Xinyi (Cindy) Li Email & Phone Number

New York City Metropolitan Area

New York City Metropolitan Area

New York, New York

New York, New York

Greater New York City Area

Greater New York City Area

• Facilitated front to end data mapping exercises across multiple product offerings to conduct Electronic Blue Sheet analysis
• Assisted in the establishment of a regulatory center of excellence by providing insights on the regulatory initiatives and creating project plans in an effort to meet the rule’s effective date
• Conducted peer group analysis on lead management platforms across the home mortgage industry
• Gathered and assembled survey data to assess the consumer experience across top 10 industry leaders and calculated key statistical data for executive presentation
• Developed the lead management target operating model using the guiding principles defined across the industry
• Supported the client in a revenue-generating, multi-year transformation initiative by eliciting and documenting business and functional requirements for multiple high profile projects involving end investor.

Stamford, CT

• Coordinate with management to understand regulatory and strategic changes, define front to back business requirements, and recommend effective solutions for automated reconciliation processes to meet industry standards
• Collaborate with IT and clients globally to prioritize outstanding North America change requests and ensure timely delivery of process improvement endeavors
• Assist business lines with robust UAT testing by translating business requirements into function specifications, manipulating data to identify potential defects, and increasing match rates by 5-20% for requested.
• Provide change updates to senior managers during global management meetings
• Completed the UBS leadership pipeline program for graduates, an 18 month development program that focused on personal and professional growth through upper management interactions, fundamental trainings, and financial.

Stamford, CT

• Streamline daily processes by performing root cause analysis that minimizes the time to resolve outstanding issues
• Liaise with internal clients and external agent banks to investigate unknown account ownerships and balance discrepancies
• Implement preventative measures that decrease the offshore team’s vulnerability to risk by reducing manual intervention
• Trained 3 interns to understand the role and carry out the designated tasks while maintaining their supervisory checklist

Stamford, CT

• Created evaluation reports based on communication standards, conducted initial round of assessment, and implemented action steps that saw an improvement of the global team’s overall external communication etiquette by.
• Prepared Client Metrics Packs by analyzing the root cause for post settlement breaks and standardized the format for cross product packs with Client Services team that generated positive feedback from client visits

Greater Boston Area

• Conducted research on market trends, analyzed existing competitors, and identified potential strategic partners to utilize the competitive analysis necessary for web developers to optimize the e-commerce business
• Implemented the accelerated methodology to improve supply chain management including speed efficiency and quality control
• Assumed responsibility for the entire operation front to back: processed clothing orders by translating them into Chinese, ran biweekly meetings with Shanghai suppliers to ensure quality and review cost, shortened the.

• Maintained a balanced cash drawer daily
• Collaborated with team members to ensure safety and security by dual control method
• Trained to be compliant to sensitive customer information through certification of various e-learnings

Bachelor’S Degree, Finance, General

Activities and Societies: Kappa Phi Lambda Sorority Incorporated Kappa Phi Lambda Sorority Incorporated Vice President - August 2010 - May.

Bachelor’S Degree, Statistics

Activities and Societies: Chinese Undergraduate Students Association Chinese Undergraduate Students Association: Chief Financial Officer.

Summer Program, Chinese

Pursued the Chinese language within the business field