Phillip Scott Navarro
CCBX | Fintech Leader | Banking as a Service
- Role
- SVP Director Operations at Coastal
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Phillip Scott Navarro
Accomplished Financial Services Leader with 15 years of banking industry experience in Retail Banking, Business Development, Operations Management and Client Relations. Concentrations within DeNovo markets, Project Management and Lean Management practices. Proven expertise in building and leading highly skilled and motivated teams that have delivered sustainable results against financial and customer service metrics. Specialties- Lean Management Practices- DeNovo Markets- Customer Experience - Employee Engagement- Project Management- Business Banking- Treasury Management- ACH - Staff Training, Mentoring & Coaching- Customer Relationship Building- Client Needs Fulfillment- Problem Identification/Analysis- Staffing and Recruiting- Business Process Optimization- Robotic Process Automation - Mergers & Acquisition branch network conversion
Experience
SVP Director Operations
Dec 2023 — Present
I am a strategic and results-driven Director of Operations within Coastal Community Bank\'s (CCBX) division, where I manage, coordinate, and direct all aspects of our Operations Department. With over 15 years of experience in banking and fintech operations, I am passionate about driving efficiency and high performance in the rapidly evolving Banking-as-a-Service (BaaS) and payments landscape.
Education
DePaul University
Project Management Certificate Program PMBOK 5th Edition, Project Management
2013 — 2014
Purdue University Calumet
Bachelor of Business Administration (BBA), Business Administration and Management, General
1996 — 2002
Skills
- Commercial Lending
- Cold Calling
- Deposits
- Payments
- Treasury Management
- Customer Service
- Training
- Financial Analysis
- Retail Banking
- Business Development
- Loan Origination
- Credit Cards
- Ach
- Merchant Services
- Cash Management
- Small Business Lending
- Commercial Banking
- Refinance
- Coaching
- Cross Selling
- Financial Services
- Crm
- Employee Training
- Sales Management
- Lines of Credit
- Management
- Team Building
- Finance
- Staff Training
- Customer Experience
- Loans
- Business Management
- Hiring
- Underwriting
- Time Management
- Credit Risk
- Branch Management
- Customer Relationship Management (Crm)
- Branch Banking
- Employee Engagement
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