Experience

MRE Consulting

• United States
• Business Consulting and Services
• 100 - 200 Employee

• Specalist

  • Aug 2022 - Present



Citi Global Loans

• Loan Doc & Proc Lead Analyst

  • May 2021 - Aug 2022

  - Successfully support and manages the Loan Operations team; SLAs are met, financial breaks are cleared, and team morale improved. - Provide leadership and support team on financial reconciliation, BAU troubleshooting, and various maintenance task ensuring proper processing and timely turnaround. - Maintain strong relationships within department, management, client, and Front Office. - Identified opportunities for improvement within the team and with Front Office. - Trained new team members, guide, and coach existing team members on performance improvement. - Review various reports and provide analytical information to management, Operation team and Front Office - Reduced cash breaks greater than 180 days to less than 90 days with continued training on reconciliation. - Responsible for coaching and mentoring managers and direct reports to promote and sustain a safe, successful, and productive environment. - Proactive, metrics driven, results oriented leader. Accountable for preparing reports and establishing KPIs. - Demonstrated ability to navigate across complex, diverse business groups and matrix reporting relationships to find solutions. - Partners with front office and other departments as appropriate to troubleshoots and diffuse escalated matters for the mutual benefit of the company and client. Show less



Citi

• houston, tx

• Vice President

  • Dec 2005 - May 2021

  - Created team structure and cross training to reduce key person dependencies. - Closed multiple CAPs to ensure compliance with Citi standards. - Built team procedures for new hires training and team cross training which resulted in continuous team training to reduce risk and implement controls. - Initiated 1:1 and regular team meetings to build up moral and growth. - Worked with Controls team to initiate controls to prevent ORE’s (Operational Risk Events). - Responsible for compliance reporting and daily bank versus system settlements reports. - Managed NOSTRO accounts and treasury projects. Handled multi-currency transactions for both Citigroup Energy Inc and Citigroup Energy Canada ULC. - Worked on project enhancements to reduce risk and transition systems upgrades. - Managed Dashboard Reports, handled rate fixings, reviewed front office issues, and worked with IT development staff to enhance better reports and processing. - Worked with internal and external auditors to ensure compliance and had no findings due to stringent control implementations - Met with traders and front office senior managers to review breaks within the teams and implementation of operational excellence training as well as NPAC reviews for new product introductions. - Performed semi-annual and annual performance reviews, compensation discussions, and PIP’s - Managed & settled financial & physical natural gas, confirmations, financial & physical power, brokerage, physical refined products, crude products, base metals, sugar products, structured products and transport & storage. - Implemented processes that cut down reconcilement settlement and funding - Settlements lead for Operations and Openlink Endur teams for systems development, migrations, and product enhancements. - Managed schedule of team and test plans to ensure testing was completed for transitions. Show less



JPMorgan Chase Bank

• Houston, TX

• Senior Account Manager / Deal Closer / Assistant Vice President

  • Aug 2002 - Dec 2005

  - Managed high volume, complex, and sensitive client accounts with 100% customer satisfaction - Assisted team lead in achieving 0% past dues on DDA Recon, Agent +, ACBS, Loan IQ and RDE systems. This resulted in our team being topped #1 in experience and customer care. - Expert at Term Loan B closings, which created call complaint reduction from clients and investors to 10%. Made collection of interest and fees more accurate and less complicated. - Achieved great client and investor contact, which resulted in requests for my services after transition of portfolio to the account manager. - Reconciled over $20 billion dollar accounts to maintain 0% recon stature. This resulted in quicker deal closing recons and tracking of funds. - Trained new associates in customer care, systems utilization, and procedures to maintain great standing with clients, investors, and accounts. Show less