Jason Stephens Email & Phone Number

Oriskany, NY

Developed, implemented, and managed data quality contracts and authoritativedata sources as a Data Quality Steward across millions of records within client,party, and account domains, with 10 authoritative data sources and 10 data qualitycontracts implemented in less than a year.Worked with Data Owners and Custodians to understand their data, identify.

Oriskany, NY

Worked directly with our client data information systems and databases to assistlines of businesses and project managers with client data requests, research, andanalytics.Managed regulatory initiatives and requests for the data team, providing datarequests, database queries, and analytics for several large financial regulatoryprograms such as SR14 Recovery.

Oriskany, NY

Located within the Central New York Innovation Center as a Lead Analyst on anew team created to manage the recovery & resolution activities of the firm.Received Team of the Year award in 2016 as voted upon by upper management andexecutives of the firm.Worked with internal regulators to ingest and interpret requests and to produceaccurate and timely.

Oriskany, NY

Responsible for the creation of a brand new, highly visible department within Multi Currency, creating objectives, goals, and processes/procedures that aligned with the firm’s goal of nostro liquidity management and aggressive cost savings.Managed a team of dedicated specialists that proactively managed the firm’s intra-day liquidity in our 400+ multi.

Utica, New York

I managed a banking center team of 7 associates. Responsable for daily, weekly, and monthly retail banking goals. Account opening (personal and business) credit products, as well as several types of loan products (mortgages, auto loans, etc.) Responsable for exceeding customer experience goals through customer surveys and exit interviews.Responsable for.