Assistant Vice President

Top Assistant Vice President Skills

Below we've compiled a list of the most important skills for an Assistant Vice President. We ranked the top skills based on the percentage of Assistant Vice President resumes they appeared on. For example, 15.4% of Assistant Vice President resumes contained Financial Statements as a skill. Let's find out what skills an Assistant Vice President actually needs in order to be successful in the workplace.

The six most common skills found on Assistant Vice President resumes in 2020. Read below to see the full list.

1. Financial Statements

high Demand
Here's how Financial Statements is used in Assistant Vice President jobs:
  • Compiled database of loan applicants, credit histories, corporate financial statements and other financial information on commercial customers.
  • Provide financial statement expertise to the technology department to help implement the company-wide automation of financial statements.
  • Analyzed financial statements in order to recommend and prioritize the collection of outstanding receivables.
  • Analyzed financial statements and pertinent information to determine creditworthiness of prospective customers.
  • Ensured timely submission of financial statements to the different stakeholders.
  • Credit Underwriter Analyze financial statements to support sound credit decisions.
  • Reviewed customer financial statements, both consumer and commercial.
  • Prepared financial statements monthly and quarterly.
  • Perform and analyze financial statements, including income statements, balance sheet and statement of cash flow.
  • Analyze and interpret personal financial statements, tax returns, and manage clients' credit portfolios.
  • Review work papers, financial statements, and partner capital statements prepared by staff.
  • Performed analysis of financial statements, cash flows, pricing analysis, etc.
  • Analyzed clients financial statements to determine what point-of-sale needs and growth projection.
  • Reviewed financial statements to test and track compliance with loan covenants.
  • Prepare financial statements for the Holding Company.
  • Prepared Annual Financial Statements and the Form 5500 for the 401(k) plan.
  • Assisted in preparation of Summary Annual Report to Shareholders and Proxy Statement Prepared monthly financial statements for Company and Bank.
  • Assisted independent auditors with interim review and year-end audit, as well as prepare annual financial statements and footnotes.
  • Reconciled financial statements, prepared budgets, and forecasted staffing and incentive plan needs.
  • Provide accurate and timely financial statements and reports for internal and external use.

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2. Ensure Compliance

high Demand
Here's how Ensure Compliance is used in Assistant Vice President jobs:
  • Organized and communicated information between owners, property management companies and government agencies to ensure compliance and/or correction to non-compliance issues.
  • Directed credit processing to ensure compliance with company credit policies and external regulations.
  • Reviewed work products and project artifacts to ensure compliance and adherence to established policies, standards, processes and procedures.
  • Managed and reviewed ORIC loans and documents to ensure compliance with federal, state, company and investor guidelines.
  • Input risk acceptances, risk exceptions, and corrective action plans into appropriate tools and ensure compliance and remediation.
  • Analyzed 200 Consumer and Residential Mortgage loans (post closing) annually to ensure compliance with respective lending regulations.
  • Performed detailed Truth in Savings (Regulation DD) audits to ensure compliance within new account opening functions.
  • Develop and recommend policies, procedures and programs to ensure compliance with existing regulations and best practices.
  • Monitored the completion of over 4,000 reconciliations to ensure compliance with daily and monthly investor requirements.
  • Monitored regulations and laws governing IRA accounts, and the required IRA amendments to ensure compliance.
  • Perform reviews of Prepaid Card programs to ensure compliance with Reg E and other applicable regulations.
  • Test current processes to ensure compliance with policies, procedures, state laws and regulatory requirements.
  • Created the mathematical model for the internal risk ratings to ensure compliance with Basel II.
  • Review and approve all drawings to ensure compliance with building rules, regulations and specifications.
  • Conduct loan reviews to ensure compliance with applicable federal and banking regulations.
  • Participate in the development and implementation of new processes to ensure compliance.
  • Maintain knowledge of industry trends and employment legislation and ensure compliance.
  • Monitored multi-million dollar portfolio to ensure compliance with loan covenants and credit approvals.
  • Assessed and updated policies, procedures and practices to ensure compliance with all changing laws and regulations.
  • Conduct Proxy audits to ensure compliance with N.Y.S.E Proxy rules and regulations.

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3. Loan Portfolio

high Demand
Here's how Loan Portfolio is used in Assistant Vice President jobs:
  • Developed statistical based credit scorecards for Citibank's International consumer loan portfolios.
  • Administered the loan portfolio for the bank including mortgages, consumer loans, student loans, and commercial loans.
  • 1998-2003/Managed Indirect Lending Department with the responsibility of ensuring a solid and profitable loan portfolio was being maintained.
  • Managed assigned loan portfolio (approximately $1billon) to ensure compliance with bank policy and procedures.
  • Served in the international division and managed a loan portfolio of $80 million among import/export companies.
  • Developed and implemented audit program for FFELP, private, and school loan portfolios.
  • Managed a $40 million loan portfolio according to loan policies and procedures.
  • Expanded association's loan portfolio from $25 million to $200 million.
  • Managed a loan portfolio of residential and commercial loans totaling approximately $350MM.
  • Analyzed loan portfolio identifying root causes and possible changes on risk profile.
  • Monitor with reporting to help manage the aggregate risk of loan portfolio.
  • Manage a distressed loan portfolio ranging up to $132 Million.
  • Assisted with the preparation and design of the Loan Portfolio Budget.
  • Managed a loan portfolio of a local community bank.
  • Managed a loan portfolio of $30-million.
  • Managed loan portfolio of $50 million.
  • Maintain and service Medical loan portfolio.
  • Supervised transfer of loan portfolio.
  • Managed commercial loan portfolio of $80,000,000.00 in outstandings (for commercial lines of credit and real estate loans).
  • Managed $85 million healthcare loan portfolio in eastern and central Pennsylvania.

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4. Bank Products

high Demand
Here's how Bank Products is used in Assistant Vice President jobs:
  • Worked with middle market and small business clients to provide bank products and financial tools to effectively manage their cash.
  • Trained 15 sales associates to promote a wide variety of bank products and services in contact center environment.
  • Interview potential clients, determine their loan requirements, and facilitate the closing of bank products and services.
  • Participated in local organizations, charitable events and business mixers in order to draw attention to bank products.
  • Developed and managed a $75 million dollar middle market loan portfolio while cross selling other bank products.
  • Provided presentations on bank products to customers and performed weekly planned and purposeful outbound calls.
  • Created digital marketing campaigns for new bank products and services to grow customer relations.
  • Cross sold various bank products and services to existing customers and to prospects.
  • Provided IRA training and cross-selling support of bank products with junior relationship managers.
  • Managed a sales team to market and sell bank products to corporate customers.
  • Created and distributed monthly and year-end reports on various Bank products.
  • Partner with other divisions to cross sell bank products and services.
  • Maintained and grew book of business by cross-selling various bank products.
  • Designed and conducted internal and external training on bank products.
  • Identify cross sell opportunities for various bank products and departments.
  • Exceeded annual mortgage goals and continuously cross-sold bank products.
  • Developed new marketing materials for selected bank products Managed the Lockbox Department.
  • Worked closely with senior management and commercial and business development officers in promoting all trust services and bank products.
  • Managed direct and indirect consumer loans and collections Developed new businesses Directed the cross-sell of all bank products.
  • Originate Residential Home Mortgages Originate and Approve Consumer Loans Cross-sell bank products.

