pATRICIA O'NEILL
*** ********* ****** ( HASKELL, NJ 07420 ( PHONE: 973-***-**** (
***********@*********.***
MANAGEMENT - EMPHASIS ON HUMAN RESOURCES & PROJECT MANAGEMENT FINANCE
SECTOR
Experienced Management Professional with 25+ years in Finance, Corporate
Trust, Securitizations, Mortgage Banking, Sales, Human Resources & Project
Management. Senior management skill set & knowledge as well as expertise,
in the financial mortgage banking industry. Builds long-term customer
relationships; establishes trust and credibility; keeps promises and
delivers on commitments. Seeks feedback from clients. Fosters collaboration
within and across business lines to meet customer needs and exceed
expectations. Proven ability to lead seamless transactions and deliver
solutions - in order to improve revenues, margins and workplace
productivity. Work with stakeholders to prioritize deliverables. Devise
feasible solutions for complex business problems using insight & creativity
in evaluating alternatives in order to gain greater efficiencies.
Progressive experience & responsibility in planning, scheduling, training,
managing and continuous development of the individual, in concert with the
organization's vision, goals and mission statement.
Expertise Highlights & Core Competencies
Vice-President - Mortgage Banking Recruit, Hire, Train & Continual
& Structured Finance Mentoring of Personnel
Senior Relationship Manager Extensive & Comprehensive Legal Document
Corporate Trust Review & Collaboration
Lead Project Manager for Due Developing, Implementing, Monitoring &
Diligence Reporting on all Contractual Obligations
Operations Manager ~ Responsible to Clients & Stakeholders
for all areas of Human Resource Flexibility & ability to handle multiple
Management for 60+ employees of projects and changing priorities to meet
division targeted deadlines while maintaining
Risk Mitigation Expertise grace under tremendous pressure
Quality Control Supervisor Effective/ Efficient Communication &
Recruited time & again to open, Negotiating Skills with all levels of
staff, develop & new prosperous Management and different professional
offices backgrounds
Green Belt Six Sigma - 2010 Testing for PHR certification - in
PMP Certification - 2010 Process - completed Villanova Master
Certification Course with high grades
Senior Sales Account Executive
Proficient leader of several cross
functional teams
Professional Experience
U.S.Bancorp F/K/A/ WACHOVIA BANK - New york city, NY Jan 2004 to March 2009
Vice President of Structured Finance, Senior
Relationship Manager
Lead Senior Relationship Manager of MBS/ABS in NY office -Proficient in
creating & managing interdepartmental partnerships across several offices
in the footprint to ensure exceptional service to our clients. Managed
project scope with supporting internal & external counterparties to ensure
proficient client service and quantifiable success. Exceptionally adept in
comprehending, relating & training all parties in document provisions &
ensuing regulatory reporting requirements. Mentored staff to ensure
sufficient knowledge & ability to perform required duties for varied &
diverse transactional projects. Manages staff & clients with a common sense
approach - treats individuals with respect. Communicates effectively with
tact & diplomacy, listens with empathy to the concerns of others. Solicits
& shares ideas for best practices with all team members. Communicates
openly and in a straightforward manner. Thinks "outside of the box" in
order to understand the issues and their context to ensure prompt, decisive
& creative solutions. Resourceful and results oriented: plans, organizes &
prioritizes work to meet deadlines and/or departmental goals. Offers ideas
and supports creative solutions to problems, works to overcome obstacles to
achieve desired results. Manages time efficiently & effectively coordinates
work efforts among internal partners, providing seamless service. Boldly
takes initiative. Takes ownership, responsibility, as well as
accountability - for actions & outcomes. Proactively works to identify and
resolve issues; continually looks for ways to improve service.
Key Responsibilities
Senior Relationship Manager with a long-standing proven track record of
excellence & integrity in all areas of management and client relationships.
Proficiently piloted the New York Office - singlehandedly.
Contemporaneously created and expanded relationships within the various
footprint offices of Minneapolis, Boston, California, Florida, Charlotte,
Chicago & Delaware. Responsible to resourcefully & successfully manage,
train and instruct several new associates in the many different offices
concurrently.
Established deep-rooted customer relationships based on thorough knowledge
of each client's history, market, internal structure & diverse needs.
