Program Sustainability Lead
Current★Create and manage folders and file systems for client records, ensuring data is well-organized and accessible.★Collaborate with regulatory teams to build and maintain comprehensive lists of beneficial owners, staying updated on regulatory changes.★Act as a key contributor and resource within the team, guiding, supporting, and enabling the success of various functions.★Own task assignments, providing technical guidance to the team by planning execution, scheduling work, and setting completion goals while ensuring quality and accuracy.★Perform QA analysis document evaluations, identifying trends and proposing solutions to challenges.★Work closely with leadership to support team meetings, share insights on QA findings, and recommend areas for improvement.★Review, improve, and create new work instructions in collaboration with the management team to drive efficiency.★Assign tasks based on customer segmentation, setting proper expectations for task completion and ensuring client satisfaction.★Promote innovation to improve business processes, seeking opportunities to enhance quality, efficiency, and productivity.★Collaborate with Regulatory and Product Management to identify opportunities for system and process improvements, focusing on productivity and service delivery.★Serve as a mentor to team members, providing technical guidance and working through challenges with management.★Stay updated on regulatory developments and provide feedback to regulatory and product teams to drive improvements.★Familiarize yourself with corporate security policies, ensuring compliance with processes and procedures.