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5. Client Relationships

high Demand
Here's how Client Relationships is used in Assistant Vice President jobs:
  • Collaborated with relationship managers to identify, develop and implement strategies that expand client relationships and result in significant portfolio growth.
  • Developed existing client relationships with the ultimate goal of maintaining existing business and acquiring all new business opportunities.
  • Developed client relationships to identify and implement financial planning, estate planning and additional banking services.
  • Developed new client relationships through communication and knowledge of products and services to increase bank profitability.
  • Managed key accounts, established strategic partnerships and strengthened client relationships.
  • Manage 8 client relationships effectively catering to their individual needs.
  • Establish strong internal client relationships and rapport for effective support of all technology and Lending functional lines and lines of business.
  • Handled complex accounts and sensitive client relationships and was trusted to handle negotiations and assessments on an independent basis.
  • Cultivated new and existing client relationships for bank including high net worth individuals and their businesses.
  • Acquire new business client relationships that lead bank to grow deposit relationships.
  • Maintain existing client relationships and manage a book of business.
  • Served as lead investor relations contact for multiple client relationships.
  • Worked continuously on building new client relationships.
  • Managed new and existing client relationships.
  • Entrusted with managing key client relationships.
  • Manage client relationships and expectations and ensure client deliverables are timely and accurate.
  • Exceed sales and operational performance targets every month and quarter Establish strong client relationships from account opening through life of account
  • Interact with Harmony support as well as other ECN's to setup new bank/client relationships.
  • Plan, schedule and manage daily workflow for given client relationships.
  • Coordinated and facilitated transactions and client relationships with other Bladex overseas offices to increase transactional volume.

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6. Audit Procedures

high Demand
Here's how Audit Procedures is used in Assistant Vice President jobs:
  • Hired and managed LP Managers and implemented loss prevention and safety audit procedures, interview training and hidden camera install/recording procedures.
  • Traveled extensively to branch offices with underwriting audit teams to ensure that audit procedures employed conformed to company underwriting audit guidelines.
  • Updated audit procedures and adherence to compliance regulations to assure that audit examinations were thoroughly executed.
  • Monitor audit procedures for accuracy and completion of functions in adherence to company guidelines.
  • Developed internal audit procedures for department accountability and regulatory compliance.
  • Reviewed and refined audit procedures for consistency.
  • Developed and implemented internal audit procedures.
  • Served as key liaison with internal and external auditors to ensure audit procedures are completed in a timely and efficient manner.
  • Trained audit group members in audit procedures and techniques and bank products such as foreign exchange and interest rate SWAPS.
  • Developed and updated audit procedures for the banks Trust and Investment Departments which were totally outdated at the time.
  • Performed compliance audit procedures on all departments within bank and reported results to the Board of Directors.
  • Created quality programs for three contracts, to include tracking, audit procedures and measurable outcomes.
  • Assist in the development of audit procedures and methodologies used by the internal audit department.
  • Managed daily operations of branch, including the management of eleven employees and audit procedures.
  • Updated audit procedures to adhere with compliance regulations and new developments within the industry.
  • Designed audit procedures to identify and resolve bad debt.
  • Developed operational pre and post closing audit procedures and implemented several fraud detection/prevention tools for the Corporate Quality Assurance Team.
  • Developed new audit procedures when needed Preformed audit and compliance research when needed.

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7. Customer Service

high Demand
Here's how Customer Service is used in Assistant Vice President jobs:
  • Partner with cross-functional teams to identify service level agreements to support quality customer service and prompt issue resolution.
  • Developed internal system to monitor customer service and marketing results.
  • Provided after-sale customer service for all cash management banking products.
  • Delivered and facilitated Leadership and Customer Service training.
  • Provided the highest level of customer service, while maintaining a sales pipeline of 100+ loans in process simultaneously.
  • Assisted the branches and other departments to ensure high level of customer service to business / commercial clients.
  • Mentored, developed, and managed direct report team supporting both general customer service and claims calls.
  • Promote and provides positive customer service and public relations image to staff, neutrals and clients.
  • Developed and maintained relationships with existing banking centers Skills Used Sales, Customer Service, Math
  • Provided quality customer service to grow the relationship and keep the customer for life.
  • Tracked individual team performance and ensured customer service standards were met with quality results.
  • Bank Awards: 2009 & 2010 Hallmark Award for providing outstanding customer services.
  • Formulated solutions to maintain high standards of customer service.
  • Provided customer service throughout the sale.
  • Developed an information architecture strategy and customer service strategy supporting healthcare information delivery.
  • Provided exceptional customer service Assisted customers in exploring potential options and available services.
  • Handle all complex banking matters and provided extemporary customer service for all high net worth clients in the Miami-Dade Market.
  • Provide clients and customer service reps with new and updated month end statements -Reconcile and assess exchange fees.
  • Work every day to maintain a team environment and customer service attitude, adhering to company objectives.
  • Stock products Receive products Customer Service Deliver orders Wrap pallets Load truck Inventory

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8. Real Estate

high Demand
Here's how Real Estate is used in Assistant Vice President jobs:
  • Analyzed business projections, reviewed appraisals to assess collateral position for commercial/real estate credit proposals, and analyzed commercial property leases.
  • Directed and oversaw processing of commercial construction real estate loans from origination to closing including servicing and payoff.
  • Assisted Relationship Managers in Commercial Real Estate Department in the supervision and customer development of a billion-dollar portfolio.
  • Re-organized real estate portfolio data and reporting.
  • Supervised staff in loan and real estate accounting duties, including reconciliation of daily loan activity and general ledger accounts.
  • Prepared auto, personal, secured and real estate loans for members which lead to profitable and loyal relationships.
  • Produced commercial loans for small to middle-market corporations, including SBA, real estate, and agricultural loans.
  • Supervised a team of credit analysts whose function is to support commercial lending and commercial real estate departments.
  • Assisted in the consolidation of the Society Bank and KeyBank Corporate Real Estate function after the bank merger.
  • Instituted and devised the bank s environmental investigation for a $200 million commercial real estate portfolio.
  • Complete annual loan reviews for C&I and real estate term debt facilities exceeding $1,000,000.
  • Keep abreast of overall trends in multifamily, construction, retail and office real estate markets.
  • Closed a myriad of top-tier commercial real estate loans valued at $15MM or greater.
  • Credit requests were across multiple disciplines including personal, commercial, and commercial real estate.
  • Credit facilities reviewed included: commercial revolving, commercial term, real estate and agricultural.
  • Supervised two team members in handling post-close loan transactions for commercial real estate loans.
  • Administered a commercial loan and real estate portfolio of $20 million.
  • Coordinated high valued real estate sales and capital improvements.
  • Analyzed prospective real estate investments ( 42, Low Income Housing Tax Credit properties) by preparing Excel spreadsheet models.
  • Conducted market research and competitor analysis, applying learnings to the real estate development of the retail network.

