SUMMARY:

• Senior level operations manager successful in consistently delivering strong results amidst fast - paced, deadline-oriented environments. Combines astute strategic, business, analytical, technology, leadership, and relationship building skills with proven success in creating and implementing programs/policies/procedures, increasing efficiencies, developing and directing cross-functional employees, cultivating relationships, and improving operational performance. Strong and decisive leadership competencies, yet flexible in responding to constantly changing organizational demands. Expertise Includes:
• Project CoordinationInterest Rate Swaps/SecuritiesAudits / FX / MM
• Cost ReductionTeam Leadership Client Relations
• Risk Management & DevelopmentProcess Improvement

PROFESSIONAL EXPERIENCE:

Confidential, Jersey City, NJ

Senior Business Analyst

Responsibilities:

• Business Analysis - Deliver business requirements including improved future state requirements which resolve pain points. Study the functions of new system. Analyze fit and gap. Determine appropriate candidates for additional development by analyzing both cost and level of needs. Confirm the design of the system. Deliver future operational flow documents. Promote operation efficiency improvement including promotion of straight through processing.
• Design Operation Procedures - Design new risk resistant and efficient operation procedure along with new system. Understand the Bank’s standard procedure and ensure the new procedure is in compliance. Prepare most secured and efficient workaround procedure for the requirements not fully supported by the system. Deliver user-friendly manual.
• Testing - Deliver testing plan to test both system functions and newly designed procedure. Create test cases. Identify, track and solve all issues arising from the testing.
• - Deliver plan. Create materials. Monitor the progress and quality of the and ensure the on time completion and readiness for testing and/or go-live.
• Migration - Ensure the quality of the data used for migration. Coordinate migration. Coordinate reconciliation.

Confidential, New York, NY

Treasury Operations Manager

Responsibilities:

• Train, develop, mentor, and lead staff (FX Supervisors, Funds Transfer Supervisors & Specialists, Investigation Clerks, Private Banking associates) to deliver strong results amidst fast-paced, deadline-oriented environments.
• Create high-impact programs throughout all departments and provide strong leadership that boosts morale and improves performance.
• Develop/manage Business Continuity Operations plans, coordinate internal/external audits, increase organizational efficiencies, mitigate risk, and improve processes and operational performance; reduced operational errors & losses by 15%, improved service quality, etc.
• Instrumental in enhancing Misys Loan IQ (LIQ) system (now allows automatic feeds). Key team member on system conversions/acquisitions.

Confidential, New York, NY

Portfolio Management Associate

Responsibilities:

• Achieved all targeted goals (ensured deal closings, managed post-close administration, etc.) amidst fast-paced, deadline-oriented environments; coordinated with Business Unit, Agency, Legal Counsel, and Lenders.
• Selected to build/develop new organizational group that managed information flow and successfully supported JPMorgan’s loan syndication activities.
• Established industry standards and procedures and recognized as the first in market to process loan buybacks and Dutch auctions.
• Identified/remedied technical, operational, and funding issues by performing operational feasibility reviews (analyzed credit agreements).
• Successfully coordinated funds flow, waivers, debt exchanges, payoff letters, and bond tendering proceeds.
• Established and directed credit facilities, customer, and family hierarchies; provided exceptional client service and ensured all agreements were properly maintained.
• Worked in cooperation with senior management and interdepartmental employees to facilitate organizational goals and business objectives. Served as key client liaison and point-of-contact to internal front office and product areas.
• Directed Intralinks agency sites for brokered deals such as amendments, restructurings, waivers, consents, and compliance.

Confidential, New York, NY

Assistant Manager, Operations

Responsibilities:

• Responsibilities included directing daily activities across multiple operations (loan administration, securities settlements, general ledger/treasury reconciliations, etc.), maintaining compliance (OFAC, BSA, KYC, and Anti Money Laundering policies), leading staff, and collaborating with interdepartmental leaders to facilitate organizational objectives. Served as Business Recovery team leader.

Confidential, New York, NY

Responsibilities:

• Trained, developed, mentored, and led team of 5 to consistently achieve targeted organizational goals and deliver strong results amidst fast-paced, deadline-oriented environments. Provided strong leadership to boost morale.
• Developed and implemented strategic plans, policies, and procedures that increased organizational efficiency, reduced costs, mitigated risk, and improved operational performance.
• Advised/trained interdepartmental employees on operational procedures. Consistently received high accolades from executive management for strong work ethic and leadership performance.