Nancy Yi Email & Phone Number

Greater New York City Area

• Developed project plans with target delivery dates and RACI matrices, enhancing accountability andproductivity. Created trackers for pain points and roadblocks, delivering actionable insights. Communicated updates to stakeholders for transparency and alignment.• Led the development and launch of an application automating legal guidance for bankers, improving user experience, work output, and revenue. Managed a global team of 90+ in-house attorneys and served as the primary liaison for… Show more • Developed project plans with target delivery dates and RACI matrices, enhancing accountability andproductivity. Created trackers for pain points and roadblocks, delivering actionable insights. Communicated updates to stakeholders for transparency and alignment.• Led the development and launch of an application automating legal guidance for bankers, improving user experience, work output, and revenue. Managed a global team of 90+ in-house attorneys and served as the primary liaison for outside counsel. Collaborated with cross-functional stakeholders, including Compliance, Product, and Controls.• Partnered with Technology to create a centralized client-facing document repository, improving data integrity and reducing inefficiencies. Conducted attorney training for smooth adoption of new Standard Operating Procedures (SOPs).• Collaborated with Technology and Product Management to design a change management workflow tool, standardizing processes and creating an auditable record. Authored the business requirement document to meet stakeholder needs.• Promoted knowledge sharing by leading lessons learned sessions, developing collaboration sites, and creating playbooks for centralized information sharing and best practices.• Provided comprehensive departmental support by taking on versatile roles, including the review andnegotiation of M&A Non-Disclosure Agreements.• Fostered DE&I as a Project Manager for JPMorgan Chase’s Women on the Move, Corporate Sector,empowering women in career advancement, financial health, and mental well-being. Show less

New York, New York, United States

New York, Ny

• Generated $50MM in profit in 2016 by closing 150 new deals and retaining of key relationships.• Managed a portfolio of over 400+ Corporate Trust accounts valued at over $5B, overseeing fund transfers and trade executions.• Exceeded client satisfaction and retention goals through prompt dispute resolution, timely responses, and seamless transaction execution.• Onboarded and trained new team members, including VPs and interns, on Escrow products and internalsystems, ensuring… Show more • Generated $50MM in profit in 2016 by closing 150 new deals and retaining of key relationships.• Managed a portfolio of over 400+ Corporate Trust accounts valued at over $5B, overseeing fund transfers and trade executions.• Exceeded client satisfaction and retention goals through prompt dispute resolution, timely responses, and seamless transaction execution.• Onboarded and trained new team members, including VPs and interns, on Escrow products and internalsystems, ensuring smooth transitions and effective contributions. Show less