Heidi Jackson Email & Phone Number

Lawrenceville, Ga, Us

Providing cross-functional reporting support to sales, marketing, client engagement, and additional internal teams. Data expert for SAP concur travel, expense, and invoice platforms to use the information to solve business challenges for our customers. Leveraging Cognos, salesforce, AWS, powerBI, and other business reporting tools to drive adoption and conversions by developing global reports.

Direct reporting consultant contact for a large portfolio of clients. Hands on engagement with each client contact to identify opportunities for process improvements or issue resolutions unique to their situation. Report creating completed leveraging Cognos and other business intelligence tools.

Albuquerque, New Mexico Area

Contractor at Silicon Valley Bank• Analyze key performance factors for the service center utilizing data analytic tools to identify problems and enhancement opportunities.• Project manager for identified process improvements including team-specific contact email conversion, outreach initiatives, team site development, and new hire training documents.• Draft improvement proposals, including detailed reports that outline the findings and recommendations for process… Show more Contractor at Silicon Valley Bank• Analyze key performance factors for the service center utilizing data analytic tools to identify problems and enhancement opportunities.• Project manager for identified process improvements including team-specific contact email conversion, outreach initiatives, team site development, and new hire training documents.• Draft improvement proposals, including detailed reports that outline the findings and recommendations for process improvement.• Design solutions and hardware/software specifications by creating detailed documents based on analyzed results.• Optimize director level reporting for the Call Center and Collections team utilizing advanced excel and other business intelligence software.• Work closely with Client Services Management, Sr. Level Directors, Product Managers, and Marketing Team to align the cards team with company initiatives. Show less

Silicon Valley Bank supports clients domestically and globally with a wide range of services. As a Sanctions Analyst, I completed investigations and analyzed alerted items from the interdiction software in relation to regulations preventing terrorist activity, money laundry, and other criminal funding.Investigation is completed using strong internet skills, online databases, vendors, public records, and other proprietary resources. While in this role I assisted in new software testing… Show more Silicon Valley Bank supports clients domestically and globally with a wide range of services. As a Sanctions Analyst, I completed investigations and analyzed alerted items from the interdiction software in relation to regulations preventing terrorist activity, money laundry, and other criminal funding.Investigation is completed using strong internet skills, online databases, vendors, public records, and other proprietary resources. While in this role I assisted in new software testing, process creation and documentation, and assisted with defining productivity measures for the team. Show less

Tempe, Az

SVB provides startup companies with world wide banking and card services. As a Global Cards Advisor II, I provided project management for SharePoint customization and CRM process integration. Completed team and new hire training. Provided Director level reports for call center statistics. While in this role I was a Subject Matter Expert (SME) providing resolution to CEO, V.P., and Director level management within startup companies regarding card products, payment processing services… Show more SVB provides startup companies with world wide banking and card services. As a Global Cards Advisor II, I provided project management for SharePoint customization and CRM process integration. Completed team and new hire training. Provided Director level reports for call center statistics. While in this role I was a Subject Matter Expert (SME) providing resolution to CEO, V.P., and Director level management within startup companies regarding card products, payment processing services, and integrated accounting systems. Show less

Phoenix, Arizona Area

The Castle Law Group specializes in Lending Default Law. The Compliance Analyst responsibilities included project management and implementation for all used software. Created and maintained SQL reporting for CEO and Director level review. Implemented improvements for compliance to statute changes in Arizona, Utah, Nevada, Colorado, New Mexico, and Wyoming.

The Cooper Castle Law Firm specializes in Lending Default Law. Default legal assistant responsibilities included processing foreclosure and evictions from start to finish with compliance to state and client guidelines.

Stevens-Henager College is a private for-profit college. The responsibilities as an Enrollment Advisor included specialized in the knowledge of all academic offerings and programs, admission requirements, and applicable policies and procedures.

Discover Financial Services offers a variety of lending and cash management products. As an Escalation Specialist, I was responsible for proper handling of escalated customer calls, legal related calls, tracking of issues, and issue resolution.

Master'S Degree, Applied Business Analystics

Activities and Societies: Mu Zeta Chapter of Delta Mu Delta International Business Honor Society

Small Business Program

Bachelor Of Arts (B.A.), Consumer And Community Studies, Emphasis In Financial Planning

Associate Of Science (A.S.), Business/Commerce, General