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9. Equity

high Demand
Here's how Equity is used in Assistant Vice President jobs:
  • Collaborated with investors by monitoring draws for land development and equity loans.
  • Maintained internal equity regarding compensation, stock options and bonuses.
  • Maintained an open and regular dialogue with the business lines including, the foreign exchange, equity and credit derivative desks.
  • Lead analyst and modeler of risk of the bank's products in the equity and CDS fields.
  • Directed a 14 person operational team that produced both 1st Mortgage and Home Equity products.
  • Analyzed the monthly expenses for the global equity derivatives businesses for the group business manager.
  • Produced/reviewed the daily P&L reports for all equity linked products.
  • Facilitated loan settlements and modifications, including Sub Debt and Equity loans.
  • Supervised and managed day to day activities on the equity clearing processes.
  • Experience working with Equity/Fixed Income Reference data and processing ETL applications.
  • Executed listed and over the counter equity transactions for senior traders.
  • Document Analyst/Reviewing files and documents for Home Equity Loans.
  • Procure mortgage loans and home equity loans.
  • Defined and implemented risk models associated with equity derivatives Enhanced models to incorporate portfolio risk calculation.
  • Work on various financial systems implementation projects, and Perform various equity reporting analysis.
  • Key Contributions Established secondary equity trading of Unit investment Trusts, resulting in an increase of daily revenue by 12%.
  • Brown Deer, WI Established learning focus and training tools for Home Equity division of Guaranty Bank.
  • Performed general partner duties in two equity pools of 42 investments and communicated with limited partners.
  • customized SSRS reports including historical risk variables for fixed income, equity, managed future funds.
  • Marketed the firm's equity research to financial advisors in the Atlantic region.

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10. Business Units

high Demand
Here's how Business Units is used in Assistant Vice President jobs:
  • Interacted with fourteen business units and several support organizations to assist in their plan preparation and submission.
  • Worked with business units and technology teams to identify, assess and document business requirements.
  • Liaised with Compliance to ensure business units were adhering to all relevant regulatory requirements.
  • Conducted department presentations for other business units within the company.
  • Provided budgeting and forecasting support for all business units.
  • Directed HR initiatives for two home office business units (Claims and P&C Legal) with 3,300 nationwide personnel.
  • Managed a staff of four analysts in the support of REO business units through the design and implementation of reporting solutions.
  • Advised business units daily on various legal issues that would arise with respect to OTC derivatives transactions and other legal matters.
  • Acted as HR Generalist for the Operations, Customer Service, Sales and Marketing business units supporting 1000 associates.
  • Develop on the job training programs within business units to help bridge the gap between classroom training and operations.
  • Supported five business units in the areas of performance management, employee relations, recruitment and employee benefits.
  • Work with domestic and international business units to facilitate efficient and timely month end close process.
  • Coordinated the development and review of compliance policies with legal and business units.
  • Coordinated cross selling activities with other business units of the bank.
  • Managed and coordinated successful Software Capitalization meetings with the accounting controller of the firm as well as the IT business units.
  • Interact with business units during the requirement gathering & Review phase Developed and performed the quality assurance activities and unit testing.
  • Work with application vendor technology teams as well as Citibank IT development teams and business units.
  • Served as an operations consultant for business units and assisted with the writing of procedures
  • Coordinated Sox requests from auditors with IT business units.
  • Deployed vCloud Director and VMWare Chargeback to allow the delegation of consumption to business units.

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11. Risk Management

high Demand
Here's how Risk Management is used in Assistant Vice President jobs:
  • Provided Risk Management with relevant credit information and transaction specific information to facilitate the Board approval of public finance transactions.
  • Performed audits of key Risk Management functions such as enterprise risk management and operational risk management.
  • Communicated the regulatory and bank requirements for operational risk management to senior managers.
  • Conducted statistical analysis, and presented results to Risk Management leadership.
  • Front office trade support, P&L analysis, risk management and preparation of management reports and presentations for assigned project
  • Directed the human resource strategy to include risk management of an area for 13 states within the Southern Division.
  • Issued monthly Quality Assurance Reports covering trends, ratings, areas of concern and other key risk management observations.
  • Provide claims and risk management services to the firm's largest clients ($1million+ premiums).
  • Created new pledge CD list for risk management by streamlining prior version into more concise material.
  • Managed $10M budget, resources, compliance/risk management, learning, and strategic project planning.
  • Established CGU s Enterprise Risk Management program and serve as CGU s chief risk officer.
  • Governed all aspects of contract management including process, technology and supply chain risk management.
  • Analyzed the gap between the current CDO risk management process and the proposed solution.
  • Delivered presentations on Risk Management to Senior Leadership team as a subject matter expert.
  • Focus was on loan risk management, delinquency control and commercial loan workouts.
  • Trained new hire in the risk management department to assume my prior duties.
  • Designed a trading dashboard to streamline trade flow and risk management.
  • Created risk management analytics for financial and operational processes.
  • Keynote speaker on grain pricing/risk management at Urner Barry Executive Conference.
  • Conduct client onsite professional continuing education in Risk Management, Risk Avoidance, Medical Healthcare Ethics and Claims Management.

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12. Oversight

high Demand
Here's how Oversight is used in Assistant Vice President jobs:
  • Manage the daily business operations, including oversight of all departments related directly to credit information product fulfillment and customer service.
  • Recommended reorganization of the SBU into a regional structure, allowing for greater control and oversight of geographically determined areas.
  • Provided proposal guidance and pricing oversight including estimate development, financial considerations and fiscal management.
  • Facilitated strategy development and performed project oversight needed for key information technology projects.
  • Developed and implemented procedures and reporting templates for International Transfer Agency Oversight.
  • Re-established Compliance Department and managed all regulatory oversight for the branch.
  • Provided management oversight over client audits and internal reviews.
  • Conducted compliance oversight and inspections.
  • Direct oversight of two separate programs for Apple which produced combined yearly revenue in excess of 250K.
  • Overhauled the litigation handling process to ensure appropriate oversight and to first contain and then reduce expenses.
  • Transformed third party oversight and monitoring to comply with regulatory guidance, optimize risk and create value.
  • Report to the CEO/ President and CFO for oversight functions of all a revenue cycle reimbursement.
  • Led audit oversight of premium billing system conversion from IBM mainframe-based system to IDX vendor-based system.
  • Managed joint task force between Irish and Luxembourg fund groups, creating one oversight model.
  • Lead the corporation's accreditation oversight and RI Department of Health compliance functions.
  • Develop and maintain process and procedures for Third Party Vendor Oversight team.
  • Provided Leadership and day-to-day oversight of a team of individuals.
  • Provided oversight for compliance, financial and quality service audits.
  • Provide oversight for system implementations, including SAP.
  • Coordinated Neuro Interventional, and BAT Response programs, including oversight of renovations of Critical care areas to accommodate new services.

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13. Due Diligence

high Demand
Here's how Due Diligence is used in Assistant Vice President jobs:
  • Obtain required KYC information, including customer documentation for enhanced due diligence and updating due diligence on expected activity.
  • Performed in depth business and industry due diligence on fixed income financial instrument purchases from financial institutions.
  • Interacted with customers during initial due diligence and ongoing development of credit/financial history.
  • Managed the bank's Vendor Management Program coordinating the vendor due diligence process, and the annual critical vendor review.
  • Identify potential investors or specific brokers, oversee all pertinent due diligence, negotiate and close the sale.
  • Obtained proper documentation and performed due diligence to originate and close commercial, agricultural, and consumer loans.
  • Conduct due diligence and enhanced due diligence through various sources, both internal and external.
  • Analyze borrowers' financial position, performance, and collateral; review due diligence results.
  • Performed due diligence on potential commercial credits for compliance within bank commercial credit policy.
  • Assist with remediation efforts and projects related to customer due diligence and CIP.
  • Perform extended due diligence quality control reviews for auctioned high risk cases.
  • Involved in due diligence of six acquisitions within a twelve month period.
  • Applied due diligence and obtained overrides and approvals to resolve issues.
  • Performed due diligence, including plant visits and management interviews.
  • Completed all due diligence on each request with minimal supervision.
  • Provide due Diligence review results.
  • Prepared bankruptcy filings for first day motions and completed due diligence requirements.
  • term sheet and pitch book creation, and due diligence.
  • Analyzed residential mortgage loan level data, conducted mortgage servicer due diligence, and reviewed securitization legal documents.
  • Delivered Fannie Mae and Ginnie Mae securitized trades for Due Diligence and Quality Assurance reviews.

