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Work Background
Silicon Valley BankOperations Project Advisor
Mar. 2019Tempe, Arizona
Silicon Valley BankSenior Operations Analyst
Mar. 2017Tempe, ArizonaManage business operations initiatives including but not limited to new products implementation, application upgrade and process improvements. Analyze current processes and make recommendation for process “to-be” that will result into increased productivity and efficiency. Compile data from various sources to prepare variance and revenue reports, identifying product performance. Perform Quality and User Acceptance testing, working closely with internal and external IT teams. Identify defects and recommend resolutions and obtain management approval prior to implementation. Work with IT Business Analysis to ensure requirements are documented accurately. Act as a liaison between Information Technology and Business Operations. Collaborate with management identify opportunities for team development and coaching improvements. Train and mentor new hires, provide coaching support and ensure successful onboarding process.
Silicon Valley BankOperations Analyst
Nov. 2015 - Mar. 2017Tempe, AZLead the business operations testing documentation and implementation of new service products for Account Analysis. Obtained all supporting documents and approvals for new products to ensure the department remains compliant with all regulatory agencies. Review and validate data from Data Warehouse prior to loading into Account Analysis platform. Ensure 3rd party billing reports are received on time and accurate to meet Service Level Agreement (SLA). Provide SharePoint oversight for Account Analysis and internal business partners. Compile various reports in preparation for annual product re-pricing and revenue reporting. Work with Client Advisors to review account performance and recommend new service bundle.
Silicon Valley BankSenior Operations Specialist
Mar. 2013 - Nov. 2015Greater Salt Lake City AreaProvided operational support to internal business partners, including but not limited to statement information, research, audit questions and account charges and service fees. Process account changes and maintenance as requested by Client Advisors through maintaining service tickets queue (Remedy). Perform Quality Assurance and User Acceptance testing as it relates to Commercial Account Analysis products and applications. Analyze functional problems and determine techniques and requirements most feasible for addressing business problems, and creating business solutions.
Silicon Valley BankOperations Specialist
Oct. 2011 - Mar. 2013Greater Salt Lake City AreaResponsible for monthly and annual processing of Controlled Disbursement accounts and Federated Sweep accounts, and including 1099 preparation. Would download and processed sweep and controlled disbursement totals for customer reconciliation, this would include rate changes, which would increase or decrease overall balance. Compile a monthly statement at the beginning of every month to be mailed out to the clients.
Zions BankTreasury Management Operation Specialists
May. 2009 - Oct. 2011Greater Salt Lake City Area• Second top phone rep. • Decrease SLA (service level agreement) from 5 days to 2 days on merchant process. • Provided support and was a knowledgeable resource to sales officers and TRMs for Treasury Products and Merchant Products.
Zions BankNetDeposit Specialist
Aug. 2004 - May. 2009Greater Salt Lake City Area• Download files for the Federal Reserve which contains information that will be presented to customers’ accounts. Includes posting items to Magnet, Analysis, and creating ACH files. • Process Files from Exchange Link which contains information from our customers’ accounts house at a different financial institution. • Decreased SLA by 75% • Timely updated set-ups and closures of clients in NetDeposit System
Zions BankTeam Lead
Jun. 2001 - Aug. 2004Greater Salt Lake City Area• Supervised 28 specialists with schedules & work flow. • Lockbox – Managed checks for companies that have a PO Box within the bank, including cutting, coping, stapling and depositing checks. o Balance all accounts to GL’s by end of day • Statements – Make sure the statements are within guidelines for post office and bank division standards. o Streamline statements from paper to CD’s. • Account Services – Managed performance of work, to control accuracy and meet deadlines.
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