Rebecca Gates

Platform Lead and Major Accounts, Strategic Alliance Team, Compliance Systems, Inc.

Role: Platform Lead and Major Accounts, Strategic Alliance Team at Compliance Systems
Location: Grand Rapids, MI, US
LinkedIn followers: 500 followers

About Rebecca Gates

Document management senior leader with more than 20 years’ experience in business development, project management, and account administration. Provided consulting and ongoing services to Fortune 500 and Global 500 clients in Banking, Financial Services, Mortgage Services, Pharma, Healthcare, Energy, Information Systems, Technology, Automotive, and Insurance. Also worked with Am Law 200 law firms and federal and state government entities. Adept at understanding client document requirements and workflows and applying appropriate technologies. Able to effectively communicate and collaborate with clients, partners, and internal teams across all areas — Operations, IT, Legal, Finance, Procurement, and Sales — to drive and successfully implement solutions. KEY SKILLS AND EXPERTISE • Client Services • Partner and Vendor Management• Project and Program Management• Solution Design • Technical Documentation• Business Development• Contract Negotiation and Management • Resource Allocation• Cross-Functional Communications • Cost Estimating and Pricing• Data Capture and Processing• Document Imaging • Data and Image Hosting

Experience

Platform Lead and Major Accounts, Strategic Alliance Team
Compliance Systems
Jul 2014 — Present · Grand Rapids, MI, US
Compliance Systems, Inc.(CSi) leads the financial services market with innovative compliance solutions, professional services, and industry-leading technology to provide a best in class transaction risk management to lenders. CSi’s solutions leverage a single, data-driven system, to dynamically assemble accurate and compliant documentation for all key business lines including VA, FHA, Fannie Mae, Freddie Mac, home equity, consumer lending, commercial lending, deposit, and IRA accounts.• Project manage integration of CSi solutions with financial services technology partners.• Drive successful implementation and management of CSi technology in medium to large financial institutions. • Interact daily with internal teams, clients, and partners to address ongoing requests regarding CSi\'s technology and compliance solutions.• Provide professional services to clients – including conducting thorough reviews of client documents, presentation of the results, recommending options, and conducting applicable training.

Education

Calvin University
BS and BA, Biology and English
1987 — 1992

Skills

Project Management
Salesforce.com
Outsourcing
Enterprise Software
Contract Management
Sales Process
Litigation Support
Solutions Design
Lead Generation
Vendor Management
Clearwell
Document Imaging
Document Management
Rfp
Contract Negotiation
Professional Services
Crm
Outsourcing Management
Pricing
Indexing
Relativity
Solution Selling
Esi
Edrms
Saas
Ipro

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