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Professional Summary

Versatile Robotics Project Manager with a strong background in finance and a passion for team building. Dedicated to boosting company revenue through exceptional leadership and rigorous cost control techniques. Skilled at collaborating with various departments and working closely with coworkers for effective management. Offers an in-depth understanding of project lifecycles, project development methodologies and completing complex turn-key system solutions

Skills
  • Project Management & Robotics Systems Expertise
  • Employee Relations & Performance Evaluations
  • Team Building & Leadership
  • Multi-site Operations & Data Analysis
  • Proficient in SQL & MS Office
  • Project Planning & Development
  • Finance & Accounting Experience
  • Business Process Improvement
  • Expense Reports & Financial Reporting
  • Risk Mitigation & Management
  • Customer Relations & Budget Development
  • Proficient in Oracle, Banner, Access, and Excel
Work History
Program Manager/Robotics Product Owner, 09/2017 to Current
 Bank Of America
  • Leading the daily updates, pre-sprint planing and Sprint Retrospective calls for the full Robotic Team of 37, Change Team of 14, and stakeholders. 
  • Using agile methodology to manage the robotic process from front to end, and training 8 colleagues in various automation tasks, such as use case in take, creating wiki pages, SharePoint, JIRA, Current State Analysis and Future State Designs. 
  • Managing relationships in order to maximize customer satisfaction and serving as a mediator to internal issues and conflicting priorities for teams focused on delivery of products to clients. 
  • Facilitating meetings with BISO, Center of Excellence, Enterprise Architecture, and Tech Application Owners before moving forward with automations. 
  • Managing multiple projects and resources, producing acceptance criteria and test packets for QA and UAT, while serving as alternate Stand Up lead as needed. 
  • Implementing Pega Robotics within the Global Banking and Market organization to automate Robots (RPA/RDAs) globally. 
  • Conducting UAT and product testing for the Global Cash Manager (GCM) application, a newly developed reconciliation application that house all breaks and reports for 3 systems. 
Business Control Specialist/Global Securities Operations, 01/2017 to 09/2017
 Bank of America
  • Developing, implementing and maintaining company security strategy, guidelines and policies, including raising awareness of security issues across and within specific programs.
  • Co-owning Regulation Change Management and Exam Regulation Management initiatives that include; planning, auditing, testing and implementation across lines of businesses.
  • Managing global operations to refresh the Financial Market Utility and Global Market Playbooks, including budget management, performance metrics, contracts, department protocols and procedures, and department personnel .
  • Conduct risk analysis and providing proactive guidance in the event of resolution for personnel, vendors, real estate, and applications using Interdependency Mapping.
  • Conducting meetings with Directors, Vice Presidents, and Front Office to gauge MIS, personnel, and technology needs.
  • Utilizing Excel, PowerPoint, Visio, and Sharepoint to produce presentations to senior management and other corporate initiatives.
  • Hiring, supervising, planning and directing work, appraising performance and contributing to the professional development of the operations staff.
Pledge Account Processor, 09/2016 to 12/2016
 United Way
  • Maintaining and updating corporate and individual account information in database and driving pledge processing submissions for third-party accounts, rollover, and system-wide accounts.
  • Auditing all processed envelopes for accuracy, proper documentation, duplication, mathematical errors and proper recording as well as manipulating Excel reports based on specific criteria to meet financial audit standards.
  • Working on all of Union and Mecklenburg County schools, as well as major corporate donors.
  • Assisting in the development, implementation, and maintenance of policies and procedures for overall pledge submission processes.
  • Auditing pledge deposits from corporate fundraisers, special events, and individual donors.
  • Supporting in the building, designing and executing of all electronic pledge capture campaigns for corporate partners as well as supporting organizational database needs and improvement opportunities.
  • Ensuring that regulatory and government deadlines, as well as internal pledge processing timelines, are met.  
  • Researching and comparing existing account information between Andar and Excel.
Equity Derivatives Support Operations, 09/2015 to 12/2015
 Wells Fargo
  • Working with over 50 major banking counterparties daily to ensure accuracy of trades and wire movements.
  • Providing customers, clients, and staff with global technical support and managing daily technical operations while ensuring overall efficiency.
  • Supporting derivative traders in operational tasks that included: position reconciliation, settlement advice confirmation, GL production, and OTC derivative trade settlement.
  • Acting as a liaison between the EDSO team and other stakeholder groups including Finance, Technology and the Front Office. 
Client Service Specialist/Flagship, 04/2013 to 09/2015
 Vanguard
  • Individually developing a New Hire Adjustment Program in 2014 that gauge technical skills, crew engagement, and professionalism of new hires.
  • Ensuring that the new hires were fully ready to transition into their role in the form of a 3-part test out.
  • Training coaches to facilitate the Adjustment Program in all sites Vanguard.
  • Building this program repeatable and scalable to be rolled out in all three domestic sites for the Flagship department in May 2015 to be a part of new hire training.
  • Creating the investment committee to enhance other crew skills in leading an enhanced guidance conversation with clients by using research and company white papers.
  • Providing guidance to high net worth clients to assist them in meeting their investment goals by positioning appropriate portfolio allocations, investment products, and tax-efficient/cost effective investing, in which I exceeded the department goal by 30% Traded stocks, ETFs, and mutual funds, using WAVE, Bloomberg, and ThomsonOne.
Loan Servicing Specialist 4 /Loss Mitigation Specialist, 09/2012 to 04/2013
 Wells Fargo
  • Supporting clients in adherence with established guidelines, selling requirements and servicing as well as ensure all loan servicing disclosures are completely error free.
  • Acting as both cash and loan settler in which I trained 4 new contractors within the first three months of employment.
  • Managing and supervising complicated reporting, remitting, re-pricing and reconciling activities and evaluating loan servicing data, research issues along with exceptions and execute apt changes.
  • Performing short sale cash remittances for several investors, including; Freddie Mac, Fannie Mae, FHA, and VA.
Certifications
  • Series 7, Series 63, Completed coursework for CFP
Education
Bachelor of Science: Business Management with a concentration in Finance, 2011
 Johnson & Wales University - Charlotte, NC
  • Graduated with Cum Laude distinction after maintaining a 3.4 cumulative GPA.
This resume is created in 7 minutes.
Summary
Qualified, Resourceful and Self-motivated professional with more than 20 years experience in the financial/Banking industry. Demonstrated track record of maximizing customer service opportunities, handling highly confidential personal and financial information in a sensitive manner, consistently exceeding performance goals, maintaining a positive attitude, and working hard to build team relationships.
 

