Stefani Rothman

Experience

1. SVP Program Management Lead, Retail Business Banking

   Citi

   Nov 2021 — Present

   Coordinated Small Business Month in the branches, which included the Small Business Challenge (1,200 participants), Small Business Guide, and in-branch activities.• Responsible for creating and tracking all outbound calling campaigns for our BusinessRelationship Managers, including CD Maturity and BCA Utilization, resulting in ~ outbound 500 calls, per month. Rolled out a new systemic process for the digital leads, increasing the account open rate by 55%(8% to 12.5%).• Business Manager for Salesforce user stories and releases, including the addition of the MRC Dashboard, Needs Assessment Tool, and Prospect Screens. Created and managed all Business Banking Dashboards and Reporting, including the roll out of the Business Relationship Model, portfolio assignments and banker footprint. Project Manager for Salesforce content and updates as part of 1071 Dodd Frank.• Annual Training Coordinator for Business Banking, resulting in a 100% completion rate for the segment. Authored all Technology Release decks for Salesforce updates. Created content and delivered training on process related topics for Business Relationship Managers and Area Managers.• Community Reinvestment Act (CRA) representative for Business Banking, focusing on meeting thresholds and analyzing potential areas of opportunities.

Education

• Georgetown University McDonough School of Business

  MBA, Finance

  2004 — 2006

• University of Michigan - Stephen M. Ross School of Business

  BBA, Finance/Accounting

  1996 — 2000

Skills

• Portfolio Management
• Analysis
• Banking
• Risk Management
• Finance
• Commercial Lending
• Credit Analysis
• Derivatives
• Equities
• Financial Analysis
• Risk Analytics
• Analytics
• Credit
• Financial Modeling
• Fixed Income
• Forecasting
• Credit Risk
• Financial Risk
• Capital Markets