Sherri Piesche Email & Phone Number

Houston, Texas Area

By coordinating many of the systems, reporting and paperwork, I help free up the rest of the team to focus on our business objectives. But when the phone rings, I drop everything to help. Using over 20 years of financial services experience, I provide comprehensive client service by answering questions, handling transactions and facilitating data or.

Providing independent consulting in a variety of personal finance areas: daily money management services, casework management, job search and networking support.

Greater Chicago Area

• Pre-Pay department provides 825 payoff statements per day to clients, borrowers and 3rd parties as requested through various work queues. Release department prepares satisfactions of residential mortgages in accordance.
• Restructured Release team to streamline processes and maximize production. While the paid-in-full rate increased 135%, lead team to reduce out of compliance rate by 50%.
• Managed PrePay team to meet timing expectations with minimal cost incidents and no additions to staff, while payoff requests rate increased 34%.
• Performed time studies on 100 segments of overall Release department responsibilities. Process mapped all segments to articulate steps and identify inefficiencies and redundancies. Set production goals for component.
• Defined metrics to evaluate performance of combined department. Increased use of offshore processing team to 80% of volume and improved relationship and communication with the team.
• Increased communication and responsiveness to clients and client managers. Developed letters and reports to update clients on current status of lien releases. Created standard responses and acknowledgements for all.

Greater Chicago Area

• Instituted rules and procedures for instructing cash movements of business and all funds. Functioned as gatekeeper to maintain strict controls and insure safety and security of cash at all times. Coordinated and.
• Authorized signatory over 100+ investment vehicles and 200+ bank accounts. Empowered to negotiate and sign contracts, instruct trades and approve wire transfers.
• Lead contact with currency management team for foreign exchange trading and hedge maintenance. Confirming, reconciling, settling all currency trades and verifying cost.
• Subject matter expert managing credit lines for funds insuring availability and accessibility for liquidity planning, investment allocations and currency hedging.
• Consolidated over 200 internal reporting initiatives – executive and cross-divisional – increasing efficiencies and accuracy. Promoted development of central application as tool for senior management.
• Established and lead performance management team. Defined policies and procedures. Developed controls for data entry and database updates surrounding the maintenance of 1,000+ records preserving integrity.

Greater Chicago Area

• Oversaw development of data structure and process controls for operations and executive reporting. Developed 150 reports as management and analysis tools. Created initial records to track and monitor asset growth.
• Selected and managed independent audit and tax preparers to insure timely production of audited financial statements and filing of tax returns.
• Spearheaded operational implementation of 4 restructurings effecting over 75% of assets under management increasing flexibility and efficiency.
• Subject matter expert asked to speak at industry roundtable event regarding Operations Best Practices.
• Chosen as lead on business continuity and disaster recovery. Chaired both Chicago and London committees.
• Managed relationships totaling $10B with third party administrators, custodians and trustees to insure receipt of best in class service.

Greater Chicago Area

• Established and lead hedge fund of funds accounting team. Developed process for net asset value creation and review with appropriate checks and balances and strict quality controls. Developed procedures and.
• Created 60+ custom reports to meet specific client needs.
• Develop processes and procedures to monitor compliance with contractual and regulatory guidelines.
• Managed client billings and collections, vendor payments, review and approval of expenses for both fund and business.
• Set schedule to facilitate fee collections reducing days outstanding from 90 days to 60 days.
• Directed solicitor payments for selling agents and analyzed impact on net revenue.