William Agee Email & Phone Number

Charlotte Metro

Charlotte, Nc

Vice President, Strategic Execution and Operations Office & Business Initiatives Manager Provided program direction and tools to support the bank’s most critical and sensitive projects directed toward bolstering the organizations risk management and compliance efforts.• Managed a team of eight to ten professionals responsible for developing the required tools, documentation, communication, document storage and program support. This included SharePoint support including site development, site permissions, calendar support,document and folder maintenance.• Managed the overall high-level plan supporting project direction to ensure regulatory commitments were met in advance of expected deadlines.• Provided overall program and infrastructure support for executive level leadership.

Charlotte, North Carolina, United States

• Worked as Business Liaison with multiple layers of management in a cross functional capacity from mid-level to executives and included support of operations leadership, senior product partners, technology leadership, service, risk, audit, finance, wholesale quality assurance and incident management.• Directly managed a staff of 12 business consultants for project/process improvement, technology upgrades that included requirements development, testing, training and documentation for disbursement products and systems to include escheatment files for external customers and official check processing.• Business Liaison over risk-related matters such as business control reviews, self identified issues, internal and external audits, business continuity planning, execution and quality review processes.• Ensured procedures, processes, and controls adequately addressed any identified concerns.• Maintained primary SharePoint sites for the supported business groups to include site development, permissions management, calendar support, and document and folder maintenance. • Provided post follow-up documentation to support changes addressed for identified issues.• Acted as Vendor/Business Sponsor for the first Business Off-shore Process in India for WachoviaProject lead for key strategic projects:• Replacement of two check exceptions processing systems which resulted in savings of 1.2 million dollars annually.• Consolidation of ten production sites resulting in annual savings of 4.6 million dollars annually.• Introduction and incorporation of new business products/processes resulting in increased revenue of 90 million dollars annually.• Implemented business process off shoring resulting in annual savings of 1.5 million dollars annually.• Implemented in-house processing for the banks official check processing eliminating vendor costs of 10.5 million annually and adding 2.5 million in additional revenue.