Project Manager Management

Izumi Y. Watters

Tel: 630-***-****

Email: *****@*****.***

Marketing Analyst Cash Management Analyst

Proven success analyzing, identifying and presenting cash management

solutions that enhance profitability for domestic and Japan based corporate

customers and drive bank revenue. Recognized for strong analytical and

consultative skills. Expertise includes:

Portfolio Profitability Competitive Analysis Credit & Financial

Analysis Research/Problem Analysis

Fluent in Japanese Solving Statistics & Accounting

Account Operations & Operations Research Knowledge

Analysis Math Major Treasury Services Product

High Level Client Service Expert

Technical & Analytical

Acumen

Technical Proficiencies

MS Office, Excel, Word, PowerPoint, Access, Outlook; PeopleSoft Financial;

Lotus Notes Suite; Customer Relationship Management and Treasury Management

Systems.

Professional Experience

JPMorgan Chase, Chicago, IL 2008 - Dec 2009

Marketing Analyst - Commercial Banking Cash Management Services

. Performed banking services analysis reviews and participated in joint

client calls with Bankers with prospects to discuss results of the

service analysis and explain to clients how the addition of cash

management services may be beneficial.

. Analyzed current clients' accounts and identified, developed,

recommended and implemented cash management solutions that increased

both customer profitability and bank revenue.

. Proactively built relationships with domestic and Japanese commercial

banking customers including companies with revenue ranging from $10M to

$500M.

. Research, analyzed and resolved customers' issues on daily account

operations including product performance, banking activities, loan

transactions, overdrafts, account documentation and account openings and

closings. Received positive feedback from customers in recognition of

outstanding service and support.

. Ensured that all accounts were compliant with Cash Management policies

and procedures including processing of audit/credit confirmation

requests.

. Reviewed and documented formal KYC (Know Your Customer) reports for each

customer on an annual basis.

. Frequently communicated with clients to convey information and answer

questions about complex cash management products.

MIZUHO Corporate Bank, Ltd., Chicago, IL

2007 - 2008

Treasury Service Marketing Associate

. Analyzed accounts and prepared comprehensive review of client's banking

services as well as an update of annual fees. Also analyzed services

for prospective customers.

. Prepared new customer sales proposals and presentations for senior

bankers.

. Developed and implemented cash management services product suite for

customers; trained customers to efficiently use online products and

followed-up to ensure optimal customer product usage. Received positive

feedback from management regarding this effort.

. Provided ongoing support, researched and resolved client issues

regarding the use of treasury management products and services.

Identified problems and communicated information to affiliate bank,

middle & back offices within the Bank, Security and IT Support Teams to

ensure proper, timely resolution.

. In collaboration with Treasury Services team, prepared Request for

Information (RFI) and Request for Proposals (RFP).

. Participated and coordinated Cash Management Services team members for

Quality Assessment (QA) and Release (REL) testing included in-house and

outsourced products.

Izumi Y. Watters - Page 2

Nippon Express USA, Inc., Wood Dale IL 1999 - 2002

System Administrator & Technical Support

. Provided Level I & II helpdesk support to users (1200) distributed among

60 sites nationwide. Applications supported were Windows, MS Office and

Lotus Notes.

. Performed user migrations of data, applications and peripherals from old

to new PC (Windows 98, 2000) for both English and localized Japanese

users.

. Assisted Domino Administrator with the management of the Lotus Notes

email and database infrastructure.

. Maintained the network addressing scheme for static IP devices for all

corporate LAN sites.

. Participated in the management of IT Procurement, including vendor

communication, needs assessment, research, specification standards, and

order management.

. Created and maintained administrative-level standards documentation on

PC, printer and specialized applications configurations.

Project Manager Associate, Enterprise Y2K Project (New York, NY)

. Provided Y2K project team support, specially assisting the executive

team and KPMG consultants achieve the objectives for the Y2K compliance

project.

Education

Montclair State University, Upper Montclair, NJ 1999

Bachelor of Science, Mathematics

. Coursework included full Mathematics curriculum as well as Finance,

Operations Research, Statistics and Accounting.

Professional Development

Completed several professional development courses in the following areas:

. Certified Treasury Professional (CTP) coursework including Introduction

to ACH as well as Advanced and International Treasury Services courses.

. Treasury Management Services Product Training (several courses)

. Know Your Customer, Fraud Recognition and Anti-Money Laundering Training

(several advanced training courses)

. Customer Relationship Development and Communications coursework

Additional Information

Language Proficiency: Fluent in Japanese (Native) and English

(Business)

Immigration Status: Permanent Resident (USA)

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