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14. Business Development

high Demand
Here's how Business Development is used in Assistant Vice President jobs:
  • Obtained buy-in from region management by implementing weekly conference calls, assisting in joint business development calls and providing constructive feedback.
  • Collaborate with co-workers in business development efforts by effectively describing products and services via phone, email and written proposals.
  • Provide proposal and pricing support for business development efforts.
  • Recognized for superior internal and external business development.
  • Coordinate events/seminars for new business development.
  • Acquired for Skillful and tactical acquisition of new business development for small businesses $250k to $2 million.
  • Supported business development efforts of a relationship manager with a book of business valued over $1 billion.
  • Worked closely with technology and senior management on the creation of the Business Development website and its maintenance.
  • Directed daily operations including branch sales, business development, customer service, compliance and credit analysis.
  • Manage daily operations including branch sales, business development, customer service, compliance and salary budget.
  • Led the weekly Corporate Actions working committee with the Business development group for the past 2 yrs.
  • Coordinate regular travel to client sites to review product performance, sales presentations or ongoing business development.
  • Led sales and service activities and business development to achieve desired results.
  • Assisted with the weekly BAU working committee with the Business development group.
  • Assisted with sales strategies, goals, and business development.
  • Lead new business development in engineering services for mechanical, mechatronic and electrical systems for various automotive products.
  • Collaborated with the Anne Arundel County Chamber of Commerce and participate in community business development efforts.
  • Recognized for internal and external business development by increasing outstanding Receivables by over 30%.
  • Supported business development efforts of senior bankers calling on investment grade healthcare and manufacturing companies.
  • Project Finance and Emerging Markets Group Business development officer in charge of managing Latin American ventures.

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15. Process Improvement

average Demand
Here's how Process Improvement is used in Assistant Vice President jobs:
  • Managed teams of Project Managers and Business Analysts to support new business acquisition, technology implementation, and process improvement projects.
  • Recommend process improvements for daily functions in order to improve efficiency and quality of operations.
  • Created all policies and procedures and implemented recommendations for process improvements in the department.
  • Improved quality of project delivery by developing and implementing several business process improvements.
  • Spearheaded key process improvements to boost customer satisfaction, efficiency and operational savings.
  • Increased effectiveness of compliance processes through continuous process improvement methodology.
  • Assessed internal control structure and procedures for process improvements.
  • Process improvements suggested were well received by management.
  • Complete monthly score card reviews, provide regular feedback, process improvement plans and carry out necessary corrective action.
  • Decreased trade errors and increased profitability for the organization due to CR rule and process improvements.
  • Led the effort in ongoing process management and process improvements and budgets of current sites.
  • Served on various committees and action teams for system implementation and process improvement.
  • Implemented process improvements to ensure the accurate and timely execution of trades.
  • Identified process improvements, training needs, and self service enhancements.
  • Implemented process improvements within the policy service and claims departments.
  • Selected Achievements: * Ensured team compliance with Six Sigma and SSP methodologies as standardized organizational frameworks for continuing process improvement.
  • Develop effective process improvements to streamline standard processes through analytical/strategic thinking.
  • Process Improvement Manager (2003 2005) Identified and implemented multiple process improvement projects to support the overall business strategy.
  • Created process improvements, automating business processes for Life Recordkeeping, resulting in 13 FTE reductions.
  • Offered process improvements to enhance productivity of the audit process and general office workflow.

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16. Project Management

average Demand
Here's how Project Management is used in Assistant Vice President jobs:
  • Recognized for my project management and event planning skills for organizing the bi-monthly departmental and yearly organization celebration.
  • Managed internal project management and IT resources as well as external outsourcing partners during and after implementation.
  • Promoted to senior leadership role overseeing nationwide program management, project management, and engineering teams.
  • Managed client implementation requirements by using project management principles and Six Sigma tools.
  • Centralized project management office for technology function, including governance and career paths.
  • Performed project management and internal consulting services for Senior Management.
  • Advanced project management and coaching/associate assignment management skills.
  • Complete Project Management certification from Temple University.
  • Provided technological expertise for information project management.
  • Project Management and Business Development experience.
  • Led the Project Management and Process Improvement staff in an effort to improve the company's performance and sustainability.
  • Awarded Vision of Excellence for exceptional leadership and project management (1996).
  • Manage firm risk through project management of Global Markets technology / divestiture projects.
  • Provided project management, network installation and systems administration support for the NCTE.
  • Achieved project management school and PMP certification, along with all sourcing leader.
  • Trained employees in Project Management.
  • Project Management and Vendor/External project/datacenter migration management.
  • Project management and support for meaningful use certification PTAR implementation and reconciliation
  • Project management and process development for internal financing workflows.
  • Project Management Converted a Billion Dollar white glove server department from XP to Enterprise Windows 7.

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17. General Ledger Accounts

average Demand
Here's how General Ledger Accounts is used in Assistant Vice President jobs:
  • Reconciled general ledger accounts to subsidiary ledgers and performed various management analysis reporting tasks.
  • Monitored and reconciled general ledger accounts and provided explanations for out of balance conditions.
  • Review reconciliation of asset and liability general ledger accounts associated with Credit Reporting.
  • Reconciled general ledger accounts for residential and commercial loan departments.
  • Reconciled General Ledger Accounts to subsidiary ledgers and resolved discrepancies.
  • Ensured reconciliation of all customer and general ledger accounts.
  • Reconciled various general ledger accounts.
  • Resolved years of outstanding balances in general ledger accounts that were left outstanding by prior managers due to their complexity.
  • Reconciled various general ledger accounts on a daily/monthly basis; initiated CBS Queries as needed to complete various reports.
  • Audit and reconcile General Ledger Accounts at month end including preparation of quarter end revenue accruals and expense deferrals.
  • Involved in the creation and setup of new general ledger accounts and sub accounts used company wide.
  • Reconciled the General Ledger Accounts, as well as other banking systems and reports.
  • Reconcile payroll specific general ledger accounts (monthly, quarterly, and annual).
  • Reconcile investment portfolio, internal bank statements, and general ledger accounts.
  • Prepared daily reports to allocate funds to general ledger accounts.
  • Reconciled general ledger accounts on a monthly basis.
  • Reconcile general ledger accounts; i.e.
  • Worked in the operations department reconciling balance sheets and balancing general ledger accounts.
  • Remediated all non-strategic general ledger accounts in accordance with the Unified Chart of Accounts project ensuring account usage and mappings.
  • Increase efficiencies by properly reconciling of the various general ledger accounts.

