Sheri G. Email & Phone Number

Charlotte, North Carolina Area

Contracted for procedure documentation projects involving multiple lines of business with a major financial institution.

Contracted for a Process and Procedure Documentation project with a leading mortgage lending/servicing company. Re-engaged for additional projects across various lines of business. Served as one of the lead procedure writers, assisting in development of procedure standards as well as providing guidance in each project.

Engaging in short- and intermediate-term stock, option, and mutual fund trading for own portfolio. Apply formal training on stock chart and technical studies, corporate analysis and options strategies to investment decisions.

Volunteered and ran for Board at time when HOA was in turmoil with objective to restore order, answer complaints and make HOA information available to homeowners again. Took on Treasurer and Secretary roles. Organized financial records and budget, monitored all bills and spending, prepared agendas and meeting minutes, and guided board discussions. Researched past water bills to identify those the HOA was responsible for versus those applicable to developer. Separated expenses into operating and reserve accounts, which also enabled more accurate reporting of day to day expenses and budgeting. Identified current and future expenses and budgeted accordingly. Reported on progress of actions taken by Board, management company and other vendors. Began regular newsletter publication, publishing details of income and expenses, explanations of covenant requirements and other information relevant to HOA. Worked with team of neighbors to develop and enforce parking covenants. Ran petition process to stop inappropriate development on land adjacent to neighborhood.

Established and operated decorative concrete landscaping business. Managed all aspects of the business including marketing, contracts, equipment and inventory purchases, website design and maintenance.

Managed and reported on activities of Annuities Sales Team by guiding, coordinating, and documenting decisions and actions of team members. Provided updates and communications to all other teams in the agency via newsletters and regular meetings. Coordinated and tracked merger activities including operations, training, product integration and corporate reporting,

Managed global distribution of offshore insurance/ investment products. Evaluated risks and compliance/ legal requirements related to offshore activities and non-resident aliens. Interacted with other dep. Worked with vendors on product materials, training, procedures and legal agreements.

Leader of outdoor and social activities for groups ranging in size from just a few to 50-60 people. Outdoor activities include tennis events and recreational canoeing / kayaking with camping and hiking. Social activities include mixers, picnics/cook-outs, meetings and game-play events.

Evaluated client needs for document imaging and access services. Interviewed personnel and analyzed documents and procedures to identify benefits and costs. Prepared proposal reports to demonstrate process improvements and other benefits.

Managed multiple functions to test for and to promote compliance with credit policies and procedures; Prepared reports to communicate issues, suggestions for improvement, and corrective actions; Worked with other departments to identify and implement solutions.

Designed, implemented, and supervised division-wide processes for loan review and regulatory compliance; Prepared reports and policy communications and advised personnel at all levels within the Division.

Managed loan documentation, review, and booking teams. Created tools to improve efficiency and reduce error. Worked closely with other departments to resolve questions and issues and to improve customer service.

Evaluated lending practices. Prepared reports on portfolio quality and issues. Interpreted and developed credit policies. Per Senior Management requests, handled special projects involving report creation, process and procedures development, and inter-departmental communications.

Conducted audits of all commercial bank activities, interacting with bank personnel at all levels, preparing reports and holding meetings to present results.