Microsoft Office Manager

Terrance Harvey

Staten Island, NY ***********@****.*** Tel# 646-***-****

Core Qualifications:

Project Management ● Data Management ● Advanced Excel ● Quality Assurance

Client Relations ● Operations Management ● MySQL ● Agile/Scrum

PROFESSIONAL EXPERIENCE:

Eltman P.C. Jersey City, NJ 07302

Senior Operations/IT Business Analyst 3/2012 - 9/2017

Documentation of all business processes SOPs and maintained all version controls via Visio mapping.

Lead in cross-functional team projects: managed and facilitated business development projects.

Performed functionality script coding for our CLS system, optimizing automation and streamline of process.

Handled client account status inquiries and requests via produced Excel reports and email response.

Delivered KPI metrics reports and dashboards for management to conduct financial analysis and forecasting.

Developed SDLC event automation triggers to facilitate next events in the account cycle of execution process.

Conducted JAD sessions to gather all business requirements from strategic stakeholders for project scopes.

Liaison between IT and business users, assist to ensure requested design and quality assurance.

Built EDI CSV files for mass updating of key data points into our QA & PROD systems.

Tested functionality on IT development projects and assisted with User acceptance training & testing.

Client Firm Manager New York, NY 10005

Discover Financial Firms 4/2009 – 3/2012

Handled the hiring, onboarding and replacing of servicing law firms based on revenue performance and compliance.

Monthly performance calls with firms and clients to discuss previous month performance and to set new performance and strategy initiatives.

Performed review of firm asset inventories to look for inconsistencies for preventive and corrective action plans.

Developed KPI reports and performance dashboards to assist firms with inventory management and recovery.

Created monthly, quarterly and annually financial and statistical operational reports in Excel for CFO/COO.

Performed firm site visits and inventory audits to ensure compliance and directives being adhered to.

Attended client seminars to increase client relationships and partnerships.

National Management New York, NY 10005

Inventory Data Manager (Servicing Firms) 10/2004 – 3/2009

Managed inventory for 16 Mid-West independent law firms with over $900M in located assets in our network.

Used Access/ MySQL to perform analytical data mining of our inventory database for immediate placement and pockets of opportunity for execution.

Performed account selection based on operational criteria for our asset waterfalls and investigations.

Displayed queried information in easy pivot tables, conditionally formatted views in Excel to assist operations.

Handled the receipt and approval of firm CSV and Excel status updates files for upload into our database.

Managed the approval and correction of electronic financial remittances and costs from the servicing firms.

Created trend reports showing execution timelines in relation to financial trending.

Processed and sent acknowledgments of client recalls via YGC.

EDUCATION: Borough of Manhattan Community College New York, NY 10007

Major: Corporate Communications

TECHNICAL SKILLS:

Proficient in Microsoft Office (Project, Word, Excel, Outlook, PowerPoint, Visio, Access)

SQL Server, ERP, SAP, SAS, CRM, Share Point, JIRA & CLS Systems.

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