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Project Coordinator Onboarding Specialist

Location:
Charlotte, NC
Posted:
December 07, 2023

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Resume:

Celeste K. Fuller

ad1rrb@r.postjobfree.com

704-***-****

Professional Skills

Microsoft Office Suite – SharePoint - Visio - PeopleSoft – Learning Management System (LMS)

Professional Experience

Wells Fargo (Artech) Aug 2022 – Sept 2023 Business Execution Administrator/Records Coordinator

Confirm that bank records are properly classified and retained according to our established retention schedule.

Collaborate and consult with mid-level managers to identify shared drives to be retained or mark for decommission.

Participate in planning and executing a variety of programs, services, and initiatives.

Monitor key indicators to ensure effective performance and control management of assigned operations or business groups.

Review basic initiatives including policy or process changes, process improvements, technology enhancements.

Conduct regular reviews to identify efficiencies and cost savings opportunities.

Receive direction from leaders and exercise independent judgement while developing an understanding of policies and procedures, best practices.

Provide work direction to less experienced Strategy and Execution staff.

Charter Communications (Levi, Ray & Shoup, Inc.) April 2022 – July 2022

Project Coordinator I

Used Clarity to review project deadlines and status of completion.

Captured meeting minutes and uploaded to SharePoint sites.

Shadowed PMs to understand each project deliverable.

Wells Fargo (Matrix Resources) Oct 2021 – March 2022

Senior Project Coordinator

Responsible for managing and coordinating activities and resources in a project life cycle in support of large-scale projects that impact multiple departments.

Maintained project documentation (e.g., meeting minutes, issues log, change control log, etc.) and ensured posting of documentation to web sites.

Responsible for managing the support and provision of project tools and equipment, updating the project sites.

Produced status reporting, including milestone summary, key issues, and risks.

Responsible for additional project coordination duties which included coordinating and scheduling meetings; act as a point of contact for communicating project information and updates; helps identifies project/production issues and escalates to avoid project delays; schedules problem reviews and follows up on assigned actions.

Assisted project manager with entering financial forecasts to establish baseline financials and in any of the project functions at their direction.

High Performance Building Solutions (Direct Hire) Jan 2020 – August 2020

Project Coordinator

Coordinated inspections and reports for Multi Family Energy Efficiency Quality Assurance program

Assisted inspectors with closing reports of all completed unit inspections

Communicated with property managers and superintendents regarding required unit access

Coordinated calendars for four engineering inspectors with installation schedules and updates

Recorded inspection findings using Salesforce data system capture correct or incomplete installation

Compiled and submitted inspection findings to stakeholders

Spectrum Enterprise June 2019 – October 2019

Project Coordinator

Compiled, managed, and updated project plans using Poppulo, Smartsheet and MAX databases.

Compiled presentations using MS PowerPoint.

Organized events to include facilities and details such as materials, catering, audio visual, transportation, invitee list, special guests, equipment, promotional material etc.

Mapping out event plans and schedules. Proactively handle any arising issues and troubleshoot any emerging problems up to the event day. Conduct post – event evaluations and report on outcomes.

Assess instructional effectiveness and determine the impact of training on employee skills and key performance indicators.

Apex Systems (Direct Hire)

Onboarding Coordinator / Account Support Specialist March 2017 – June 2019

Initiate and facilitate onboarding contacts to determine systems access, laptop procurement, etc.

Facilitate client calls as needed to determine next steps to complete onboarding process

First day walk-ins to introduce consultants to new work environment

Order supplies and materials as needed for consultants

Support Sales Account Managers and Leadership by maintaining org charts and customer contact information

Providing contact information to Account Managers and setting up calendar requests/appointments

Manage and update files in SharePoint

Preparing reports and minutes for account conference calls

Assist with preparing Audit documents and updating internal reporting/data as needed

Accept new and revised Work Orders in Fieldglass

Manage project trackers

Provide first line support to assigned clients at Bank of America and ADP

Maintain records and requirements for each account including domestic and international background checks

Liaison with Compliance and Legal departments to verify requirements

Assist with preparing Audit documents and updating internal reporting data as needed

Arrange travel as requested

Bank of America Corporation (Skill Storm) Jan 2016 – Dec 2016

Project Coordinator

Proven experience with agendas, minutes, calendar management, travel, and expenses

Experience with SharePoint security, list and folder management. Maintained and managed SharePoint site to control occupancy allocations

Updated corporate allocations of equipment and team locations

Managed on-boarding of new hires and contractors

Ordered, tracked, and managed technology and equipment issues for new hires and managers

Managed office supplies, café items through external suppliers

Obtained additional furniture for department through internal suppliers

Ensured all orders remained within budget

Wells Fargo Corporation May 2015 – Oct 2015

Recruiter I

Responsible for supporting internal HR recruiting team

Manage candidate applications, initiate background screening and track through vendor screening

