Maintained friendly and professional client interactions at all times.
Wrote procedures for internal and external auditing purposes.
Assigned tasks to associates, staffed projects, tracked progress and updated managers, partners and clients as necessary.
Trained new team members on applying due diligence procedures and regulatory mandates.
Audited and documented all processes and procedures for the non-standard assets total over 700 assets worth over $7 Billion. Worked closely with Employee Benefit Reporting Group to ensure accuracy of client statements.
Responsible for continues offshoring efforts for of COE (center of excellence) and personally responsible for maintaining liaison relaion. Liason role includes communicting daily with overseas partners to assist in recon, ensuring proper access to perform daily duites, as well as continued training and writing of procedures.
Responsible for continued efforts to identify additional possibilites of process gaps/improvements.
Liaise between technology and LOB to analyze, identify, re-engineer and/or implement processes resulting in process efficiencies and risk mitigation.
Coordinate testing in UAT to ensure enhancements requests by technology correspond with those request for business needs.