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 Reward Points conversion, Apple Pay, Credit Card processing, FA Compensation, Re-branding and Morgan Stanley Smith Barney Conversion and Integration.• 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.• Extensively involved in developing the QA/UAT test strategy for projects involving 30+ applications and assisted in developing test plans, test case objectives and test cases.• Successfully partnered with multiple external vendors

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.• Executed Select/Preferred Client Disqualification process.