Experience

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  The northern trust company

  Jan 1988 - Jan 2003

  Provided operational expertise and administrative support to clients, relationship managers, and other colleagues who were essential to the service model. Arranged calls and meetings to facilitate new business implementation processes and actively participated in client presentations. Maintained exceptional levels of client service by prompt and accurate execution of daily transactions, and provided timely response and resolution to client inquiries. Conducted annual service reviews and created procedure manuals that outlined the details of all exception processes. Successfully managed custody portfolios containing corporate, pension, and 401K assets with market values of $300MM to $2.9 BB and ensured client satisfaction, while maintaining client confidence and managing operational risk. Show less

  • Second VP Trust Officer

    Jan 1997 - Jan 2003

  • Relationship Coordinator

    Jan 1992 - Jan 1997

  • Relationship Associate

    Jan 1988 - Jan 1992
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  First american bank

  Feb 2005 - Jul 2005

  Account representative

  Opened consumer deposits accounts, collected and verified consumer information for Home Equity Lines of Credit and performed loan closings. Initiated wire transfers for deposit customers and handled client inquiries and account maintenance request.

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  Citizens

  Jul 2005 - Jul 2006

  Relationship assistant

  Coordinated new business bidding activities between colleagues, clients, and prospects. Generated standard and non-standard pricing pro formas and coordinated responses to request for proposals. Managed collection and review of KYC data required by the US PATRIOT Act for establishing new relationships and services. Monitored government deposits totaling $500M weekly to ensure adequate collateral positions and handled day-to-day client inquiries, operating problems and requests in an efficient, effective, and timely manner. Show less

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  Hsbc

  Jul 2006 - Nov 2007

  Officer, regional commercial support manager

  Managed operational risk by monitoring overdraft reporting, account analysis reports, delinquency reporting, documentation exception and general ledger reports. Developed and executed action plans to resolve all discrepancies in accordance with company polices and regulatory standards. Assembled new account opening packages, collected, and reviewed executed documents from the client to assist relationship managers with the implementation of credit and treasury management services in global and domestic markets. Managed collection and review of KYC data required by the US PATRIOT Act for establishing new relationships and services. Ensured credit facilitates were accurately set up and related executed loan documents were filed and in compliance. Show less

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  Citizens

  Nov 2009 - Jul 2016

  Citizens restructuring group

  Provide analytical and specialized administrative support to senior and midlevel officers to relieve/or assist with complex details and advanced administrative duties. Execute critical and confidential activities that require a broad working knowledge of the bank’s practices, policies, programs and product lines. Organize and coordinate office operations to include calendar management, event planning, travel arrangements, space planning, and expense reporting.

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  Blue cross blue shield association

  Apr 2017 - now

  Procurement business coordinator at bcbsa

  Business Coordinator – Group Purchasing OrganizationProvide analytic and specialized administrative support to the Group Purchasing Organization (GPO) Executive Director and the GPO Team. Coordinate meetings and manage calendars; react and adjust quickly when scheduling changes must be made. Assist Executive Director in meeting key business deadlines and corporate initiatives. Supports GPO teams and consultants with current initiatives and daily operations. Supports Sourcing Managers with large RFPs by monitoring, tracking and reporting RFP responses. Scheduling vendor presentations. Leads small operational projects. Show less