Jade J. Email & Phone Number

Charlotte, Nc, Us

New York, Ny, Us

* Produce, maintain, and update Private Banker and Mortgage Consultant facing tools for Rate Adjustment submissions and inquiries* Highlight business trends and analyze the current Rate Adjustment Program to enhance the volume of eligible RAPs that can be offered to clients on a regular basis, creating the plan and blueprint for the Trigger Project* Support the buildout of the Rate Adjustment Automation project and provide analysis to support Product Development initiatives* Responsible for validating and submitting Rate Adjustment Transactions that have been submitted by Mortgage Consultants and RAP Desk Employees* Collaborate with various business units to develop customized reporting in support of ongoing initiatives* Analyze multi-touch client interactions (mortgage consultant, advisor driven, private banker, direct to client, digital, etc.) for new Trigger project and determine impact of each

Paris, Fr

* Audit and monitor transactional data between point-of-sale systems, SAP ERP system to ensure quality and accuracy of raw data provided using SQL and Excel applications* Utilize dual platform systems to discover discrepancies and variances within inventory management to help create true P&L

New York, New York, Us

• Perform qualitative and quantitative audits to monitor compliance with SEC and FINRA regulations and firm policies and procedures• Maintain Protegent PTA Compliance database and manage all disclosures made by employees as well as conduct trading reconciliations to make sure that all employees follow regulations under the SEC and FINRA• Document critical findings within the CRM tool in order to execute relationship management between employees and the compliance team

New York, New York, Us

• Analyzed different platforms to assist in determining which platform was most efficient and cost effective for the needs of the company• Implementation of new Compliance platform (Off-boarding, transitioning all employees, and on-boarding)• Conduct reconciliations of all data from old platform to new platform, for a smooth transition and maintenance• Maintain BasisCode Compliance platform database and initiate necessary certifications and tests to meet compliance requirements

• Maintain relationships with key contacts including: more than thirty-five participating companies, covering about one hundred fifty magazine brands.• Create daily, weekly and monthly reports and presented these reports to Department Managers.• Issue reports utilizing Excel macros and formulas. Perform “reasonableness check” on all data before standard reports are issued.

• Keep track of bills and payments made to and from firms clients• Create and maintain electronic documents, databases, reports, forms, and SQL queries after implementing next-generation technologies to foster an environment of continuous improvement, which propelled efficiency gains and saved time• Composed effective accounting and ad-hoc reports summarizing A/P data for managing partner in office

New York, Ny, Us

• Worked on a team to recruit, organize interviews, and hire recent graduates for engineering intern positions as well as new grad positions• Developed specifications for and created and implemented Software Engineer Recruiting Database. • Assisted senior management in gathering and maintaining electronic statistical data associated with recruitment results.

•Provided reliable solutions for academic computing needs to both faculty and students•Ensured needs within the lab were met as part of a knowledgeable student based support staff •Maintained the technology and hardware in the computer labs

•Assisted residents with moving in and out of dorms efficiently•Organized mail and process packages for residents to pick up•Assisted the Area Secretary, Area Coordinator, and university residents when necessary

Atlanta, Ga, Us

Selected out of 1,200 students to attend the LEAD program at the University of Illinois with 29 other studentsAttended college level courses to learn about the fields of business from top university professorsNetworked and interacted with partners, CEOs, and employees from various companiesCreated and presented a case study before judges in a professional settingTraveled to Italy and Australia to learn about global business practices

Basking Ridge, Nj, Us

• Developed Competitive Intelligence electronic dashboard to measure profitability of various Verizon Sales Regions. • Synthesized the results of research involving the data mapping and metrics for Verizon profit and cost centers.• Presented the “Dashboard” a final product to the CEO, CFO, and other executive members

•Ensured the safety of the patrons by enforcing the rules and pool etiquette •Responded to emergencies with promptness and dependability•Organized a class and guarding schedule for the morning shift lifeguards •Trained children on water safety and swimming skills to increase swimmer confidence•Provided opportunities for children to engage in water games to alleviate their fear of water•Certified in CPR, First Aid, and Lifeguarding

•Instructed children of various ages on water safety rules to ensure their protection and collaborated with a team to train children in swimming skills•Provided opportunities for children to engage in water games to alleviate their fear of water

Experienced the culture of Costa Rica while living with a host familyMastered the Spanish language by attending classes and speaking with the native communityParticipated in extracurricular activities that were provided

Certificate, Computer And Information Systems Security/Information Assurance

Bachelor Of Science (B.S.), Finance, General

Education record