Project manager/Treasury Implementation Analyst - Bank of America - Charlotte, NC
(2025-06)
Delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. Understands the end-to-end process of Fulfilment/implementation. Proactively and efficiently manages Fulfilment/implementation projects and business tasks with the shortest cycle time and meets the client's target date.
Resolve client queries and provide support as required. Interacts continuously and deepens relationships with internal business partners as well as clients to further enhance client delight. Facilitating the client's specific customized configuration, including monitoring internal processes and service levels to continuously improve overall efficiency and client satisfaction.
Provide pre-sales and post-sales support, mortgage, real estate and healthcare support working closely with sales to monetize revenue opportunities across core GTS products cash management, liquidity, payments, SWIFT, host-to-host, Trade services. Adopt a consultative approach when recognizing, evaluating and acting upon opportunities for additional client and sales collaboration or when lo
- Monitored and documented risk items, issue resolution, and workflow progress within Jira.
- Supported delivery tracking and operational updates to ensure project progress and visibility.
Business Execution Consultant 2/Project Management Specialist - Wells Fargo (Contract) - Charlotte, NC
(2023-07 - 2024-07)
Delivered long-term, large-scale solutions that require vision, creativity, innovation, and advanced analytical and inductive thinking.
- Conducted thorough research and root-cause analysis on closed customer complaints to identify and document organizational control gaps, ensuring compliance with regulatory standards such as UDDAP, fraud crimes, BSA, and AML.
- Analyzed data using text analytics tools and Jira, and proficiently managed information within SharePoint, contributing to the development and improvement of operational processes.
- Serve as an expert to develop and influence initiatives and resources for complex business and technical needs across Business Execution.
- Prepared and delivered detailed PowerPoint presentations, including executive summaries and comprehensive narratives, to effectively communicate findings to senior management.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Collaborated with teams to define, strategize, and implement marketing and web strategies.
- Responding to requests from internal constituents for various client updates (e.g. general market updates, pro rata loan/high yield/institutional TLB comparable, Wells Fargo Securities capabilities/performance, etc.) and other client information.
- Supporting audit functions when related to Mortgage Closed Deal Files.
- Focus on relevant items not related to operational issues (both before and after the closing).
Account/Project Manager - Wells Fargo (Contract) - Charlotte, NC
(2023-03 - 2023-07)
Risk Management, specifically Financial Crimes/AML/BSA Program experience. End to End Delivery Leadership.
- Conducted comprehensive analysis of consumer behavior and industry trends to enhance financial product features based on customer feedback and identified product defects.
- Managed project reporting, including status updates and risk assessments, for banking products such as debit and credit cards and mortgage.
- Strategically engage with all levels of professionals and managers across multiple lines of businesses and serve as an experienced advisor to the leadership and project team members.
- Fostered and sustained relationships with key stakeholders, ensuring effective response to ADA requests and complaints through meticulous investigations and documentation.
- Developed and executed internal and external ADA compliance training programs, including researching content, crafting presentations, and delivering training to align with state, local, and federal guidelines.
- Reviewed and analyzed complex multi-faceted, larger scale or longer-term project management challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors.
Associate Service Professional - LPL Financial Services - Fort Mill, SC
(2022-12 - 2023-03)
- Analyzed and reconciled transfer requests, ensuring expedited resolution within established service levels and adherence to regulatory standards.
- Mitigated credit report discrepancies, including delinquent accounts and bankruptcies, through detailed root cause analysis.
- Communicated effectively with Financial Advisors and contra firms, providing updates on transfer statuses and clarifying additional requirements for completion.
- Cultivated and strengthened relationships with new clients and educated clients on accounting services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Facilitated new client onboarding process and investment account setup.
- Delivered strategic investment advice for individual and corporate clients.
Underwriter Support Specialist - Home Point - Charlotte, NC
(2020-09 - 2022-05)
- Evaluated and ensured compliance of conventional loan applications with investor guidelines and underwriting standards.
- Coordinated with cross-functional teams, including sales and management, to expedite the resolution of escalated cases.
- Maintained service excellence by proactive communication with clients and loan originators, facilitating efficient process flow.
- Analyzed credit, income, compliance, title documents, and appraisals during underwriting process.
- Determined and documented loan conditions and communicated requirements and decisions.
- Documented underwriting decisions and provided evidence of compliance with applicable regulations.
- Built strong relationships with lenders, brokers, and clients for constructive communications.
- Confirmed approval and denial recommendations by determining accurate risk levels.
Learning & Development Trainer and Manager - Infosys - Charlotte, NC
(2020-10 - 2021-06)
- Delivered comprehensive training programs focusing on eLearning development, enhancing workforce competencies, and supporting organizational objectives.
- Designed and implemented a Continuous Improvement initiative that improved course deployment efficiency, leading to a reduction in learner complaints and decreased operational risk.
- Built and maintained professional relationships with vendors and suppliers.
- Developed job-specific competencies and performance standards.
- Analyzed and evaluated training effectiveness and program outcomes.
- Designed and delivered web-based, self-directed learning materials.
- Worked with vendors to customize courseware to accommodate business needs.
- Utilized variety of instructional design methodologies to create effective learning experiences.
- Developed and implemented successful onboarding program.
- Conducted needs assessments to identify gaps in performance and develop targeted learning solutions.
Project management - Round Point Mortgage - Charlotte, NC
(2019-12 - 2020-04)
- Prepared and delivered clear project updates, dashboards, and status reports to variance portfolio governing bodies.
- Conducted first-level review of audit work, ensuring compliance with regulatory and agency guidelines and consulted with senior auditors for complex cases.
- Examined and verified adherence to established controls within documentation and processes, maintaining comprehensive
