Financial Services Project Management

Mary Johnson-Williams

**** *********** ******, ****, ** 29745

********@***.*** ● 704-***-****

Executive Profile

Visionary results-oriented professional with over 20 years experience in the financial services and banking industry including expertise in operations and project management. A leader in implementing strategic efforts for complex investment banking operations, with an emphasis on identifying, analyzing, addressing and resolving operational business issues. Consistently executes with excellence and delivers quantifiable results.

Cross-Functional Team Leadership

Business Gap Analysis

Performance Management

Enterprise Portals and Content Management

Multiple Site Operations

Leadership Development and Training

Corporate Communications

Document Management

Professional Experience

Wells Fargo Bank, NA – Charlotte, NC

AVP, Operations Technology Associate 6/13-8/21

Responsible for managing all escalations for Commercial Banking, Corporate Banking and Government Institutional Banking. Responsible for end to end management of information security requests for the Wholesale bank.

Monitored WIAM mailbox for escalations

Opened up escalation tickets for research and resolution

Responded to escalation emails

Analyzed tickets for trends and underlying causes

Monitored tickets and overall LOB activities for compliance with Service Level Agreements

Provided ongoing coaching/counseling and feedback to team members

Spearheaded team meetings

Trained and mentored team members

Participated in process review projects

Assisted LOB’s with provisioning and deprovisioning applications for team members

Assisted with BOTS training

Assisted with technical problem resolution

TEKsystems - Client – Bank of America – Charlotte, NC 9/11-1/13

Secure Data Governance Analyst

Responsible for developing and deploying enterprise wide governance program over the use of

production data in non-production environments. Scheduling assessments of applications that are on a rotation to be assessed, working along with the Secure Data Governance and Assessment Teams to help coordinate remediation with the various LOB’s (BOA’s people, process, and technology process). Report on findings with applications team, Secure Data Governance and the Assessment Teams. Participate with the remediation team and transfer control of the process to them after “results” meeting. Follow up on open findings and access identity with LOB Report to system of record.

Key responsibilities include:

Assisted LOB’s with completing Registrations and Control Gap Analysis

Identified and reported upon gaps to bank standards and policies associated

with the use of un-sanitized production data in non-production environments

Created and maintained Source of Record for non-production environments

Recommended new policies/standards and updates to existing policies/standards

Scheduled a working session if gaps found to become compliant with bank standards

Assisted with the design of an internal automation tool to assist with ensuring corporate

compliance with internal controls

Assisted in developing use cases for testing of internal automation tool

SharePoint business process workflows and administration

Translated existing requirements or generate new requirements into SharePoint solution

Wells Fargo Bank, NA (Legacy Wachovia) – Charlotte, NC 11/10-6/11

Information Security Analyst (STAR Assignment)

Responsible for end to end management of information security requests for the Wholesale bank. Managed shared mailboxes for Wholesale and Commercial; monitoring all incoming email requests and inputting the requests into the workflow tracking tool. Completed complex systems access requests and conducted client surveys upon successful completion of requests. Conducted update and process improvement meetings. Generated weekly reports and communicated results to senior management. Assisted in post conversion problem resolution and escalated as appropriate.

Key responsibilities included:

Worked with the SharePoint governance model to ensure that governance policies and procedures are followed

Created SharePoint web sites, automated workflows

Resolution of SharePoint troubleshooting requests

Provided administrative and technical support for routine security-related issues.

