Joanna L,Construction Executive Online is a career management center for construction executives."> Joanna Beck

Name : Joanna Beck
Industry Type : Related Professions
City & State : Charlotte, NC
Job Title Vice President
Relocation Preferences :
Objective :
Resume :  
Joanna L. Beck

C: 702.804.2634joanna.beck[AT]gmail.com2189 Belle Vernon Avenue
H: 704.551.6299 Charlotte, NC  28210
Operations Director / Strategy Manager


Versatile, results-oriented leader with over fifteen years experience in managing customer and partner relationships, delivering solutions, and maintaining financial control. Tenacious and persistent; a systematic planner and goal achiever. Exemplary communication skills, both written and verbal. High energy level, strong take-charge ability and follow through.



  • Client Relations

  • Executive Presentations

  • Financial Analysis

  • Strategic Planning

  • Program Management

  • Contract Negotiation

  • Risk Management/Analysis

  • Budgeting

  • Personnel Management


Professional Experience


2007 – Present

One of the world’s largest financial institutions with operations in over 40 countries and $11.4B net income in 2013.


Vice President, Cross-Consumer Issues Program Manager, 2013 - Present

Member of 4-person team driving integration across the Consumer Banking and Legacy Asset Servicing (LAS) businesses. Introduced new multi-variable analysis method to evaluate convergence risk for both customers and employees, producing  in-depth, actionable information for business decision making.


  • Cultivated relationship with Wealth Management partner to ensure clients’ needs differentiated in Retail Consumer projects. Educated partner on project details and facilitated Wealth Management inclusion in design.

  • Initiated new relationships with Banking Center capacity team, Customer Experience team, and LAS. Developed specialized analysis and reporting to augment their understanding of convergence risk in specific areas, successfully integrating previously isolated teams into overall Consumer Bank risk analysis.

  • Evaluated Consumer Bank project convergence risk using analytical hierarchy process and communicated results to business leaders. Created new visual representation of convergence risk, identifying potential deployment congestion and better timing options.


Vice President, New BAC Program Manager, 2012 - 2013

High-profile program management position pursuing internal expense reductions closely followed by Wall Street analysts. Challenged to implement new reporting structure, monitor progress, and influence across the organization.


  • Promoted new road mapping tool to Consumer Bank leaders and successfully implemented new reporting process. Partnered with project teams to craft concise, actionable roadmaps to achieve $100MM expense reduction goals. Networked with leaders to investigate progress and worked “outside the matrix” to eliminate roadblocks.

  • Conducted Banking Center visits to discern feasible strategies to achieve expense reduction goals. Attended market research sessions to learn employee and customer preferences. Educated leaders on findings, resulting in narrowed focus on options with highest potential for success.

  • United with Resource Planning and Finance to determine necessary transaction reductions to achieve goals. Collaborated with Online Mobile, Problem Resolution, ATM, Marketing, and Customer Experience teams to determine necessary capacity/new tools/etc. Created control plan to track progress and endeavor success.


Vice President, Customer Segment Strategy Consultant, 2010 - 2012

Created Weekly Business Outlook for President of Consumer Bank, Leadership, and 1,200 recipients across BAC. Implemented new processes for team and 20+ content providers to ensure consistent publication time. Managed 3 consecutive MBA Leadership Development Program members.


  • Built relationships with diverse contributors to obtain business information. Constructed coherent executive report by meeting with providers, reviewing submissions, and negotiating revisions to ensure accuracy and relevance.

  • Analyzed economic indicators and reported on findings, incorporating BAC results. Housing industry insights used in fall 2010 BAC CIO presentation for Fed Chairman Bernanke.

  • Researched and reported industry news, trends, and competitor activities. Provided competitor analysis for business partners’ strategic planning initiatives.


Vice President, Group Operations Manager, 2009 - 2010

“Do-everything” leader for ramp up and on‑site management of new first mortgage fulfillment site in Charlotte. Managed over 100 associates, implementing team and management structure. Communicated with sales associates and customers to ensure smooth loan fulfillment process.


