Responsibilities include:- Under the direction of the Senior Vice President of the Financial Intermediary Department, responsible for a team supporting 27 clients on the MARS (Marketing and Reporting of Sales) product. Product offerings include Sales and Reporting, 22C-2 Compliance monitoring, CRM and SalesForce integration- Manage all aspects of vendor relationship including weekly vendor calls, statements of work, contract negotiations, billing and product improvement- Facilitate all stages of new client implementations, omnibus roll-ups and other technical projects for clients- Coordinate, support and monitor all daily activities for staff within department including short and long term data stewardship projects, client support (direct), work distribution, reporting requests and other ad hoc requests- Work directly with clients to provide demonstrations of MARS product, explain new product functionality and troubleshoot issues- Design, create and support multiple department databases used to support staff, project initiatives and clients- Created and implemented monthly department and individual statistics, along with an innovative minor review process- Grew business line revenue by 26% in 2023 to over $2.1 million through multiple new client implementations, SalesForce CRM integrations, work orders and process improvement initiatives

Experienced Project Manager with substantial knowledge in project management methodologies, scrum, business requirements solicitation techniques, database management and process improvement.Responsibilities include:- Develop and manage an internal Oracle Learning Management System website to stay ISO 9001 compliant that is utilized by approximately 320 employees- Managed, planned and executed all stages of Learning Management System website implementation including business requirements solicitation and project plan creation and execution- Research, design and deploy LMS site enhancements to meet learning needs of all Transfer Agent business lines- Senior member of Projects team whose purpose is to identify and implement project initiatives relating to improving reporting and task processes for all Transfer Agent business lines- Lead yearly needs meetings with Senior management to identify new project initiatives- Developed and implemented key strategic processes to reduce company-wide error totals by an average of 13% per year- Accountable for over $100,000 in continuous annual cost savings for Transfer Agent as a result of multiple process improvement ideas and implementations- Recognized by upper management for outstanding performance on numerous occasions and as a result received seven U.S. Bank corporate Shield awards

Responsibilities include:- Developed, identified and implemented the reporting and process improvement initiatives for all Transfer Agent business lines- Compiled error trend analysis and utilized data to improve process and procedures for all Transfer Agent business lines- Generated and maintained reporting used by every level of management within Transfer Agent- Assisted with various stages of ISO 9001 certification for Transfer Agent

Responsibilities include:- Reviewed high volume of mutual fund processing transactions, both financial and non-financial for accuracy and timeliness- Prepared and quality controlled monthly management reports that were sent out to over 50 mutual fund clients on a monthly and quarterly basis- Received nine Excel awards for outstanding performance ratings

Responsibilities include:- Processed high volume of mutual fund requests from shareholders, both financial and non-financial while maintaining at least 98% accuracy at all times - Cultivated meticulous and detail oriented work habits through daily processing assignments