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18. HR

average Demand
Here's how HR is used in Assistant Vice President jobs:
  • Synchronized scheduled reports on Oracle data and SQL Server warehouse increasing ease of access/manageability.
  • Develop statistical forecast and optimize using business overlays through extensive communication with the operation.
  • Facilitated international fraud threat assessment resulting in identification/prioritization of high risks for further examination.
  • Motivate and encourage agents through positive communication and feedback.
  • Developed new business through targeted local marketing.
  • Managed three Directors, one Sales Manager, two Sales Coordinators, and thirteen Team Members.
  • Conducted a gap analysis in HR to identify areas of improvement and developed a strategic plan.
  • Introduced a culture of Servant Leadership through training, leading by example and employee development.
  • Recovered $1,695,249 in previously charged off and lost income for the bank through 11/30/2015.
  • Analyzed mutual fund performance through various MPT statistics to determine investment portfolio styles and philosophies.
  • Decreased build-out expense by 16% through strategic sourcing, contract, vendor management program.
  • Managed entire HR function for middle Tennessee area and directly supervised 3 HR staff.
  • Manage the execution of marketing communications sent to card members through card carrier.
  • Provide leadership to partner members through ongoing coaching, training and motivation.
  • Organized off site storage for back up media through Iron Mountain.
  • Developed new business through focused calling effort on targeted firms.
  • Provided technical leadership throughout full project lifecycle.
  • Advised an East Coast client in successfully executing joint venture investments in three radiation oncology providers totaling approximately $10 million.
  • Managed and tracked all requests from design to production rollout to keep tasks on schedule through SDLC.
  • develop customer base through cold calls, contacting existing bank customers.

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19. AVP

average Demand
Here's how AVP is used in Assistant Vice President jobs:
  • Recruited as AVP Sales East, with both individual contributor and strategy development responsibility.
  • Approved AVP Signing Authority to process foreclosure affidavits.
  • Promoted to AVP in 2012 by Managing Director of LPS Default Solutions as the youngest Officer within the Division.
  • Approved AVP signing Authority to process foreclosure documents forwarded by the attorney in support of the foreclosure process.
  • Conduct training presentation for new AVP's with respects to policy & procedures of FinCRIME Team.
  • Progressed from entry level programmer to AVP of Data Processing, managing approximately 25 MIS professionals.
  • Promoted to AVP and Investment Officer, and created and ran MNB Investment Services.
  • Competed on the AVP beach volleyball tour and in various domestic and international events
  • Managed all local marketing and operating budgeting at all East Coast AVP Tour Stops
  • Lead AVP on internal audits of departed loan officers' portfolios.
  • Served as Approval Manager for potential newly promoted AVP's.
  • Joined company as an Assistant Treasurer and promoted to AVP.
  • Served as mentor to new and existing AVP's.
  • Toured professionally on the AVP Beach Volleyball tour/circuit.
  • Conduct training presentation for new in-coming AVP's.
  • Promoted soon after to AVP.
  • Trust Officer, AVP - PaineWebber Trust Facilitated investment of pension plan clients through the Firm's Trust Company subsidiary.
  • Credit Analyst/AVP - worked in the transaction management team where i was liason between market and risk side.
  • Home Federal Savings Bank 1981-1994 AVP Controller & Accounting Manager 1990-1994 Managed required compliance audits for regulatory offices.
  • Awarded "AVP of the Year" award by maintaining a rolling average of 114% for the year.

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20. SQL

average Demand
Here's how SQL is used in Assistant Vice President jobs:
  • Maintained Communicator Contact, Incident Notification SQL databases.
  • Perform extraction and analysis of data from a number of sources including Mainframe, Data Warehouse and SQL Server.
  • Managed SQL Server 2005 (CTB) data warehouse for all data integration and reporting with Reporting Services.
  • Utilized COGNOS, SQL, LOB knowledge and interface to create reports, analyze data and present recommendations.
  • Bridge the knowledge gap and navigate among various processes using SQL, SAS, SSMS and Excel.
  • Consolidated legacy data sources (MSP and proprietary application data) into one central SQL environment.
  • Installed, configured and designed EASTNET application and 2008 SQL Server database on Windows Platform.
  • Installed, designed and upgrade of KYC 5.8 application on MS 2008 SQL Server database.
  • Created complex queries and SQL SSIS packages for reports, data loads and testing.
  • Used advanced Excel formulas, Access database and SQL to analyze the data.
  • Converted them from an access data source to SQL Server 2000.
  • Involved in writing complex SQL Queries to meet client requirements.
  • Started training to become SQL and SQL Server certified.
  • Coordinated and verified successful lifecycle upgrades of servers: hardware, OS, and SQL Server.
  • Computed DB statistics and used Explain plan to tune sql queries.
  • Reviewed development and test deliverables as needed Extensively used SQL for accessing and manipulating database systems
  • Designed and built reporting web applications in ASP and ASP.Net with SQL Server as backend.
  • Architected the Spend Analysis Data Mart using Erwin on SQL Server.
  • Devised partitioning strategies for large tables Wrote Unix shell scripts to schedule eod batch activities and data loads using sqlldr.
  • Administer MS Exchange Server 2003, Symantec email antivirus/SPAM filters Manage MS SQL 7.0/2000 servers.

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21. Business Partners

average Demand
Here's how Business Partners is used in Assistant Vice President jobs:
  • Developed and maintained strong working relationships with business partners and outside vendors; effectively communicated with auditors, insurance brokers.
  • Provide coaching and performance consulting expertise and tools for business partners to effectively develop associates.
  • Influenced and motivated unaffiliated business partners to drive strategic development of Lincoln's Participant Experience.
  • Gather needed information by collaborating with internal business partners.
  • Coordinated implementations with appropriate internal business partners.
  • Host weekly and monthly call using WebEx (recorded) including PowerPoint presentations to Senior Management, Business partners and Stakeholders.
  • Lead the coordination of business partners to establish a new network architecture for community banks throughout the United States.
  • Worked closely with both tech and business partners in order to improve ongoing relationships, communication and process.
  • Present effectively on forecast results, key assumptions, and business drivers to senior management and business partners.
  • Resolve complex outsourcing transition issue of over $3M by negotiating with internal and external business partners.
  • Led migration projects by negotiating and working with business partners to migrate new utilities and scope creeps.
  • Streamline creative execution processes to deliver greater experiences for business partners within the Card Carrier Channel.
  • Provide counsel to business partners on recommended messages, placement, run dates and audiences.
  • Occupied Chief of Staff role, collaborating with senior business partners throughout the organization.
  • Compile, customize and analyze reports and data for management and business partners.
  • Maintained and networked clients and business partners to ensure the firms competitive edge.
  • Work with Legal, Risk, Compliance and Continuity of Business partners to monitor and track vendor activities (i.e.
  • Present internally and externally at executive briefings, conferences, agents councils and to outside business partners.
  • Assist with Ad-hoc reporting and deep dives when requested by business partners.
  • Collaborate with internal business partners to ensure that all documents are in compliance hence reducing any reputational or operational risks