Processing and entering all open positions for Financial Advisors

Interact with candidates, hiring managers, and external vendors to address issues

Run staffing related reports to verify data and other administrative duties

Wells Fargo Corporation Oct 2014 – January 2015

Project Coordinator II

SharePoint Management:

Manage and maintain SharePoint access and permission for HR Total Compensation Plan team members

Upload documents to SharePoint for Internal Stakeholders/Project Managers

Coordinate meetings and telepresence rooms for HR events

Maintain HR managers calendars

Microsoft Corporation Sept 2013 – June 2014

Adoption Project Manager

Communications:

Prepare, edit, and format broad communications for newsletters, training, feedback responses and announcements in coordination with project owners and communication teams (ToolsNet; Racer; and Asset Strategy Newsletters)

Deliver monthly newsletters and content ready flash training in coordination with project owners and Communication teams

Recommend improvements to newsletters, training, announcements, social media, and collaboration opportunities

Facilitate Global Process & Tools and ToolsNet Review meetings

Consolidate, review, and provide feedback items/themes to project owners

SharePoint Management:

Manage and maintained existing global SharePoint site in partnership with Communication teams, development teams, business audience, global leads, content owners and users

Manage single response portal for listening/responding, user engagement/recruiting, evangelism content and feedback management

Coordination:

Measure and report on training activities across the global business

Working with initiative and scenario owners to schedule and forecast user needs

Communicate schedules and needs in coordination with regional leads, managers, users and initiatives

Recruiting:

Recruit and schedule users for all business facing activities

Coordinate with regional leads on user recruiting activities, follow-up, scheduling and completion of assessment activities

Coordinate recruiting activities with initiative and owners to ensure proper participation tracking with recognition/reward

TIAA-CREF Aug 2012 – June 2013

Project Coordinator/SharePoint Administrator

Provide project support to create Life Insurance applications for 51 states and manage them on SharePoint

Upload documents to SharePoint for Internal Stakeholders/Project Managers

Provide weekly updates on TC Life Insurance Applications and Project forms

Work with internal and external vendors throughout all stages of state applications

Create status reports and presentations using Excel and PowerPoint

Wells Fargo (Apex Systems) Nov 2011 – June 2012

Education Coordinator

Provide project support for WF Promontory group by tracking training that supports customers going through Bankruptcy and Foreclosures.

Maintain and track employee records related to training and development. Ensure training rosters are entered into the Learning Management System for credit.

Manage documents in Access Staffing Database for Audit review.

Maintain SharePoint site with documentations for facilities, staffing and training.

Wells Fargo Dec 2009 – March 2011

Project Coordinator

Provide project support for five business work streams: Funds Processing; Reconciliation; Dividend; Participant Statements; and Investment Results.

Assist with various migration projects: SEI’s Trust accounting system conversion by assisting in the Command Center and tracking active conversion issues; update and quality control on-line Beneficiary Forms; Rebranding Internet documents; Statements; Investments; Quality Control for Evergreen & CTF Fund Merger

Documenting project tasks through meeting minutes; created flow charts showing workflow via Visio; post and update documents to SharePoint

Wachovia Corporation (Direct Hire) Aug 1992 – Sept 2008

Learning Coordinator (2004 – 2008)

Supported three Program Managers for Learning & Development; Diversity; and Finance-Audit Associate/Interns by coordinating training sessions and diversity events. Established Statement of Work with external vendors; tracked and managed budget; processed charge backs to training participants. Reviewed Line of Business’ new learning requests to ensure instructional designs are following the Wachovia Learning Model and National Association of State Boards of Accountancy; CBHRs Recognition Team; Annual Leadership Conference. Coordinated interview sessions for Finance NASBA). Created training sessions through Learning Management System (LMS) and tracked registration and participation. Business Continuity data collection of HR team current and remote locations, consolidation, and distribution of information Enterprise Internship program.

Trained administrative support for our Tree Building project. Conducted one-on-one training on various First Union systems such as HR On-Line for Employees and Managers; Tree Builder; Lotus Notes; Microsoft applications; and OSCAR.

Managed quarterly Learning Series for Finance and Audit that brings internal and external finance leaders together to speak on various subjects. Created slide deck presentations for training and diversity workshops using PowerPoint.

Vendor Support: Worked with external and internal vendors to create training modules for CPA and Diversity training. Secured external guest speakers and combined presentation decks for onsite seminars. Processed invoices for all internal and external vendors.

Committees: Finance-Audit Learning Council; LMS’s Training Community of Practice; Project Management Community of Practice; and committee member for Women’s Substance Abuse Shelter Annual Fund Raiser. Committees: Business Continuity data collection of HR team current and remote locations, consolidation, and distribution of information; CBHRs Recognition Team; Annual Leadership Conference

Education

Jane Addams Vocational High School – Diploma in Clerical Studies

Central Piedmont Community College, Charlotte, NC - Notary Public / American Sign Language I & II / Legal Terminology & Vocabulary



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