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Customer Service Project Manager

Margate, Florida, United States
October 04, 2016

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**** ***** **** ** ****** Margate, Florida 33063



Dynamic Director of Business Operations and Data management with more than 20 years of investment banking credit administration experience. Demonstrated Project Management experience with business information services. Proven record of project management development and support for financial and credit management services. Skilled at improving and streamlining organizational effectiveness and efficiency. Strong leadership integrating business processes and infrastructure to achieve cost reductions, improve performance and allow maximum strategic flexibility.

Audits Budgeting General Ledger Internal Controls Restructuring Reporting QA / Testing

Data Management Procedures Development Team Leadership / Motivation Process Improvement

Deployment / Migrations Expense Control Training / Development Workforce Planning EPS

Presentations Event Planning Performance Management Client Relations Credit Administration

Needs Assessment Customer Service Project Management Deal Servicing Communications

THE BANK OF TOKYO MITSUBISHI UFJ, LTD. New York, New York 1/2015 – 10/31/15

Largest Japanese bank serving as the core retail, corporate and investment arm of the Mitsubishi UFJ Financial Group.


Serve as Project Manager for Business Information Services Department to ensure Enhanced Prudential Standards compliance.


Studied Bank Implementation Plan and FED Ruling for Foreign Banks to ensure compliance with Enhanced Prudential Standards.

Assumed role of Project Coordinator tracking EPS system implementation.

THE BANK OF TOKYO MITSUBISHI UFJ, LTD. New York, New York 2/2009 – 1/2015

Director Credit Control Department / Middle Office Group

Lead the Middle Office Department consisting for Credit Administration and Document Management. Registered and tracked credit documentation including promissory notes, UCC Filings and deal information. Managed bank’s FED Pledge Program and reviewed all credit approvals prior to recording lending transactions for New York, Atlanta, Houston, Dallas and Chicago. Maintained Liquidity Program with the Federal Reserve Bank of New York and Credit/Deal Documentation at bank’s Physical and Electronic Libraries. Integrated new policies and procedures to streamline operations and enhance workflow processes.


Served as Business Coordinator and Project Lead for installation of $3 million Deal Documentation System. Determined business requirements for the 18-month project and developed imaging and tracking solution.

Lead database business development to support bank credit reviews and booking processes. Performed initial requirement review for new in-house database.

Cleared backlog of internal citations by Credit Examinations Group with improved account training for credit department relationship-managers.

NATIXIS New York, New York 5/2000 – 2/2009

Corporate and investment bank created by the merger of Natexis Banque Populaire and IXIS.


Managing Director and Department Head

Directed lending product services and administration including primarily loans and letters of credit.


Replaced existing lending system with ACBS system managing installation with minor business interruption.

Performed staff assessment to create the Credit Administration and Servicing Department. Developed training program for new booking system operations.

HYPOVEREINSBANK New York, New York 1/1999 – 5/2000

Fourth largest bank in Germany.

Director and Department Head

Managed back office credit administration for bank lending products.


Interviewed candidates for newly created Credit Administration and Service Department and selected staff.

Developed staff training to improve portfolio management.

Additional Experience

Senior Portfolio Administrator/Team Leader, Barclays Bank of New York, New York, New York

Assistant Sales Manager 300 Park Avenue, Barclays Bank of New York, New York, New York

Office Manager, 32 Court Street, Brooklyn, New York


Master of Science in Leadership

Grand Canyon University, Phoenix Arizona

Bachelor of Science in Business

The University of the State of New York, Albany, New York


National Association of Professional Women


Microsoft Office Suite

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