Director Of Operations, Relationship Management And Transitions
Mml Investors Services, Inc
Brought onboard by company Chief Operating Officer to spearhead Brokerage Operations. Goal was to align business units and reengineer processes and procedures to ensure timely and accurate processing. Key principal in team designing imaging based workflow process, mail receipt & remittance, and back office replacement system. Pioneered and chaired best practice forums for both internal and field representatives. Personally selected by company President to join elite corporate task force on Top Producer Programs.• Launch new imaging based workflow system which reduced the entire new account opening process from three days to twenty four hours.• Reengineered department which improved accuracy (92% to 99.5%) and resulted in less compliance deficiencies in audits.• Reduced Not In Good Order (NIGO) Items by 15%.Personally selected by the President of the company to develop, design and implement two new groups to focus on the top producing representatives and new agent on-boarding. Championed the project through corporate executives, compliance, legal and technical support groups. Key Accomplishments:• Enhanced representative satisfaction as acknowledged by surveys and direct calls from senior leadership.• Organized appreciation events, annual appreciation awards and gifts.