MICHAEL HARTMAN, PMP
Dallas, TX |- |-| linkedin.com/in/michaelehartman
P R O J E C T
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P A R T N E R S H I P S
C O M M U N I C A T I O N
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M A N A G E M E N T
C O N N E C T I O N
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S O L U T I O N S
Results-oriented Project and Partnership Manager with proven expertise in leading cross-functional teams, driving
stakeholder engagement, and managing large-scale projects from inception to completion. Adept at building strategic
partnerships that enhance organizational growth and deliver measurable business outcomes. Skilled at navigating complex
challenges, breaking down issues into actionable tasks, and anticipating project needs to ensure seamless execution.
PROJECT MANAGEMENT: Stakeholder Engagement | Scope Management | Risk Mitigation | Budget Management |
Project Life Cycle Management | Resource Allocation | Proactive Solutioning | Projections & Forecasting | Financial
Planning & Analysis | Process Improvement | Contract Negotiation | Agile & Waterfall Methodology
RELATIONSHIP MANAGEMENT: CRM | Strategic Partnership Development | Client Engagement & Retention | Client
Onboarding | Negotiation & Influence | Collaborative Problem Solving | Cross-Cultural Communication | Cross-Selling |
Opportunity Pipeline Development | Value Optimization | Global Experience | Active Listening | Client Loyalty Programs
PROFESSIONAL BACKGROUND & SELECTED CONTRIBUTIONS
Visa | Dallas, TX | June 2022 – April 2024
SENIOR CONSULTANT
Served as a Consultant by collaborating with internal and external parties to negotiate and manage multi-million-dollar
project workstreams with external clients. Combined data and financial analysis, fresh market research, and stakeholder
interviews to create dynamic presentations of insights, pitching decks to clients with impactful recommendations. Working
primarily within the co-brand card space, customer acquisition strategies, and digital strategies.
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Led a comprehensive analysis of credit approval rates and spend categories, identifying key improvement areas that
resulted in $364M in potential additional card spend/revenue for a multinational entertainment company.
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Orchestrated a cross-functional project to optimize on-premise acquisition strategies and reinforce stakeholder
relationships, increasing potential card spend by $60M.
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Spearheaded extensive market research on 100+ cobrand cards, synthesizing insights on market trends and app UX
landscape. Enabled clients to refine strategies, enhancing customer engagement and acquisition.
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Drove business expansion by co-developing strategic thought leadership with senior directors, identifying cross-selling
opportunities, and presenting data-driven action plans that aligned with future market trends.
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Consistently recognized by clients and stakeholders for outstanding communication, delivering actionable insights and
strengthening long-term partnerships through proactive relationship management.
Wells Fargo Bank | Remote | March 2021 – April 2022
COMPLIANCE ENGAGEMENT MANAGER
Led oversight of 90+ revolving projects within Commercial Banking Regulatory Compliance (CBRC), appointing lead
Compliance Officers, streamlining project assignments, and mitigating liabilities through proactive oversight and
accountability frameworks.
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Attained a 99% compliance coverage rate by instituting preemptive communication protocols and closing coverage
gaps, resulting in a <5% exception margin and strengthening regulatory adherence.
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Cultivated team cohesion and engagement through targeted communication strategies, aligning cross-functional
stakeholders and management to optimize project workflows and maintain high team morale.
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Boosted operational efficiency by leading after-action reviews and implementing process improvements, increasing
project completion speed and reducing redundant workflows across compliance teams.
U.S. Small Business Administration | Remote | May 2020 – March 2021
SENIOR LOAN OFFICER – TEAM LEAD
Surpassed lending targets, leading a high-performing team through strategic coaching, mentoring, and leadership. Guided
borrowers in underwriting loans, ensuring strict SBA compliance and leveraging industry knowledge to foster client
relationships in a high-volume environment, resulting in increased productivity and customer satisfaction rate.
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Led a team in surpassing lending goals by 20%, processing 40+ loans daily, amounting to up to $2M in loans per day.
Spearheaded financial evaluations of 1000s of business loans under the CARES Act COVID-19 funding, ensuring
compliance and timely loan disbursement for affected businesses.
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Managed a revolving portfolio of 20+ loans ($25K-$2M), applying crisis management strategies to support businesses
impacted by natural disasters. Established clear processes and expectations for clients, ensuring retention and timely
disbursement of financial aid during high-pressure situations.
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Mentored and trained Junior Loan Officers, leading quality assurance audits to maintain strict SBA standards.
Improved loan processing accuracy by 15%, ensuring compliance and elevating team performance through regular
feedback and skill development.
SimplrFlex | Remote | August 2019 – December 2020
CUSTOMER SUCCESS MANAGER
Managed resolution of 100+ daily support tickets, streamlining communication and delivering consistent, high-quality
client service, improving resolution efficiency and maintaining client satisfaction.
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Cultivated strategic partnerships with 20+ major retailers and tech companies, leading customer success initiatives
and driving a consistent 4.9+ review score through exemplary service and operational improvements.
Compass Real Estate | Dallas, TX | January 2019 – July 2019
COMMISSION MANAGER
Led educational initiatives for 400+ top Dallas real estate agents, streamlining commission disbursement processes,
ensuring compliance, and fostering strong agent partnerships to optimize financial operations.
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Developed and implemented comprehensive training programs for 400+ agents, aligning them with financial and
regulatory processes, resulting in increased efficiency and adherence to compliance standards.
Wells Fargo Bank | San Francisco, CA | December 2016 – July 2018
SENIOR FRAUD INVESTIGATOR – TEAM LEAD
Led fraud investigation of 1K+ fraudulent account openings, analyzing banker sales data and drafting comprehensive
reports for leadership, ensuring informed decision-making and mitigating risks.
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Drove a 25% improvement in team efficiency by implementing optimized tools, enhancing data analysis processes,
and reallocating resources to streamline fraud investigations.
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Recognized for impactful training initiatives that improved junior analysts’ investigative skills, contributing to overall
team success and higher fraud detection accuracy.
General Motors Financial Corporation | Irving, TX | December 2014 – April 2016
COMMERCIAL CREDIT ANALYST – TEAM LEAD
Directed underwriting for dealership loans and credit lines, utilizing due diligence tools (Lexis Nexis, OFAC, UCC searches)
to provide actionable financial insights that enhanced dealership performance and compliance.
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Led underwriting for $2M-$50M credit lines, overseeing 80+ GM franchised dealerships and representing 15% of the
total commercial funding portfolio, ensuring adherence to financial and operational goals.
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Collaborated with engineering teams to drive digital transformation, implementing new credit software that
streamlined underwriting processes and enhanced operational efficiency across commercial lending.
EDUCATION & CERTIFICATIONS
Project Management Professional (PMP) | Project Management Institute
Real Estate Development Certificate | Cornell University
B.B.A in Finance, Cum Laude | University of Texas at Arlington