Participated in the review of existing systems security issues and procedures and provided support for testing, emergencies, installations, and conversions

Provided project support to new applications development and implementation

Maintained familiarity with bank procedures and policies

Processed credential/user access requests

Wells Fargo Bank, NA (Legacy Wachovia) – Charlotte, NC 11/09-11/10

Commercial Banking Group Project Coordinator (STAR Assignment)

Coordinated and monitored activities across project teams; responsible for ensuring goals and objectives of each team were met and ongoing status updates provided to Commercial Business Integration Leadership. Key responsibilities included:

Designed, develop and implemented team SharePoint sites as a project communication tool and central repository

Served as liaison between Commercial Integration leadership and the initiative teams

Participated in weekly project team meetings to review the status of initiatives

Acted as escalation point for issues and concerns; developed and maintained workstream work plan documents

Provided single point of contact for day-to-day management of integration activities and/or escalation of issues or risks to the Business Lead

Provided high level integration status reporting for Integration Leads/line of business

Developed and managed Communications plans

Produced/completed project team scorecards; guided activities on a day-to-day basis to ensure completion of assigned deliverables

Developed executive presentations for strategic and tactical working sessions with Commercial leadership and cross-enterprise stakeholders

Wachovia (Legacy First Union) – Charlotte, NC 3/04-7/09

AVP, Corporate Investment Banking (CIB) Office Services Manager

(promoted from Executive Assistant Team Leader)

Supervised the daily operations of Capital Finance, Treasury Services, Global Financial Institution and Investment Banking. Managed approximately 40 employees; Sales Assistants and Administrators in multiple sites including Atlanta, Birmingham, Atlantic and Mid-Atlantic regions. Key responsibilities included:

Implemented process controls that effectively improved team productivity and efficiency

Supported business strategies by managing/participating in special projects, which substantially improved integration of quality, operational, and overall business unit performance

Developed and coached team members

Participated in all aspect of Human Resource functions for Administrative team members including; recruiting, on boarding, new-hire training, performance management, employee termination, compensation, management of paid time off requests, and scheduling systems

Partnered with senior leadership to serve as a change agent by driving corporate change initiatives

Acted as a liaison between team members, Human Resources and senior leaders

Executive Assistant Team Leader 2/00-3/04

Reported to Managing Director, Head of Industrial Growth

Identified as the single point person for ensuring the group’s Executive Leadership, Senior Managers and team members were abreast of critical developments and day to day activities.

Key responsibilities included:

Performed all management functions for a team of 12 administrators

Managed overall scheduling, workflow, and expense reporting process while ensuring all administrative aspects are managed and executed in an efficient manner

Coordinated and facilitated meetings and events, teleconferences and live-meetings for team members and clients

Composed and disseminated executive level communications to team members as appropriate

Maintained utmost confidentiality in discussions with management and Human Resources

Managed Paid Time Off (PTO) and Family Care Time (FCT) schedules

Directed special projects and participated on project teams

Participated in new employee on boarding activities

Participated in performance and compensation reviews

Provided ongoing coaching/counseling and feedback to team members

Delegated duties to team members as appropriate

Partnered with cross functional diverse team members at all levels of the organization

NatWest Group, New York, NY 3/90–4/99

Office Manager

Promoted to Office Manager based on exemplary job performance and continuously exceeding stakeholder expectations. I served as point person for communicating critical developments and daily activities in London, Hong Kong and other national locations, during operational relocation.

Duties included:

Provided administrative and managerial support for senior management, ranging from Senior Vice President/Department Head to Chief Operating Officer/Executive Vice President in charge of Finance, Operations, Technology, Tax/Banking Compliance, and Premises

Maintained utmost confidentiality in discussions with management and Human Resources representatives when handling salary, bonus, hiring and termination processes, timesheets and vacation schedules

Managed executive’s calendar and coordinated extensive travel arrangements as well as lodging (hotels and apartments) for domestic and international senior and middle management.

While in Internal Audit, organized and maintained account files; coordinated, produced and typed audit manuals; updated Audit Tracking Reports to ensure that appropriate actions were implemented

Composed and followed-up on all correspondence

Prepared and analyzed monthly staff headcount report to ensure appropriate chargeback allocations

Negotiated with and monitored performance of external vendors and suppliers of goods and repair services

Training

Customer Service Training

RM Tools Training

Reporting Overview

Labor Relations

Treasury Services

Assertive Communication Skills

Technical Proficiency

Microsoft Office Suite including: SharePoint 2007, MS Word, MS Excel, MS PowerPoint, and MS Outlook

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