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22. Special Projects

average Demand
Here's how Special Projects is used in Assistant Vice President jobs:
  • Participated in Special Projects including successful transition and systems integration of Washington Mutual Portfolio losses to the Home Equity Portfolio.
  • Managed special projects and reporting required by investor and senior management.
  • Managed special projects requested from management.
  • Directed and administered diversity initiatives, compensation, staffing, benefits, employee relations, training, safety and special projects.
  • Set department goals, long range planning, budget preparation, development of departmental procedures and other special projects.
  • Review, approve or question expenses for contractor workforce, new licenses or materials needed related to special projects.
  • Assisted Controller with special projects, including acquisitions and preparation of company prospectus for public stock issue.
  • Conducted annual employee reviews, spearheaded special projects and audits as requested by upper management.
  • Develop and implement automated solutions for reporting, and work on various special projects.
  • Assisted other departments with special projects by contacting counties and retrieving recorded documents.
  • Participated in special projects relating to the bank's acquisition of Fleet Bank.
  • Trade settlements, Amendments, Restructuring, Special Projects and any metrics reporting.
  • Performed special projects and quarterly surprise cash counts at various branch offices.
  • Attended industry wide seminars; weekly and monthly reporting, special projects.
  • Assist management with any special projects or reports they may need.
  • Perform special projects for management as assigned.
  • Supported Accounting department on special projects.
  • Assisted senior management in special projects.
  • Designed and implemented management procedures report to track phases, completion of service bureau projects, custom programming and special projects.
  • Attend SIA Industry seminars and Broadridge Financial Solutions Inc focus group meetings, special projects, monthly reporting.

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23. Balance Sheet

average Demand
Here's how Balance Sheet is used in Assistant Vice President jobs:
  • Performed all aspects of financial statement analysis, income statements and balance sheet projections, as well as profitability analysis.
  • Managed monthly/quarterly balance sheet reporting, income statement analysis, variance explanations; presented results to senior management.
  • Prepared consolidated Finance Desk daily Balance Sheet for worldwide legal entities totaling approximately $80 billion.
  • Participated in reconciliation and preparation of journal entries and reports for month end balance sheet and P&L closing process.
  • Managed balance sheet and income statement accounts for assigned products to ensure monies were properly applied and reported to senior management.
  • Review journal entries related to Balance Sheet, view/explain Balance Sheet variances and upload Balance Sheet data for management to view.
  • Report and analyze balance sheet drivers, including net funding requirements, to accurately calculate P/L for equity business units.
  • Handled and reconciled Balance Sheet accounts and provide to Compliance and Legal explanations of variances and breakage.
  • Evaluated Balance Sheet and P&L and provided monthly statement summaries to Senior Management.
  • Evaluated quarterly income statements, balance sheets, cash flow statements to determine funding needs.
  • Reviewed all journal entries, balance sheet reconciliations and month end financial reporting.
  • Updated P&L/Balance Sheet Hyperion reports for monthly meetings; researched discrepancies.
  • Handle LOB accrued expenses, prepaid expenses, and balance sheet amortizations.
  • Perform daily & monthly Position and Balance Sheet Reconciliations.
  • Created PS/n Vision reports to create consolidate by BU reports, Month End Balance Sheets and customized the Income statement reports.
  • Established a mentorship program and obtained volunteers to complete quarterly balance sheet reviews in sister facilities.
  • Implemented several new Hyperion Essbase financial reporting cubes for revenue, balance sheet and expense analysis.
  • Design report templates (company Income Statement, Balance Sheet (Actual, Budget and Forecast, etc.)
  • Created "Total Balance Sheet" S.W.O.T custom analysis and financial counseling.
  • balance sheet and income statement); protection (i.e.

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24. Direct Reports

average Demand
Here's how Direct Reports is used in Assistant Vice President jobs:
  • Established Project Management teams in two business areas- Treasury and Telecommunications- with 4-10 direct reports.
  • Managed the investor relations program (from public to private ownership and planning for public ownership) with three direct reports.
  • Managed 4 direct reports, 45 security officers, and 7 executive officers across 10 branches and world headquarters.
  • Supervised a team of 7 direct and indirect reports, supporting 600 associates, located in 2 locations.
  • Led cross-functional team of 10, including 2 direct reports, in meeting and exceeding business development objectives.
  • Executed multiple projects concurrently and provide accurate budget reporting to CIO and CFO and their direct reports.
  • Attracted, led, and developed five accounting manager direct reports and twenty accounting professional indirect reports.
  • Supervised 12 direct reports and Acted as a liaison between management, team, and customers.
  • Have two managers that are direct reports and six administrators that are indirect reports.
  • Provided decisive leadership and direction for $400,000 budget and 3 direct reports.
  • Managed 4 direct reports including courier staff, security and facilities maintenance personnel.
  • Provide coaching to direct reports while promoting Positive Working Environment.
  • Manage four direct reports and support staff of 65.
  • Coach, mentor, and develop direct reports.
  • Drive promotion of career development to direct reports.
  • Provided leadership and management for two direct reports.
  • Hired, developed and supervised three direct reports.
  • Managed 25 employees with four direct reports.
  • Supervised team of 26 Direct Reports.
  • Managed staff of 320 (Direct reports-6 managers, 14 supervisors.

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25. Executive Management

average Demand
Here's how Executive Management is used in Assistant Vice President jobs:
  • Prepared performance evaluations and conducted production meetings with the executive management committee for loan approval.
  • Allowed Executive Management to compensate their Direct Reports based on more accurate profit analysis.
  • Provided graphical analysis, key performance indicators and custom metrics for executive management.
  • Administer employee equity programs, partnering with executive management and external vendors.
  • Advise President and Executive Management of potential liabilities and recommend appropriate action.
  • Worked closely with executive management and board committees.
  • Created Metrics for executive management team.
  • Arranged presentations to Executive Management.
  • Experience with accruals tracking, billing models, budget reviews, project accounting, executive management reporting and cost accounting.
  • Elevated the customer's voice to executive management by gathering and sharing employee feedback through Customer Connection Forums.
  • Organize the monthly sales meeting to produce the monthly forecast and provide variance analysis to executive management.
  • Conduct research and analyze findings to support business operations and present the findings to Executive Management.
  • Planned, organized, and attended industry conferences, and meetings with executive management and investors.
  • Provide monthly reports for executive management and/or the Board for tracking of contributed income.
  • Present reports to committee comprised of senior executive management and Board of Directors.
  • Created, presented and sold proposals to C-level Executive Management and business owners.
  • Proposed Orphan Relationship business to Executive Management Committee ($16MM NPV).
  • Contribute ideas and provide reports in company strategy meetings and annual board retreats with executive management.
  • Determine any deficiencies or gaps and present new ideas to executive management in order create cost reductions and/or efficiencies.
  • Designed and developed metrics, dashboards and ad-hoc and standard reports for senior and executive management utilizing SSRS.

