Nerlie Delly

Nerlie Delly

Followers of Nerlie Delly124 followers
location of Nerlie DellyNew York, New York, United States

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  • Timeline

  • About me

    Transaction Relationship Manager

  • Education

    • Fordham University

      1994 - 1998
      Bachelor's degree Economics
  • Experience

    • JPMorgan Chase & Co.

      Sept 1998 - Feb 2006

      Identified and developed new acquisition opportunities within the Credit Card and the Auto Finance groups.Developed and managed the execution of Credit Card initiatives.Built and maintained productive relationships with internal and external partners, ensuring product goals were met while continuing to identify additional growth opportunities.Tracked and assessed performance of telemarketing campaigns.Conducted performance review sessions with internal partners to better enhance current strategies.Coordinated the review and approval of telemarketing scripts, marketing plans and training materials through bank compliance and legal areas. Show less Project coordinator for implementation of Allstate, GE, and Nationwide fixed annuities within the branch platform.Developed strategy with Legal, Compliance, and internal and external partners to define sales, marketing, training and operations support for an Offshore Life business. Researched and created business plans for the selection of a fulfillment center for chase insurance products’ marketing and servicing forms.Implemented Individual Retirement Accounts (IRA) Annuities within the branch platform.Acted as liaison with operations, marketing, training, legal and compliance on all aspects of product and project management. Show less

      • Product Manager

        Feb 2005 - Feb 2006
      • Project Manager

        Jan 2001 - Feb 2005
      • Relationship Manager

        Sept 1999 - Jan 2001
      • Associate

        Sept 1998 - Sept 1999
    • NYC Department of Buildings

      Mar 2006 - Jun 2007
      Management Analyst

      Project manager for the implementation of initiatives, pilot programs and special projects.Identified ways to streamline and improve reports.

    • Citi

      Jul 2007 - now

      Strategic thinking resulted in identifying and streamlining processes which increased productivity and efficiency of the entire department.Negotiate agreements while proactively handling complex customer issues; interfacing with operational areas, internal bank departments and external clients.Manage day to day oversight of assigned portfolio of accounts, contractual obligations and receivables driven by governing documents for all transactions.Assess issues, make sound decisions, implement solutions and implement change.Collect and review Due diligence/KYC documents in order to meet compliance/risk and regulatory requirements Show less Effectively employ sound management practices; extensive communication with Business users to develop systemic solutions. Ensure that global projects are delivered on time, meet requirements and are within budget.Work with domestic and international partners in order to implement customer solutions and business platform enhancements.Manage Issuer Services’ global technology budget of 10 million dollars. Partner with technology managers and global business managers to understand scope of effort, work deliverables and project plans. Show less

      • Transaction Relationship Manager

        Apr 2014 - now
      • Project Manager

        Jul 2007 - Mar 2014
  • Licenses & Certifications

    • Series 6 and 63

      Financial Industry Regulatory Authority (FINRA)