Project Manager Sales
Resume:
Jennifer M. Schulze
San Francisco, CA 94110
abjdov@r.postjobfree.com
Professional Profile
Banking and Financial Services Project and Compliance Professional
Extremely motivated financial services professional with extensive
experience in compliance programs and project management. Wide knowledge
of financial services industry including commercial and retail banking,
broker/dealer services, investment advisory services and trust and estate
planning. Excellent communication, presentation and problem-solving
skills.
Career Experience
Business Analyst (contract), Bank of the West June 2010 to present
Support of initial implementation of Basel II program; identification of
all regulatory rule requirements for creation of program database;
assistance with initial workstream gap analyses and project
planning/mapping to ensure compliance with Basel II regulatory
requirements. Support of PMO project manager to develop reporting package
for bank's initial intent to Opt-in to Basel II.
Compliance Consultant, Wells Fargo Investments, LLC 2003-
2008
Coordination of all investment related advertising review and successful
integration of Private Banking and insurance compliance review; assisted
branch management with structure of regional and local sales incentive
programs to be compliant with all federal and regulatory guidelines;
liaison to Wealth Management marketing senior management. Special projects
included annual updates to compliance policies and procedures, ensuring
that all records and files were complete for response to regulatory and
audit inquiries and coordination with 3rd party service providers regarding
AML and BSA compliance.
Marketing Consultant, Wells Fargo Bank/Norwest Bank TX, N.A. 1997-2003
Marketing program management for Texas and New Mexico region, trust and
investment services; assisted Regional Managing Director with various
administrative projects and acted as RMD's liaison to corporate compliance
and marketing groups; development of online referral system for bankers as
well as structure of incentive payments; coordination of all advertising in
accordance with all applicable regulatory agency regulations; event
management including annual sales conference for 500+ investment
professionals.
Sales and Branch Manager, Coastal Banc ssb 1995-1997
Management of $40+MM branch with direct supervision of five employees;
responsible for all sales, mortgage origination; cash management, staff
training and branch P&L. Overall oversight of daily operations and
security. Integral participant in bank credit review board.
Customer Service Manager, Bank of America 1992-1995
Supervision of all service employees at multiple bank locations;
responsible for staff training, annual compliance certifications, cash
management and all daily operations. Initiated a sales referral system for
service employees to foster partnership and increase sales. Maintained
superior audit record.
Education
Masters of Business Administration, University of the Incarnate Word
2003
Advanced studies in general business management with a concentration in
finance.
Masters of Arts, University of New Mexico 1993
Latin American Studies including international management.
Bachelor of Arts, Southwestern University 1991
Professional Development and Skills
Cannon Trust School 1, 11 and Investments
Ongoing training BSA/AML, Privacy, Audit and branch examination
PC and Mac proficient
MS Word. MS Excel, MS Access, MS PowerPoint, MS Project, MS Visio
Various banking deposit and loan systems
Bilingual, English and Spanish
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