Melissa Bundy Email & Phone Number

Wilmington, De, Us

Newark, Delaware

• Monitors expenditures to ensure that the budgetary limitations are being followed and certifies campus and federal policies and guidelines are observed and in place• Observes revenue streams and communicates any budget issues with departments as needed• Tracks trends in spending and anticipates needs of the college and departments for future resource and budget planning• Helps prepare the College’s budget by forecasting needs based on past activity in conjunction with helping the College and Department’s grow based on their strategic plans• Prepares monthly and ad hoc financial statements• Research and developed a draft policy for cell phone usage on the College’s plan• Assists in the process for creating service centers with the Central Financial Office for the college to be able to charge for services provided to the public or internal stakeholders• Updates State, Federal, and Gift Budgets according to funds received, spending trends, and strategic initiatives• Developed tracking spreadsheets for Start Up and Retention Accounts and worked to develop a backfill methodology to align with the University’s procedures• Involved in researching, testing, and end user feedback for new systems at the University• Representative for the college in a development working group to establish Dashboards for the Departments and College

Wilmington, Delaware

• Managed the agency team overseeing a portfolio of 452 Facilities valued at $32 Billion Dollars• Participated in calls with technology and project teams for streamlining and improving processes and resolving system issues• Worked end to end on projects across multiple business groups • Directed a team of 7 associates which includes performance management, mentoring and skill and career development and implementing best practices while maintaining department SLAs • Approved transactions for the team including a wide array of syndicate loan activity such as principal, interest, fees and escrow refunds• Performed extensive analysis of Credit Agreements and real estate documents such as material invoices and lien waivers to determine borrowing eligibility• Successfully acquired a highly sensitive portfolio of 150 additional deals 9B($value) and made the transition for the new clients seamless • Provided MBR Inputs to upper management to measure productivity levels and to identify optimize workforce to support activity demands • Introduced job aids to improve efficiencies and expedite processing• Received multiple “Spot Awards” from across the company who I have gone above and beyond to assist

Newark, Delaware

• Completed validation and analysis of JPM loan origination fees related to IB/CB and Private Bank & Dealer Commercial Services • Ensured proper legal documentation was received and confirmed proper fees in line with JPM Accounting Policy • Prepared detailed fee summaries and collaborated with Financial Controllers to determine proper recognition on complex Bridge fees and all JPM revenue fees in excess of $3MM• Monitored and balanced the Fees Held Awaiting Disposition GL account• Mitigated risk events by ensuring all monthly fees were properly reconciled in the accounting system• Led month-end calls with Financial Control, Middle Office, Business Management and Operations to ensure timely posting of fees• Facilitated weekly metrics conference calls with Financial Control, Business Management and Middle Office to discuss pipeline fees and documentation status on open items• Team Trainer, approver, coach and mentor for new hires and less tenured teammates

Newark, Delaware

• Coordinated with the trading desk, clients, counsel and operations to review and settle Par Secondary Loan Trades, Trade Confirms, Assignment Agreements, Funding Memos, Proceeds Letters, Participation Agreements, Cash Collateral Agreements and Multilateral Agreements• Managed a heavy volume trade portfolio across all various lines of business, for my assigned client base, while maintaining a clean aging profile, with the goal of ensuring timely settlements within LSTA standard• Responsible for the larger value and sensitive trades within the CPG trading portfolio • Selected to support special projects to eliminate control gaps for major processes• Coordinated with the project team regarding enhancements and maintenance of the Aurora and Markit systems • Generated senior management reports to capture open trades and trading metrics

Newark, Delaware

• Managed a portfolio of approximately 80 syndicated accounts• Initiated loan activity (fundings, repricings, payments, LC activity) as requested by the client in accordance with credit agreements and reconciled to cash received throughout the day• Handled specialize processing for bankrupt and non-performing deals, which included PIK Interest Payments, Charge-offs, Distributions and various manual entries• Calculated and tracked complex interest and fee accruals at various rate levels across changing lender distributions as trades occurred and rates changed• Read and interpreted complex legal credit agreements and attorney documentation • Monitored and escalated past due principal, interest, and fees to ensure that the loan accounting system was accurate and timely issued client invoices• Collaborated across multiple business partners both internally and externally• Prepared and monitored control reports with commentary• Participated in system testing in conjunction with the Project Management and System Enhancement teams• Performed quality control on new deals, restructures and set-up of credit agreement verifying system accuracy• Monitored reports for External Credit Rating changes, Leverage Ratio Updates, and Average Availability variances and updated pricing grids in the Loan system accordingly

Wilmington, Delaware

• Managed a business portfolio of approximately 6,000 accounts valued at over $8 million, which includes providing end-to-end support for the Visa Business Card product• Reconciled the General Ledger and checking accounts for the Bill Payment Research Department• Worked with Legal to enhance the Business Credit Card Applications and Letters of Guarantees• Validated credit card counts daily for the Embossing Room• Monitored inventory of credit cards for Audit and SOX purposes• Supported the statement divert process by refunding finance charges which were waived by the Customer Service department due to bank error or for good will• Ordered and activated gift cards for the bank branches• Named a “Top 5 Performer” in my Division during my first year of service based on Peer Evaluations and Performance Reviews

Wilmington, Delaware

Master Of Science - Ms & Master Of Business Administration, Mba, Business Analytics & Information Technology, Mba

Bachelor Of Science - Bs, Finance