Business Development Operations - Assistant Vice President
Team leader in restructuring Operations Department that effectively increased productivity and controls by planning and implementing internal processes to reduce touch points between front and back offices to support fifty-nine (59) branches and account for future growth.
Responsible for modifying process workflow that resulted in significantly reducing turnaround time for Cash Transactions from 1.3 hours to less than 15 minutes and decreasing turnaround time for Cash Settlement end-of-day processes by 33%.
Core team member in developing the Customer Service Department. Designed measurement reports and workflow to decrease account opening turnaround time by 25%.
Designed and coordinated process workflows between multiple departments, including Cash Settlements, Trade Settlements, IT, Compliance and Risk in compliance with SEC regulations and internal policies to minimize operational and financial risks.
Designed and spearheaded team projects through VOC and competitive analysis and middle and back office strategies which led to development of revenue generating projects launches, including mobile account opening process, SMS auto confirmation, and ATS cycle modifications.