Timothy Lloyd Email & Phone Number

Washington, Dc, Us

Chicago, Illinois, Us

Supporting the overall marketing and business development efforts of the Private Equity, Mergers & Acquisitions, Funds, Real Estate, Employee Benefits and Compensation, and Financial Service Practices, including: Coordinating with the attorneys to prepare proposals and responses to RFPs, while also ensuring all practice materials are up to date and new matters are captured;Collaborating with team members to support implementation of key practice and cross-practice initiatives;Supporting lateral integration candidates, including coordinating materials and assisting in implementation of plans.

Bethesda, Md, Us

- Direct responsibility managing over $600 million in investment portfolios for top individual and institutional firm clients - Acting as the main point of contact for clients and on the clients’ behalf to internally communicate their business priorities and potential obstacles to the firm’s key stakeholders and business function leads - Cultivating client relationships to become a trusted advisor through regular communication and proactively conducting research to create investment recommendations for use in client portfolios - Leading the execution of all contractual obligations and communications ensuring key clients are regularly updated and engaged - Coordinating client requests with all levels of business functions from routine administrative tasks to obtaining paperwork imperative to client investments - Collaborating with team leads on project management to improve strategic operation processes and functionality across teams- Conducting new hire and team-wide training on best practices to engage with clients, as well as new system implementations

Bethesda, Md, Us

- Engaged with clients on project requests and inquiries, including accurate and timely asset status reports, policy transactions, and regular portfolio reviews - Analyzed client portfolio data for any potential issues, including risk assessment and monitoring of policy transactions and finances, and flagged any actionable steps with clients and internal key stakeholders - Organized system and procedural reviews to ensure compliance and efficiency, while also participating in the enhancement testing of the proprietary portfolio management system

Bethesda, Md, Us

- Partnered with management and clients regarding atypical inquiries and project requests, including expedient solutions to arising concerns- Ensured the accurate reporting to clients of financial information and transactions critical in the maintenance of portfolios totaling over 800 individual policies and over $1.5 billion in assets- Coordinated front-end research and documentation for clients in the transition of ownership of over 300 policies- Demonstrated consistent and strong abilities in project management, involving handling multiple simultaneous deadlines using software tools to optimize workflow and tasks

New York, New York, Us

- Maintained relationships with major corporate clients, including BestBuy, Sears, The Home Depot, Zales, and Goodyear, to regularly facilitate credit applications - Provided resolution of escalated client requests- Defended Citibank products from fraudulent activity through the use of LexisNexis and Innovis- Maintained an unblemished record on all Sarbanes-Oxley Act (SOX) compliance and other federal regulations

- Analyzed trade desk information and compared to third-party data on daily and weekly reports- Maintained databases necessary for tracking and generating business objectives while reporting irregularities for reconciliation

Charles Town, Wv, Us

• Conducted in-depth research on student financial accounts for the purposes of reconciliation of financial information• Provided Microsoft Access formatting for student information used to determine funding received• Administered daily and bi-weekly transfers of student financial records to the Department through our S.F.T.P. program • Managed funding disbursement sequences through our EDconnect, Regent 8, and S.F.T.P databases• Completed funding corrections and reductions due to Return to Title IV calculations• Updated student ledgers and system information in the event of incorrect system reductions• Created Standard Operating Procedures for file transfers and Microsoft Access formatting of reconciliation information• Provided proactive solutions through analytical research to trend patterns of anomalies• Ensured Department of Education compliance through use of technical reference manuals and the Federal Student Aid Handbook• Enhanced inter-departmental coordination through training of other staff members

Charles Town, Wv, Us

• Assisted transition of student financial packaging from a third party to an in-house database system.• Provided analytical support for test accounts for mainframe updates and maintenance• Tested patch fixes in multiple environments simultaneously• Adhered to strict deadlines on multiple, simultaneous, aspects of system advancement.• Served as Database Administrator for S.A.I.G. gateway, a file transfer program for the Department of Education• Provided user access and configuration assistance to various teams• Coordinated weekly compact and repair services to sustain optimal sequence • Handled the daily transfer of sensitive student financial records to and from the Department of Education• Provided training to co-workers on financial systems through one on one training sessions and group presentations

Charles Town, Wv, Us

• Extensive customer service, ensuring student satisfaction and compliance with all Federal regulations.• Assisted students through the Financial Aid process through both e-mail and one on one conversation• Remained objective and professional through difficult situations• Promoted efficient collaboration between departments to ensure conflict resolution• De-escalated student issues to prevent unnecessary transfers• Served as training mentor to new team members to demonstrate proper etiquette and professionalism • Maintained a high volume of daily student correspondence while ensuring quality was met• Created e-mail response templates used by employees to cover general student concerns• Utilized effective communication to other teams to provide a "one stop" student experience when possible• Worked with upper management to provide cost/benefit analysis for system and procedural changes• Received Multiple awards and kudos from senior executives for extensive student contact volume

• Extensive customer service, focused on ensuring customer satisfaction and sales generation• Assisted customers in identifying their retail needs• Offered cutting-edge solutions in a friendly, confident and knowledgeable manner• Executed proper operations procedures in the absence of the Store Manager• Responsible for the correct handling of late night bank statements and deposits.• Ensuring compliance with standards of store operation including stocking, cleaning, and merchandising• Authorized and finalized annual contracts and payments• Maximized team workload to ensure most efficient delegation of work• Handled conflict resolution tasks between employees and consumers• Maintained staff compliance with all corporate goals and standards• Authorized payroll• Generated bi-weekly work schedules for staff• Placed fifth in District for Sales in January 2010