Cathy Lloyd

Cathy Lloyd Email and Phone Number

Exemplary executive assistant who can support the needs of multiple managers and their departments as well as work on multiple projects @ Wells Fargo
san francisco, california, united states
Cathy Lloyd's Location
Charlotte Metro, United States
Cathy Lloyd's Contact Details

Cathy Lloyd work email

Cathy Lloyd personal email

n/a
About Cathy Lloyd

I am an exemplary support professional who managed the daily operations of a total of four departments within the finance and healthcare industries. My responsibilities include scheduling meetings for Vice Presidents, coordinating logistical details for twelve town halls, and paying monthly invoices. I also work as a project coordinator within the healthcare industry, creating project schedules and assigning deliverables. I am flexible, thorough, and willing to do the work it takes to get the job done correctly and on time.

Cathy Lloyd's Current Company Details
Wells Fargo

Wells Fargo

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Exemplary executive assistant who can support the needs of multiple managers and their departments as well as work on multiple projects
san francisco, california, united states
Website:
wellsfargo.com
Employees:
246787
Cathy Lloyd Work Experience Details
  • Wells Fargo
    Senior Administrative Assistant
    Wells Fargo Jun 2022 - Present
    Charlotte, North Carolina, United States
  • Cardinal Innovations Healthcare
    Executive Support Professional
    Cardinal Innovations Healthcare Jul 2016 - Oct 2021
    Charlotte, North Carolina Area
    Responsible for coordinating the logistical details for Network Management and Community Operations staff meetings. Other duties include processing corporate credit card expenses in Concur, maintaining the departmental organizational chart in Visio and processing monthly invoices. I also work on projects:Created the Regional Health Improvement Plan project schedule and improved the Governance Model PowerPoint visual.Collaborated with the Business Administrator to restructure the Community Operations SharePoint site. Served as communications liaison between Facilities and Network Management to coordinate the departmental move of 23 employees from the University area to NASCAR Plaza. This included the relocation of physical files to Patterson Pope’s Charlotte location.Coordinated 4 town halls for Community Operations and Network Management.Selected by a project manager to restructure the Network Management SharePoint site. o Collaborated with unit teams to identify user needs for their SharePoint pages. Then created 7 distinct SharePoint pages. o Created 33 how-to process documents for the Network Management support personnel SharePoint page.Selected by the VP of Network Management in 2019 to assist in improving the Certificate of Insurance (COI) project. o Submitted 2 recommendations to improve the COI intake process. o Created a formal COI intake process document that was used to write the COI Standard Operating Procedure. Selected by the Compliance Manager to verify the tax status of Cardinal Innovations’ providers. Identified and corrected 1,200 errors.Wrote and co-edited 40 editions of the Network NewsBytes, a departmental monthly newsletter.Presented seminars on the basic principles of project management and on how to set up a WebEx meeting to the Network Management Department.Created how-to instructions on when to use the WebEx Training Center and Events Center. Collaborated with IT in testing these documents.
  • Bank Of America
    Business Support Lead Ii
    Bank Of America Jun 2012 - Feb 2015
    Charlotte, Nc
    •Developed and administered registration, cancellation and completion processes for SAP training program. Processes used to track training course completion status of more than 150 associates. •Coordinated town hall logistical details for 3 organizations: Finance Systems Roadmap, Finance Change Management and Finance Technology divisions. Facilitated smooth production of 8 senior leadership town halls. •Generated and analyzed town hall metrics and created executive summaries informing senior leadership of event participant satisfaction. The metrics covered topics such as caliber of the speakers, value of the time spent in meetings and ranking covered topics. Town halls attended by a global audience of 400 employees.•Developed and restructured Organizational Readiness SharePoint site 2 times enabling team to more easily locate documents and links. This included adding web parts. This included adding Announcements, Links, Calendars, Content editor web parts and Image web parts.•Managed Organizational Readiness SharePoint site for 100 people. Activities included creating document libraries, updating content and defining user privileges. •Managed 3 key meeting routines including timely development and delivery of agendas and meeting minutes.•Maintained risk log, action items and issues log.
  • Bank Of America
    Business Support Lead Ii
    Bank Of America Oct 2005 - Jun 2012
    Charlotte, Nc
    •Developed and implemented on-boarding tracker in SharePoint. On-boarded more than 50 associates. New associates possessed all the necessary technology and supplies needed to be effective and productive as of day one of their new position. •Coordinated logistical details for off-site meetings. •Produced and documented over 200 business support processes and 20 SharePoint processes. Process documents significantly improved team self service capabilities and facilitated knowledge transfer. •Assisted in developing Finance Management Associate Program Flagscape web site. Created web pages, which included uploading content and images. Also created channels for this web site. This site was utilized by more than 70 associates (both Finance Management Program employees and interns) to obtain information on rotations, events, training schedules and learning curriculum. Maintained site to ensure it contained current information for 2 years.•Coordinated logistical details for Finance Management Associate Program luncheons, graduation receptions and orientation sessions. •Created and owned process for Chief Financial Officer Job Shadowing program. Analyzed data from the job shadowing survey that was sent to 40 people who participated in the program to determine its success.
  • Bank Of America
    Intermediate Financial Analyst
    Bank Of America May 2002 - Oct 2005
    Charlotte, North Carolina
    •Reviewed and approved invoices; created vendor set ups. •Developed reports for MarketScape and ensured that information in these documents reflected general ledger totals.•Input market president budgets into MarketScape. •Completed monthly reconciliation of State President Market President expenses from MarketScape to the general ledger.
  • Bank Of America
    Financial Analyst
    Bank Of America Jan 1998 - May 2002
    Charlotte, North Carolina
    •Prepared check request vouchers.•Performed quarterly forecasts, budgeting and variance reporting in Excel. •Performed quarterly analysis of top 25 banks and prepared weekly reports comparing stock prices of the top 10 banks. •Assisted in preparation of Supplemental Package that accompanies quarterly earnings releases presented to Wall Street analysts.•Generated and analyzed key financial ratios and other performance indicators for Key Corp and SunTrust.
  • Bank Of America
    Control Analyst Iii
    Bank Of America May 1997 - Jan 1998
    Charlotte, North Carolina
    •Coordinated continuing professional education programs for bank employees. •Reviewed new courses to determine the number of continuing professional education credits to be awarded.•Handled certification issues raised by in-house Certified Public Accountants.
  • Bank Of America
    Finance Management Associate Program Associate
    Bank Of America Jan 1992 - May 1997
    Charlotte, North Carolina
    •Utilized Microsoft Access to develop and maintain databases that tracked information about Management Associate Program candidates, interviewer schedules and other demographics. •Prepared daily, weekly and quarterly financial reports. •Prepared quarterly Board of Directors presentations.

