
Jody James
Lending Assistant

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About me
PSDM - Partner Service Delivery Manager at HP
Education

Southern New Hampshire University
2015 - 2020Bachelor of Science - BS Business Administration
Experience

First Security Bank
Feb 1996 - Jul 2000Lending AssistantMember of the original team, which launched centralization of the Small Business Center to Boise, Idaho; Researched accounts to create customer profiles in processing for Small Business Loans; Interacted with customers to manage account activity.

Hewlett Packard Enterprise
Oct 2000 - May 2017Managed $25-75M AMS regional budget. Analyzed actual expenses to budget to isolate areas requiring additional focus i.e. Call Center, Labor, Material.• Authored professional correspondence to partners and management detailing areas of concern and recommendations for improvement.• Analyzed operational driver data to develop a solid baseline driving accuracy in budgeting and forecasting. • Created automated excel tool, reducing analysis time by 20%.• Created budget analysis to promote visibility of financial drivers, created more detailed and accurate budgeting system and saw continued improvement in the overall bottom line. • Successfully incorporated international companies into monthly billing procedures without any interruptions through facilitation of a 30 day training on standard billing practices.• Detailed analysis led to increased accuracy in monthly forecasting. • Leveraged database knowledge to expedite the restatement process by 40%.• Significantly improved working trust and reliability by initiating conversations with internal customers to address concerns and receive feedback. Show less Provided daily support to executives and their staff members. Support ranged from e-mail and calendar management, meeting ownership, organization and facilitation of presentations, spreadsheet preparation, as well as, Plan Of Record and Focal Point Review collaboration and facilitation.• Analyzed Voice of the Workforce results and owned action plans driving an increase in overall employee satisfaction resulting in a 3% year-over-year increase.• Expert on internal communications, provided training on internal branding guidelines.• Created expert level Power Point presentations adhering to all company branding requirements.• Developed and facilitated quarterly training on new policies and procedures for groups of 20-30 managers and 300+ employees. Show less
Services Segment Manager
May 2007 - May 2017Administrative Assistant
Oct 2000 - May 2007

Modis
Dec 2017 - Jul 2018Program Manager
HP
Jul 2018 - nowPSDM - Partner Service Delivery Manager
Licenses & Certifications
- View certificate

Explorer
HPOct 2020
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