Taunton, MA *****
*************@*****.***
SUMMARY
Versatile and results-driven
professional with a proven track
record at BNYMellon, specializing in
Information Security Standards and
critical decision-making. Excelled in
roles requiring meticulous quality
assurance controls and
confidentiality practices, managing
high-volume projects and leading
teams to exceed expectations.
Demonstrated exceptional time
management and organizational
skills, thriving under pressure.
SKILLS
• Information Security Standards
• Quality assurance controls
• Time management
• Reporting and documentation
• Multitasking and organization
• Confidentiality practices
• Critical decision-making skills
• Calm under pressure
ADDITIONAL
Erica MBoyd-Israel
EXPERIENCE
July 2020 - Current
PSS Life Event/Financial/Transfers Team BNYMellon
August 2018 - July 2020
Regulatory Oversight Mgmt BNYMellon
August 2010 - August 2018
PSS TOA/Oversight/Managed Financials BNYMellon Westborough, MA
• My Job consists of handling and routing some workflow queues Mainly handling Life Event Transfer/Exchanges of Death & Divorce Documents
•
It consists of working with PFSI, Golden Circle, Management & Life Event Team/Estimate
•
• It consistent High Volumes and thorough Research involved It pertains to specific detail to deceased State & Legal requirements that need to be followed at the time of Death
•
I hands on with Managment, which is a great asset to learns the ups and downs to maintain great Team Goals/Expectations
•
• My Job consisted of CIP procedure updates
• I worked on a Government based system Lexis Nexis
• I have handled SumDay Emails, Corro & SumDay Alerts
• We worked as a Team implementing Ideas and any Challenges
• Also worked on Mailing for all client specific teams Started working on specific clients before I was placed in Operations because of Client specific reasons for staffing in Operations
•
• Handled and maintained many Sum Alerts/GLOBAL Banking Projects Also worked off Regulatory CIP Compliant Systems to handle our Research to identify with any Fraud or Compliance issues
•
My job includes several different functions to support the Primerica Managed Team, along with the Primerica Retail Team.
•
• I have handled multiple transactions on both SuRPAS and SuRPAS Classic.
• I was previously the Team Lead/Supervisor for the TOA team/department.
• Assisted the oversight for the international teams for training and quality. My primary functions included SLA reporting, list bills, TOA, Turbo TOA, and PSS managed financial and PSS non-financial processing/quality control.
•
I also have multi-client knowledge of FSR, which is where all my training was initiated for processing.
•
Once that was proficient, my team was split, allowing me to 100% handle SuRPAS for the PSS client, moving from a multi-client on FSR/DST systems.
•
INFORMATION
I'm looking for a great opportunity to
do new things. I'm willing to take on
new challenges and use some of my
old skills and put them to good use. January 1998 - January 1999 Sales Associate Macy's
January 1995 - January 1996
Audit Specialist General Accident Insurance Co
January 1995 - January 1996
Research/Retrieval Specialist I MetLife
October 2009
Audit Specialist Bank of America
Asst Manager/Project Leader Boston Financial Data Services Inc I'm proficient with UTOA Database, Microsoft Office Excel, Microsoft Word, Lync Chat, and FSR.
•
• Consulted with client care team to continually update care plans. This was a Holiday Position which I was fortunate to do every year for the exposure to customer service and get involved with some corporate advertising for their retail world
•
I worked a full year on a Conversion Contractual Team to clean-up & audit Insurance claims and policies according to their new Privacy Policy regulations
•
Joined another Conversion Contractual Team to pull old outdated microfilmed policies and update and upload them into a new system database per their Privacy Policy regulations
•
My job included 2 different units within the Account Payable Team; they were the Research Team/Vendor Management Team
•
• My primary function was incoming Audits & Box Pull Audits Once the Audits were completed I went on to train & successfully do Incoming Return Mail, involving Web Diva, CRV Uploads through the Iflow system, Siebel Tickets using Bank of America Direct & Geac system, Stop/Void Payments also on Geac System, Immediate requests, copy checks on View Image & Vendor Uploads through Geac and hard copies through the Vendor Template document on Microsoft Office Excel
•
• I managed a team of 8 Individuals before I was Laid-off I managed a team of 20 with another asst Manager for almost a Year and a few months until the new VP stepped into their position
•
My job included keeping track of performance & time for each Individual, writing reviews, initiating meetings, scheduling one on ones
•
• All of this was done while keeping track of 18 different fund clients I was also chosen by my VP to maintain a second Job of project Leader for a different team
•
This team required me to test & lead a project for New Business team which involved preparing for a new client to access our new system so our job was
•
to convert their system files onto our system format
• This was very involved processed and time consuming in man hours We had to travel and we were constantly on call because of the upgrades through our Systems and output teams
•
I had to still maintain my current role with my operations dept while traveling whether getting someone to cover for my absence or working later hours and weekends if I was not away on a project
•
• The traveling was about 60% of the time, most of it local some out of state This opportunity was quite the challenge for me, but it made me more efficient in many ways, learn to maneuver my time & responsibilities effectively & learn to be more flexible with scheduling which allowed me to see where growth could lie ahead for my staff in my absence
•
EDUCATION AND TRAINING
January 1998
Certificate of Completion Administrative Assistant Johnson & Wales University, Providence, RI
January 1992
Certificate Liberal Arts/Business Managment
Community College of RI, Warwick, RI
VOLUNTEER EXPERIENCE
• Habitat for Humanity
• Food Bank of RI
• Boys & Girls Club of RI
ACCOMPLISHMENTS
Team Leader
Processing Excellence
Quality Excellence