Lee D. Email & Phone Number

Beaverton, Or, Us

Supported the deployment for the conversion from SAP to S/4HANA, ensuring a seamless transition through collaboration with cross-functional teams and effective project management.Conducted root cause analysis during post-deployment support, troubleshooting system issues, and implementing solutions to maintain business continuity and minimize disruptions throughout the SAP to S/4HANA conversion.Performed data cleansing and validation to ensure accurate and reliable data migration, enhancing data quality and system performance in the new S/4HANA environment.Collaborated with stakeholders to identify and resolve operational challenges, applying root cause analysis techniques to improve system functionality and user experience during the S/4HANA deployment.Developed and maintained comprehensive documentation for system deployment, operational procedures, and root cause analysis findings, supporting training and knowledge transfer efforts for the SAP to S/4HANA migration.Facilitated business continuity planning by creating contingency strategies and coordinating with key stakeholders to ensure uninterrupted operations during the system conversion to S/4HANA.

Sacramento, Ca, Us

Assisted in the implementation of a new business digital banking product, from conceptualization to launch, ensuring alignment with business requirements and user expectations.Managed the full Software Development Lifecycle (SDLC) for the digital banking product, emphasizing efficiency, security, and user-friendliness.Acted as the primary liaison between business units and IT teams, leading the project from the initial discovery phase through to the completion of the warranty phase.Coordinated with all internal fulfillment teams, including technical and product teams, to support client goals and ensure seamless product integration.Identified risks, managed incident resolutions, and escalated issues as necessary. Ensured project commitments were met on time with a high degree of quality.Developed tailored communication plans for each phase of the project, addressing the specific expectations and needs of clients and stakeholders

Milwaukee, Wisconsin, Us

Provides leadership and oversight within the Client Delivery Implementation Management team supporting the Core Processing platformProvides direct oversight for existing clients that are expanding\optimizing their product usageAs a client’s single point of contact; lead the project’s initial discovery phase through the completion of the warranty phaseManages all internal Fiserv fulfillment teams in support of client objectivesManages risk, identifies blockers, escalate as needed and ensure project commitments are met on time with a high degree of qualityDevelop formal communication plans that are customized to the project and each client’s expectations and needs

Valley Forge, Pa, Us

Serves as the primary contact for all operational matters that require attention and/or resolution; interfaces with internal/external parties, addresses client inquires and preparation of client and executive reporting within the established SLAsDevelops and maintains detailed documentation of operational procedures, workflows, and administrative matters, including but not limited to, the Operations Policies and Procedures manual.Facilitates the day-to-day relationship and monitors client activity with the Transfer Agent/Recordkeeper Serves as primary contact participating in service provider oversight programs, attending monthly meetings with vendors to discuss tracking, issues logs and adherence to service levels. Evaluates services provider performance on a regular basis with internal service partners to highlight, analyze and resolve issues where appropriateParticipates in business risk/issues programs focusing on identifying and mitigating key business risks and building a robust controls framework. Participates in and is responsible for responding to findings or internal compliance, risk, and audit reviews Generates and provides client activity reports to internal parties, such as Compliance, Sales and Product Tax teams, as requiredResponds to client audit and general inquiries by providing performance reports, statements, and other regulatory documents, as requestedMonitors and evaluates daily mutual fund trade reporting to assess short term trading activities and ten percent fund ownership status. Communicates irregular findings to the appropriate parties, offers solutions and enforces adherence to Vanguard’s policies and proceduresServes as the primary lead for institutional client account maintenance assuring compliance with client requirements, tax requirements and appropriate legal and regulatory frameworkParticipates in special projects and other duties as assigned

Spokane, Wa, Us

Met with customers to assess needs and propose customized solutions.Stayed up-to date with latest bank products and services for businesses.Verified business transactions to assess compliance with quality control standards.Delivered exceptional experience and maintained productive relationships with area small businesses.Complied with established internal controls and policies.Performed banking, business administration and financial tasks to guarantee five-star service for clients.Prepared internal and regulatory financial reports, including balance sheets and income statements.Provides service regarding product platforms that are technology based and complex. (e.g. Business on-line banking, ACH, wire transfer, remote deposit capture, positive pay, ACH debit block/filter, loan & investment sweeps, lockbox.)Recognizes potential fraud situations and provides assistance to prevent fraud.Maintains quality control and is responsible for audit and complianceProvides troubleshooting and assistance based on understanding of web browsers (e.g. Internet Explorer, Google Chrome, Firefox, etc.).Serves as technical resource in all treasury management products, cash management systems, pricing and operational support.Perform compliance and risk management duties as required or assigned.Basic knowledge of Windows operating systems and security within different server environments.Communicate and collaborate effectively with both technical and non-technical people, articulating complex technical ideas into layman's terms.

Spokane, Wa, Us

Detect potential fraud and assist customers in securing accounts.Troubleshoot browser and computer related issues for customers when accessing customer banking platforms.Resolved concerns with products or services to help with retention and drive sales.Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.Evaluated account and service histories to identify trends, using data to mitigate future issues.Accepted payments and updated accounts with latest information.Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively.Process transactions, stop payments, deposit verifications and other assigned duties accuratelyEnsure customer privacy and account security.Helped large volume of customers every day with positive attitude and focus on customer satisfaction.Maintained productivity and quality standards at all times.Provided information about company products and services, and capitalized on upsell opportunities.Described product highlights and benefits to help guide purchasing decisions.Surpassed performance goals by approaching interactions with resourcefulness, organization and customer-centric solutions.Maintain broad knowledge of Operations department functions and specific knowledge of Deposit Support and Research functions in order to facilitate follow-up research for customers.Handled 50+ calls per day to address customer inquiries and concerns

Cheney, Wa, Us

Balance registers and secure money deposits at end of shiftDelegate tasks to employeesOrganize and release employees for breaksStock and front merchandiseSecure store and register safe at closing

Cheney, Wa, Us

Accommodate special requests and ordersSet out food and drink for large scale events around Eastern Washington University grounds at Cheney Campus as well as the Spokane Campus Ensure ordered food is placed in presentable fashions Cleaning and clearing events once concludedPrepare food on flat-top grillEnsure proper food storage and temperatures are maintainedAccommodate special orders and requests

Assist lead teacher with math, reading, and science education.Clean and maintain school grounds and facilities.Document and report any injury and/or events involving children to superiors and parents of children involved.Ensure the safety of children on school groundsWork with children and young adults with basic reading, writing, math, and science educationTeach young adults Microsoft Office Skills and computer software use

Ensured the safety of those in and around the pool and pool area.Taught water safety and basic swimming technique for ages 2-5.Taught water safety as well as proper swim technique for ages 6-12.Maintained proper chemical levels of the pool

Yakima, Wa, Us

Ensure the safety of members using the poolBasic maintenance of pool and pool deck.Enforce pool rules and mediate disagreements between club members