Birgit Helena Snede Email & Phone Number

Denmark

Remediation ExecutionI am involved in the development and maintenance of the documentation structure and processes for the Remediation Execution program. Additionally, I am involved in developing processes to handle customers with missing address and account information. I am working as a Senior Business Analyst and as a Project Manager.As a Senior Business Analyst:• Developing and implementing the documentation structure for the entire program, ensuring transparency and organization across different project phases.• Designing the process structure for the program to streamline workflows and enhance collaboration between teams.• Developing processes to handle customers with missing address and account information, improving compliance and customer management.• Structuring complex tasks with a focus on quality and precision.• Contributing to the continuous improvement of workflows and processes to increase efficiency and ensure alignment with program goals.• Facilitating workshops with relevant stakeholders to identify challenges and develop solutions aligned with program objectives.• Assisting in presenting and refining proposed solutions to an impartial reviewer appointed by the regulator, ensuring transparency and compliance with regulatory requirements.As Project Manager:• Leading a team responsible for driving and managing complex projects.• Planning and coordinating project timelines to ensure effective execution and goal achievement.• Identifying and managing risks, as well as resolving challenges throughout the project lifecycle.

Kongens Lyngby, Hovedstaden, Danmark

Retail InvestmentI was involved in the development and maintenance of Danske Bank's investment system and the Danske Bank's pension system. Additionally, I was involved in creating and maintaining retention rules for the Danske Bank's systems. In this work, as a Senior Business Analyst, I:• Analyzed information provided by stakeholders, including various business areas, legal teams, IT professionals, and managers.• Challenged stakeholders' requirements and identified the actual needs, not just their expressed desires.• Planned and facilitated workshops with stakeholders to simplify and specify requirements for IT development.• Worked closely with IT developers to define the solution scope and requirements that met the stakeholders' needs, goals, or objectives.• Analyzed and documented relevant business processes to identify opportunities for future business process optimization.

Kongens Lyngby, Hovedstaden, Danmark

Life & Pension Core SolutionsI was involved in the development of Danske Bank's pension ordering system (POF) for both Denmark and Norway. I supported the system daily for both countries and contributed to its ongoing development. In this work, as a Business Analyst, I:• Analyzed information provided by stakeholders, such as various business areas, legal teams, IT professionals, and managers.• Challenged stakeholders' requirements and identified the actual needs of stakeholders, not simply their expressed desires.• Planned and facilitated workshops with stakeholders to identify, simplify, and specify requirements for IT development.• Worked closely with IT developers to define the solution scope and requirements that met stakeholders' needs, goals, or objectives.• Analyzed and documented relevant business processes to identify the potential for future business process optimization.• Planned and executed review and test activities.• Supported users of IT systems.• Worked with both frontend and backend systems.

Kongens Lyngby, Hovedstaden, Danmark

At Danica Pension, I was engaged in a variety of roles that enhanced the administration and operational efficiency of pension schemes. My responsibilities included:• Administration of private and self-employed pension schemes, ensuring accurate and compliant management of client accounts.• Providing pension counselling over the telephone to address client inquiries and guide them through various pension-related processes.• Assisting with the Lean Kaizen board to implement continuous improvement initiatives that increased operational efficiency.• Participating in IT development by testing new software solutions, which involved creating test plans and designing test matrices.• Monitoring test progress and defects to ensure the timely and effective resolution of issues, thereby maintaining the reliability and performance of IT systems.

København, Hovedstaden, Danmark

At BG Bank, I held the position of bank advisor, where I specialized in providing financial advisory services to low-income clients. My responsibilities included:• Offering advice on personal finances, helping low-income clients effectively understand and manage their financial situations.• Providing loan advice to smaller, low-income clients, assisting them in securing financing that met their specific needs and financial conditions.• Giving guidance on loans related to property purchases, ensuring that low-income clients were well-informed about their options and the implications of their financial decisions.• Conducting canvas calls to discuss investment opportunities, aiming to enhance the investment portfolios of low-income clients and help them achieve their financial goals.• Functioning as a cashier, managing day-to-day financial transactions with precision and ensuring accurate handling of client funds.

København, Hovedstaden, Danmark

At Jyske Bank, I held the role of a financial advisor, where my expertise was centred around assisting clients with their financial endeavours. My responsibilities encompassed: - Providing advice on personal finances, aiding clients in understanding and managing their financial situations effectively. - Offering loan advice to smaller clients, helping them obtain financing that aligned with their specific needs and financial circumstances. - Guiding clients through the process of securing loans for property purchases, ensuring they were well-informed about their choices and the financial implications. - Making canvas calls to discuss potential investment opportunities, with the goal of enhancing the investment portfolios of clients and aiding them in reaching their financial objectives. - Operating as a cashier, handling day-to-day financial transactions with precision and ensuring the accurate management of client funds.

Lyngby Tårbæk, Hovedstaden, Danmark

At BRFkredit, I held the position of mortgage loan advisor, specializing in handling various aspects of mortgage financing. My responsibilities included:• Providing mortgage loan counselling by telephone, helping clients effectively understand and navigate their financing options for property purchases. • Processing mortgage loans, ensuring all applications were handled efficiently and in accordance with regulatory standards. • Registering mortgage loans, meticulously maintaining client files with accurate details. • Disbursing mortgage loans, managing the release of funds to clients upon meeting all required conditions. • Performing bookkeeping and reconciliation tasks, ensuring precise recording and reconciliation of all financial transactions related to mortgage loans.

In my various roles as a real estate advisor and consultant at Danbolig, Scheel and Orloff Real Estate, and EjendomsRingen, I have specialized in guiding clients through the intricacies of real estate transactions. My expertise across these positions centred on providing comprehensive advice and support to clients looking to buy, sell, or rent properties. My responsibilities included:- Client Advisory: Offering expert guidance to navigate the real estate market effectively, including detailed insights about market conditions.- Property Walkthroughs: Conducting in-depth walkthroughs to assist clients throughout the buying, selling, or renting process, ensuring informed decision-making.- Document Preparation: Preparing all necessary documentation for property transactions to meet legal requirements and ensure all paperwork is accurately completed.- Insurance Handling: Preparing insurance documents to facilitate smooth and secure transactions, safeguarding the interests of all parties involved.- Marketing Development: Creating compelling marketing materials to effectively promote properties, utilizing various platforms and media to enhance visibility and attract potential buyers or renters.

Hvidovre, Hovedstaden, Danmark

During my apprenticeship at Home, I was engaged in supporting various aspects of real estate transactions. My responsibilities encompassed:- Assisting in advising clients on buying, selling, or renting properties, which helped me gain practical insights into real estate dynamics. - Preparing documents necessary for the transactions of buying, selling, or renting properties, ensuring compliance with legal standards. - Preparing insurance documents to ensure all transactions were safeguarded and compliant. - Creating marketing materials to effectively showcase properties, learning to utilize various media platforms to engage potential clients.

Grund­Uddannelsen For Tillids­Repræsentanter, Ledelse I Praksis

Enkeltfag I Finansiel Rådgivning, Compliance

Masterclass I Nudging & Adfærdsindsigter

Prince2 Foundation

Niveau 5, Modul 3.23 - 4.15 - 4.22 - 4.23 - 5.13 - 5.23 - 5.25 - 8.98

Courses completed: 3.23 Personforsikring - Policebehandling 4.15 - Pension og personforsikring - Etablering 4.22 - Pension og.

Merkonom, Erhvervsjura

Merkonom, Nationaløkonomi

Kontoruddannelse

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