streamlining project assignments, and mitigating liabilities through proactive oversight and accountability frameworks.

Surpassed lending targets, leading a high-performing team through strategic coaching, mentoring, and leadership. Guided borrowers in underwriting loans, ensuring strict SBA compliance and leveraging industry knowledge to foster client relationships in a high-volume environment, resulting in increased productivity and customer satisfaction rate.

Managed resolution of 100+ daily support tickets, streamlining communication and delivering consistent, high-quality client service, improving resolution efficiency and maintaining client satisfaction.

Led educational initiatives for 400+ top Dallas real estate agents, streamlining commission disbursement processes, ensuring compliance, and fostering strong agent partnerships to optimize financial operations.

Led fraud investigation of 1K+ fraudulent account openings, analyzing banker sales data and drafting comprehensive reports for leadership, ensuring informed decision-making and mitigating risks.

Managed a portfolio of 150+ Small Business Administration (SBA) 7(a) loans, encompassing amounts ranging from $25K up to $350K, analyzing financial statements and hand-holding borrowers through the SBA loan process.

Directed underwriting for dealership loans and credit lines, utilizing due diligence tools (Lexis Nexis, OFAC, UCC searches) to provide actionable financial insights that enhanced dealership performance and compliance.

Delivered crucial preliminary risk analysis insights to the principal advisor, directly influencing strategic decisions for over 40 client portfolios in the realm of superannuation. HIGHLIGHT: Streamlined data systems, consolidating all client information into a seamlessly accessible platform, enhancing operational efficiency and data accessibility.

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