Danielle C. Keene
*** ***** *** #*, ********, NY 11216 347-***-**** ( Email:
**************@*****.***
OBJECTIVE
Position in Human Resources emphasizing analysis, planning, and problem
solving
SUMMARY
Enthusiastic and energetic professional with over 15 years of experience in
financial management and operations. Proven ability to handle process and
people challenges in demanding corporate environment. Expertise in project
management, administrative support and training capable of working
collaboratively with many business partners.
PROFESSIONAL EXPERIENCE
JPMORGAN CHASE 1987 - 2009
Deal Manager, Structured Product Services, Newark, DE (2006 - 2009)
Assistant Vice President
. Provided operational support for CDO Warehouse deals originated
through the front and mid-office teams. Managed a portfolio of loans
and bonds. Performed ongoing reconciliation, and communicated
extensively with Asset Manager, Trustee and counterparties ensuring
accuracy of asset information.
. Generated and distributed weekly metric reporting, which tracked the
resolution of past due items for multiple CDO loan business units.
Provided senior management with clearer picture of past due
receivables and potential revenue.
. Provided daily position reporting to end users and managers on various
Structured Product deal accruals, communicating comprehensive
information in excel snapshot format.
. Played key role in helping Non-Domestic Loan Trading team substantiate
aged past due loan principle and interest and resolve aged
discrepancies. Significantly reduced backlog within three months.
. Maintained funding reports for sales pay down activity, comparing data
with treasury reports, and informing Loan and Agency of all funding
activity.
. Recruited to handle high volume of loan trade execution and
settlements within EMEA team. Successfully managed all aspects of
trades from settlement date forward, including booking activities and
ongoing maintenance of trading positions. Consistently met early
morning funding deadlines and avoided costly penalties.
. Maintained client folders of pertinent information, reviewed closing
documents and obtain counterparty signoff; generate and distribute
pricing and funding memos.
. Recruited for special Chase Secured Loan Trust assignment to handle
high volume of sales pay down distributions and new funding. Received
commendation from senior management for successfully clearing all
accounts and eliminating past due balances prior to business closure.
Options Specialist, North American Equities, Newark, De (2002 - 2006)
Assistant Vice President
. Supported retail equity clients within Investment Banking. Balanced
high volume of daily exercise and assignments, monthly expiration, and
prepared reports that highlighted breaks between Options Clearing Corp
and traders' books. Resolved all breaks prior to daily market
opening, eliminating risks of incorrect trading positions and prior
day's bookings.
Control Processing Specialist, Credit Operations Departments, Newark, DE
(1996 - 2002)
Assistant Vice President
. Key member of team that trained new hires across operations.
. Designed and built Phase One hands-on training environment which
mirrored actual process, including examples of day-to-day transactions
for sample portfolio activity. Produced all training materials and
facilitated two-week program, which accelerated learning and
performance.
. Implemented the PIT (People in Training) to transition new hires from
Phase one orientation to real time, closely monitored processing.
Evaluated and coached participants, preparing them for successful
advancement to permanent roles.
. Subject matter expert on account issues and investigations, enhanced
individuals' ability to resolve diverse account discrepancies through
customized one-on-one coaching.
. Analyzed Credit Operations' training needs related to system
enhancements and loan process changes, building training approach that
increased process consistency while reducing errors.
. Improved communications between senior management and staff within
evolving Credit Operations environment by planning and facilitating
monthly information sharing forum regarding process changes, new
business and issue resolution.
. Worked with Credit Operations specialists on complex new syndicated
facilities with as many as 50 participants by providing direction on
control issues and ensuring compliance with all business and
operational procedures.
. Tracked progress of data cleanup efforts within Credit Operations by
reviewing and reporting on weekly productivity, error reduction and
outstanding items.
. Selected to participate in Credit Operations project that defined
competencies and responsibilities of Processing Specialists, providing
foundation for performance evaluations and career development.
. Partnered with Houston-based Training & Client Services in support of
Loan and Agency business migration. Assessed training needs for new
Houston team and provided coaching and documentation, which
accelerated successful transition of loan processing operation.
. Co-led successful migration of Europe and Latin American deal
processing from Delaware to New York subsequent to merger with
JPMorgan; documented the status of all deals, tracked fees and issues,
and acted as point person between merging businesses for all activity
and funds movement.
. Participated in merger integration projects, including client-specific
and ad hoc process re-engineering initiatives. Defined current and
desired states, mapped process flows and responsibilities, identified
improvements and rolled out changes through multi-faceted
communications and documentation.
Prior Operations Roles, New York, NY (1987 - 1996)
EDUCATION
Master of Science degree in Human Resources Management - Wilmington
University, 2007
Thesis: Designing and Implementing an Educational Program for Managers on
the Benefits of Pre-employment testing
COMPUTER SKILLS
Proficient with Microsoft Word, PowerPoint, Excel, Business Objects, Loan
IQ, PeopleSoft, Lotus Notes, Bloomberg