Participate in defining and establishing appropriate data standards, understanding the data needs of regulatory and internal reporting, the acquisition of that data, the financial reconciliation and Data Quality measurement of that data and fixing issues at source through the Issue Management Resolution process and other transformation programs.Analyze unstructured capital markets data to determine the root cause of a balance sheet issue and coordinated the cleanup of data flows for… Show more Participate in defining and establishing appropriate data standards, understanding the data needs of regulatory and internal reporting, the acquisition of that data, the financial reconciliation and Data Quality measurement of that data and fixing issues at source through the Issue Management Resolution process and other transformation programs.Analyze unstructured capital markets data to determine the root cause of a balance sheet issue and coordinated the cleanup of data flows for audited federal regulatory reporting.Analyze and resolve balance sheet reconciliation breaks and increase data quality for structure finance trade products such as Repo and Reverse Repo.Coordinates a data migration to onboard new equities and derivative data flows from front capital markets product processors to new a data warehouse that is used for regulatory reporting.Work directly with senior management, technology teams, and the business to improve data quality indicators and critical data elements to improve our data quality scorecard for regulatory and Fed reporting.Work with technology teams, SMEs, and key stakeholders to identify requirements and develop Business Requirement Documents (BRD’s), using use cases, workflow, screen mock-ups, and spreadsheet models. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.Perform reconciliations between reporting ledgers and large data warehouses to ensure data symmetry and completeness of the books and records. Show less

•Chart successful course for the delivery of high-quality banking coverage to subsidiaries of Commercial Banking customers within the Large Corporate and Mid- Market Enterprise segments. •Propel international and cross-border revenue growth by developing and executing multifaceted banking product strategy and targeted acquisition of new quality customers. Maintained positive year over year revenue growth throughout the entirety of my career at HSBC. I have the highest recorded call log… Show more •Chart successful course for the delivery of high-quality banking coverage to subsidiaries of Commercial Banking customers within the Large Corporate and Mid- Market Enterprise segments. •Propel international and cross-border revenue growth by developing and executing multifaceted banking product strategy and targeted acquisition of new quality customers. Maintained positive year over year revenue growth throughout the entirety of my career at HSBC. I have the highest recorded call log average for the International Subsidiary commercial banking team. I have achieved highest closure rate for corporate cards on the International Banking Team. •Cultivate productive relationships with existing customers to grow sustainable revenues. Determine and connect customers with profitable opportunities in partnership with other Global Businesses, Product and Service Partners.•Maintain current knowledge of external factors influencing international business e.g. economic, cultural, geographical, procedural and regulatory requirements. •Facilitate timely and effective business management and decision making by helping develop, implement, and maintain a management information, analysis and financial reporting framework.•Target line of business leadership to identify business challenges, fully understand customer decision-making processes and collaborate with vendors/partners to identify opportunity for new business.•Proactively resolve account issues by methodically detecting pain points, serving as primary point of contact, utilizing solution development, engaging the proper resources, and communicating consistently across stakeholders. Show less

•The Global Markets Margin and Derivatives Group supports a variety of business units and manages collateral requirements for counterparty exposures. The group generates daily margin calls, reconciles portfolio discrepancies, confirms collateral movement, fails management, and reporting. •Oversaw the proper execution of the daily margin process from calculation to implementation of margin call, follow-up with counterparties and coordination with settlements as necessary. $25 Billion in… Show more •The Global Markets Margin and Derivatives Group supports a variety of business units and manages collateral requirements for counterparty exposures. The group generates daily margin calls, reconciles portfolio discrepancies, confirms collateral movement, fails management, and reporting. •Oversaw the proper execution of the daily margin process from calculation to implementation of margin call, follow-up with counterparties and coordination with settlements as necessary. $25 Billion in total recorded transactions that have been approved and cleared through my authority.•Navigated margin call disputes by collaborating with front office and Middle office, Product Control, Sales, Trading, Ops and clients to understand cause and take the appropriate action to fix the dispute. •Effectively coordinated collateral process including tracking of existing collateral held and instruction of new collateral pledged or received. •Liaised adeptly with various counterparties and custodian banks to reconcile and transact daily margin movements.•Coordinated outstanding trade and reconciliation breaks, and monitored and implemented changes in regulatory and market practices. •Handled collateral-related matters by communicating clearly with various parties such as counterparties and custodians.•Drove efficiency and outcome gains within the margin process by conducting analysis to identify improvement opportunities. Show less

