Milada Geller Email & Phone Number

Greater New York City Area

• Managed migration of Enhanced Due Diligence application including legacy data conversion to the new platform, slashed Financial Advisors and AML team effort by 85%.
• Facilitated the development of business and functional requirement for an AML(Anti-Money Laundering) during the new account on-boarding and maintenance process.
• Drove successful implementation of the Data feeds to deliver client and Account data from New Account opening module to Legal and Compliance Data Warehouse (LCDMart).
• Documented business process by writing User Stories, Use Cases, Process flow diagrams.

111 Wall Street

• Managed and developed data migration strategy, source to target mapping and conversion programs to reallocate 250K Global Wealth Management Accounts during MSSB (Morgan Stanley Smith Barney) conversion.
• Proficiently authored Business Requirement Documents (BRD) and Functional Requirement Specifications (FRS) for various projects in the Banking domain namely Debit Card, Check and ACH Transaction processing, Loyalty.
• Designed front-end screens for Financial Advisors/Client Service Associates, Call Center and Operations team to place Debit Card & Check Orders and also perform any maintenance related to the account.
• Conducted JAD sessions with the firm’s internal teams and vendors to align on the requirements and the Functional Specifications.
• Performed Gap analysis and created Business Process Model using MS Visio and Use Case Diagrams to illustrate the AS IS and the TO BE systems.
• Collaborated with the training team to create the training guidelines for the Debit Card/Check Order screens.

111 Wall Street

• Redesigned LoanNet System, tracking and rewarding Financial Analyst (FA) for home loans referrals to Citibank.
• Managed, maintained, and assisted Lending department and Financial Assistants in research of loan referrals and compensation inquiries.
• Provided Lending Statistics on Firm, Region, Division, Branch and individual FA Level. Analyzed, designed,
• Documented and built new compensation process for LoanNet, which include revamping of the existing process to include assignment of points for referred loans based on partnership percentages and retro payments.
• Liaised with Business partners and developed new Select / Preferred Client system, allowing users to view client profiles and determine eligibility to receive Select /Preferred privileges.
• Designed and Developed Welcome Package printing and mailing system for new on-boarded and qualified Banking clients.