Sheri Jonathan Email & Phone Number

Greater Atlanta Area

- Prepare and deliver live presentations detailing features, functionality, and services to prospective customers- Work with Sales and Management teams to identify gaps between the functionality in current systems to prospective customer requirements- Research and define the requirements for new products- Analyze requirements and provide feedback as needed to development and product teams- Represent user and end user interests during the design and implementation process- Serve as expert resource for rules and regulations for primary industry payments (ACH, Wire Transfers, and Image Cashletter)- Develop training materials that can be used to assist customers in understanding and using products and services- Work with customers to identify training needs for the end user and develop training materials and conduct live demonstrations to their customers- Develop videos and written documentation that both customers and internal personnel can use to master products and services- Create and execute detailed automated and manual test plans and test cases/scripts- Ensure testing plans successfully exercise code for errors- Identify, record, document, and track issues within new and existing products- Partner with customers and members of the support and development teams to identify and resolve functional issues- Authority for all customer functionality questions- Emissary for all on-site customer implementations of products and services

Greater Atlanta Area

Provided independent consulting services on targeted project work with focus on new customer training and support during the onboarding process.

• Assisted in design and implemented system to reconcile more than $15 billion in check payments monthly• Defined requirements and specifications with software vendor for new customer communication system• Performed functional, regression and stress test scenarios to certify and ensure trouble-free customer transition to new communication platform prior to release in a production environment• Developed and published end user system manual, recorded training tutorials for internal and external users• Held training and demo sessions for more than 500 Respondent customer banks on products and services• Served as Subject Matter Expert (SME), Training Manager, and End User Documentation Manager on various company projects

• Responsible for daily balancing of general ledger, DDA accounts and the Federal Reserve account• Performed Settlement for the bank• Trained junior operations staff on new cash letter systems and procedures

• Primary contact for more than 150 financial institutions served by correspondent bank to ensure continued satisfaction with services provided• Assisted the International Services Representative as demands of international services grew

Madison, Wisconsin Area

• Assisted consumers with application and approval of secured and unsecured loans and lines of credit• Fulfilled Acting Branch Manager role, supervised, scheduled and provided coaching for frontline staff

Education record

Activities and Societies: Alpha Xi Delta

Certificate, Product Management