Deborah Ross Email & Phone Number

Cleveland, Oh, Us

Cleveland, Ohio, United States

Cleveland, Ohio, United States

Manage end-to-end attendance process for 700 students. Provide administrative support to Principal and Assistant Principal for Student Success, including reporting and analysis of attendance trends. Served as COVID-19 Coordinator, including tracking, assessment and reporting of student cases, and communication with parents and faculty.

Cleveland, Ohio, United States

Process Improvement - Create and continuously improve client on-boarding experience. Project Management - Active stakeholder providing support for ongoing Hyland OnBase and Siebel CRM system enhancements through design, testing and implementation. Fiduciary & Regulatory Compliance - Evaluate and ensure new business proposals and documentation comply with fiduciary, regulatory and service model guidelines. Client Service - Provide guidance and product support to market sales professionals, facilitate engagement of legal counsel as needed and serve as a liaison between internal and external service partners.

Cleveland, Ohio, United States

Project Management - Working sponsor for centralized Hyland OnBase imaging technology project with $315K budget and estimated operational efficiency of over $1MM. Process Improvement - Automated manual account review process. Developed standardized procedures and tracking mechanism.Formalized client onboarding experience. Identified gaps in compliance and service quality; created standardized business process and procedures. Team Development - Created, managed and developed several hourly and exempt professionals with above average employee engagement scores on annual Gallup surveys.Create and maintain SharePoint site. Reporting & Analysis - Develop and report key business metrics to strategic initiatives and regulatory requirements. Compliance - Served as liaison to internal and external auditors and regulators. Leadership - Participated in National City’s 2008 Business of Banking School sponsored by the American Bankers Association.

Cleveland/Akron, Ohio Area

Established and managed a centralized cash processing group supporting money movement activities for institutional custody clients with a staff of seven individuals in Cleveland, Ohio.Expanded management responsibilities to include second remote processing group dedicated to retirement plan processing in Kalamazoo, Michigan with a staff of nine individuals.Developed and implemented strategy to standardize and consolidate all cash processing and limited administrative support functions from six state footprint into two centralized groups while maintaining existing client service and quality standards. Further consolidated Kalamazoo and Cleveland sites into new corporate headquarters in Cleveland, Ohio.

Cleveland/Akron, Ohio Area

Provided leadership and direction to middle office processing team providing personal trust account administration for account openings, closings, asset and money movements.Developed and maintained account aging reporting to ensure timely processing of all account closings using the Siebel client management system.Created and implemented productivity and quality standards and tracking mechanism for improved money movement transaction processing.

Cleveland/Akron, Ohio Area

Managed and directed over 40 operations processors covering a three-shift environment.Completed consolidation to centralized operating unit with installation of new operating system.Established new benchmarks for productivity, quality and customer service.