Title change/promotion in May 2022 as a result of work done in 2021Evaluate and prioritize enhancements for Continuity Planning Tool (CPT) based on business valueCollaborate with process owners to understand business needs and current gaps between the tool and the processCreate straight forward epics and stories, clearly defining the work to be completedWork closely with the technology team to clarify and refine storiesDiscuss and debate the impact of potential changes in existing environment, as well as how they tie into long-term goals for the toolAssist in triage of production issues reportedResponsible for testing all stories and ensuring they meet the acceptance criteriaInitiate process improvements to aid organization and transparency of work efforts, such as the establishment of a SharePoint priorities list to more efficiently manage enhancement work across three process owning teamsBuild JIRA dashboards to give the business, as well as my leadership, a view into the details and status of epics and stories that will be delivered in a program incrementEffectively manage competing requirements and negotiate with process owners to establish a plan that will deliver value for each teamParticipated in successful testing and implementation of new tool to document third party exit strategies

Established a communication plan, providing guidelines on when to send communications and to which audience(s), resulting in a more consistent approach to notificationsWrote clear and concise release notes for Business Continuity (BC) tools and distributed to user groups via emailPresented upcoming tool releases/updates in monthly BC Community of PracticePrepared and sent email communication to users regarding tool issuesDeveloped templates and distribution groups for all communications to establish greater consistency and timeliness in user notificationCreated and managed a UAT process for BC tools, including requirements for a SharePoint site to supply a one-stop shop for UAT informationRedesigned the BC tools site to provide a more user friendly and updated view of BC tools and their purposePerformed yearly review of tool training courses to ensure accuracy and relevanceProvided support to Product Owners, assisting with triage, testing, creating JIRA dashboards and various other tasks

Global Scheduling TeamCollaborate with teammates to develop and execute processes to align with the new testing tool (CPT)Continuously observe system functionality and submit enhancement and defect requestsCreate and update test records for Business and Technical Recovery PlansProvide leadership and guidance to teammates and Line of Business PartnersParticipate in Standards and Procedures review Ran weekly reports in prior testing system (FRAME) to perform analysis on data anomalies and take action to correct the informationParticipated in UAT for the new testing tool (CPT)Developed testing processes for Significant and Administrative changesTrained new teammatesTesting Controls and Remediation Team Performed quality assurance on a large number of business continuity test records, ensuring compliance with Global Business Continuity & Recovery StandardsLed exercises by divvying up the workload, updating and sending post-test requirements to testing teams, populating the QA Tracker and running evidence sampling reportsCreated problem logs in order to track non-compliant post-test deliverables to completionCollaborated with risk and business partners to remediate testing documentation issues and inconsistenciesContinuously analyzed the review process and brainstormed ways to improve it

Participated in efforts to comply with Federal Regulations regarding data standardization and Regulatory Reporting within Wholesale BankMaintained Team Action Requirements list by leading weekly status update meetings to record progress and/or setbacks for each task, with a focus on meeting deadlinesUpdated SharePoint Project Dashboard with recent accomplishments and next steps to be distributed to stakeholders on a weekly basisAssisted in the creation of a new SharePoint site for Wholesale’s BCBS239 projectRegulated access requests to the Risk Data Management SharePoint site and ensure proper permission levels were grantedConsulted with business partners to gain understanding of their processes involved in a particular project

Led a formalized Quality Control process within the DMO (Data Management Organization) known as Supervision and Control for Global Banking and Global Markets Data ManagementIndependently reviewed all DMO processes to identify errors, risks, potential gaps, training opportunities and procedural or system enhancementsCreated and executed SQL statements to generate weekly items for review, as well as ad hoc requests from managementNotified DMO teams of identified errors to allow each team the opportunity to review and make correctionsCreated weekly Supervision and Control PowerPoint reports displaying the week’s findings, including service level agreements, accuracy and trends over timeConducted monthly Supervision and Control meetings, intended to keep management up to date on policies and procedures, as well as raise new issues found in the weekly reviews

Worked as part of a team, and individually, to facilitate settlement of fixed income activityEnsured incoming and outgoing trades were executed accurately and within industry deadlinesPerformed fail management by articulating requirements and problem solving with an understanding of risk and controlCommunicated, through various channels, with trade support, branch offices and/or brokers on reclaims, money differences, and general problem resolutionExecuted end of day account closeouts and reporting using various computer programsParticipated in additional projects, such as Unit Rep for the Disaster Recovery Plan and assisting with the decommission of an account that was no longer used

Enhanced problem solving skills by collaborating with advisors to resolve annuity-related obstacles through research Built relationships with advisors, aiding in mitigation during issue resolutionPartnered with other departments to troubleshoot and resolve problemsPracticed quick decision making and acted to expedite agent needsTaught advisors how to use AnnuityNet properlyActed as liaison between advisors and insurance carriers to remove roadblocks for agents looking to obtain contract information

Reviewed, reported and recorded data entry of distribution team using high level of attention to detailResponsible for notifying appropriate parties of identified errorsTracked and maintained data in Access database for quality assuranceTransition experience through data cleanup projects during mergersProvided guidance to teammates regarding distribution checks

Setup client accounts for distributions with high level of precisionResponsible for team quality assurance through identification and notification, upon review of associate data entryInitiated correction of distribution setup errorsTrained co-workers to accurately record distribution requests into the systemManaged special project team to remedy urgent data errors

Key point of contact for members and visitorsCollaborated with event manager in setup of eventsBuilt and maintained confidential member informationEnsured quality of communication as website administrator

Prepared shipment packet and distribution information for clients Managed accounts payable/receivable and verify balancesOrganized and maintain files for each clientCollected, researched and analyzed mileage and fuel usage for billing purposesResponsible for recording and monitoring payroll