Partnered with and build day to day relationships with LOB partners to ensure calibration on all facets of the quality review process, policy and procedure requirements as well as anticipated potential scoring by our Post Audit partners. Responsible for preparation and filing of quarterly and annual statutory financial statements, along with audited. Participated in various technical assistance seminars provided by [company name] and other partner groups. Communicated credit policy and worked to resolve credit, documentation and other issues. © 2020 Job Hero Limited. Directed daily operations for a retail bank, including branch sales, business development, customer service, and credit analysis. Developed few templates on banking instruments. Created Enterprise Program Management Office to manage, monitor, and track more than 300 IT/enterprise projects with budgets of $875M. Trained and supervised staff of Benefit Administrators. Performed Investor Reporting duties as defined in the Pooling and Servicing Agreement for Public, Private and Third Party Investors on a portfolio with a current UPB of $51.4 billion. Led efforts to create business process flows to identify opportunities for efficiencies, which resulted in an 80% reduction in cycle time each quarter to develop quarterly planning documentation and reporting, Developed and presented training documentation for project managers, auditors and senior management to increase transparency and understanding of the teams' efforts, Responsible for the financial reporting of conversion costs, gathering of estimates and information sharing between banks during an acquisition, Coordinated the budget and planning process of technology projects with annual spending of $100+ million, Graduate of the highly selective one year Management Development Program - Class of 2011, Promoted to Banking Officer in 2012 and promoted to Assistant Vice President in 2014. The job description of assistant vice president will help you understand his role in … Oversaw onboarding process for new advisors recruited from competing broker/dealers. Assistant vice president responsibilities, in short, can be described as a combination of administration, leadership and support that enables proper functioning of the organization. Promoted to head the Benefits Department at the parent company of HR Dynamics, Inc. Assistant Vice President at ChinaVest - a leading merchant bank in China offering cross-border strategic development and financial advisory services for multinational corporations looking to enter or expand in the China market, Public Health And Master Of Public Administration Joint Degrees. Generated new business clients and retained existing relationships by organizing seminars / after hour gatherings to meet more potential clients. Recruited, developed, and managed 11 employees responsible for statutory and statistical reporting after the corporate finance function relocated from Massachusetts to Minnesota. Served as Interim Branch Manager for out of area branches. Senior Transactor responsible to review and decision all new/existing credit requests from bank referral sources and existing clients. Manage a team of 10-12 front-line associates in a high-volume, deadline, and production driven environment, all while maintaining 100% accuracy. Oversaw administration of benefits programs including: Health and Welfare, 403(b), Pension Plan, Life, Disability, Professional Development and Tuition Reimbursement Plans. Provided leadership and managed branch with $30M in assets, assuring profitability, growth, and sound operations. Responsibilities included authoring investment memorandum, full pro-forma financial statement analysis, identification and quantification of potential synergies for strategic buyer, and lead on international marketing program, Executed end-to-end market entry strategy for US heavy-duty truck parts manufacturer, narrowed potential partners from over twenty down to two, conducted due diligence, and resulted in the successful formation of a Joint Venture. The best examples from thousands of real-world resumes, Handpicked by resume experts based on rigorous standards, Tailored for various backgrounds and experience levels, Responsible for the strategy and execution of auditing a $100+ million technology project portfolio with the objective to identify project management process improvements and ensure compliance to regulatory requirements. Performed daily reconciliations between multiple systems, and verified prices. Jointly led deal team in the successful execution on a China based sell-side mandate for a Fortune 200 US corporation. Served as primary contact for financial examinations conducted by state departments of insurance. Developed and documented and instituted procedures to make processes more efficient and standardized, saving time and money. Reconciled disbursements prior to distribution to ensure accuracy. An assistant vice president may serve as a team leader in project management or work directly with clients. Assistants Vice President come from various educational backgrounds and usually hold a Bachelor’s Degree. You may be required to conduct performance reviews, which you would then submit and discuss with your supervisor. Established and maintained effective relationships with Traders/Trustees and members of the investment community. Supervised team of 80+ employees and consultants for $40M deployment of Enterprise Human Capital Management (PeopleSoft) platform for 45K workforce. Ensured team was on board in exceeding customers' expectations with consistent execution of sales activities, targets, and strategies. The ideal candidate should be able to showcase in his or her resume organizational and communication skills, problem-solving orientation, proactivity, leadership, managerial abilities, and teamwork. Managed/administered $700M+ proprietary client holding portfolio including mutual funds, derivatives, equities & fixed-income securities. Coordinated the booking of primary trades requiring trader/deal manipulations for High Yield/High Grade loans related to commitment increases/decreases generated by LOANIQ. Worked with our attorneys to ensure that the documents that they drafted were 100% accurate to the State/County requirements. He analyzes financial statements and prepares spreadsheets, written analyses, reports and summaries for presentation to the bank's credit committee. Created and maintained high level reports and dashboards using Microsoft Excel. Expanded product revenue analysis by creating new summary accounts, streamlined monthly accounting practices and revenue guidance. Member of the negotiation team for key union contracts. Managed statistical reporting process (ISO, NCCI, state data calls, etc.) Managed a loan team with particular emphasis on government guaranteed loans and Taxi Medallion financing. Created new loan products in ESM (Enterprise Security Master) and CATS front-end trading systems. Analyzed and implemented workout strategies for risk rated conventional and SBA loans with aggregate exposure between $100K - $1.5M mitigating loss. The assistant vice president role in most organizations is a senior management position. Reviewed $97MM in loans & renewals representing 27% of total dollars; ranked #1 in the Group. Lead, supported, and coached associates that executed legal documents on the bank's behalf, pertaining to the bank seeking foreclosure action. Performed testing of new products, enhancements and system controls to SBO 2000 and Analytics on Demand as it relates to bond calculations. Modeled internal and external customer service standards and coach employees, offering best customer service experience. Supervised a team that oversaw the prospecting efforts of MWSM's western division. Planned and organized employee seminars, securing speakers and introduced various financial operations training programs. He also manages files dedicated to existing credit relationships and conducts regular reviews to ensure compliance with loan-agreement covenants. Created a financial model that analyzed and estimated $250 million of annual other net interest Income with related balances and associated rates. Instruments traded included: Par/Distressed Bank Loans, Collateralized Loan Obligations, Credit Default Swaps, LCDX Index Swaps, Total Return Swaps, MBS, ABS, Convertible Bonds, Futures, FX (Spot/Forwards/Swaps), Exchange Traded Stocks, OTC and Index Options.