Jill Dewitt Email & Phone Number

Texas, United States

New York City Metropolitan Area

Greater New York City Area

Greater New York City Area

• Transitioned entire team and processes to New York from Dallas with emphasis of training entire new staff, while maintaining client relationship during the transition.
• Provide oversight and governance to three different offshore teams on a daily basis.
• Manage Business Support which is responsible for maintaining static data for 71 clients and 4000 assets
• Supervised Reconciliations team for the America operations of Fund of Funds Custody which includes the reporting of all mandatory federal regulatory reports as well as teams weekly/monthly metrics in addition to.
• Liaison for both internal and external auditors for team that has resulted in a successful audit

Dallas/Fort Worth Area

• Managed trade team that averaged 200 hedge fund trades per month
• Organized all on/off boarding of clients including all changes in contracts, fee schedules and services
• Established process for record retention that adhered to both internal and external auditor recommendations
• Provided subject matter expertise on connectivity to other internal teams and downstream technology impacts

Dallas/Fort Worth Area

• Developed processes within department to facilitate real time processing with reliable metrics
• Coordinated with 3 different internal departments to ensure client felt a seamless relation with JPMorgan.
• Communicated with third party administrators, fund managers, and auditors as part of handling team’s largest client

Highland Village, TX

• Receive an overall customer satisfaction of top 10% of company for 3 quarters in 2012
• Identified specific recommendations to clients resulting in 20 million dollars of new money for my branch.
• Worked with outside partners to help customers with their specialized financial needs to deepened relationships, that resulted in at least 3 referrals a month to each of the Mortgage Loan officer and Financial Adviser.

Created measurable testing to assess the effectiveness of new curriculum for the school districtFacilitated a technology grant writing seminar for department which resulted in 6 out 10 grants awarded on campus came from departmentTrained teachers on technology to create a multimedia lessons and create websites for numerous classesWorked with international.

Taught Business Computer Information Systems, a class that teaches high school students MS Office software including Word, Excel, PowerPoint, Access, and Publisher.Developed and implemented programs in conjunction with the local community college to train high school students for college preparation each step of their academic career. Sponsored the Student.

Spearheaded the marketing and off site promotions in the South Austin and San Antonio territoryCoordinated individual marketing events for 22 branches Taught financial education seminars to various organizations such as technical schools and companies

Initiated new business relationships with local companies and individualsAssessed and analyzed the needs of existing and new clients thus deepening the relationshipExceeded sales goals on a monthly basis