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Work Background
Flushing Savings BankAVP Internet Banking
Apr. 2009• Creating and managing staff incoming call solutions center. This Internet Banking Division e-Commerce area handle over 46,000 calls per year and over 10,000 emails per years. Coordinates and assist with ensuring our department is operational sound and delivering superior customer service internal and external. • Support the daily operation of a $330 Million (plus) portfolio. Embraces and supports continuing business developments for growth and expansion of the online channel.
• Driven while participating in developing new online products. UAT testing and Project Management critical.
• Safeguards and maintains the risk and compliance processes as the primary point of contact for the Internet Banking Division. I am the Risk Compliance Liaison for our department since 2011.
• Supporting and contribute in the department Annual Risk Assessments. • Great working knowledge of internal audit control reviews • Conducted internal audits and support external company Auditor to understand and execute audit procedures which included reviewing transactions, documents, records, reports, and policies and procedures for accuracy and effectiveness. • Supporting post implementation review audit documentation when applicable. • Participates and engages with feedback of web strategy and execution for the online channels for sales and service of related products.
• Review accuracy on team deliverables surrounding new systems or existing system enhancements.
• Develop and conducted internal training suite of our systems. • Provide technical training to team to ensure positive results.
Bank of AmericaRetail Branch Manager
Dec. 2001 - Apr. 2009• Responsible for the day-to-day duties of managing a banking center. Overseas the sales, operations, and business development within the center, including profits and productivity.
• Responsible for leading a team of sales and service professionals in banking center to sell financial products and services. • Motivate coach team on proper execution to exceed sales and long-term marketing goals. Sales goals all aspects of products. Checking, Savings, CD’s, Merchant Services. Lead the Western Nassau team as Captain and lead 15 Business Specialist on monthly visits, training, mentoring.
• As of Dec 2006 ranked 12 of 573 banking centers. As of Dec 2009 ranked 56 of 582 banking centers.
• Resident expert for small business products, services and strategies in the banking center.
JPMorgan ChaseCollections, Bond Holder Realations, System Admin
Jun. 1990 - Dec. 2001• Develop and produce effective management tools in monthly and annual reporting; audit, analyze. Produce, verify fiscal records and reports, prepares financial, budgetary and statistical reports, provide technical advice and or supervision to staff, other departments and performs related work. Critical issues reported to appropriate levels of management. Ability to translate and interface with non-technical staff.
• Specialized managed program review process of all Flexible accounts. Managed the first level of approved applications. Heavy credit analysis with wide perspective on business and customer management. Worked with FDR systems and plastics.
• Monitored parameter phone strategies, filters to ensure objectives are met. Designed and monitored 10-30 simultaneous our bound calling campaigns delinquent cardholder accounts. Designed and implemented optimizer jobs.
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