Elizabeth P. Resnick

***** ******** *** ad06py@r.postjobfree.com

Midlothian, VA 23112 804-***-**** C

Qualifications Summary

A self-directed and resourceful individual with 20+ years in the financial services industry. Experienced at developing partnerships with stakeholders to achieve shared goals. Excel in building and managing collaborative teams, implementing new processes, and leading Agile teams as a Product Owner. Aim to leverage extensive team management and financial services industry experience to support project initiatives and implement process improvements.

7 years of Management

Training and Curriculum Design

Business and Data Analysis

6 years as Product Owner

Procedures Documentation

Risk and Data Management

PROFESSIONAL EXPERIENCE

Bank of America December 2016 - Present

VP, Senior Data Analyst – Global Banking & Markets Client Data Management

Responsible for logging, tracking and remediating Client Data issues for Global Banking.

Work in Agile environment as Product Owner for Client Data Quality Measurement and Reporting managing, refining and prioritizing backlog, monitoring work in progress and acting as voice of the end user.

Drive data quality reporting requirements by working with Business partners on rule requirements and with technology partners on report creation.

Generate monthly Tableau Data Quality Dashboards with metrics on over 50 data elements which align to internal Consumers of those elements and provide views of financial exposure aligned to client records with data exceptions.

Identify Completeness and Validity exceptions on key Client Data elements that align with Know Your Customer (KYC) and Anti-Money Laundering (AML).

Work with Data Owners to refine data quality reports and remediate client data exceptions to ensure accurate and complete data reporting to downstream systems and on regulatory reporting.

Signature Consultants August 2015 – December 2016

IT Business Analyst-Contractor at Bank of America

Responsible for tracking and documenting systems compliance with the Global Records Management (GRM) policy to ensure records are registered and assigned retention codes for appropriate record retention and disposal.

Responsible for incident management to include risk assessment, status tracking, and remediation efforts by working with tech teams to determine resolution and following up on data feeds not meeting service level agreements.

Worked with business partners within different lines of business to design and establish Data Sharing Agreements to meet compliance regulations.

Worked to complete the gathering of evidence to ensure all requirements for both Enterprise Data Management and Risk Data Aggregation are complete by engaging with business partners to gather complex lineage and metadata for an application within the Global Markets supply chain.

Accountable for inventory of Data Management controls utilizing an understanding of BAC Enterprise Data Management standards and practices, to include KBE management, data quality and lineage.

Identified and remediated process and control gaps in partnership with technology and operations teams.

Signature Consultants May 2015 - August 2015

IT Project Coordinator-Contractor at Bowlmor-AMF

Assisted the Web Applications Development team with projects and release sprints in support of several in-house web applications.

Worked with Help Desk to educate them on basic help desk triage of web applications by creating training documentation to promote first call resolution and outlined appropriate triage steps when escalation is required.

Supported the Project Manager in charge of the design and implementation of several large services releases within new and existing web applications. Researched and documented escalated issues to have them included in release sprints.

Managed pricing and product updates to include gathering requirements from Sales and Marketing and working with the Pricing Analyst and Database Administrator to implement requested changes. Implemented 20 change requests in 3 months.

Bank of America May 2009- March 2015

VP, Senior Operations Manager – Data Management Operations

Managed 6-12 associates of various levels of seniority and expertise, in support of internal client teams managing large institutional clients and wealthy individuals.

Worked with proprietary tools, (CED and LEO) used to measure profitability and manage sales relationships of Global Banking, Commercial and Private Wealth Management clients in a highly regulated environment.

Worked with leadership team to design and implement an internal Quality Assurance team, to ensure the standardization of processes. Responsible for the documentation of guidelines and communication of expectations.

Evaluated processes to identify opportunities to improve and streamline performance. Partnered with technical teams to recommend system enhancements to increase productivity and usability of online tool.

Worked with business stakeholders to define business needs, gather data requirements, implement projects and translate issues and requirements to appropriate technical business partners.

Developed formal process and procedures documentation to include process diagrams and flows.

Managed risk through thorough research of client data and legal entity status to maintain data integrity and compliance with bank and government regulatory requirements such as Anti-Money Laundering (AML), Know Your Customer (KYC) and BASEL.

Managed internal mock audit of processes and procedures to ensure team readiness for true audit process.

