Julia Ulmer

Julia ulmer

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location of Julia UlmerCharlotte, North Carolina, United States
Phone number of Julia Ulmer+91 xxxx xxxxx
Followers of Julia Ulmer364 followers
  • Timeline

    Jun 1987 - Mar 2016

    SVP, Business Support Executive

    Bank of America
    Charlotte, North Carolina Area
    Jun 2017 - Mar 2018

    Contractor, Business Support Manager

    Apex Systems
    Apr 2018 - Jul 2020

    Business Control Manager

    Bank of America
    Current Company
    Aug 2020 - now

    Retired

    Retired
  • About me

    Retired

  • Education

    • Unc kenan-flagler business school

      1983 - 1987
      Bsba business/operations
  • Experience

    • Bank of america

      Jun 1987 - Mar 2016

      Supported Consumer Marketing Executive with leadership routines and communications, speaking engagements and team gatherings as well as operations oversight of the ~700 Consumer Marketing associates. • Responsible for completion of key Consumer Marketing deliverables (100% on-time completion of regulatory and compliance training, emergency readiness and response plan, etc.)• Responsible for overall Consumer Marketing space management nationwide, adherence to the annual travel budget and the tracking as well as correction & education of the marketing error review process• Developed a communications framework that ensured timely and consistent messaging across the consumer marketing organization Developed agendas and facilitated weekly leadership meetings • Managed and facilitated meetings and routines that connected business support managers across the Consumer Marketing product and channel teams• Developed presentations for the Consumer Marketing Executive to share with the Consumer Marketing team, business partners and other groups across the company• Organized and executed meetings for 700+ consumer marketing team mates and business partnersManaged 2-member team responsible for:• Product marketing business support (error tracking, travel budgets, weekly product marketing update)• Annual marketing score card development and monthly maintenance• Monthly marketing business review• Handling general information resource and issue resolution Show less Managed team providing business support to all the mortgage marketing product and channel teams. Responsibilities included compiling and facilitating monthly Marketing business reviews; managing agency scope of work development and reconciliations; design and development Marketing score card. Notable accomplishments included:• Developed end-to-end Marketing Operating Model to streamline workflow and reduce redundancies• Developed, managed and facilitated mortgage marketing governance process• Marketing project lead for the review & disposition of almost 2,500 legacy Countrywide marketing and sales support materials• Mortgage marketing lead for design and development of new internal invoice processing system Show less Manager of team supporting more than 2,000 retail mortgage sales associates. Responsible for support of all sales tools and materials, as well as the retail marketing elements of all projects, including:• Marketing team lead for design and development of an integrated marketing platform supporting personalized and compliant direct mail and email functionality • Developed a process to track and disposition over 500 pieces of marketing materials and enable timely Legal and Compliance updates• Marketing lead for the design and development of enhanced sales force websites, including lead capture and a mini application• Developed and executed the first formal process for gathering sales force feedback on marketing tools and programs; received 30% response rate. The feedback drove the annual strategic marketing plan Show less

      • SVP, Business Support Executive

        Aug 2010 - Mar 2016
      • SVP, Business Support Manager

        Jan 2007 - Jul 2010
      • VP, Retail Marketing Manager

        Jan 2006 - Dec 2006
      • Various Positions

        Jun 1987 - Dec 2005
    • Apex systems

      Jun 2017 - Mar 2018
      Contractor, business support manager
    • Bank of america

      Apr 2018 - Jul 2020
      Business control manager

      Responsible for associate readiness and adoption in the Anti-Money Laundering (AML) unit of Global Banking and Markets

    • Retired

      Aug 2020 - now
      Retired
  • Licenses & Certifications

    • Six sigma

      Bank of america