Experience
Senior Customer Service Representative (Contractor) Jul 2016 to Current
 BMO Harris Bank － Naperville, IL
  • Monitor escrow flood insurance premium.
  • Process PMI and other internal reports.
  • Distribute payments to vendor for Escrow Flood Premium.
  • Compose and review corresponding letters to customer & vendors.
  • Research and resolve force place flood insurance.
  • Review/audit transaction for compliance with regulatory and Bank requirements.
Tax Professional (Seasonal) Nov 2015 to Apr 2017
 H&R Block － Chicago, IL
  • Filled in for Store Manager and performed all opening and closing duties.
  • Prepared tax returns for clients and answered all questions in relation to their income tax and the Affordable Care Act.
  • Promoted additional sales through marketing of products that best suited client needs.
Research Analyst Mar 2014 to Aug 2015
 National Tax Search LLC － Chicago, IL
  • Assisted financial clients by researching properties to ensure they match 1000's of commercial and residential loan files under strict and rigid deadlines.
  • Researched commercial and residential properties to verify loan ownership, address, property identification, legal descriptions to ensure correct properties are tracked against client loan files.
  • Reported current property tax amounts due, as well as any delinquent taxes or sold taxes.
  • Input & Prepare documentations;Booking loans into system
  • Reported State and County delinquent tax and tax sale policies and procedures.
Loan Servicing Specialist Jan 2005 to Mar 2014
 JP Morgan Chase － Chicago, IL
  • Reviewed legal and administrative documents of all new, renewed, and increased commercial loans to ensure that they support the approved loan structure.


  • Ensured that regulatory, compliance and bank policies were met and determined the level of waiver action required when documentation deficiencies are discovered.


  • Monitored all existing documentation deficiencies and the receipt of time-sensitive documentation during the term of all loans.


  • Reviews appropriate documentation files and records for selected existing loans to determine compliance with established bank and legal guidelines.


  • Serviced over 30 small mid-market and complex commercial loans per month.
Collateral Specialist Apr 2003 to Dec 2004
 JP Morgan Chase － Chicago, IL
  • Reviewed all incoming loan documentation for completeness and confirm exceptions have been cleared accordingly.
  • Processed Collateral Releasing for paid loan within the defined time requirements while reviewing  and auditing transactions for compliance with regulatory and Bank requirements.
  • Process ongoing collateral monitoring functions including following up on property insurance, flood insurance, investment account statements and property tax status.
  • Processed lien perfection tasks Commercial Loans, including recording collateral instruments, placing holds on cash collateral accounts, filing UCC financing statements.
Operation Senior Specialist Apr 2001 to Mar 2003
 JP Morgan Chase － Chicago, IL
Assistant Branch Manager Dec 1998 to Mar 2001
 JP Morgan Chase － Chicago, IL
CSA III Jun 1998 to Dec 1998
 JP Morgan Chase － Chicago, IL
Skills & Software Experience
Skills & Qualifications
​
  • Analytical & Organizational  Skills, Closing, Commercial loans, Credit, Customer service, Decision making, Advanced Problem Solving, Documentation,  Financing, Insurance, Legal, Loans, Marketing, Research, Sales, Taxes, Uniform Commercial Codes
 
Software
​
  • Microsoft Office Suites, ACBS, VLS, RLOTS, Dealworks, Hotdocs, Host/XAM, FiServe, Filenet, NetO, Document Direct, Corelogic and ServiceLInk MDA (verified FEMA), CT Lien Solution
 
 
This resume is created in 7 minutes.
Summary

Dedicated administrative professional with 7+ years experience in office environments. Strong ability to effectively multi-task diverse daily duties with strong attention to detail and organization. Highly-developed communicator with outstanding capabilities in complex problem-solving and conflict resolution. Seeking new professional challenges.

