Jerrid Brewer Email & Phone Number

Atlanta Metropolitan Area

Atlanta Metropolitan Area

Wealth Technology Rotation:Consolidate cost centers for clear financial reporting for Wealth TechnologySuggest Agile metrics that will be most beneficial to send to the teamSupport Financial Planning agile team within Wealth Technology as neededConsumer Technology Rotation:Created Center of Excellence site on Confluence for Salesforce based resource management toolImproved Center of Excellence site based on feedback received from users Facilitated access process for the resource management tool

Atlanta Metropolitan Area

• Manage and update the Enterprise Technology Integration Journey SharePoint calendars, dashboards, project plan, and saving deliverables to increase organization improving internal communication and processes throughout the merger.• Create and compile monthly PowerPoints serving as a resource to explain all technology merger related changes ensuring the timetable and milestones related to merger were maintained and adhered to.• Create and manage Gantt charts to display 400+ Enterprise Technology and bank-wide merger related changes for clear visualization for internal stakeholders.• Submit weekly reports for communications & trainings to ensure correct tracking of upcoming teammate readiness activities.• Capture and track RAID log items from various weekly meetings with internal stakeholders for the team.

Greater Atlanta Area

Missed SLA Backlog Project• Produced job aids and trained 102 contracting teammates on new and existing EDD & SpDD client review processes resulting in the project being on time and on budget.• Developed and stewarded department’s client account closure reinstatement process resulting in a reduction in response time by 30% which minimized negative client impact.• Protected the team from scope creep during the execution of the project.COVID-19 Remediation Project• Designed and executed project policy and procedures while training 5 virtual teammates on process.• Ensured timely project completion by managing progress and providing executive updates weekly.• Led internal meetings and communications with key internal stakeholders.Offshore Team Liaison• Developed quality control test script and conducted quality reviews for 80 offshore teammates bi-weekly.• Led Q&A’s regarding process and addressed gaps within offshore procedure resulting in a 50% reduction in error rate.Phone Team• Designed phone team process and call tracking efficiency tools and outlined expectations for 10 teammates.• Analyzed team’s reporting data to reduce the number non-relevant calls into the department by 10%.Department Consolidation• Transitioned existing World Check process and monthly prohibited client report into the department.• Modified policy and procedure using lean methodologies for the process and report to successfully meet the goals of the department.