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.
• 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.
• 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.
• 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.
• 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.
• Promoted knowledge sharing by leading lessons learned sessions, developing collaboration sites, and creating playbooks for centralized information sharing and best practices.

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
• Onboarded and trained new team members, including VPs and interns, on Escrow products and internalsystems, ensuring smooth transitions and effective contributions. Show less