Sineca Jefcoat

918-691-6836
sinecaj@gmail.com

Profile
 Eleven years’ experience implementing Salesforce.com (Salesforce) enhancements, process
improvements, sales process efficiencies and supporting other system projects related to Salesforce
data.
 Commercial Banking Division business liaison responsible for the executing projects and maintaining
relationships with functional teams including Sales, Internal Audit, Risk Management, the Office of
Data Management, Credit Administration, Finance, Human Resources, Information Technology, and
Vendor Management.
 Certified Project Management Professional (PMP) with Prosci Change Management Certification and
three years’ experience as Agile Product Owner.
 Conceptual and analytical thought minded person who thrives in a learning, collaborative and
results driven environment.

Experience
Director, Commercial Strategic Initiatives – BOK Financial, Tulsa OK ▪ October 2018 – March 2022
 Project lead for the Commercial Banking Division in our upgrade of the Salesforce platform to
Salesforce’s Financial Services Cloud, integration with a new customer master data management
application and partnership with the Talent and Development team to deliver related training.
 Project lead for the Commercial Banking Division in the Target Operating Model Design and nCino
Platform alignment engagement with a third-party implementation partner to document process
and organizational alignment. The project produced a current and future state roadmap to
transform the organization over a 5-year period.
 Organized nCino loan transformation demos with stakeholders and workshops with end users to
explore and inform on nCino capabilities; ultimately leading to project approval.
 Agile Product Owner over the Salesforce platform focused on driving efficiencies around data and
process. Key enhancements included: more intuitive user interface, granular insight into individual
client and related subsidiary financial accounts, and data quality indicators accompanied with
processes to resolve discrepancies across disparate systems.
 Partnered with the Office of Data Management to consolidate and transform data from multiple
systems into a single customer view so that data could be aggregated and viewed at an enterprise
level inside of Salesforce for house-holding, risk analysis and cross-sell.
 Executed Salesforce on-boarding for the Mo-Bank and Co-Biz bank acquisitions which required CRM
data conversion and sales process training.
 Vendor Relationship Manager responsible for leading a team with members from Credit
Administration, Finance, IT and the line of business to document the Asset Based Lending process,
evaluate technologies and select a vendor to support the program.
Salesforce Strategy Manager/Analyst – BOK Financial, Tulsa OK ▪ July 2013 – October 2018
 Salesforce Product Owner supporting revenue generating efforts including a market expansion
initiative, rollout of an internal referral program, delivery of client revenue data supporting cross sell
and enhancements to improve usability with Salesforce 1 Mobile and Salesforce for Outlook.
 Vendor Relationship Owner project lead for vendor evaluation to support specialized lending
practices for the Commercial Finance/Heavy Equipment including documenting processes and
gathering system requirements leading to the selection of Solifi.
 Vendor Relationship Owner responsible for evaluating, implementing and/or managing
enhancements for several Commercial Banking Division tools including: Salesforce.com, Lending
Cloud, IBIS World, LTI Technology Solutions, Solifi, Experian and Dun & Bradstreet Optimizer and
Hoovers.

Salesforce Administrative Associate /Analyst– BOK Financial, Tulsa OK ▪ October 2010 – July 2013
 Developed role specific Salesforce training and designed reports and dashboards for client
management including sales pipeline and activity tracking.
 Partnered with managers in Corporate, Treasury, Commercial, Wealth and Marketing to conduct
sales campaigns in Salesforce resulting in 1.6 MM in reported revenue.
 Implemented custom Relationship Groups in Salesforce providing visibility into the total value of a
client relationship that contained multiple entities.

Credit Services Business Analyst II – BOK Financial, Tulsa OK ▪ April 2009 – October 2010
 Produced Key Performance Indicator (KPI) reporting related to volume and productivity to support
workflow management for Credit Services.
 Directed collaborative committees focused on strategies to support corporate objectives and
process improvement.

Credit Services Document Processor – BOK Financial, Tulsa OK ▪ January 2008 – April 2009
 Managed work distribution to the loan processors using internally developed imaging and workflow
system and produced loan documents using LaserPro.

Loan Processor/Teller – Tulsa Metro Credit Union ▪ November 2006 – January 2008
 Provided all teller, loan approval and processing services.

Museum Curator Assistant – University of Louisiana at Monroe ▪ November 2005 – September 2006
 Assisted in the management of a collection of preserved fishes and reptiles by maintaining our
catalog, loaning specimens to other institutions and preserving collected specimen.

Education
 Bachelor of Science – University of Louisiana at Monroe ▪ 2003
 Project Management Professional (PMP) Certification ▪ 2019
 Prosci Change Management Certification ▪ 2019
 Agile Team Scrum & Product Owner Training ▪ 2019

Professional Development
 BOK Financial Leadership Perspectives ▪ Class 6 2015 ▪ Acceptance required management
nomination and committee approval. The class included case studies from the Harvard Business
Review and a team project with employees from different disciplines to provide a recommendation
on a corporate objective, like improved collaboration, revenue generation, expense reduction, etc.
that could be implemented across the corporation.
 BOK Financial Development Courses: Crucial Conversations, Crucial Accountability, Networking,
Powerful Presentations, Situational Leadership, Developing Self, Building Profitable Relationships,
Valuing and Leveraging Inclusion, Situational Self Leadership, The Art and Science of Feedback, How
to Deal with Difficult People, Certified Performance and Development for Managers.

Community Involvement
 Iron Gate Volunteer ▪ 2022 - Present
 Northeast Oklahoma Beekeepers Association (NEOBA) ▪ 2022 - Present
 Tulsa Area United Way Day of Caring Volunteer ▪ 2009 – Present
 Tulsa Area United Way Community Investment Panel Co-Chair ▪ 2016 – 2019
 Tulsa Area United Way Community Investment Panel Member ▪ 2009 – 2015
 Tulsa RMA Women in Banking Committee Chair ▪ 2014