Emily Aasen Email & Phone Number

San Diego, Ca, Us

San Diego County, California, United States

Wholesale dessert, collaborations, and mini dessert catering • Creating seasonal desserts for small restaurants for weekly delivery.• Partners with restaurants for special events like monthly high teas, chef tasting menus, wine tastings, baby and bridal showers.• Collaborates with event planners and public clientele to create mini dessert tables for special events.

Greater San Diego Area

• Planned and lead business unit operational, strategic, and engagement initiative programs from origination to implementation. • Continued leadership and management throughout multiple program life-cycles• Responsible for ensuring the development of procedures, workflows, communications, and training activities related to the implementation of change initiatives. • Ensured the assigned initiatives, projects, events and budgets, were properly tracked, planned, coordinated, communicated, documented, and met deliverables. • Partnered with business unit managers to understand the needs and current processes of the unit to spearhead initiatives for process improvements. Lead the effort to design and implement innovative and creative solutions based on business needs resulting in improved efficiencies. • Delivered assigned initiatives on time, on budget, and within scope. • Managed all business unit internal communications and reporting for the executive team including but not limited to team communications via email, intranet site postings, site-specific town hall discussions, monthly leadership meetings, and support of launching initiatives• Acted as Employee Engagement Champion for business unit ensuring that action plans set in place as a result of company-wide engagement surveys are acted upon and on time.

Greater San Diego Area

• Enhanced the third party risk management model by completing an inventory assessment, added measures to determine third party vendor performance, and added ongoing monitoring to update vendor capabilities in real time • Relationship Manager for Treasury and Commercial clients. Primary contact for account opening, vetting of clientele, maintenance, and compliance requests • On-boarded high touch accounts including EB-5 Escrow relationships, Contractor Retention Escrow, Third Party Payment Processors, Commercial, and Treasury to core processing system• Completed daily audits for all Cash Management documentation and approvals for new clients, limit changes, and maintenance• Sarbanes-Oxley (SOX) Compliance auditor Responsible for daily reconciliation of Treasury Accounts• Processed domestic and international manual wires for high value business clients • Excelled at BSA/AML compliance and risk mitigation while maintaining exceptional customer service and support. • Accountable for BSA and OCC request fulfillment • Supported process map development and reviewed pricing analysis for potential new clients, research on new verticals and client bases, and cost analysis review.

Santa Barbara, California Area

• Created, completed, and reviewed all documentation involved in the underwriting process for the Payments Platform for clientele including E-check, Credit Cards, and Electronic Cash Payments• Integral member of the underwriting team including the initial review and peer review process to ensure all compliance measures were consistently met• Ensured compliance regulations were consistently met with through due diligence utilizing task forces• Informed Compliance Manager and Director of any compliance irregularities while understanding how to escalate appropriately• Monitored, entered, updated, and reviewed all account information to ensure accuracy in record-keeping and system settings for regulatory compliance purposes. Partnered with customers to gather data and documents necessary for performing detailed underwriting on property management companies and their bank accounts to maintain low risk and high compliance standards.• Data collection and document preparation to dispute Credit Card Chargebacks on behalf of customers.• Trained and mentored clients with the initial set-up and use of the products and features using GoToMeetings, presentations, and training material development and distribution• Assisted customers in the troubleshooting of bank reconciliations and product related issues to ensure an accurate and audit worthy documentation of all transactions for Property Management Companies and their property owners.

San Diego, Ca

• Trained and mentored Central Coast retail branches in Governance processes for MUFG Union Bank policies and procedure post-conversion. Built improvement on the core capability of bank processes and procedures through innovative and break-through thinking. • Assisted in the development of policies and operations of new role• Created an environment where cross-team working is effective both internally and externally • Reconciled and reviewed daily branch reports for 35 offices. Researched irregularities on daily and monthly General Ledger (GL) reports, Account Analysis reports, Fee reversals, and Safe Deposit Reports. • Created an environment where cross-team working is effective both internally and externally. Coordinated and linked the most critical efforts (like Image ATM Out of Balance situations) to ensure resources and expertise were shared and training was consistent and complete.• Collaborated closely with the Community Banking Support Service Officers (SSOs) and Division Support Officers (DSOs) escalating risk concerns appropriately.• Assisted in monthly Branch Audits to ensure compliance and risk standards were consistently being met and all branch staff were appropriately trained on “business unusual” situations.• Solved complex customer-related branch issues in order to maintain a consistent and positive customer experience.• Promoted multiple times during tenure from Teller to Community Bank Support Services Specialist

Bachelor'S Of Science, Geology/Earth Science, General

Certification, Diplome Professionel De Boulangerie Et Patisserie

Certification, Graduate Gemology