Lisa Sorcic

About Lisa Sorcic

Lisa has over 28 years of experience in the financial services industry with a career that started in 1996 at M&I Bank. Here she served in many roles, including database marketing, retail product development, and executive account manager of high profile affinity partnerships with the American Automobile Association, State Farm Bank and Swift Financial. In 2004, Lisa left M&I to pursue a career in consulting with Metavante (now known as Fidelity National Information Systems). Lisa was responsible for delivering technology solutions used to improve marketing effectiveness, foster steady sales growth and market expansion for 1,500+ core processing financial services clients. Several client success stories illustrating the efforts of her team were featured in Bank Technology News, Banking Systems & Technology and BAI Banking Strategies industry publications.The last 10 years of Lisa’s career has resided solely on the commercial side of BMO Harris Bank as a tenured and proven sales professional, taking home awards every year for over achievement of new client acquisition goals. Today, she serves in the role of Senior Payables Consultant, supporting commercial banking and treasury services teams across BMO’s Midwestern footprint. As a subject matter expert, Lisa’s mission is to help middle market to large corporate to capital market institutions unlock working capital, optimize processing efficiency and realize significant revenue share through the deployment of card based payment strategies. Prior to her financial services career, Lisa spent 6 years in the publishing industry as a Marketing Circulation Manager and graduated from Marquette University with a bachelor’s degree in Finance and Statistics in 1992. Lisa is an avid fan of international travel, the Milwaukee Brewers, and the Green Bay Packers. She grew up in Boulder Junction, WI and currently resides in Milwaukee with her husband Michael and dogs (Calvin and Hobbes).

Experience

1. Director - Senior Payables Consultant - Treasury & Payments Solutions

   BMO

   Oct 2012 — Present · Milwaukee, WI, US

   Develop new sales opportunities and deploy card based payments solutions with BMO commercial banking customers and large market organizations situated in the Midwest that generate revenues between $100MM and $2BB.I consistently reside in the top 3 for sold card spend volume, face to face appointments, collaboration with and referrals to internal partners, and net new banking relationships acquired.• 2018 - Transitioned from VP, Direct Sales to Director, Sr. Payables Consultant.• 2017 - Exceeded key performance goals and earned Top Producer Award for $107MM in sold volume.• 2016 - Exceeded key performance goals and earned Top Producer Award for $95MM in sold volume, contributing member of Drive For Results initiative, served as a new hire mentor, recommended for 2017 Senior Leadership Training program, first salesperson to deploy Bora Payer Direct Hub, and first sales person to win a mandate jointly with BMO SCF.• 2015 - Exceeded key performance goals with $75MM in sold volume, earned Road Warrior Award for F2F calls, retained and converted 20+ legacy M&I Visa programs, and delivered 9 referrals to internal partners.• 2014 – Exceeded key performance goals with $90MM in sold volume, earned Bulldog Award for Steinhalfels mandate, and introduced 3 net new commercial banking clients to BMO.

Education

• Marquette University

  Bachelor of Science, Finance, with Emphasis in Statistics and Economics

  1987 — 1992

Skills

• Commercial Banking
• Segmentation
• Sales
• Credit Risk
• Strategy
• Mobile Payments
• Payment Card Processing
• Financial Institutions
• Relationship Management
• Credit
• Finance
• Small Business Lending
• Mortgage Banking
• Retail Banking
• Mortgage Lending
• Commercial Lending
• Training
• Banking Relationships
• Cash Management
• Payments
• Treasury Management
• Credit Analysis
• Treasury Services
• Accounting
• Customer Acquisition
• Corporate Finance
• Mergers
• Call Centers
• Business Development
• Financial Analysis
• Loan Origination
• Lines of Credit
• Leadership
• Payment Systems
• Portfolio Management
• Mergers
• Competitive Analysis
• Loans
• Cards
• Marketing