Jacqueline Williams Email & Phone Number

Humble Texas

Directs, administers, and coordinates the internal operational activities of the organization in accordance with policies, goals, and objectives established by the Chief Executive Officer and the Board of Directors. Leads and directs the following functions and/or business units: operations, human resources, information systems, traffic, new business coordination, and agency promotion and communication. Assists the CEO in the development of organization policies and goals that cover operations, personnel, financial performance, and growth of the functions and/or business units.

Houston, Tx

Review and approve new trust/custodial accounts for Bank and execute Trust/Custodial Agreements on its behalf.Review and execute amendments to Trust/Custodial Agreement on behalf of the Bank.Prepare monthly and quarterly reports for various lines of businesses.Review and approve monthly bank reconciliations for the Bank’s cash accounts, including accounts owned by other entities as agent for the Bank.Review and approve New Account Review and Annual Administrative Reviews prepared by Staff Accountants.Manage, prepare, and monitor operational budget, including annual expense budget and prepare annual Function Cost Survey.

Oversee the successful implementation of large retirement plans, ranging from hundreds to over millions of dollars. Provide responsive and pro-active customer service at the group level through effective and efficient coordination of implementation, conversion of assets, documentation and communication activities for qualified and nonqualified plans.Apply knowledge of the retirement services industry, specifically the implementation and design of defined contribution plans.Review employer plan documentations, and agreements for client execution to ensure compliance.Provide knowledge of recordkeeping systems, data conversions, asset movement and reconciling of defined contribution plans to internal and external partners.Oversee strategic project to transition mutual fund retirement plans from one recordkeeping system to another in a seamless manner.

Provided business consultation and project management to transitioned teams for required business processes. Led cross- functional project to convert product offering from one record keeper system to another in support of company’s strategic goals.Managed organizational change; develop business processes and system workflow processes.Served as point of contact and primary liaison for AIG Retirement and AIG Annuity operations.

Managed financial transaction processing while adhering to federal regulated laws, policies, and procedures to ensure exceptional client satisfaction. Recommended and facilitated improvements of operating systems and processes to improve performance and quality, increase work efficiency, and/or reduce costs.Implemented performance management program in areas of responsibility focused on individual/team performance and quality. Developed, documented and coordinated work processes, policies, procedures and workflows for transition of business units.

Managed, trained, and coached staff to handle client inquires and improve service levels within established service levels.Monitored individual and team quality according to established metrics.

Coordinated and facilitated training programs for health care professionals in a diverse clinical environment.Established performance goals and measurements. Researched, developed, and presented clinical findings for National Healthcare presentations and publications.

Worked in Organ Transplantation.

Master, Business Administration

Activities and Societies: Lifetime member of Delta Sigma Theta Sorority, Inc. Masters of Business Administration

Masters, Counseling Education

Activities and Societies: National Honors Society Masters Counseling Education

Bachelors, Medical Technologist

Activities and Societies: National Honors Society Bachelor of Science in Medical Technology