CAREER OBJECTIVE
In the aftermath of the global financial crisis of 2007 - 2008, financial
services organizations need to focus more than ever on restoring trust and
stability, complying with new, more stringent regulations, making mergers
and acquisitions work, and expanding relationships with key clients. Doing
so takes hands-on leadership and the application of proven frameworks and
processes.
My career goal is to spearhead the growth strategy of an organization in
the Financial Service industry by incorporating key fundamental engines of
the company; marketing, products and services, organization, people and
financial.
COMPETENCIES
. Computer software integration & implementation
. Customer Service and Call Center Management
. Training and Learning Capabilities
. Quality Assurance Analysis and Problem Resolution
. Technical Support and Change Management
. Project Management
. Business Analyst
. Re-engineering Methodology
PROFESSIONAL EXPERIENCE
First Global Bank Limited (2007 - present)
Manager, Systems & Processes - Head Office Operations 2011 and
Jan 2014 - present
Selected as the ideal candidate to lead operational initiatives to improve
on internal controls to mitigate systemic and operational risks and support
the growth strategies of the organization with primary focus on:
Processes: - Review FGB processes, end-to-end, to identify best
practices to improve efficiency and effectiveness of processes. Document
policies and procedures and assist in designing and delivering training.
Risk Management: - Include a focus on minimizing the risk of revenue
leakage, fraud, forgeries and operational losses in business processes and
procedures. Assist in analyzing results to identify non-adherence to or
gaps in policies and procedures and implement measures necessary to
mitigate risk exposure. This requires in-depth knowledge of regulatory
requirements, applicable laws and international best practices.
Customer Service: - Provide support to branches and other operating
units to effectively resolve customer issues arising from transactional and
operational processing.
Projects: - Participate in or be responsible for project deliverables
including testing and quality assurance with respect to applications and
procedures deployed within FGB. Assist in supporting the implementation of
process changes. Coordinate and support User Acceptance Test (UAT)
People Management: - Provide leadership, development and guidance to the
Head Office Operations departments.
Acting VP, Operations January 2012 - December
2013
Spearhead the overall operational functions of the bank's network through
deliberate strategy focus on operational efficiencies embedded in policies
and procedures, employment of state of the art information technology
solutions, rigorous risk management and internal control policies and
guidelines delivered through well trained, customer-centric employees.
Operations Manager - New Kingston 2007-2010
Responsible for the daily branch operations, staff development,
implementation and maintenance of plans, operational processes and policies
deemed necessary to achieve the bank's goals and objectives. During this
period where there were strong external pressures from regulators and
auditors, I transformed the branch operations aspect of the bank to align
with international best practices.
Victoria Mutual Building Society 2003-2006
Assistant Manager - Falmouth
Spearheaded the growth of the branch through the development,
implementation and management of strategies that were responsive to market
conditions and the competitive landscape.
Increased both loan and deposit performances by over 100% within the first
year by employing aggressive marketing schemes, sales plan and re-training
of employees
Smythe Witter & Associates (Associate Project Consultant) 2000-
2003
Specialization in Process Reengineering, User Acceptance Testing,
development of business user manuals and training procedures. Clientele
included:
. Student Loan Bureau - project lead with focus on the development of
process flows and user processes and procedures manuals that were in
alignment with new operating systems being implemented
. Sherwin Williams - project lead providing guidance to the UAT team in
developing test scripts that covers the areas of focus in the UAT
exercise
CIBC West Indies Holdings (Consultant) 2000-2002
Business Process Analyst
Provided daily support in the planning, assessment, development and
implementation of strategic projects and initiatives to the Business
Support and Strategic Initiatives within the CIBC regional group. Mandates
included:
. Formation of the Centralized Securities Unit for the region factoring
the uniqueness of each island's legislative and regulatory framework.
Defined roles and responsibilities of unit members ensuring that
separation of duties is maintained and alignment with internal
controls policies around a robust risk management framework. The
scope of the job also included the development of process flows and
documentation of business processes and procedures
. Developed Business Continuity Plan (BCP) for the region. The job
required an understanding of the peculiarities of each island and
aligning the BCP to incorporate differences that existed.
The BCP was used in 2004 after the passage of hurricanes Ivan
(impacted Jamaica), Frances and Jeanne (impacted the Bahamas). The
document later became the framework for future plans.
Palace Amusement Company Limited (part-time) 2000-2001
Cinema Manager - Harbour View
Managed the general operations of the Harbour View Drive-In and provided
relief at the Carib, Island Cineplex and Palace Cineplex in Sovereign
CIBC Jamaica Limited (1984 - 2000)
(now CIBC FirstCaribbean International Bank)
Management Information Systems 1994 - 2000
. Implementation and Change Management Analyst - responsible for the
management of changes introduced in the business to ensure
compatibility within the Caribbean region, alignment across business
units and incorporating the organization's strategy
. Business Process and Quality Assurance Analyst - Project team leader
for the Caribbean region (for credit processes) on the re-engineering
project wherein a new banking system replaced several stand-alone
systems and applications
The role involved re-defining the business operations, conducting User
Acceptance Test on the functionality of the new system and its ability
to support the re-engineered business operations, developing process
flows, procedures and user manuals, assisting with the development of
training material and delivering training to the regional network
. Technical Support Analyst (Application and User Support) - As a
subject matter expert, functioned as liaison between branch operations
and the Information Technology unit. This involves the assessment of
issues experienced and reported by the branches/units and
providing/recommending the appropriate IT solutions. It also covered
active participation in project execution and post-implementation
support
Operational Banking -Branch Network and Head Office Operations 1984 -
1994
. Branch Operations Officer - Supervised the International Trade
Finance functions of the main branch (Letters of Credit, Collections
and Foreign Exchange)
. Internal Control Officer (Audit) - Ensuring compliance with the
internal control policies and procedures of bank, CIBC Head Office
(Canada), external auditors and regulators
. Assistant Customer Service Manager - Supervised a team of over twenty
(20) tellers and customer service agents
EDUCATION
The University of Manchester/Manchester School of Business (2010)
. MBA in Finance
The Jamaica Institute of Management (2005)
. Certified Personal Financial Advisor
The Institute of Management & Production (2001 - 2003)
. Diploma in Financial Management
The University of the West Indies (1993 - 1995)
. Certificate in Management Studies
Ardenne High School (1977 - 1982)
. High School Certificate with passes in CXC and GCE
OTHER INTEREST
. Volunteer service at the Bustamante Hospital for Children
. Past Executive member of the Trelawny Chamber of Commerce
. Served as Secretary - Governor General Awards Committee (Trelawny)
REFERENCE
Available on request
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