Tom Lewandowski Email & Phone Number

Led and directed the successful implementation of Tax, KYC, and Corporate Actions products for both domestic and international clients, encompassing SaaS and Managed Services.Established project schedules and defined project deliverables aligned with project scope, leveraging Microsoft Office suite to maintain project documentation.Effectively tracked and managed project milestones using Confluence and customer-reported issues through JIRA, ensuring project progress and issue resolution.Maintained open and transparent communication by regularly conveying project status, addressing issues, and mitigating risks to project stakeholders.Generated and organized essential project documentation, including meeting minutes, meeting agendas, and scope amendments, to ensure clarity and alignment throughout the project lifecycle.Created and managed comprehensive configuration documentation for client projects, ensuring seamless execution and efficient problem-solving.Acted as the primary point of contact for all client inquiries related to the projects managed, fostering strong client relationships and satisfaction.Collaborated closely with Product Development and Engineering teams to swiftly resolve customer-reported issues and enhance the product offering.Managed and monitored individual and team time reporting for assigned projects, ensuring compliance with budgeted project labor, using Power BI to analyze and optimize resource allocation.Coordinated seamlessly with the account management team during the implementation lifecycle and post-launch phase, maintaining consistent communication with customers and strengthening relationships.Hosted regular customer conference calls to facilitate project execution, address concerns, and gather feedback, ensuring alignment with project objectives.

IHS Markit acquired by S&P Global. Job duties listed above

Oversaw facility management functions for a $25B portfolio (~150 facilities) of commercial real estate, residential, and consumer loansWorked closely with controllers to update internal systems in order to accurately reflect and forecast PnLLed the onboarding of new facilities from an operations perspective by coordinating with accounting, compliance, credit risk, firm revenue desk, and legal teamsPartnered closely with clients to confirm facility terms outlined in Credit and Master Repurchase AgreementsImplemented a daily and weekly tracking system for personal and team objectivesConducted the training of new hires on the team and served as a mentorReviewed daily exception reporting to resolve any outstanding items across the teamAssisted with annual Fed reporting as well as both internal and external audits (14Q and SNC)

Dallas, Texas

Provided day-to-day support for Warehouse portfolio of over 50 loans across the Americas and EMEAGenerated monthly invoices for clients, each one with unique facility termsProcessed monthly remittances received from external servicersInvestigated and resolved transactional issues via trade settlement and remitting wiresGenerated Sources and Uses excel sheets for ~15 commercial real estate warehouses in order to accurately track asset information and principal balances

Dallas, Texas

Ensured timely and efficient processing of all new borrowings, asset increases, interest payments, pay downs, and commitment reductions for over 1,200 positions in over 250 loansResponsible for accurately processing daily activity, new deal closings, restructures and amendments for all asset types (Loans, Bonds, ABS, Equities, CDS) by reviewing source documentation and faxes from agent banksManaged over 50 different cash accounts for clients, and provided cash reconciliation services to balance individual accounts dailyAssisted with European, Middle Eastern, and Asian loan market tracking.Interacted with bank agents, clients, and loan trustees to research and reconcile interest and principal breaks for clientsExecuted trade settlement services, asset restructure, and amendment services for clients

Houston

Worked in tandem with a team of 3 colleagues to write the Market Summary of the Chlor-Alkali Vinyl Report, covering price and cash cost movement for EDC and PVCAssisted with the updating of the quarterly excel workbook with market intelligence resultsAdapted a chemical cost curve program file with additional key variables for more accurate calculations of individual plant economicsIntroduced new database headers to improve a product that generates $450,000 in revenue per year for the companySupported IHS-Chemical Consulting with technical analysisProvided detailed information on short term and long term chemical costs to clients and subscription based service