Adam Moskowitz Email & Phone Number

Summit, Nj, Us

Summit, Nj, Us

New York, Ny, Us

Managed all functions associated with efficient partnering with senior leadership to support the transformational growth strategy. Led strategic planning, sales management, and operational execution in alignment with the bank's vision, driving administrative efficiencies and ensuring seamless service delivery.• Developed and managed the execution of strategy and financial planning for the Private Bank.• Directed human resource strategies to foster a high-performing workforce.• Developed automated SalesForce reporting tools to manage sales activity and reduce administrative processes by 20%.• Leveraged communication skills and industry knowledge to bridge gaps between lenders and the risk department, resulting in a 10% improvement in process turnaround times.

New York, Ny, Us

Managed department related to credit product delivery for the Bank - underwriting, portfolio management, loan closing, credit workflow, and ensuring all requirements were met. • Established a centralized commercial closing team to provide better controls and realized 25% improvement in closing process efficiencies.• Managed all compliance and risk management initiatives for the Commercial Bank which led to no material findings, fines or expenses.• Streamlined credit forms to reduce touch points and rework by 33%.• Devised robust processes using Salesforce to confirm timely underwriting of credit packages and reduce turnaround times by over 20%.• Led the Bank’s Payroll Protection Program (PPP) which generated over $200 million in new loans. • Managed a core systems implementation for the Commercial Bank, enhancing operational efficiency, and spearheaded the training of over 100 staff members.

London, Gb

In my role, I directed all activities surrounding development and deployment of AML/Sanctions Global Standards (GS) program to address key issues/challenges faced in embedding of key financial crime risk controls across the customer lifecycle. I headed a high-performance team overseeing end-to-end functions surrounding Know Your Customer (KYC) / Anti-Money Laundering (AML), sanctions policies, quality control, technology/process implementation, and client exit management. I facilitated collaborative working relationships with key compliance and business stakeholders in multiple countries, including North America and Latin America. I served as a liaison to executive level stakeholders, regulators, and bank appointed monitor while confirming optimal compliance with GS Program.• Set KPIs and monitored progress against program deliverables to ensure achievement of targeted output.• Steered management of regional governance framework and related operational controls for the GS portfolio.• Communicated, enabled, and mobilized the Commercial Bank (CMB) training activity to confirm seamless execution of GS day-to-day responsibilities.• Offered exceptional leadership support in closure of bank-related Financial Crime Consent Orders, leading to substantial reduction in fines/expenses.

London, Gb

In my role, I steered all facets surrounding planning and execution of CMB infrastructure/initiatives to ensure all system and process implementations met regulatory, HSBC Group, and executive management requirements for credit and compliance risk assessment. I established and managed a new remediation team of 225+ staff members. I developed and maintained professional relationships with senior executives and external consultants.• Enabled greater production capacity by moving low value tasks away from sales staff.• Administered Know Your Customer Remediation effort for CMB across United States.• Headed planning, development, and deployment of a new product (Receivables Finance) in CMB.• Yielded 10%+ increase in sales capacity by developing/deploying appropriate technology and utilizing both on- and off-shore resources.

London, Gb

In my role, I managed commercial middle market banking activities for businesses with annual revenue from $20 million - $250 million and ensured portfolio quality, met profitability growth goals and maximized net contribution.

London, Gb

- Co-managed commercial middle market banking activities within a team that consisted ofapproximately $2 billion in facility size. Responsible for credit underwriting and reviews. - Provided management direction to foster effective selection, development and reward ofteam.

London, Gb

- Developed effective strategies in managing the largest and most complex CommercialFinance loan portfolio; ensured efforts supported business plans while meeting Bank objectives by expanding existing relationships and developing new relationships with potential long-term customers or prospects.- Monitored activity on facilities within the team’s portfolio to ensure usage is in accordance with approved terms and conditions to preserve capital. Ensured advances and repayments are handled appropriately, with assistance from collateral monitoring division.

Master Of Business Administration (M.B.A.)

Bachelor’S Degree, Accounting

Bachelor'S Degree, Accounting