Technical Product Specialist - Treasury Management at Flagstar Bank (2023-03 – Present)
Promoted into an expanded treasury management function following NYCB's acquisition of Signature Bank, supporting complex corporate client onboarding and payment integrations.
- Lead end-to-end technical onboarding and implementation of treasury management solutions, supporting ACH, Wire, Positive Pay, and account reporting services for private and commercial clients.
- Serve as subject matter expert during client discovery calls, advising on connectivity solutions including SWIFT and Host-to-Host (SFTP) file transmissions.
- Support payment file integrations by reviewing and validating formatted files within test environments, identifying field-level discrepancies, formatting errors, and mandatory data gaps prior to production release.
- Manage multiple concurrent onboarding projects, coordinating efforts across Sales, Operations, IT, and external vendors to ensure timely and successful delivery.
- Collaborated with treasury management system providers (Kyriba, NetSuite, Yardi, Modern Treasury) to configure payment files and reporting structures in alignment with bank specifications.
- Develop implementation timelines, project documentation, and status reporting to track milestones and ensure stakeholder alignment throughout the onboarding.
- Act as liaison between client treasury teams and internal technical teams to resolve integration and connectivity issues.
- Lead product demonstrations and training sessions for private and commercial banking clients and internal stakeholders.
- Selected by the Director of Treasury to support credit card sales operations during a team transition, leveraging core system expertise to review delinquency reporting, coordinate with relationship managers on client outreach, and deliver monthly product and service refresher presentations to the treasury team.
Technical Sales Analyst - Cash Management at Flagstar Bank (2022-08 – 2023-03)
Joined as part of a strategic team expansion to enhance cash management onboarding and technical support capabilities.
- Supported onboarding of cash management products including ACH, Wires, Positive Pay, and reporting services.
- Reviewed and validated formatted payment files, identifying structural inconsistencies and coordinating corrections with clients prior to submission.
- Led client connectivity implementations via SWIFT and SFTP channels, validating file formats, conducting UAT testing, and troubleshooting transmission and formatting issues to ensure successful production deployment.
- Collaborated with core banking providers and third-party vendors to facilitate integration of treasury services.
- Partnered with Sales teams during discovery discussions to clarify technical requirements and onboarding timelines.
Cash Management Specialist at Flushing Bank (2022-02 – 2022-08)
Transitioned to this role to pursue interest in Cash Management and to provide specialized support for the team.
- Supported business banking clients with treasury product enrollment, including ACH, Remote Deposit, Positive Pay, and Wires.
- Provided technical support for online banking and cash management platforms.
- Conducted product analysis and service reviews to align offerings with client operational needs.
- Monitored daily transaction reports to ensure compliance with regulatory and internal policies.
Operations Specialist at Flushing Bank (2021-05 – 2022-02)
Joined the team to support the expansion of the branch network by providing additional assistance during the opening of new branches.
- Processed daily bank debits/credits and performed General Ledger Reconciliations.
- Collaborated with the accounting department to resolve ATM and FED pending reconciliation entries.
- Provided operational support to branch personnel during banking hours.
- Conducted Know Your Customer (KYC) procedures and ensured compliance with regulatory requirements.
- Monitored various operational reports and took appropriate corrective actions.
- Conducted quarterly branch audits to ensure procedural compliance.
Branch Ambassador at Capital One Bank (2019-08 – 2021-05)
- Managed business account maintenance for the Nassau market.
- Handled diverse transaction types and supported cash management activities.
- Developed strong client service and operational risk awareness skills.
