Tracey Obenauer Email & Phone Number

New York, NY, US

Hackensack, New Jersey, United States

Responsible for a pipeline of 25 loans, with an average monthly closing of 15-20 loans. Manage daily operations for a team of 6 people, ensuring all loans are on track and any urgent issues get resolved to reach monthly goals and targets. Decreased time for clear to close by over two weeks using newly implemented process changes which resulted in faster.

New City, NY

Operations Manager for Loan Officer responsible for over $100 million in total volume. Maintained a pipeline of 35+ loans, with an average monthly closing of 20-24 loans. Managed daily operations for a team of 5 people. Worked to improve existing processes which resulted in better communication between team members as loans moved throughout the lifecycle.

Hasbrouck Heights, NJ

Owner and Lead Therapist of a fast-paced sports and medical massage practice focusing on the professional and amateur athlete. Built from the ground up, Peak Performance became the go to practice for athletes wanting to maintain and improve optimal performance on and off the field. Built a thriving six figure practice and handled all aspects of budgeting.

Responsible for handling all day-to-day operations for client on boarding in a newly established, growing wealth management firm. Managed all aspects of the client relationship including on boarding, created a process to improve turn times and simply client administration. Handled all client reporting and communication to ensure SEC compliance. Worked with.

Managed all incoming new and existing client transactions/requests. Handled all on boarding and resolution of BAU issues. Managed all client reporting and analysis. Ensured all client product submissions were compliant which resulted in faster turn times and increased revenue.

Managed 14 custodian relationships and ensured all third party and client requests for changes to existing technology or operational approaches were accounted for and evaluated. Retained $3.5 million business threatening to leave due to on-boarding delays. Redefined process for non-custodial product. Expedited on-boarding process from 6 weeks to 5 days..

Managed a staff of 10 globally with accountability to the investment bank, responsible for overseeing a portfolio of full project lifecycle, general ledger related projects. Revamped all data, decommissioned and integrated legacy systems which migrated to SAP resulting in cost reductions of over $20 million in two years. Identified additional cost savings.

Managed a team of 18 direct reports, who supported an in-house project management tool. Provided the master project tool for the Chase and Bank One mergers. Developed firmwide best practices for project tracking and reporting.

Conceived and implemented customer service department to support all B-2-C interactions. Introduced unified communications and notification capability that included email management tools, custom phone systems and web chat tools. Maintained all B-2-B relationships. Created quality assurance department and developed customer service training for new hires..

Managed all tier one/Fortune 500 accounts including Ford Motor Company, Neiman Marcus and QVC for this dot com start up specializing in customer service via chat window. Developed technical support department, which provided 24-hour technical support. Created all training procedures, programs and documentation for custom software product including onsite.

Managed calendars, travel and expenses for four Executive Directors in Global Finance Technology. Handled all budgeting which allowed the identification of extensive cost savings. Part of a cutting edge team who built an in house project tracking to tool to help tech project teams pursuing CMM certification. The tool was adopted by the firm and used.