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 dataquality issues/opportunities, and convert their requirements into business rules andcontrols, working as a bridge between the end consumer and technology partners.Worked with technology developers in an Agile framework to implement data qualitymonitoring and scorecards based on rules and requirements. Translated andinterpreted results for end user consumption through training sessions andpresentations for upper level management.Assisted with the management of data quality analysts in completion of goals andmilestones around ADS/contract implementation.

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 & Resolution, ISO20022, QFC, SRD2, etc.Developed, managed, and maintained complex database queries based on consumerrequests and regulatory need, ultimately working directly with each business line tohelp understand and validate the accuracy and validity of the data,Managed a summer intern for the Data Quality team who completed two enterpriseprojects and accepted a permanent position as a Data Scientist with the firm.

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 reporting to satisfy regulatory requirements and respond to anyfeedback. I worked with business partners to help digest and manage the requests,creating sign-off and approval processes for each business line for attestation.Created enterprise reporting of volumes & values for all lines of businesses acrossthe organization.Worked directly with our Performance Excellence team to train LEAN/Six SigmaGreen Belt candidates, and implement the methodologies across the firm throughtraining sessions and presentations for various lines of businesses and managementgroups.

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 currency accounts, across 75+ foreign currency markets, for three branches and several entities of the organization.Managed the liquidity of our accounts through both inter-bank funds transfers as well as open-market trade purchases/sales of foreign currencies.Investigated overdrawn accounts on a proactive basis, and worked directly with our foreign nostro banks across the globe to reduce/eliminate overdraft interest charges levied to the firm (approximately $995,000.00 saved in overdraft expense in the first year.)Responsible for creating ISO 9001:2008 standards, formats, documents, and process flows.Successfully implemented a Six Sigma project to improve our currency transfer process, eliminating excess verification and printing, saving the company approximately $70,000/year.

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 exceeding internal banking audits.