Maria Sefcik Email & Phone Number

New York, New York, Us

Citi Commercial Bank (CCB) is a global line of business at Citi that provides commercial banking services to companies with yearly revenues between ~$10 million - $3 billion. The main products and services that support the Commercial Bank target segment include Lending, Cash Management, Trade, Foreign Exchange, Derivatives and Capital Markets solutions. CCB has the largest global network with physical presence in over 95 countries - helping companies grow and expand internationally. Main Responsibilities: Overall governance lead for the CCB Loan Product Organization - establishing frameworks & procedures, defining roles & responsibilities, completing attestations, implementing SLAs, maintaining a robust controls framework, conducting surveys and trainings, monitoring KPIs, marketing and reviewing our product inventory, managing limits/exposure, developing our recovery/resolution plan, successfully transitioning ceased interest rates impacting the loan product portfolio, and much more! I work closely with Relationship Managers, Transaction Management, Loan Operations, Commercial Lending Management, Marketing, Business Development/Research, Legal and Risk.

Zurich, Ch

Responsible for the development of new fund launches - from product idea to product implementation and life cycle management for Credit Suisse Asset Management Americas. The investment funds consisted of Credit, Commodities, Private Equity, and Insurance - Linked Strategies with approximately $115 billion in AUM. I collaborated with the Employee Plans Team to create content for Credit Suisse’ portal for prospective employee investors. I also ensured Credit Suisse’ risk library was consistent and up to date. My day to day consisted of working closely with the Asset Management (AM) Boutiques, Legal, Tax, and Finance.

Zurich, Ch

Supported the Asset Management (AM) Boutiques (Credit, Commodities, Insurance, Private Equity, Real Estate) in the development of remedial actions required by Internal Audit, Compliance and Regulatory reviews. I also analyzed/identified risks, and developed/updated (200) controls, resulting in an enhanced control environment for the overall business. I worked very closely with the Global AM COO, Compliance, Legal, and Risk on multiple projects and initiatives.

New York, Ny, Us

Event manager for men’s and women’s basketball, softball and lacrosse programs. Responsibilities included: hired staff for home games, ensured vendors provided required information, processed payroll, issued press clippings, and prepared/distributed Press Credentials prior to each game.

New York, Ny, Us

Program was designed for high-achieving finance students to gain real life finance experiences, while also giving sponsorship for CFA Exam. Some activities required were attending finance research seminars/ presentations and participating in the Bloomberg Trading Challenge.

New York, Ny, Us

GLOBE (Global Loan Opportunities for Budding Entrepreneurs) is a student-managed microloan program at St. John’s University, aimed at providing loans to potential candidates below the average poverty level in developing nations (Nicaragua, Kenya, Nigeria, Democratic Republic of Congo, Vietnam, and the Philippines). I worked as a manager on the Marketing and Fundraising Team. I planned, coordinated and executed all fundraising activities and raised $6,300.

New York, Ny, Us

The student-managed SJU fund is highly selective and I was one of 9 students within the undergraduate section. The fund was valued at $3.4 million dollars, and the class was designed to give students a hands on experience of performing portfolio valuations, portfolio management, market research, and presenting recommendations. I applied Bloomberg, FactSet and Excel to research firms and sectors, to identify systematic risk and generate intrinsic and relative valuations. I also presented recommendations to the board of directors / investment committee to sell Dollar Tree Stock within portfolio.

New York, Ny, Us

Two years in a row (November 2016/2017) I was selected to attend some of the major financial institutions in the Wall Street area, such as Standard and Poor’s, Bank of America Merrill Lynch, RBC, and The New York Stock Exchange.

New York, Ny, Us

Assisted 10 members of the Sales Team, and worked very closely with the Equity Research Team and Traders. I analyzed and tracked client data using CRM systems (Avocat, A2 Access, Vote and BD Vision), distributed research models to clients, and participated in the morning research call. I had frequent client interactions, which consisted of in person meetings and phone calls.

New York, New York, Us

Assisted in the preparation of the Annual Audited Financial Statements of NYL Benefit Plans, discussed issues impacting the quarter close process, expanded NYL’s new disclosure management tool (WDesk), and collaborated with NYL’s co-source partner, Accenture. Presented completed projects and initiatives to Senior / Corporate VPs and the Treasurer of New York Life.

New York, Ny, Us

Selected to participate in the 2017 6-week Wall Street Exchange Program. Program consisted of a series of events hosted by top firms and companies (BMO Capital Markets, Guardian, New York Life, TD Securities, BNY Mellon, and BNP Paribas) for professional and personal development. I was able to gain insight from women executives on their work experience, management skills and resume building.

• Planned and executed over 100 party events, which included tasks such as client communications, budgeting, and event billing with strong attention to detail• Processed weekly payroll for 30 employees accurately and efficiently single handedly• Trained new employees on product knowledge, customer service etiquette and store operations• Controlled reservation procedures and maximized all bookings for banquets and reservations in fast-paced environment• Resolved complaints promptly and professionally• Ability to interact and effectively communicate with people from diverse backgrounds• Handled currency and credit transactions quickly and accurately when settling checks

Master Of Business Administration - (M.B.A) 3.8, Business Analytics

Bachelor Of Science - (B.S) 3.7, Finance

High School