Process Engineer - Operations Wealth, Corporate, Commercial & Institutional Banking
CurrentStarting January 2025
Jan 2024 - Present
AeroLeads people directory · profile
Jaclyn Mccarthy Email & Phone Number
Process Engineer I Project Lead I TEFL Certified
at
U.S. Bank
1 work email found
@usbank.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Process Engineer I Project Lead I TEFL Certified
Location
Greater Milwaukee, United States
Who is Jaclyn Mccarthy? Overview
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Quick answer
Jaclyn Mccarthy is listed as Process Engineer I Project Lead I TEFL Certified at U.S. Bank, based in Greater Milwaukee, United States. AeroLeads shows a work email signal at usbank.com and a matched LinkedIn profile for Jaclyn Mccarthy.
Jaclyn Mccarthy previously worked as Process Engineer - Operations Wealth, Corporate, Commercial & Institutional Banking at U.S. Bank and Custody Operations Manager, Officer at U.S. Bank. Jaclyn Mccarthy holds Bachelor Of Business Administration (B.B.A.), Finance, Business And Legal Spanish, International Business Certificate from University Of Wisconsin-Milwaukee.
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{first}.{last}@usbank.com
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Profile bio
About Jaclyn Mccarthy
A versatile business leader that demonstrates strong skills in financial analysis and operations, project management, and client relations. Adept at providing and creating efficient business practices whilst maintaining client and company service quality measures. Exemplifies a diligent work ethic with a focus on organization and attention to detail.Authorized to work in both the US and UK without sponsorship.
Listed skills include Customer Service, Social Media, Microsoft Office, Microsoft Pos, and 17 others.
Current workplace
Jaclyn Mccarthy's current company
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9 roles
Jaclyn Mccarthy work experience
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Custody Operations Manager, Officer
Oversee an nine-person team tasked with settling ~$3.8T each month. Focus on management of tasks and ongoing training of staff. Work closely with leadership to provide recommendations and feedback to serve business goals.Notable Contributions:- Spearheaded readiness for a successful transition of 1744 accounts onto a new financial technology system.- Streamlined manual processes with automation, resulting in a 40-50% decrease in processing time. - Elected into the Leadership Advisory Council to drive critical changes for optimal employee engagement and DEI.- Advocated for changes due to hiring disparities, resulting in pay increases for 60+ employees in the organization.
Nov 2021 - Dec 2024
Custody Operations Analyst
Hired to analyze department processes and recommend updated and stronger controls. Utilized business and technical writing skills to document procedures for department use. Compiled data for monthly performance reports. Notable Contributions:-Initiated a large volume of higher-risk wires for internal business lines and clients.-Processed an average of 854 wire and settlement transactions per month valuing $421M.
May 2020 - Nov 2021
Foreign Teacher
Taught adult learners in group and one-on-one settings, adjusting lessons based on learning styles and language proficiency. Fostered curiosity and engagement to advance learning and encourage interactions with other students.Notable Contributions: -Gained training and development skills by leading 6 daily classes with up to 5 students each, as well as seminars with up to 30 students in total.
Sep 2019 - Feb 2020
Conversion Analyst
Onboarded new businesses and acquisitions, bringing on new banks to complete their custody operational work. Focused on assessing client needs and aligning expectations to company system limitations and abilities. Acted as the go-to person during transitions, solving problems as they arose.Notable Contributions:-Led project management, often working with multiple banks concurrently; onboarded 6 to 7 banks in total.-Automated a previously manual process, increasing overall efficiency.-Organized data for banks into one area to assist with coverage for individuals taking on the bank project.
Nov 2018 - Aug 2019
Security Operations Associate Senior
Maintained a high degree of accuracy and consistency during daily system work and placing trades. Composed monthly asset reconciliation analyses for the company’s fund account holdingsNotable Contributions: -Supported portfolio managers with daily activity for 16 money market funds.-Processed high-volume of daily Money Market trades with a 99.94% accuracy average.-Designed and implemented a six-week comprehensive training program for employees.
Nov 2016 - 2018
Compliance Senior Administrator
Leveraged customer service skills to advise employees and customers on regulatory requirements. Coordinated the maintenance and repair of the vehicle fleet. Acted as the senior staff member in a team of three, making crucial decisions during interactions with engineers.Notable Contributions: -Investigated and processed all company vehicle accident and public liability claims.
May 2016 - Aug 2016
Customer Liaison Coordinator
Managed three national teams of engineers, including scheduling, order assignments, and job authorizations. Processed and assessed the value of lighting sales for clients.Notable Contributions: -Requested by a VIP client to be their direct Customer Liaison Coordinator due to exceptional previous service.
Sep 2015 - May 2016
Private Wealth Management Intern
Analyzed client assets and developed portfolio change proposals. Presented intern project to higher management highlighting opportunities for company expansion.
Oct 2014 - Aug 2015
2 education records
Jaclyn Mccarthy education
Bachelor Of Business Administration (B.B.A.), Finance, Business And Legal Spanish, International Business Certificate
University Of Wisconsin-Milwaukee
Education record
University Of Minnesota
FAQ
Frequently asked questions about Jaclyn Mccarthy
Quick answers generated from the profile data available on this page.
What company does Jaclyn Mccarthy work for?
Jaclyn Mccarthy works for U.S. Bank.
What is Jaclyn Mccarthy's role at U.S. Bank?
Jaclyn Mccarthy is listed as Process Engineer I Project Lead I TEFL Certified at U.S. Bank.
What is Jaclyn Mccarthy's email address?
AeroLeads has found 1 work email signal at @usbank.com for Jaclyn Mccarthy at U.S. Bank.
Where is Jaclyn Mccarthy based?
Jaclyn Mccarthy is based in Greater Milwaukee, United States while working with U.S. Bank.
What companies has Jaclyn Mccarthy worked for?
Jaclyn Mccarthy has worked for U.S. Bank, Wall Street English, Fis, Electriql, and Baird.
How can I contact Jaclyn Mccarthy?
You can use AeroLeads to view verified contact signals for Jaclyn Mccarthy at U.S. Bank, including work email, phone, and LinkedIn data when available.
What schools did Jaclyn Mccarthy attend?
Jaclyn Mccarthy holds Bachelor Of Business Administration (B.B.A.), Finance, Business And Legal Spanish, International Business Certificate from University Of Wisconsin-Milwaukee.
What skills is Jaclyn Mccarthy known for?
Jaclyn Mccarthy is listed with skills including Customer Service, Social Media, Microsoft Office, Microsoft Pos, International Business Certificate, Time Management, Speak Proficient Spanish And Beginner French, and Writing.
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