Demonstrated success in client retention - multiplication of deals from
existing clients due to superior customer service.
Managed multiple clients, projects, diverse product types - ABS/MBS/Student
Loans & International accounts as well as managing several associates in
conjunction with my customary daily tasks and responsibilities - this
included moving deals from the Charlotte, NC office and the Boston Office
to be managed by me, in the NY office. The many transitions included
complex deals from industry leaders that were challenging, complex,
demanding and requiring my senior skill set to manage proficiently.
Monitor & minimize direct expenses to cost center. Ability to manage
receivables efficiently - to ensure the timely billing, collection &
recognition of revenue for assigned accounts, in order to mitigate against
possible write-offs.
Selected and appointed as a Mentor. Desired to give my support to
encourage, guide & further advance another individual's development. In
addition, I signed on to be mentored from a COO/Division Manager.
Prioritize and maintain project schedules for all deliverables within the
work plan to understand scope, timing, costs as well as assessing and
mitigating risks.
Proficient at training & mentoring associates to ensure: product knowledge,
compliance to bank and regulatory policies and procedures while maintaining
our efficient workflow.
Compliance/Risk Management - understand & communicate effectively all
contractual business & fiduciary requisites to all stakeholders.
Monitor daily workflow as well as assess & coordinate all appropriate
resources are linked with correct working parties. Work cross-functionally
to ensure that all documents are updated & distributed in a timely manner
to all parties involved in the multifaceted transactions/projects.
Lead weekly status calls to gather updates required to ensure all
deliverables stay on track for project completion.
Establish & monitor tickler system for setup and monthly reporting for team
and senior management review.
Executed projects along with the Structured Derivatives Team in the NY
office on bankruptcy & default crisis situations.
Engaged legal counsel to partner with me on numerous projects to work out
copious and diverse breaches of representations & warranties of contractual
obligations.
Chosen by senior management to work on the team that developed & instituted
the new sales tracking system for the entire Corporate Trust division.
The bank of new york/mellon - new york, NY
jAN 2000-dEC 2003
Assistant Vice President/Corporate Trust Relationship Manager
Helped to rebuild a division that was decimated by high staff turnover - I
was a senior integral member of the team that achieved audit compliance
award for our successfully restructured and remodeled division.
Key Responsibilities
Volunteered to handle and successfully manage the difficult, complex and
complicated transactions that were in dire need of: restructuring,
rebuilding & attention to detail -- in order to effectively administer the
transactions -successfully led this project and capably exceeded client,
divisional management and stakeholders expectations.
Trained several junior associates - mentored, educated and supported their
progression.
Developed streamlined procedures that decreased labor time and eliminated
redundancies.
Education
Villanova UNIVERSIty, pa
Master Certificate in Human Resources, 2009 - applying for PHR
certification 2010
MASTER CERTIFICATE IN ORGANIZATIONAL LEADERSHIP, CERTIFICATION COMPLETED
11/2009
SIX SIGMA GREEN BELT, JAN. 2010
WILLIAM PATERSON UNIVERSITY, NJ
PROJECT MANAGEMENT CERTIFICATION PROGRAM, JAN. 2010 - APPLYING FOR PMP
CERTIFICATION 1/2010
MICROSOFT PROJECT AND VISIO CERTIFICATION, JAN 2010
MCAS CERTIFICATION PROGRAM ~ WINDOWS/WORD, EXCEL, OUTLOOK & POWERPOINT 2007
-JAN. 2010
PASSAIC COMMUNITY COLLEGE, NJ
ESSENTIALS OF HUMAN RESOURCE MANAGEMENT - SRHM CERTIFICATE OF COMPLETION,
MAY 2009
RUTGERS UNIVERSITY, NEWARK, NJ
Business Major
DESIGNATIONS
PMP - (Project Management Professional) early 2010 completion
Green Belt Six Sigma - Villanova University
PHR - (Professional in Human Resources) in progress for 2011 completion
Microsoft Project, Visio and MCAS Certification William Paterson
University
Affiliations/Professional Memberships
PMP - Project Management Institute member # 1651251
PMP- PMI NJ Chapter member
Society for Human Resource Management (SHRM) member in progress
SHRM - Morris County Chapter member in progress
Volunteer at Compassionate Care Hospice
Approved & Volunteered in Big Sister & Big Brother Program
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