•Bolstered team understanding of customer segmentation, country segmentation, market needs, global Key Account Activity, and trends and market dynamics through international markets industry research.•Generated content for global workshop presentations and participated in key meetings. I primarily focused on new project development and digital marketing for the Latin America, Europe, Middle East and South Africa divisions of the business. •Performed essential functions related to… Show more •Bolstered team understanding of customer segmentation, country segmentation, market needs, global Key Account Activity, and trends and market dynamics through international markets industry research.•Generated content for global workshop presentations and participated in key meetings. I primarily focused on new project development and digital marketing for the Latin America, Europe, Middle East and South Africa divisions of the business. •Performed essential functions related to meeting key milestone dates for the outlined markets, as well as planning and coordination of international social and digital media initiatives, and new product development project support.•Incorporated information from International Regions, customers and other sources to properly maintain various databases. Show less

• Develop and direct programs to ensure efficient and cost-effective operation and utilization of the facility.• Plan and schedule all distribution services including receiving, storing, and shipping, handling returned goods, maintenance, and administrative activities to ensure customer requirements are met in a time efficient manner.• Direct and oversee job assignments and plan daily labor schedules.• Ensure proper training of employees in safety and operating… Show more • Develop and direct programs to ensure efficient and cost-effective operation and utilization of the facility.• Plan and schedule all distribution services including receiving, storing, and shipping, handling returned goods, maintenance, and administrative activities to ensure customer requirements are met in a time efficient manner.• Direct and oversee job assignments and plan daily labor schedules.• Ensure proper training of employees in safety and operating procedures.• Direct the warehouse supervisory personnel to achieve prescribed objectives.• Develop space utilization plans to meet prescribed cost and service standards.• Apply sound communication and motivational techniques, create supervisory programs to counsel and discipline subordinates.• Develop procedures to ensure the efficient operation of warehouse equipment.• Ensure the cleanliness of work areas.• Ensure a safe working environment that upholds all OSHA Standards.• Control and direct all transportation into and out of the warehouse to meet Company standards of customer service, cost, safety, and security.• Ensure accurate and timely preparation, processing, distribution, and retention of all necessary reports and records regarding warehouse operations.• Participate in the preparation of budgets, revenue projections, and account analyses. Show less

• The Credit Appeals Specialist within our XEROX/ ACS Business Services group works directly with the Department of Education and is responsible for managing client credit denials by conducting a comprehensive analytic review of documents of extenuating circumstances to determine if an appeal is warranted. • Responsibilities included the review of client financial records and utilized regulatory knowledge and skills as well as knowledge of payer requirements to determine why cases are… Show more • The Credit Appeals Specialist within our XEROX/ ACS Business Services group works directly with the Department of Education and is responsible for managing client credit denials by conducting a comprehensive analytic review of documents of extenuating circumstances to determine if an appeal is warranted. • Responsibilities included the review of client financial records and utilized regulatory knowledge and skills as well as knowledge of payer requirements to determine why cases are denied andwhether an appeal is required.• As a Credit Appeal Specialist I was granted 5C government clearance access to Federal Data Management Software known as NSLDS and COD to help determine the eligibility of a client applying for a Federal Education Loans. Eligibility was based off of the adequacy of a clienteles credit history.• An adverse credit history is defined in the regulations at 34 CFR 685.200(c)(1)(vii)(B) as including a current delinquency of 90 or more days on any debt or having had certain derogatory events within the last five years. These derogatory events include bankruptcy discharge, foreclosure, repossession, tax lien, wage garnishment or default determination. It also includes the write-off of federal education loan debt.• Extenuating circumstances can include evidence that the debt was included in a Chapter 13 bankruptcy (as opposed to a Chapter 7, 11 or 12 bankruptcy), a divorce decree showing that the borrower is not responsible for repayment of the debt, proof that a defaulted federal education loan was repaid through consolidation and the consolidation loan is not delinquent, documentation that the wage garnishment has been released, documentation that a short sale has been approved and completed, documentation that the mortgage has been paid in full, documentation of an executed loan modification agreement, or documentation that the derogatory event occurred more than five years ago, among other circumstances. Show less