California, United StatesManage Corporate & Institutional Banking projects from original concept through final implementation and post-project assessment. Plan, schedule, and meet project objectives within targeted timeframes based on client needs using both internal and industry Project Management tools. Proactively manage changes in project scope, identify potential issues, and devise contingency plans. Organize, a...
Irvine, California, United StatesOwn end-to-end client onboarding experience for high profile, commercial healthcare, higher education, and non-profit clients. Coordinate client and partner expectations for project timelines and outcomes. Review new projects, organize phases, and conduct internal calls with relationship team to confirm scope. Generate client specific documentation for each project. Ensure proper stakeholders...
Irvine, California, United StatesOwned end-to-end client onboarding experience. Managed client and partner expectations for optimal satisfaction. Reviewed new projects, organized phases, and conducted internal calls with relationship team. Facilitated weekly client Zoom calls for communication and project alignment. Ensured stakeholders' availability for client calls and built relationships within the firm. Created detailed ...