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Legacy Asset Services (consultant) Resume

SUMMARY:

  • Technical Writing Policies & Procedures Presentations Corporate
  • CommunicationsHighly accomplished Financial Services writer.
  • Collaborated with Wall Street Journal Editors for over 5 years developing state of the art editorial and production network.
  • Experience specific to Investment Banking, Retail Banking, and Wealth Management, with combined Corporate Communications and Information Technology experience.
  • Conform to Department of Justice and Office of the Comptroller of Currency regulations, working closely with legal and lines of business to ensure timely compliance.
  • Extensive knowledge of Information Mapping, Technical Writing, Policies & Procedures, Business Requirements Documentation, Software Development Lifecycle, and Use Case Analysis.
  • Possess significant experience working with C - Level executives, business leaders and development teams. Strengths lie in analyzing complex concepts and creating comprehensible conclusions.
  • Expertise in providing well-written documents and presentations, including: copy writing, scripting, development of appropriate diagrams, charts, and animations. Talent for managing cross-functional teams and developing shared resources to help communicate critical information throughout the organization.

CORE COMPETENCIES:

  • Interviews
  • Research
  • Technical Writing
  • Business Requirements
  • Scriptwriting
  • Copy Writing
  • Letters
  • Branding
  • Resumes
  • Graphic Design
  • PowerPoint
  • Information Mapping
  • Animation
  • Charts/Graphs

TECHNOLOGY:

Software: Microsoft Office, Word, PowerPoint, Excel, AND SHAREPOINT, Project; Adobe Photoshop, Illustrator, InDesign, Acrobat, Dreamweaver

PROFESSIONAL EXPERIENCE:

Confidential, Charlotte, NC

Legacy Asset Services (Consultant)

Responsibilities:

  • Develop and maintain over 300 procedures used throughout the organization.
  • Publish using a tightly integrated, multi-tiered digital publishing system (a no-print environment), with over 10,000 procedures under management.
  • Ensure that all projects conform to Consistency Guide and Information Mapping requirements.
  • Meet the requirements of comprehensive, ongoing audits by the Department of Justice and the Office of the Comptroller of Currency.
  • Manage major efforts to update & convert procedures for a newly branded group, Centralized Property Preservation.
  • Participate on the team developing the Deed in Lieu expansion project for Attorney Network Firm Management.
  • Develop new approach to scripting for Customer Care Associates, consolidating over 200 call scenarios for closing and escalating calls into one, easy-to-navigate procedure guide.
  • Create and develop “SME TRAK ” a tool for all developers, enabling efficient identification and tracking of Subject Matter Experts (SMEs) for each Line of Business.
  • Create and develop PowerPoint presentations to help new developers quickly get over the learning curve.

Confidential, New York, NY

Operations Technology (Consultant)

Responsibilities:

  • Participated in a major initiative to introduce a new approach to data strategy, incorporating Big Data, Cloud Computing, and Virtual Data Warehousing.
  • Worked with management to develop a broad plan to communicate goals, values, and strategies.
  • Created the Confidential Technology overview presentation, which included on-boarding resources, company value statements, corporate history, analysis of current back office technology, and future goals.
  • Planned and managed Team Meetings for the Data and Shared Processes group.
  • Developed and managed SharePoint sites. Site resources included dynamic messaging, blogs, event calendars, status reports, contact information, presentations, and documentation repository.
  • Conducted a Front-to-Back Analysis of Cash Equities Trading Systems Architecture and developed an extensive touch-points map.
  • Developed presentations, project plans and gap analysis for the new Margins Operations Netting Engine Technology (MONET).
  • Created and maintained weekly status and budget reports for the Data and Share Processes Book of Work.

Confidential, Charlotte, NC

Global Wealth Management (Consultant)

Responsibilities:

  • Developed Move Money initiative architectural flows bridging Brokerage and Confidential Accounts for software architects and developers.
  • Assisted systems software architects with the Confidential Fraud and Risk analysis for GWM combined client accounts.
  • Created extensive documentation for the GWM Relationship Pricing-based, Tiered Commissions initiative.
  • Analysis of Common Business Services ( Confidential ) Architecture for brokerage and banking systems software architects and developers.
  • Developed Call Center Provisioning BPM & wrote APIs for over 90 use cases.
  • Analysis of ATM/ML Debit Card architectural reconfiguration for Brokerage and Confidential integration.
  • Created extensive documentation for Leads & Referrals Business Process Framework/ Business Process Management (BPF/BPM).

Confidential, New York, NY

Legacy Asset Services (Consultant)

Responsibilities:

  • Created and produced Confidential User Guides and supplemental training aids and materials.
  • Provided communications support for the Confidential Management initiative.
  • Developed communications products for The Scholarship Builder program, including web site development, and press kit production, in conjunction with the National Urban League and Confidential ’s Philanthropic Group.
  • Conceived, wrote and produced broadcast-quality videos for Confidential Corporate Communications acknowledging outstanding financial reporters.
  • Produced Y2K Communications support products for Confidential branch office consultants and administrators.

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