Mandi Selvey Email & Phone Number

Ann Arbor, Michigan, United States

Chicago, Illinois, United States

• Responsible for onboarding existing and new clients for trading across 15 products; increased efficiency by 36% from 2020
• Lead outsourced trading onboarding which led to an 18% increase in revenue YoY for the desk
• Liaise with multiple internal stakeholders including sales, credit, legal, KYC/AML, tax and operations to ensure timely onboard
• Partner with tech to develop a proprietary project management tool that is now used globally across multiple LOBs
• Mentor and oversee work of junior teammates related to all things onboarding
• Volunteered with Year Up to sponsor and mentor an intern for our team

Chicago, Illinois

Similar responsibilities as VP Received promotion to VP Dec 2021

Chicago, IL

• Managed the Credit Approval Memorandum Process, NAV input, new fund onboarding and ad hoc requests for 50 clients
• Supported and assisted the Regulated Funds Credit team with the management of their portfolios for loans and traded products
• Acted as an intermediary for Wholesale Credit, liaising with several business partners
• Resolved all client inquiries, problems and data quality issues

Chicago, IL

Investigating, learning and applying applicable exchange and regulatory rulesManage compliance on-boarding of new hires, including registrations and trainingReview employees' personal brokerage statements and daily surveillance reportsMaintaining accurate, organized compliance books and recordsAssist with preparing and drafting regulatory.

Chicago, IL

• Managed 12 client relationships with emphasis on software training, support and strategic initiatives with a 91% renewal rate after two years
• Only Internal Expert on our SaaS-based 3D virtual platform, ShopperMX
• Partnered with the sales function in preparation for client demonstrations and driving renewals
• Designed internal processes for best practices on department level
• Created and cultivated help guide for new software launch ShopperMX
• Developed and executed training plan with all clients as they purchased licenses

Chicago, IL

• Created a cross-functional team to focus on our work culture and environment
• Planned multiple events every month from dart tournaments to movie nights to charity events
• Led initiatives to celebrate employees through work anniversary announcements and life event celebrations

• Conducted quality control of outputs from each stage of the research process
• Coordinated with various departments or outside partners to facilitate the execution of research services
• Assisted manager with product evolution and development

Edina, MN

• Revamped and updated client filing system for audit preparation
• Strengthened current and prospective client relationships by maintaining consistent

Chaska, MN

• Led the registration, approval and denial of mortgage applications based on banking criteria
• Polished communication skills by making calls to verify information on applications or to check the status of appraisals

Bachelor Of Science (Bs), Marketing

Activities and Societies: American Marketing Association, Truth in Business, Ski and Snowboard Club, Canine Companions for Independence.

Marketing

Activities and Societies: Leadership Initiative for Excellence (L.I.F.E.)Junior Spring Semester spent in Paderno del Grappa, Italy