Steven Wang Email & Phone Number

Toronto, On, Ca

Led operational teams and achieved significant efficiency improvements, revenue growth and cost reductions. Teams included: Credit adjudication underwriting, risk management mitigation and fulfillment.• Reduced bank-wide rework by 30%+, leading to greater efficiency and full-time employee (FTE) savings.• Decreased processing by 25%, resulting in over $300K in additional revenue.• Led the team to help the bank achieve 20%+ in year-over-year growth.• Dramatically reduced bank… Show more Led operational teams and achieved significant efficiency improvements, revenue growth and cost reductions. Teams included: Credit adjudication underwriting, risk management mitigation and fulfillment.• Reduced bank-wide rework by 30%+, leading to greater efficiency and full-time employee (FTE) savings.• Decreased processing by 25%, resulting in over $300K in additional revenue.• Led the team to help the bank achieve 20%+ in year-over-year growth.• Dramatically reduced bank operational cost of acquisition (CoA) by 30%+ by converting appraisal methodology.• Increased team engagement scores by over 20%. Show less

Toronto, Ontario, Canada

Led Operational teams for the bank which included: Funding, Portfolio Administration, Call Center and Quality Control/Risk Management• Dramatically improved call center service level agreement (SLA) response times by 80%.• Reduced operating costs by over $400K annually by streamlining and consolidating functions.• Decreased operational risk and compliance findings by over 50%.

Led a team of 15 operations personnel executing strategic initiatives and streamlining operations for improved efficiencies. (Team based in: Toronto, Vancouver & Montreal)• Executed a launch of a new vendor leading to over $3M in operational cost savings.• Led weekly senior leadership meetings and reported on strategic progress.• Planned and executed processing changes to eliminate over 20 operational gaps and improve efficiencies.

Toronto, Ontario, Canada

Transformed processes to enhance client experiences and increase team engagement. Managed a team of 16 associates responsible for processing $20B monthly transactions to various global bank partners and government tax agencies (CRA). (Team in Toronto, Halifax & India)Process transformation to improve the client experience, risk reduction and increase operational productivityCoached and developed 38% of the team to new career opportunitiesIncreased team engagement satisfaction score… Show more Transformed processes to enhance client experiences and increase team engagement. Managed a team of 16 associates responsible for processing $20B monthly transactions to various global bank partners and government tax agencies (CRA). (Team in Toronto, Halifax & India)Process transformation to improve the client experience, risk reduction and increase operational productivityCoached and developed 38% of the team to new career opportunitiesIncreased team engagement satisfaction score by 25% in 12 months Show less

Toronto, Canada Area

Guided teams in credit system management, risk processes, and strategic initiatives. Led a team of 15 business analysts that were focused on management of the banks origination system which included: enhancements, bug/defect management, user experience testing, and management of various risk processes and communications.• Reduced annual system expenses by $300K.• Developed 30% of the team's promotional career advancement.• Introduced several transformational key initiatives… Show more Guided teams in credit system management, risk processes, and strategic initiatives. Led a team of 15 business analysts that were focused on management of the banks origination system which included: enhancements, bug/defect management, user experience testing, and management of various risk processes and communications.• Reduced annual system expenses by $300K.• Developed 30% of the team's promotional career advancement.• Introduced several transformational key initiatives, including workforce management, reporting cadence, and strategic team quarterly goals. Show less

Toronto, Canada Area

Managed 85MM worth of IT projects within the portfolio to ensure that each is delivered on time and on budget. Responsibilities included: establishing project priorities aligning to business strategy, project governance, project manager for tier-3 projects and executive project guidance focusing on maximizing investment and creating efficiencies. • Key contact with vendors such as CMHC, Equifax, and Transunion.• Managed IT projects and operational teams and created efficiencies through… Show more Managed 85MM worth of IT projects within the portfolio to ensure that each is delivered on time and on budget. Responsibilities included: establishing project priorities aligning to business strategy, project governance, project manager for tier-3 projects and executive project guidance focusing on maximizing investment and creating efficiencies. • Key contact with vendors such as CMHC, Equifax, and Transunion.• Managed IT projects and operational teams and created efficiencies through technology. Established project priorities aligning with business strategy and project governance. The project manager for tier-3 projects and executive project guidance focused on maximizing investment and creating efficiencies. Show less

Toronto, Canada Area

Managed a team of 60+ staff to efficiently process all Wealth Management Transfers; other teams included: account onboarding, registered plans and call center. Accountabilities included team coaching, performance appraisals based on key performance objectives and goals. Proactive risk management to ensure processes met industry guidelines, while focusing on creating positive employee experiences.• Implemented initiatives such as Project Waldo.• Improved operational risks that translated… Show more Managed a team of 60+ staff to efficiently process all Wealth Management Transfers; other teams included: account onboarding, registered plans and call center. Accountabilities included team coaching, performance appraisals based on key performance objectives and goals. Proactive risk management to ensure processes met industry guidelines, while focusing on creating positive employee experiences.• Implemented initiatives such as Project Waldo.• Improved operational risks that translated into an improved audit rating.• Improved employee satisfaction survey score by over 20%.• Created operational efficiencies that resulted in a 13% reduction in staff savings. Show less

Toronto, Canada Area

Reviewed, negotiated and responded on behalf of the President of TD Waterhouse and the C.E.O. of TD Bank Group relating to customer issues.

Toronto, Canada Area

Responsibilities included: • Customer service - understood client needs; providing financial recommendations• Sold financial products: mutual funds, GIC’s, credit cards, loans and mortgages

Bachelor'S Degree, Economics

Education record

Activities and Societies: • Conduct & Practices Handbook Course (CPH) • Canadian Securities Course (CSC)

Education record