Jaime Davila Email & Phone Number

Fort Lee, NJ, US

• Leadership role within the Cards & BaaS organization. Focused on bringing new products and services to market with Fintech partners.
• I lead a team of 3 Relationship Managers consulting and onboarding Cards & Banking as a Service (BaaS) solutions.
• Focus on client onboarding through due diligence, technical, and business implementation.
• Partner with Regulatory Compliance, BSA/AML, Credit Risk, and Fair Lending teams to ensure regulations are met.
• Work cross-functionally with Operations, Legal, Marketing, and Finance to successfully take clients through the product development lifecycle.
• Collaborate with Product on strategy, planning, and new product development.

New York, NY, US

• I was promoted to lead the global team of Managers and Analysts in New York, Palo Alto, Tel Aviv, and Hong Kong.
• Customer Experience strategy, leveraging client insights and internal analysis to continuously improve experiences globally.
• Push and pull payment oversight, partnering with networks and bank partners.
• Identify areas for process improvement and experience enhancement through workflow trend and issue analysis.
• Cross-functional initiative leadership, from identification through implementation.
• Oversight of Enterprise clients such as eBay, Airbnb, Upwork, and Uber.

New York, NY, US

• Managed and mentored a team of four Client Services Managers in New York & Palo Alto.
• Oversaw the team's pre- and post-sales support, client training, and account management of Enterprise clients like Airbnb, Upwork, and Uber.
• Designed enhancements to accommodate new business needs, automation, and company growth while reducing manual processes.
• Developed new interfaces, reports, and utilities, such as a new Salesforce workflow that improved Service Level Agreements (SLAs) to a 98% success rate.
• Served as a liaison between clients and all internal teams, including compliance, risk, operations, and development.

London, GB

• Oversaw a team of six business-technical consultants who focused on issue resolution and root cause analysis for Ion clients.
• Managed the customer success and relationship management of 30+ Fortune 500 clients across a broad suite of treasury solutions and platforms.
• Led internal communication between Client Services, Professional Services, Research & Development, and Account Management.
• Project-managed a new business intelligence platform to deliver sophisticated client insights and analysis.
• Launched a new JIRA workflow tool, leveraging Kanban Agile methodology, to increase team output by 30%.

London, GB

• Provided technical support to clients experiencing issues with Wallstreet Systems Cash Management, Transaction/Risk Management, and Accounting solutions.
• Investigated and analyzed reported issues, recreating them within a controlled environment when applicable.
• Prepared and processed test cases, implementation instructions, and other required documentation.
• Cooperated with Research & Development on the resolution of issues.
• Responsible for training internal and external stakeholders on the Cash Management Module.

Completed Masters in Cultural Management from the CETT - Universitat de Barcelona

London, GB

• Led the implementation of Wallstreet Treasury solutions for onboarding Fortune 500 companies like IBM.
• Supported clients with accounting and cash management configuration, including preparing gap analyses and suggesting product enhancements (if applicable).
• Prepared implementation instructions and other required documentation.
• Coordinated and documented testing execution of new and existing functionalities.
• Programmed and trained internal and external stakeholders on the Wallstreet Suite application.
• Collaborated and contributed to pre-sales, scoping, and requirement specification programs.

Atlanta, Georgia, US

• Managed cash management duties including payment processing, short-term investing, and FX trading for NCR business units across the US, Canada, Latin America, and Europe.
• Oversaw bank relationships by managing relationships with FX traders and relationship managers.
• Performed cash flow forecasting and analysis.
• Coordinated inter-company current account and netting calculations/payments on a monthly basis.Identified cost-saving opportunities by eliminating services or restructuring bank accounts.
• Communicated with the accounting department to ensure accurate reporting of cash balances.
• Worked on Sarbanes-Oxley compliance and maintained strong internal controls.

Atlanta, Georgia, US

• Calculated sales commissions (or specific bonus type) for the Latin America, Asia, and Middle East Africa sales force.
• Processed accruals and reconciled accounting entries in Oracle software for various NCR employee bonuses in the Caribbean and Latin America.
• Provided support to employees with inquiries and questions about their compensation.
• Managed payroll accounting for NCR in South America, including preparing funding, accruals, and account reconciliations.
• Managed Travel & Expense (T&E) payments and accountability for NCR subsidiaries in Latin America.
• Assisted NCR employees with their T&E and payroll questions.

Bachelor'S Degree, Business/Commerce, General

Master'S Degree, Cultural Management

Associate Of Arts (A.A.), International Relations And Affairs

High School Diploma