Jennifer Sheldon's Location
Bridgeport, Connecticut, United States, United States
Jennifer Sheldon's Contact Details
Jennifer Sheldon work email
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Jennifer Sheldon personal email
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About Jennifer Sheldon
Operations professional with 15+ years experience in banking and financial services with focus on payment processing, customer inquiry resolution, process improvement, operational risk management and staff development.
Jennifer Sheldon Work Experience Details
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Svp, Chief Operating OfficerNewtown Savings Bank Nov 2022 - PresentNewtown, Ct, Us -
Vice President Of Customer Service And OperationsLaurel Road Dec 2014 - Nov 2022New York, Ny, Us· Responsible for day-to-day operations of Premium Care Team, Operations, Customer Experience, and Facility Management· Manage all aspects of student loan and personal loan originations · Work with executive and senior leadership team to implement new product offerings, and ensure adherence to regulatory guidelines· Manage major loan servicing vendor relationship to ensure excellent customer experience and rigorous compliance and regulatory requirements are met · Implemented fully remote workforce as result of pandemic requirements, while maintaining high NPS and meeting SLAs. · Achieved largest loan funding month in March 2020 -
Vice President - Business SupportRbs Citizens Financial Group Feb 2012 - Dec 2014• Act as project manager and consultant to business lines across Consumer Operationso Ensure adherence to Group Policy Framework- including Payment Security, Records Management, Information Security, and Business Continuityo Perform process reviews to identify improvements for customer experience as well as compliance with regulations and business policyo Work with business lines to document processes, develop procedures and complete process mapso Continue implementation Lean tools and methodology in teams post-Lead Deployment• 2012 graduate of the Emerging Leaders Development Program• 2013 Citizens Financial Group Sabbatical Recipient -
Assistant Vice PresidentRbs Citizens Financial Group Jan 2005 - Jan 2012Responsible for managing monetary transaction processing for Credit Card Account.Developed procedures for handling all monetary transactions performed in the US and in India Developed workflows between different divisions of the organization to increase process efficiencyTransitioned all monetary processing from other areas of Card Services to Accounting in order to ensure proper segregation of dutiesEnsure all processes within the department adhere to corporate policies and applicable regulationsAct as liaison with Risk Operations to ensure policies are adhered to across Consumer Finance Operations, support quarterly SOX & GLBA testing programsIn 2010, managed project to off shore US processes to India. Identified processes eligible for offshoring, documented training plans and procedures, and ensured successful transition of processes Continue to monitor performance of India team against benchmarks and SLAsIdentified efficiencies within US team to reduce team of processers from 13 to 6Assumed responsibility for performing assurance functions related to monetary transactions in the US and India as well as quality control reviews for maintenance performed on all credit card accounts.Participated in Lean Six Sigma project and embedded daily huddle boards into team for performance and capacity tracking, perform process confirmations daily and adhere to "Day in Life Of" scheduleHold weekly Root Cause Problem Solving sessions to continue to identify process efficiencies using Lean Six Sigma tools
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Operations ManagerCiti Jan 2001 - Jan 2005New York, New York, UsManage teller line and Financial AssociatesEnsure branch is profitable by controlling operating expenses and lossesResponsible for all daily operations in Financial CenterConduct monthly and quarterly Management Self Assessment audits to ensure policies and procedures are adhered to in Financial CenterConduct daily review of new consumer and business accounts opened to ensure all policies are followedReview balance fluctuations in consumer and business accounts daily to help eliminate money launderingConduct random cash audits of Financial AssociatesManage amount of cash held in branch and in ATMsConduct audits in other branches in Connecticut to ensure policies and procedures are followedMotivate tellers to achieve monthly sales referral goalsAssist Branch Manager and sales people with sales campaigns Train new Tellers on policies and procedures as well as sales techniquesConduct performance appraisals for tellersSuccessfully passed annual audit by Field auditors with and "outstanding" rating.Traveled to California in 2003 to train staff at branches of CAL Fed which was purchased by Citibank -
Operations ManagerPrudential Financial Jan 2000 - Jan 2001Newark, New Jersey, UsDeveloped and implemented all operations and compliance policies and procedures for new Financial Planning office Trained all new employees, Financial Planners and Sales managers, on policies and proceduresSuccessfully passed Annual Audit conducted by Corporate Compliance, obtaining highest possible score, in October 2000Manage Operations & Controls Staff and oversee daily office operationsProcess all new hire paperwork, credit/criminal background investigations, and file U-4 with NASDConduct monthly audits of marketing materials, client files and other operation functions to ensure compliance guidelines are followedHandle all licensing and compliance issues for sales staff and operations staffAct as liaison between staff, planners, managers, home office departments, etc.Complete performance reviews for operations staffHandle all human resource and regulatory issues for office -
Margin SpecialistPeople'S United Bank - People'S Securities Inc. Jan 1998 - Jan 2000Bridgeport, Ct, UsEnsure all Federal and NASD regulations are complied with in the maintenance of margin accounts, as well as trades placed in cash accountsSet up margin loans for new and existing customers; educate customers on regulations for margin accountsMonitor margin accounts to ensure proper equity is maintained; issue all margin and federal calls for under margined accounts and work with customers to satisfy these callsContact customers with past due accounts; file necessary extensions with NASD; handle all sellouts for severely past due accounts and collection items for unsecured debitsReview Daily Exception report to ensure all federal calls, day trading accounts and unsecured debits are researched and resolvedTrain new Sales and Service Representatives to understand margin accounts and margin requirements as well as NASD regulations for trading in cash and margin accountsReview all accounts for potential day trading activity and ensure day trading guidelines are followed; place accounts on 90 Day Restriction as necessary, if regulations are not followed -
Senior CashierMorgan Stanley Smith Barney Jan 1997 - Jan 1998New York, Ny, UsResearch/Resolve all margin issues: Extensions, Sellouts, Fed Calls, etc.Ensure other members of operations department adhere to compliance guidelines set for opening of new accounts, disbursement of checks and account transfersProcess all trade corrections and reconcile Branch Error Accounts on a daily basisReview letters of authorization from customers with compliance manager before Sales Assistants process requests
Jennifer Sheldon Skills
Management
Banking
Financial Services
Risk Management
Process Improvement
Credit Cards
Retail Banking
Loans
Credit
Program Management
Operations Management
Business Analysis
Financial Risk
Leadership
Vendor Management
Finance
Account Reconciliation
Business Process Improvement
Investments
Strategic Financial Planning
Payment Processing
Customer Support
Customer Service
Microsoft Excel
Microsoft Office
Jennifer Sheldon Education Details
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Fairfield UniversityGeneral -
New England College Of BusinessAccounting
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Sacred Heart UniversityCertificate In Business Analytics
Frequently Asked Questions about Jennifer Sheldon
What company does Jennifer Sheldon work for?
Jennifer Sheldon works for Newtown Savings Bank
What is Jennifer Sheldon's role at the current company?
Jennifer Sheldon's current role is Chief Operating Officer.
What is Jennifer Sheldon's email address?
Jennifer Sheldon's email address is js****@****oad.com
What is Jennifer Sheldon's direct phone number?
Jennifer Sheldon's direct phone number is +120366*****
What schools did Jennifer Sheldon attend?
Jennifer Sheldon attended Fairfield University, New England College Of Business, Sacred Heart University.
What skills is Jennifer Sheldon known for?
Jennifer Sheldon has skills like Management, Banking, Financial Services, Risk Management, Process Improvement, Credit Cards, Retail Banking, Loans, Credit, Program Management, Operations Management, Business Analysis.
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