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26. Business Requirements

average Demand
Here's how Business Requirements is used in Assistant Vice President jobs:
  • Interpreted and translated specific IS business requirements into technical requirements, and develop new and improved technical procedures and process controls.
  • Defined business requirements and tested statement enhancements such as multiple Visa card activity and selective insertion.
  • Performed GAP analysis for business requirements and followed Agile/Waterfall methodologies for implementation.
  • Translated internal business requirements and initiatives into strategic sourcing plans.
  • Translate business requirements and consolidate information for IT teams.
  • Identify product configuration and customization of business requirements.
  • Designed complete Technical Specifications using business requirements.
  • Translate business requirements into technical specifications.
  • Provide technical assistance in identifying, evaluating, and developing systems and procedures that are cost effective and meet business requirements.
  • Analyzed business requirements, designed database, coded and tested batch and on-line programs in COBOL II using DB2 database.
  • Gather Business Requirements and created functional and technical requirements across multiple projects and work streams on large projects.
  • Work closely with the client to establish control and execute plans as per client s business requirements.
  • Consulted with Business Partners to evaluate new business requirements, determine resource needs and develop cost estimates.
  • Involved in meeting with Functional Users to understand the Business requirements.
  • Analyze business requirements, functional specs and develop testing scripts.
  • Analyzed business requirements, provided technical knowledge to produce specifications and functional design for application additions, changes and modifications.
  • Designed/implemented UI/trader workflow enhancements by writing detailed business requirements documenting new functionality for development.
  • Designed conversion code in accordance with business requirements for multi-cut firm approach.
  • Developed business requirements documentation and standards for strategic and non-strategic systems development efforts.
  • Review and updating KPIs/SLAs in place with on shore and off shore offices as processes and or business requirements change.

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27. Credit Risk

average Demand
Here's how Credit Risk is used in Assistant Vice President jobs:
  • Performed periodic analysis to identify, monitor market and credit risk exposures and provide detailed reporting to Senior Management.
  • Communicate decisions that most effectively mitigate credit risks for SANB, including data integrity and validity of information submitted.
  • Direct reports included four Regional Credit Risk Managers and four Regional Supervisors & indirectly managed approximately 50 analysts.
  • Delivered housing crisis analysis, credit risk management and reporting process recommendations.
  • Obtain Credit Risk Management approval on Loan Commitments, Amendments, Waivers, and other documentary changes via Risk Portal System.
  • Evaluated the level of credit risks and recommended loan ratings, corrective actions, and ways to mitigate weaknesses.
  • Conducted in-depth research and financial analysis to develop an assessment of a financial institution's credit risk profile.
  • Administer knowledge and advice on underwriting, policies and procedures and credit risk guidelines for loan officers.
  • Accessed entire bank portfolio by industries, business type, and products to minimize credit risks.
  • Coordinated efforts with credit risk and capital markets on revision of third party originator score card.
  • Developed strategies and assessed credit risks in order to properly manage the portfolio.
  • Reconcile and analyze historical trends, and present to Senior Credit Risk Management.
  • Assessed credit risk using cash flow, industry and country risk.
  • Reviewed other product models in the credit risk modeling group.
  • Obtained modification of Bank policy to reduce credit risk.
  • Managed the Emerging Market Credit Risk reporting team.
  • Avoided credit risk for BNP Paribas by declining participation in questionable syndicated facilities and not recommending credit line requests.
  • Project Description - Calculates & reports pre-settlement, settlement, and issuer exposure risk based on credit risk factors.
  • Coordinate transfer of watch-list counterparties, and liaise with Recovery Management, the workout group within Credit Risk Management.
  • Provide credit solution and credit risk mitigation Identify credit risks and assign an appropriate internal credit rating.

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28. AML

average Demand
Here's how AML is used in Assistant Vice President jobs:
  • Facilitate vendor consolidation efforts to streamline internal processes, increase business efficiency and gain significant cost reductions.
  • Organized communication between bank staff and external financial statement auditors, streamlining correspondence to maintain efficiency.
  • Streamlined reporting process by designing more efficient TM1 roll-up structure eliminating duplication of efforts.
  • Manage alerts from specific AML Transaction Monitoring Scenarios across all affiliates.
  • Support sales efforts of team by streamlining processes and aiding in the team's effectiveness and achievement of performance goals.
  • Streamlined appraisal process to run annually vs. anniversary, tailoring each appraisal to specific position based of job competencies.
  • Restructure & Recovery Operations Streamline reporting, manual Excel spreadsheets to automated reports from the systems of record.
  • Worked closely with Chief Risk Officer and BSA Officer to reduce losses and improve AML compliance.
  • Tracked, reconciled and streamlined client funded projects ranging in value of $1-$2M.
  • Streamlined sales tax accounting procedures through close collaboration with Australia Corporate Tax and Accounts Payable teams.
  • Managed the introduction and integration of Banker's Toolbox AML software with the BSA/OFAC Officer.
  • Manage client expectations of banking process with multiple departments to provide a seamless experience.
  • Communicate with affiliate counterparts to discuss and present case finding on new AML Trends.
  • Subject Matter Expert on major AML and Privacy State and Federal regulations.
  • Created and streamlined monthly sales reporting and risk management processes.
  • Streamlined work flow and clearly defined staff roles.
  • Key contributor in the development of AML strategy.
  • Streamlined operations,improved efficiency, and increased profit margins.
  • Led the predictive analytics project of developing challenger AML risk scoring models.
  • Perform AML transactional analysis to identify risks, trends and potential suspicious activity in reference to Barclays affiliates.

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29. SOX

average Demand
Here's how SOX is used in Assistant Vice President jobs:
  • Work with SOX control owners to identify/mitigate potential risk to financial misstatement.
  • Presented bi-weekly progress and results on the company's compliance with SOX 404 to the chairman of the audit committee.
  • Implement and Maintain Comprehensive Compliance and Risk programs as well as facilitate and coordinate SOX compliance reviews.
  • Collaborate with external auditors PWC to perform audits of various SOX compliance and financial audits.
  • Assisted in the following Audit Departments: SOX, Loan Operations and Commercial Lending.
  • Experience creating and implementing new SOX controls over journal entries and reconciliation review procedures.
  • Performed audit processes for Sarbanes-Oxley (SOX) compliance on equipment reporting.
  • Contributed to the initial company-wide Sarbanes-Oxley (SOX) compliance effort.
  • Implemented and monitored new SOX regulations as required by funding bank.
  • Work with internal audit and PWC audit groups for SOX compliance.
  • Worked as SOX and Finding coordinator for the risk management team.
  • Applied SOX Controls for all the development work across globe.
  • Manage all SOX IT auditing for Investment Management Americas.
  • Implemented controls to assure compliance with NAIC MAR initiative (insurance equivalent to Sox) by directing corporate audit function.
  • Worked with Internal and External Auditors for Sox and internal audit compliance.
  • Participated in initial rollouts of Wachovia SOX process and executed standard audit programs including SOX and Business Continuity Plan.
  • Created and approved Sarbanes Oxley (SOX) and Defense Contract Audit Agency (DCAA) compliance reports.
  • Administer Sarbanes Oxley (SOX) testing and coordinate activities related to independent financial audits.
  • Managed the implementation of a corporate-wide Sarbanes Oxley [SOX] Act compliance solution.
  • Discover Assess Control Test Remediate to support SOX & GLBA compliance.

