Therese Gremley Email & Phone Number

Chicago, Illinois, United States

Chicago, Illinois, United States

Supporting Foley & Lardner LLP

Chicago, Illinois, United States

Full management accountability for the storage, maintenance & disposition of official records across the HR, tax, legal, accounting, treasury, investor relations, employee compliance, fund compliance & broker/ dealer compliance units for this hedge fund/asset management & financial services company. Responsible for meeting legal obligations in the creation & retention of records for the firm & its retail & institutional clients.* Managed the processing of ~120,000 new records annually to achieve less than 2% errors (typos, inaccuracies, etc.) within multi-categorical processing deadlines; researched & analyzed variances.* Provided leadership, training & direction to a team of four records specialists in all document processing, scanning, tracking & data entry for both hard (paper) & soft (digital) records.* Oversaw the receipt & fulfillment of ServiceNow record requests from physical file rooms, offsite storage & network drives for nine internal departments & outside counsel.* Partnered with business units to identify all records processing needs, e.g. digital conversion of backlog documents, tracking/storage of metadata & hard copy/soft copy specifications.* Developed & coordinated new business implementation plans for records processing & created official procedures to meet ever-changing requirements.* Prepared productivity reports concerning bulk updates, search requests & the volume of documents scanned, recorded, edited & destroyed; produced biweekly statistical reports.* Collaborated with the IT department to create necessary metadata fields in the tracking system; implemented fields based on each unit’s timeline & resources, & completed metadata audits.* Planned & executed a range of special projects, such as document destruction, new record processing implementation, internal process automation & special audits.* Reviewed & updated the department’s procedure manual, desk guides, workflows & service-level agreements, & mapped out workflow processes.

Elmhurst, Illinois, United States

Contracted to a global hedge fund and financial services company in January 2013 as a records specialist.

Chicago, Illinois, United States

Developed and implemented strategic plans to build key investor relationships and execute investor- marketing campaigns for this national security brokerage firm. Facilitated timely and accurate program reporting, provided key information to clients and ensured compliance of control and risk management processes. Retained by new ownership when RBS Securities acquired ABN AMRO Bank N.V. in 2007.* Launched marketing plans targeting global investors for bank-sponsored (supported by bank liquidity and credit enhancement), asset-backed commercial paper (ABCP) totaling $25 billion.* Directed the Windmill Funding and Amsterdam Funding flagship programs featuring client loans based on the creditworthiness of their receivables.* Prepared data-driven analytical reports regarding investor marketing (presentations, new investors), internal activities (business planning, deep dives) and ABCP program trading (performance rating).* Tracked all facets of ABCP lending programs and delivered presentations/reporting to investors and dealers concerning program changes, outstandings, commitments and receivables make-up.* Prepared statistical analyses for rating agencies (e.g. S&P, Moody’s) to maintain ratings of underlying deals and programs, and submitted program reporting to senior management,* Spearheaded the collection and migration of all investor relations data to RBS Securities’ systems, along with training of department staff in RBS procedures.* Instituted the Investor Call Summary Sheet, significantly improving investor satisfaction by tracking investor activity and engagement to facilitate real-time responses to their needs.* Worked closely with external legal counsel to review all legal documentation for program amendments.* Collaborated with the IT department to develop a dynamic reporting website.

Chicago, Illinois, United States

Charged with launching and managing the company’s first conduit program. Directed a five-member billing team in funding and billing of securitization clients while assisting all internal groups in adopting and implementing the mechanics of this new program. Promoted from Officer, Operations Specialist & Commercial Paper Manager (1993-1994).* Reviewed all legal documents for new client accounts to meet requirements for operational mechanics.* Prepared ABCP-funding statistical analyses and assisted new clients with operational reviews.

Executive Assistant Certificate

Liberal Arts And Sciences, General Studies And Humanities