Highlights
  • Excellent proof-reading and attention to detail
  • Strong skills in both verbal and written communication
  • Proficient in computer software word processing, communication and spreadsheet programs
  • Scheduling and calendar management
  • Professional and courteous in stressful situations
  • Ability to appropriately manage proprietary/sensitive information
Experience
AT&T | Des Moines, IA Assistant Manager 11/2017 - Current
  • Efficient in tasks such as scheduling, shipping, payroll, purchasing supplies, cash handling, event planning, use of office equipment and preparing reports
  • Establish and maintain strong working relationships with general public and community organizations such as government agencies and small businesses
  • Manage several projects and pivot accordingly on changing priorities
Wells Fargo | Des Moines, IA Loan Servicing Specialist 06/2017 - 11/2017
  • Reached production above 300% with 100% quality
  • Gather required information from settlement agents, county office's and attorneys for settlement reviews
  • Remain organized with continuous paperwork, spreadsheets and communications utilizing computer skills and time management
Secure Solutions | Johnston, IA Administrative Assistant 05/2012 - 06/2017
  • Manage document processes by reviewing files, records and critical information to confirm accuracy and ensure compliance with company policies and procedures
  • Effectively compose email messages and proofread all documentation to provide error-free correspondence
  • Accurately file complete office records and separate files based on subject/date
Community Service

Kiwanis Miracle League. "Angel in the Outfield" assist handicapped children, 2016 - Current

Junior Achievement Non-Profit. "Volunteer Trainer" teach underprivileged youth, 2018 - Current

Education
Johnston Senior High School | | Johnston, IA., US 2014
This resume is created in 7 minutes.
Professional Summary
Motivated mortgage professional with 5+ years experience, versed in several aspects of the title industry. 
Skills
  • Creative problem solving
  • MS Windows proficient
  • Quick learner
  • Attention to detail
  • Works well independently
  • Quality assurance
  • Customer service-oriented
  • Issue resolution
  • Proficient in Excel
  • Excellent work ethic
Work History
Real Advantage, Pittsburgh, PA, United States Post Closing Coordinator | Pittsburgh, PA | August 2015 - February 2017
    • Verified documents received for closing
    • Checked for any missing documents needed for disbursments
    • Reviewed closing package and made sure all documents were executed properly
    • Forwarded and followed up on documents sent to county for recording
    • Sent documents out for correction to borrower/closing agent
    • Scanned and uploaded all closing packages received
    • Sent and received UPS/FED EX daily

          ​
Service Link via Set point Consultants Claims Processor/Audit Resolution | Coraopolis, Pennsylvania | May 2013 - October 2013
  • Review loan documents for errors and omissions Provide up to date status on outstanding loan documents Sent loan documents for corrections to borrower and signing agent.
  • Kept daily report of all assigned files Maintained strong relationship with lender Sent recordable documents for recording along with any required documentation required by the specific counties.
  • Researched claims for unrecorded documents by lender and resolved.
  • Followed up to make sure documents that were sent out were recorded.
  • Sent copies of recorded documents to lender.
  • Reviewed files, records and other documents to obtain information and respond to requests.
  • Sent invoices and payments to vendors.
PNC Financial Services Loan Servicing Specialist | Pittsburgh, Pennsylvania | April 2006 - February 2013
  • Answered up to 100 incoming calls per day.
  • Assisted the needs of the customers and interacted with individuals to foster complete customer service.
  • Consulted with national companies and clients regarding their financial assets.
  • Collaborated with various consumers to share information regarding auto, personal, HEIL and HELOC loans.
  • Initiated and marketed various products, such as checking, savings, CD's and investments.
  • Provided loan payoffs for clients and other financial institutions.
  • Home based.
  • Investigated and resolved customer inquiries and complaints in a timely and empathetic manner.
  • Directed calls to appropriate individuals and departments.
  • Asked open-ended questions to assess customer needs.
Key Personnel Services,Inc. Closing Curative | Pittsburgh, PA | January 2005 - April 2006
  • Reviewed loan documents for signing errors.
  • Sent documents out for corrections to borrower and closing agent.
  • Verified closing of loans.
  • Forwarded and followed up on documents sent to county for recording.
  • Maintained friendly and professional customer interactions.
OSI Inc Senior Representative | Pittsburgh, Pennsylvania | February 1999 - March 2004
  • Resolved escalated supervisor calls.
  • Produced service reports on daily basis for client via Lucent.
  • Programmed accounts into automated dialing system for outbound calling.
  • Assisted management with daily operations of customer service representative.
  • Accomplishments Formally recognized for excellence in banking customer service, 2010 Member of Circle of Excellence PNC Bank.

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