Sheri G. work email
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Sheri G. personal email
Recent role includes procedure development and management for Consumer Banking lines of business. Participated in multiple projects with various internal and line of business contacts. Provided guidance and training, including technical know-how and procedure development guidelines, to team members.Specialties: - Design and improvement of procedures and standards - Team and inter-departmental communications and reporting- Departmental project management and tracking
Banking Industry
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Process And Procedure ManagementBanking Industry Sep 2013 - PresentCharlotte, North Carolina Area
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Technical Writer/Business AnalystMom Corps Aug 2012 - Sep 2013Contracted for procedure documentation projects involving multiple lines of business with a major financial institution. -
Technical Writer/Business AnalystPerficient, Inc. (Prft) Jun 2011 - Apr 2012Contracted 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. -
Personal Investing (Self-Employed)Na 2005 - 2011Engaging 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.
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Treasurer/SecretaryHuntington Forest Hoa 2008 - 2009Volunteered 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.
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Owner And OperatorThe Bed'R Edge (Sole Propietorship) 2005 - 2006Established and operated decorative concrete landscaping business. Managed all aspects of the business including marketing, contracts, equipment and inventory purchases, website design and maintenance.
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Annuities Sales Team Project ManagerWachovia Insurance Agency, Inc. 2004 - 2005Managed 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, -
Operations, Legal And Compliance Liaison - Global ProductsWachovia, A Wells Fargo Company 2002 - 2004Managed 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.
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Volunteer Event Leader - Part-TimeCharlotte Outdoors Association 2000 - 2003Leader 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.
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Banking Consultant/Business AnalystDocharbor, A Division Of Anacomp Inc. 1999 - 2000Evaluated 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.
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Risk Management Credit Policy Review ManagerPnc National Bank Credit Card Division 1998 - 1999Managed 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. -
Internal Loan Review And Compliance ManagerFirst Union National Bank - Small Business Banking Division 1996 - 1998Designed, 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. -
Quality Control ManagerFirst Union National Bank - Small Business Banking Division 1995 - 1996Managed 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.
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Credit Risk Review Officer/Manager (Vp)First Union National Bank – Credit Risk Review Division 1991 - 1995Evaluated 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.
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Bank ExaminerOffice Of The Comptroller Of The Currency – U. S. Treasury 1985 - 1991Conducted audits of all commercial bank activities, interacting with bank personnel at all levels, preparing reports and holding meetings to present results.
Sheri G. Skills
Sheri G. Education Details
Frequently Asked Questions about Sheri G.
What company does Sheri G. work for?
Sheri G. works for Banking Industry
What is Sheri G.'s role at the current company?
Sheri G.'s current role is Technical Writer with vast Banking Experience offering keen attention to detail with user-friendly content..
What is Sheri G.'s email address?
Sheri G.'s email address is sh****@****.rr.com
What schools did Sheri G. attend?
Sheri G. attended Haslam College Of Business At The University Of Tennessee.
What skills is Sheri G. known for?
Sheri G. has skills like Risk Management, Process Improvement, Project Management, Policy, Banking, Business Analysis, Operations Management, Technical Writing, Software Documentation, Training, Visio, Human Resources.
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