Work with business development to determine best upsell opportunities and present to the client.Help the client prioritize the highest value-add and impactful pieces of known work.Voice risks and dependencies, internal and external, that could inhibit the successful progression and completion of the project.Create project plan and timeline, taking into consideration the constraints of delivery date, volume of work, and resources. Work with internal technical development teams, to define stories, acceptance criteria, and prioritization, in an Agile manner, for back end data and databases, APIs, and UI/UX.Work with Spanish and Portuguese speaking clients to define the product, project and solution to achieve their goals.

Own implementation of Wiland’s new products, with a current focus on a much needed data append offering, to include at a product level; product definition and policy, legal, regulatory, and vendor contractual considerations, pricing, technical requirements and development, marketing language and materials. At a sales opportunity level; product SME of product offering, rules and policy, acceptable uses, contracts and contractual language, determining opportunity value and revenue, preparation of meeting materials, lead meetings and discussions with clients, from high-level with executives to detailed technical requirements with technical folks, obtain internal approvals as needed, kick-off internal processes for fulfillment and billing.Change Agent: Successfully starting timely conversations around a simple, but meaningful message that has had a significant impact for many. Product Management: Implementation of new products, coordinating all internal and external aspects to successfully bring product to market. Communicating with stakeholders at all levels of the organization, including executive summaries and updates. Internal preparation includes system functionality, processes and procedures, training, documentation, marketing material, and legal or contractual preparation. For IT projects, as product owner, writing business objectives and technical requirements, point of contact for design and development, user acceptance testing, and release planning and implementation.Vendor Relationship Management: Managing the relationship with current and potential vendors. Communicating effectively and appropriately, as each situation requires, about needs, potential product/vertical development, and timelines. Presenting the information so as to be useful to leadership and executives in making strategic decisions, as well as having my voice was heard in the discussions that shaped the focus and path forward.

Interact with Legal and Compliance on current and new processes to update and build out as required to ensure compliance to regulatory requirements.Business and process improvement through technical and contextual means, reducing unnecessary work and enhancing value of work being done with report modernization.Educate and train on systems and updated processes and provided guidance for futher improvement.Utilize Cognos, MS Access and OFI proprietary reporting systems to extract and analyze data and interpret results for governmental, regulatory (SEC, Finra), legal and internal requests.

Agile product owner for the $1M enterprise Escheatment project, completed on time and under budget.Coordintated, lead and participated in scrum ceremonies, including standup, sprint review, retrospective, sprint and release planning. Maintained Jira board for the project and project coordination.Business resource for technical team, guidance and specification of requirements under minimal supervision.Developed and coordinated education specific to the needs of each business unit. Coordinated business needs, legal opinion, compliance requirements and technical/development needs and capabilities for the project.

Quickly and efficiently learned abandoned property functional job flow in order to identify inefficiencies, was able to capitalize on insights to improve efficiency.With great attention to detail, attained subject matter expertise in abandoned property laws and regulations in relationship to OFI needs and organized and facilitated the evolution of the solution to what is now the Escheatment project.Developed and implemented processes and systems for shareholder and FA mailings, coordinating among departments for communication, timing and processing.

Supervise team of 10 to 15 associates. Includes day to day job performance, job coaching and career development. Respond to daily, monthly, yearly call center business needs. Involvement in enterprise wide projects as a contributor and as a manager.

Recruiting and training of new agents.

Translation and transcription of Spanish to English. More detail upon request.

Maintain international student files and financial and accounting records according to all internal and external policies.Maintain student immigration information as Designated School Official (DSO) using the SEVIS program with a proven track record of quality.Provided guidance to international students about personal and academic issues.Maintain center accounts, generate and evaluate reports based on the accounts.

English as a second language instructor to students of all ages and abilities.