Cathy Lloyd Skills

Banking Data Analysis Event Planning Editing Process Improvement Microsoft Office Project Planning Teamwork Writing Risk Management Program Management Business Analysis Analysis Finance Leadership Sharepoint French

Cathy Lloyd Education Details

Frequently Asked Questions about Cathy Lloyd

What company does Cathy Lloyd work for?

Cathy Lloyd works for Wells Fargo

What is Cathy Lloyd's role at the current company?

Cathy Lloyd's current role is Exemplary executive assistant who can support the needs of multiple managers and their departments as well as work on multiple projects.

What is Cathy Lloyd's email address?

Cathy Lloyd's email address is ca****@****ica.com

What schools did Cathy Lloyd attend?

Cathy Lloyd attended North Carolina State University, Central Piedmont Community College.

What skills is Cathy Lloyd known for?

Cathy Lloyd has skills like Banking, Data Analysis, Event Planning, Editing, Process Improvement, Microsoft Office, Project Planning, Teamwork, Writing, Risk Management, Program Management, Business Analysis.

Who are Cathy Lloyd's colleagues?

Cathy Lloyd's colleagues are Annie First, Ryan Miles, Christen Alexi Burgett, Michele O'rourke, Rebecca Barber, Dexter Redeaux, Dana Cuomo.

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