Tracey J Williams, Mba Email & Phone Number

Atlanta, Ga, Us

Greater Atlanta Area

Accountable for the quality review of certain administrative processes completed within U.S. Trust (UST) by various teams. Responsible for the quality review of Know Your Customer information completed by client facing teams and approved by the UST Business Control Team, (BCT). Ensure that all KYC information is properly documented and is compliant with internal policy guidelines as well as industry regulations. Responsible for working closely with other members of the team to drive consistency in approach and results from the team.

Atlanta, Georgia

Maintains company records in teh areas of contract complinace, subtenants, licenses and permits. Conducts public record research as needed; maintains corporate records in accordance with company policy and legal requirements; drafts, maintains and updates contracts and databases; administers and maintains assigned regulatory and licensure compliance; and any other related activities as needed.

Atlanta, Ga

Delivered business continuity expertise, contingency management to Customer Service & Solutions call centers across the U.S. (more than 19,000 associates) in all phases of business continuity program. Provided, defined consistent, standardized processes structurally reducing inefficiencies impeding customer and shareholder objectives.  Created PowerPoint, facilitated monthly information sessions for business units regarding deliverables (ex: plan and risk analysis updates, testing, quality reviews), business continuity information and updates. Provided consulting to business units around follow-up and research for various issues (ex: gaps in business continuity, rolling out new initiatives). Guided/assisted call center sites with various risk and non-risk issues/concerns, researching and facilitating matters to resolution bringing business partners together. Contributed ideas, opinions and skills toward achievement of common team goals, setting up ongoing initiatives, process improvements and implementations to help team run more efficiently and effectively.  Created monthly news bulletin for business units communicating various business continuity information (ex: scores, deliverables, events, updates, emergency resource information). Provided support, facilitated training in preparation for various workforce management process projects. Liaison between sites and business partners, providing timely updates, including timelines and next steps. Generated, presented PowerPoint for monthly team Business Review (ex: statistics for deliverables completed on time, process improvements, updates).

Atlanta, Ga

Responsible for day to day resolution of complex problems, execution of complex transactions, research and deal processing for Leasing Documentation Group. Prepared/reviewed amendments to documents, while working with sales staff to prepare/close deals.  Generated and maintained various system-developed documents, spreadsheets for statistical analysis, monthly and quarterly reports (ex: scorecard metrics, capacity management, business reviews). Served as Business Recovery Coordinator for division and Blue EM Representative for site, updating business continuity and pandemic plans, risk analysis, testing.

Atlanta, Ga

 Drafted various contracts for the manufacturing of plastic containers, while assisting sales staff to negotiate and close deals. Managed and coordinated litigation process and minor dispute resolution to ensure company compliance within the proper deadlines. Created and managed database for legal fees to keep track of billing and ensure we were within budgeting requirements. Managed FDA compliance, UCC-1 processes and Disclosure Committee activity (Sarbanes-Oxley Act) to ensure company was in compliance with federal regulations.

Atlanta, Ga

 Coached banking center staff across the state of Georgia, by providing legal advice under lawyer supervision and responding to legal inquiries on routine banking matters, as well as conducted legal research. Created and prepared drafts of legal documents and various Bank agreements. Supervised secretarial staff and managed office activities, the hiring process, performance reviews, etc. Organized quarterly Board of Director meetings (i.e. correspondence, set-up, ordering food, taking minutes, etc.) and maintained corporate records.

Bachelor'S Degree

Master Of Business Administration (Mba), Finance, General

Ppm Certificate, Professional Project Management