Julie Kurtzman Email and Phone Number

Product, Innovation, and Change Management

Managed Commercial Lending’s LIBOR to Alternative Reference Rate (ARR) conversion project. Collaborated with senior leadership cross-functionally to create project plan, key project documentation, Federal Reserve deliverables, and timeline. Managed vendors, trained contractors, created reporting, and led concept mapping of application technical requirements to business requirements for functionality across 3 internal systems. Key Accomplishments:Served as Subject Matter Expert for development of new automation tool which included creating efficiencies and reducing redundancies in manual process.Collaborated with Testing Center of Excellence to ensure 3 affected systems had test cases in place.Elevated contractor performance by revamping communication style and focusing trainings on their specific learning styles.

Performed comprehensive financial analysis of large corporate institutions. Assisted in underwriting of multi-billion-dollar syndicated and bilateral credit facilities. Built and analyzed detailed models to predict profitability, cash flows, capital structure, and liquidity. Key Accomplishments:Refreshed, streamlined, and consolidated format for high profile reports to the Federal Reserve Board and internal Portfolio Management Committees.Shortened underwriting length to improve readability which included redesigning front page with the most pertinent information.Analyzed corporations from multiple industries including Oil and Gas, Retail, Telecommunications, and Utilities.

Supported internal and external end clients including investment managers, brokers, and accounting teams by working cross-functionally to ensure timely and accurate cash and security settlement, pricing, and valuations. Conducted research and obtained all information required to post ETD and OTC derivative related activity to the custody and accounting systems.Key Accomplishments:Quickly assumed a client portfolio with 0 issues around overdrafts or reconciliations.Streamlined start and end of day client checklists.

• Analyze and consolidate trade export data to prepare market reports for clients. • Work closely with International Trade Specialists to help develop and prepare market research, match local companies with international opportunities, and answer export related questions from a wide variety of sources.

• Prepared the administrative and accounting records in preparation for internal audits under the supervision of senior management.• Created binders for each client’s company statutory records, minutes/POA, bank statements, loan agreements, purchase share agreements, investments, borrowings, and foreign exchange rates.