Leslie Gregory Email & Phone Number

Concord, North Carolina, United States

Overseeing all data to include: incident reports, crash reports, investigative case management, name records, use of force reports, pursuit reports, jail records, K9 reports/records, training records, civil service records, and gun permit information. Provides user training, data analysis, assists with special projects, assists Agency Accreditation Manager with NCLEA compliance and PowerDMS policy dissemination.Monitors day to day operations and overall performance of the Records Management System (RMS). Manages and monitors interfaces with other vendors as it relates to the Records Management System. Monitors and ensures quality of the data input into the Records Management System. Oversees all state and federal reporting from Records Management System. Coordinates with the Records Division, Crime Analyst, and other divisions to create custom reports. Prepares and delivers initial and continuing education training to users. Manages duplicate name and location records in the Records Management System. Ensures required reports are being sent to the North Carolina Department of Justice, North Carolina Sheriff’s Standards, North Carolina Division of Motor Vehicles, and other state reporting agencies as needed.Ensures required reports and policies are completed and disseminated for agency accreditation.Coordinates with the IT system administrator and the RMS/CAD vendor as needed. Coordinates with all Sheriff’s Office divisions to ensure that reports and data are entered properly.Seeks professional development and stays up to date on local, state and federal legislation to ensure system compliance. Develops and customizes specialized reports as required by legislative mandate.

Charlotte Metro

• Successfully managed a team of up to 12 employees throughout Washington, DC to Miami, FL.• Led team, DC to Florida, through onboarding process for swift integration into client servicing requests in Investment, Private Banking and Lending. • Designed, maintained and distributed the "Productivity Report" which tracked the "top 5" areas of employee submissions and utilized the report to determine areas of strength, improvement and process inefficiencies. • Served as the subject matter expert in both servicing and process for TD Wealth securities based lines of credit.• Delivered high quality training for all team members, which included weekly training sessions for Private Banking and Lending Products open to all TD Wealth employees from Maine to Florida.• Monitored numerous employee activities and assigned tasks to cover demand.• Handled large and complex client account requests daily.• Worked with various Wealth partners to improve processes to reduce bottlenecks and streamline workflows.• 2022 TD Wealth WOW Award Recipient

United States

Build, generate and maintain reports for the entire Southern Wealth Region with the use of custom Salesforce reporting that I've built on the system and in Microsoft Excel.Provided consistent and successfully trained various new employees at the Operations Center in Greenville SC. Provide vital logistical support to Relationship Managers and the Wealth Market Leader in managing a portfolio of approximately 650 relationships, by consistently providing outstanding customer service and actively taking ownership of all client needs with regard to their credit and deposit accounts.Generate all Enhanced Due Diligence (EDDQ) reports for individual/business clients for the RMs in SC, which was the pilot market for the project pre-conversion, and have provided guidance/instruction to other markets as they come online. Obtained a Banking and Finance Diploma with the American Bankers' Association. Classes taken and successfully passed: AIB Principles of Banking, AIB General Accounting, AIB Law & Banking Principles, AIB Supervisor Certificate and AIB Analyzing Financial Statements.Wealth Management classes taken and successfully completed through the American Bankers' Association include: Financial Planning, Introduction to Wealtlh and Private Banking, Overview of Investing, Techniques of Investing and Relationshp Management. Enter and maintain client data in Salesforce, update the relationships and opportunities for the RMs as they develop. Additionally, have voluntarily taken on numerous special projects as assigned by the Wealth Market Leader including the compiling and transitioning of 1300 accounts (deposit, time and loans) from Wealth to various bank officers. Highlights:Working towards a System Administrator Certification for Salesforce. FQ4 Wow Award Winner and Leadership Award RecipientInstrumental in transitioning the Private Banking arm of the bank for the Southeast through the TD Bank merger.

Responsible for the opening and maintenance of all Private Banking checking, savings and time accounts; Processed consumer loans from the initial application through post closing. Generated and underwrote commercial approval requests under $100,000 for Private Banking in Columbia, SC and aided in the preparation of loan closing packages for clients with a TCE of greater than $18,000,000. Maintained the enhanced due diligence reports for the Private Bankers in Columbia, including the updating of reports when clients' financial needs changed. Tracked business and personal financial statements and obtained new statements on a quarterly and yearly basis.Underwriter of Private Banking loan facilities for Midlands region, up to $100M, including Mortgage, Commercial Real Estate, Investment, and Line of Credit products. Became proficient in many of the Bank's computer systems, and had the ability to train all of the branch managers in the Midlands as well as many commercial relationship managers on how to navigate the Analyzer system. Generated multiple reports weekly through many different systems for both Private Banking and the Retail Market Executives that were used to monitor actual and average daily balances along with monthly balances which were compared against the bankers' yearly goals.Assisted in maintaining and servicing approximately 80 - 100 private banking relationships on a daily basis. Extensive experience with Microsoft Office applications, as well as the bank's core software, including: OnBase, Passport (commercial underwriting system), Experian, FISERV, and underwriting platforms including: relationship summary, pricing model and risk rating model. Other projects assigned by the Retail Market Executives or Director of Private Banking.Highlights:Generated and maintained a Critical Loan Exceptions Workbook which was used throughout the entire company in order to assist in clearing excessive loan exceptions.

Promoted to the Processor position by the President of the company in 2007. Responsible for the actual processing of tax returns and various audits in order to be signed by the accountant and sent to the Internal Revenue Service. This position involved working beyond business hours and weekends in order to accommodate the clients' needs, especially during January - April and September - November. Developed knowledge of accounting and how to read a tax return properly. Receptionist Responsible for providing exemplary customer service while answering telephones or during office visits. Also in charge of processing and the manual filing of tax extensions as well as updating and maintaining a client database. Learned accounting systems, Engagement Manager and QuickBooks, and was able to become proficient in their use throughout my daily activities.

Ba, Criminal Justice, Political Science

Activities and Societies: Delta Zeta Sorority,

Bachelor Of Science, Criminal Justice

Activities and Societies: Delta Zeta Sorority

Education record