Jay Gala, MBA

Experience

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  KeyBank

  Mar 2010 - Dec 2013

  Client Relations Representative II

  - Perform Teller duties and oversee daily teller functions and scheduling- Ensure all branch operations are effective and compliance requirements are met- Provide coaching to the branch teller staff to meet client service objectives - Assist platform staff with account opening and loan processing, as well as provide maintenance activities to customers

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  Regions Financial Corporation

  May 2014 - May 2015

  Branch Service Leader

  - Achieves branch targets and goals by proactively identifying customer needs and providing advanced level guidance and perspective- Provides consistent and timely coaching and guidance to junior-level bankers to assist with strengthening their product knowledge and identifying customer needs- Resolves escalated customer and associate issues, including scheduling, counseling associates, and input into hiring decisions

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  State of Indiana

  May 2015 - Dec 2017

  Accountant

  - Prepare, examine, and analyze accounting records and financial reports to assess compliance with procedural standards- Process billing and payment for Indiana Department of Environmental Management licensing and invoices- Reconcile complex discrepancies between accounts and notifies the appropriate department or supervisor of errors- Establish work methods and control measures for accounting/bookkeeping functions

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  Indiana Department of Financial Institutions

  Dec 2017 - now

  Financial Examiner

  - Examine the safety, soundness, and level of compliance of state chartered financial institutions.- Assist in evaluating financial institution management and quality of loans and securities by reviewing records and consulting with management.- Write summary reports on findings, meet with bank Executives and Board of Directors to summarize conclusions and recommendations. - Mentor new examiners to help train and guide during examination processes.Certifications/Professional Training:• Certified Credit Examiner (CCE) – Conference of State Bank Supervisors (CSBS)• Certified Operations Examiner (COE) – Conference of State Bank Supervisors (CSBS) • Introduction to Financial Institutions Examinations – Federal Deposit Insurance Corporation (Arlington, VA)• Financial Institution Analysis School – Federal Deposit Insurance Corporation (Arlington, VA)• Asset Liability Management School – Federal Deposit Insurance Corporation (Arlington, VA)• Loan Analysis School – Federal Deposit Insurance Corporation (Arlington, VA)• Examination Management School – Federal Deposit Insurance Corporation (Arlington, VA)• Investments and Bank Management – American Bankers Association Show less