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Business analyst / project manager / executive assistant

Palisades Park, New Jersey, 07650, United States
January 26, 2017

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Jung (Mimi) Kim

** * **** ******** ******

Palisades Park, NJ 07650

201-***-**** (Cell)


Analytic/Technical skills - Detail-Oriented

Management/Leadership skills

Written and Verbal Communication skills

Organizational skills

Ability to Multi-Task; Works with Sense of Urgency

Customer-Focused / Follow-Up skills

High Proficiency in MS Office (Word/Excel), Outlook, Visio & PowerPoint


Chubb – Chubb Custom Market, Inc. (CCM) New York, NY


Provided administrative support to the CCM Branch Manager, Marketing Manager, and Department Team Members

Coordinated CCM-Sponsored Events (i.e., Golf Tournament, Speech Competitions, Departmental Luncheons, etc.), organized all relevant details/logistics (securing location; security clearance, and catering needs)

Generated marketing/status reports for distribution to key Team Members & Producers

Was responsible for Expense Reporting & monitored inventory and executed orders for client promotional items

Managed calendar appointments & scheduled travel arrangements

Scheduled client meetings, providing necessary documents and ensuring completion of associated tasks for client visits

Assisted with phone coverage and handling of client inquiries/issues

Organized & maintained updated Producer File Reports & documentation

Handled department mailings and necessary payments

OMGEO LLC (Pro Unlimited Inc.) – Integration Team New York, NY


Developed standardized documentation – goal to streamline consistency across the board

Proposed new ideas & solutions for improved and more efficient business processes

Introduced and engaged clients on our post-trade Central Trade Management (CTM) System

Facilitated meetings to customize business requirements for client-specific needs

Executed test scripts in preparation for testing & implementation of CTM

Facilitated ongoing client status meetings to address issues and follow through of next steps for successful completion of project

Led Investment Manager Onboarding effort & trained Broker community for migration onto CTM platform & Settlement Notification (SN) System.

Provided production client support to ensure customer satisfaction

JB HANAUER & CO. - Information Technology Parsippany, NJ


Interviewed end-users to compile requirements intended to improve on the business processes of various areas: E-Commerce, Compliance, Trading, and Special Products

Recommended enhancements of in-house systems: JBHNet (intranet site), and (E-Commerce business)

Produced JBHNet announcements & User Manuals on various initiatives

Prepared documentation for new reports in efforts to monitor E-Lead business

Designed project templates and proposed naming conventions for all documents

Performed testing for the successful implementation of assigned projects

UBS FINANCIAL SERVICES, INC. - Client Account Services (CAS) Weehawken, NJ

BUSINESS ANALYST – Divisional Vice President 2005 –2006

Independently executed milestones throughout the project life-cycle

Functioned as a liaison among various organizational units with varying goals and objectives

Prepared detailed business requirements & test plans/catalogs for an enhanced Workflow System

Performed testing while documenting test results (quality assurance and function analysis)

Created training material, organized schedule, and executed training on the New Workflow System

Organized schedule & executed training on the New Workflow System

WACHOVIA SECURITIES, LLC (formerly Prudential Securities Inc.) New York, NY

- Business Systems Development (BSD) 2000 – 2005

PROJECT MANAGER - Associate Vice President

Represented department and provided overall direction for establishing project requirements, priorities, manpower, and deadlines for assigned initiatives

Managed Senior Business Analysts and projects for the following systems: Securities, Monies, and Records Transfers (“SMART”), which consists of wire and money transfers, securities clearance, and check disbursements, ACH (Automated Clearing House), and Branch Operating System (“BOSS”)

Designed and implemented new enhancements resulting in increased efficiency of our automated systems which provided our end-users with user-friendly systems

Coordinated and oversaw entire project life-cycle of scheduled conversions, producing complete documentation which resulted in a smooth transition for the conversion

Handled issues and inquiries consistently working toward resolution of the problem

Was responsible for personnel issues and preparing appraisals and individual development plans

PROJECT MANAGER - Assistant Vice President - BSD 1999 - 2000

SYSTEMS ANALYST - Supervisor - BSD 1996 - 1999

SYSTEMS ANALYST - Credit Systems Development 1995 - 1996


The Chairman’s Award for Excellence in Innovation – 2000

Quality Recognition Award - 1998



Bachelor of Arts May 1993

Major: Economics / Minors: Business Administration & English

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