Lauren Leonardi, CSM

About

I am a CSM/Product Manager that is passionate about improving the experience for both internal and external customers. My expertise lies in coordinating cross-functional teams, implementing innovative solutions, and driving operational efficiency.

Experience

• Aggregation Product Manager · Empower08-01-2024 – 12-01-2024
• Digital Product Manager · Independent Financial02-01-2023 – 08-01-2024

  Led an enterprise-wide project to enhance online account opening by introducing CDs, implementing new identity verification and funding integrations, and automating back-office tasks. Designed and implemented in-person account opening software, reducing the time to open by 60% from 25 minutes to 10. Maintained product roadmaps for digital banking, account opening and dispute processing systems.

• Digital Banking Application Analyst II · Independent Financial01-01-2022 – 02-01-2023

  Enhanced integration between account opening and core systems, eliminating 25% of manual tasks. Led a cross-functional project to consolidate dispute processing to a single system. Provided advanced technical support for digital banking, account opening and dispute processing systems. Created and maintained test scripts for account opening and dispute processing systems.

• AVP, Digital Operations and Analytics Manager · First United Bank02-01-2021 – 12-01-2021

  Developed a review process for Power BI reporting to promote consistency across the organization. Developed release strategies, test scripts and change documentation requirements for digital banking and digital account opening systems. Supported business account opening and treasury management onboarding implementations. Managed system and business analysts to drive digital enhancements and support operations leaders.

• AVP Analytics Manager, Deposit & Digital Operations · First United Bank09-01-2020 – 02-01-2021

  Identified metrics of interest and created balanced scorecards in Power BI for 5 operations departments. Created exception-based reporting, reducing quality control workload by 40%. Managed team of 3 business analysts to support operations department leaders.

Education

• Texas Woman's UniversityBachelor of Business Administration - BBA, Accounting

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