  • Maximized relationships with HR, Workplace Management, Site Leaders, and site support staff in order to engineer hiring, training schedule & logistics, out-of-town support, and site logistics for new mortgage fulfillment site. First loan sent to closing less than one month after associates’ training start date.

  • Exceeded first month funding goal by 299% and almost doubled first month’s fundings in second month. Achieved second lowest quality defect rate out of five fulfillment sites over same time period.

  • Led team that transitioned specialty product volume from Distributed Fulfillment Channel to Centralized Fulfillment Channel. Coordinated volume ramp up, technology changes, and sales & fulfillment associate training in 4 weeks. Collaborated with sales, process design, and fulfillment to achieve short timeline.


Assistant Vice President, Business Support Manager, 2007 - 2009

Performed monthly first mortgage centralized fulfillment capacity modeling and presented results to leaders, improving existing capacity models to run more efficiently and effectively. Facilitated weekly meetings between leaders to discuss first mortgage fulfillment staffing needs and excesses, resulting in more efficient transfer of associates between channels.


  • Determined capacity requirements due to increased first mortgage volume to support necessary expansion mentioned in Ken Lewis (CEO) 1/16/09 company-wide memo. Communicated capacity plans to leadership by creating weekly staffing action plan to track adherence to capacity planning and direct expense reduction challenge.

  • Partnered with HR and Workplace Management teams to accommodate quick staffing ramp-up due to refinance boom. Monitored existing requisition status, staff, and potential future needs based on capacity analysis, and provided multiple views of data and analysis for weekly executive calls.

  • Originated weekly report for First Mortgage Sales to track collection of POS application fees and payment information resulting in $8MM potential revenue increase.


INTEL CORPORATION, Folsom, CA            Summer 2006

World’s largest semiconductor chip maker with $52.7B net revenue in 2013.


Corporate Finance Intern

Created new corporate overhead allocation methodology for entire company using activity-based cost technique.


  • Achieved more transparent business unit P&L statements as a result of new accounting methodology. Solicited approval from all levels of management.

  • Organized and led summer intern outing in San Francisco to introduce the area to, and foster candid conversation between, interns and full time employees.


THE WHITING-TURNER CONTRACTING COMPANY, Las Vegas, NV               2000 – 2005

Engineering News Record top 15 domestic building contractor with portfolio spanning 20+ market segments across the US.


Project Manager

Led 15-member, multi-company team that revised and tested smoke evacuation and fire alarm system for 1.3MM square foot building. Personally managed over $50MM of $135MM fast-track project as part of 5-member management team.


  • Achieved Fire and Building Department turnover 30% ahead of industry standard schedule. Adhered to planned 16-month schedule despite 40 days of weather delays and 3 months of city utility delays. Enabled owner to meet lending requirements for future phases.

  • Handled multiple subcontractors, including bidding, contract negotiation, and site supervision. Successfully developed new relationships with field management, office management, and company executives.

  • Awarded company-wide Quality Control award for managing $12MM structural steel design and construction in high-profile Las Vegas Boulevard project. Cultivated enduring relationships with Engineer and Architect.


BOVIS LEND-LEASE, INC., Washington, DC               

1998 – 2000

One of the world’s leading project management and construction companies, with expertise in a broad range of sectors.


Assistant Project Manager

Assisted in creation of first local Guaranteed Maximum Price contract with national client. Developed, bid, and negotiated subcontracts within the scope of this agreement for highly publicized mixed-use project.


  • Supervised exterior private residence construction for Principal of national client, developing relationships with owner, designer, and contractor within days of first meeting. Discretely handled work and payments so family could enjoy weekend home.

  • Managed $1MM National Park Service renovation for neighborhood improvements prior to mixed-use project opening; park used in 2nd season of “West Wing” NBC television show.




Master of Business Administration, 2007 


Ithaca, NY
Bachelor of Science, Structural Engineering, 1998 



  • Recipient of The President’s Volunteer Service Award for 2012 and 2013

  • 24 Hours of Booty participant, Charlotte Women’s Soccer League member

  • Secretary, Park South Station Homeowners Association Board of Directors

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