Signature Consultants December 2007-May 2009

Operations Manager-Contractor at Bank of America

Managed 12-19 contractors in a new business unit designed to support a subset of Commercial clients.

Trained contractors on their roles, business requirements and ensured completion of projects.

Created training documentation on business processes, practices and information requirements.

Assessed knowledge and skills of each contractor and provided additional one-on-one training as needed.

Monitored and reported on performance, as well as coached and developed action plans for improvement.

Processed data management requests to include analysis of client data and business relationships.

Work closely with internal clients and the line of business to provide timely and accurate business information.

VAMAC, Inc., Richmond, VA December 2004-December 2007

Corporate Trainer, Marketing Coordinator and Assistant Credit Manager

Designed, wrote, and implemented Level I and II Microsoft Excel training to cover the basics of Excel with an application of real-world exercises geared towards the specific needs of company associates to incorporate the use of other software tools for branch sales reporting. Utilized standard design methodologies and incorporated adult learning principles in this training.

Traveled to all branch locations in Virginia to conduct training for Branch Managers and Field Sales Associates on Levels I & II Microsoft Excel. Training was conducted in a small classroom environment where questions were welcomed and the students completed a knowledge assessment at the end of the course. Completed over 100 hours of training on Microsoft Excel.

Designed, wrote, and implemented training for two proprietary products: BillTrust Customer Care Website and Web-Order Entry Website, (a proprietary web-based product ordering system). Trained Branch Managers and Field Sales Associates on both products. Used a train-the-trainer approach because these individuals were expected to be able to train their customers. Completed over 60 hours of training on these products.

Designed, printed and disseminated all marketing print materials that were used in branches, mailed to customers and associates. Designed, printed and disseminated monthly internal newsletter to over 160 associates.

Maintained schedule of all marketing events & specials and coordinated with vendor representatives to showcase product specials. Tracked productivity of all specials and sales promotions to determine levels of success and ensure data integrity.

Worked with the Credit Manager to maintain existing customer credit accounts, processed new credit applications and made recommendations of creditworthiness, and assisted with new customer lead generation. Applied customer payments and worked with branch associates to meet daily customer credit needs. Documented Credit Department procedures.

Maintained company website to include Corporate Communications, documents management and website content.

Prism, Inc., Richmond, VA October 2004 - December 2004

Contract Employee at Capital One

Worked with Human Resources department to design and implement departmental Information Retention Policy that met company, regulatory (Sarbanes-Oxley) and industry standards.

Trained Human Resource key-personnel on Information Retention Policy and documentation standards.

Created and maintained project plan and timeline for all key deliverables.

Bank of America April 1997 – April 2004

Merchant Services Retention Specialist (Merchant Services, Richmond, VA)

Reviewed and analyzed merchant accounts and applications to determine factors for attrition, identified problems and worked with the merchant to rectify issues. Saved the customer time and money by providing timely services and products to enhance their banking relationship, by making logical recommendations to the merchant to prevent further instances of chargeback disputes or other technical issues.

Top performer who consistently met and exceeded goals for customer contact and retention; contributing to a rise in the retention rate from 0% to 10%. Performed the role of the team’s Quality Assurance Analyst.

Trainer/Technical Implementations Specialist (Global Treasury Management, Norfolk, VA)

Completed over 100 front-end new client technical implementations of Bank of America’s proprietary online program, EAGLS, (Electronic Accounting General Ledger System). This involved considerable consultation with the client to determine their functional needs and gain an understanding of their accounting practices to offer best practices for optimal setup within the system. Coordinated and facilitated group meetings. Trained new EAGLS clients, as well as trained numerous other clients over the phone on additional proprietary software.

EDUCATION

University of Virginia, Charlottesville, VA - Master of Education in Instruction

Furman University, Greenville, SC - B.A. in History

Continuing Education

Completed the online training for Six Sigma’s Greenbelt Training and Support

Completed Adobe InDesign CS3 course

Completed coursework in Facilitative Leadership, Project Management Fundamentals, Moving from Conflict to Collaboration, and Quality Fundamentals, SAFe Agile Product Owner

TECHNICAL SKILLS

Knowledgeable in Windows operating systems, Microsoft Word, Excel, Access, Outlook, Project and PowerPoint, Adobe PageMaker, Visio, Adobe InDesign CS3

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