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30. New Accounts

low Demand
Here's how New Accounts is used in Assistant Vice President jobs:
  • Analyzed client specific investment objectives for new accounts and to develop solutions to ensure proper allocations and compliance within corporate strategy.
  • Developed new and efficient procedures to ensure timely openings of new accounts; supplied information and documentation for audits.
  • Developed procedure documentation to define functional processes for new accounts reducing required FTE's.
  • Maintained excellent relationships with current advertisers and developed over 100 new accounts by targeted approach in meeting clients' needs.
  • Documented all processes and procedures for new accounts adhering to OFAC guidelines, USA Patriot Act and other regulatory standards.
  • Worked directly with Sales professional s on-boarding new accounts, conducting system and process training, and portfolio management.
  • Managed diverse responsibilities, including oversight of procedures for new accounts, new-loan orientations and training of new hires.
  • Moved to New Accounts and then to assistant to the President/CEO where I prepared all loan documentation.
  • Reviewed all new accounts to ensure accuracy, evaluate risks, and aid in strategic planning.
  • Provided reports and updates of new accounts progress, along with supplying reports of outstanding documents.
  • Launched Canada's 1st Internet banking service resulting in 180,000 new accounts in 12 months.
  • Increased acquisition by 150% year over year, leading the district in new accounts.
  • Performed audits for new accounts, loan documents and teller drawers on a weekly basis.
  • Opened and maintained new accounts; forwarded all settlement instructions to local offices.
  • Reviewed new accounts at opening to ensure all documentation were accurate and complete.
  • Number one in bringing in new accounts to the San Francisco office.
  • Handle internal audits for New Accounts Department.
  • Implement new accounts in Pam.
  • Prospected and established new accounts with financial advisors.
  • Managed team of 38 Sales Reps and Managers to successfully maintain existing business and bring in new accounts.

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31. Performance Management

low Demand
Here's how Performance Management is used in Assistant Vice President jobs:
  • Contributed to the development and implementation of corporate Human Resources programs and initiatives regarding performance management, and employee relations issues.
  • Led key organizational change initiative including the development of core competencies and rubrics to align performance management across the organization.
  • Managed core talent management processes including the company-wide employee engagement survey, performance management, talent reviews and succession planning.
  • Designed an enterprise-wide performance management process, including the selection and implementation of a new talent management system.
  • Supported management and staff in the identification and resolution of employee relations, performance management and compensation issues.
  • Developed and implemented desktop support SLA's and technician performance management system utilizing Remedy data.
  • Conducted staff performance management evaluations and provided mentoring to improve staff performance.
  • Designed and deployed a job specific, goal-based Performance Management program
  • Manage the annual performance management process, including talent assessment, calibration, development planning, succession planning and talent mobility.
  • Managed Organizational Effectiveness processes from On-boarding, Talent Planning, Performance Management, Training & Development, and 360 feedback.
  • Provided Generalist duties to client groups in areas such as recruitment, corrective action, performance management and policy interpretation.
  • Implemented the performance management cycle by setting objectives, providing daily coaching, weekly reviews and personal development training.
  • Created the first performance management program for represented employees that included monthly work goals and process improvement plans.
  • Oversee all aspects of staffing, perform as coach/mentor, and oversee all performance management of staff.
  • Provided data to internal divisions such as marketing, accounting internal audit, and performance management.
  • Established the performance management program and trained all levels of employees on the new process.
  • Manage performance management review in monthly, quarterly, and annual basis.
  • Support the administration of the Performance Management Process within the section.
  • Provide strategic direction and leadership in regards to customer satisfaction, quality assurance, employee engagement, and performance management.
  • Increase database performance management capabilities of DBAs by implementing InDepth for SQL and Oracle databases.

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32. High NET

low Demand
Here's how High NET is used in Assistant Vice President jobs:
  • Assisted structured products sales desk developing customized derivative products for high net-worth private clients.
  • Managed account relationship high net worth clientele that utilize separately managed accounts.
  • Provided full-service banking to high net worth clients and businesses by consulting and providing an array of financial recommendations and plans.
  • Directed and built the brokerage sales, operations and marketing team promoting client retention of high net worth clients.
  • Cultivated network of contacts, prospects, and intermediaries connected to high net worth Israeli community globally.
  • Partnered with banker in delivering high quality Private Banking products and services to high net worth individuals.
  • Managed book of business of over $300MM predominantly composed of high net worth Latin American families.
  • Registered Representative for 14 years managing a book of business for medium and high net worth households.
  • Managed and maintained a diverse credit portfolio of over 150 high net worth individuals and businesses.
  • Developed, marketed, sold, and managed consumer related products for high net worth clients.
  • Managed full-service banking relationships with high net worth customers and oversaw portfolio of highly complex accounts.
  • Provided trade and sales support to High Net Worth Sales and Structured Products Trading desks.
  • Evaluate and underwrite credit requests with no upper limit for High Net Worth individuals.
  • Worked with high net worth clients in three major areas.
  • Developed new business relationships in tri-county area with a focus on middle-market businesses and high net worth individuals.
  • Counseled high net-worth individuals and global corporate clients with regard to investment opportunities, risk analysis, and monetary returns.
  • Developed a new portfolio of high net worth clients through building a network of internal and external referral sources.
  • Represented JPMorgan in the area of ultra high net worth trusts and estates tax.
  • Resolve inquiries from internal Financial Advisors and high net worth clients.
  • Worked with entrepreneurs, company CFOs, CEOs and executives with high net worth and high income levels.

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33. FX

low Demand
Here's how FX is used in Assistant Vice President jobs:
  • Implemented and tested Recon system for the CGMI FX platform allowing automation of that function, thereby eliminating a dedicated resource.
  • Lead the development of low latency high throughput FX Pricing Engine and FX Order Management Systems written using java/oracle.
  • Prepared P&L schedule and distributed to global FX middle office areas to update for actual results.
  • Facilitate USD and FX loans booking, funding requests, loan payments, wire transfers and servicing requirements.
  • Implemented in house strategy to avoid any FX breaks related to LoanIQ ledger debits and credits.
  • Supported FX and futures traders located in London, Asia and New York.
  • Characterized FX spot and implied volatility data using ARIMA and GARCH-with-mean processes.
  • Set up new and existing accounts for DerivSERV Match and FX Clearing.
  • Reviewed client administration specialist recons, new accounts, and FX requests.
  • Accompany FXPB Sales on initial client visits and assist with sales pitch.
  • Perform complex FX transaction as needed pertaining to clients standing instruction.
  • Trained FX accounting clerks and acted as backup in their absence.
  • Used Delta and FX Exposure for profit and loss presentations.
  • Designed and implemented pricing models for the FX Trading Group.
  • Conducted analysis of FX risk and country exposure for portfolio.
  • Applied value-at-risk (VAR) analysis to FX portfolios.
  • Create client module so that every other module (Fx rate, SDS, Product) can expose their web services.
  • Pension Plan Transition Led transition project to move EFX assets from Bank of NY trust system to Mellon trust system.
  • Prepared daily position and Fx Risk analysis for the US and Latin American Derivative books.
  • Managed and created competitive e-RFX events in support of Midrange and Mainframe Infrastructure Solutions.

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34. Annual Budget

low Demand
Here's how Annual Budget is used in Assistant Vice President jobs:
  • Assisted General Manager with preparation and presentation of annual budgets, including detail supporting schedules and assumptions.
  • Contributed to and supported the annual budget compilation and treasury department wire services/inter-company settlement functions.
  • Prepared annual budget and operating within its limitations.
  • Spear-headed the division's financial quarterly forecast, annual budgeting process, operating plan variance analysis and special projects.
  • Directed the annual budgeting process for a $510 million dollar expense base for all lines of business.
  • Prepared for conversion of market banks, annual budgeting, and training of ten staff accountants.
  • Maintained annual budget for Coordination and Intelligence of $50K, aligning with corporate budgetary goals.
  • Direct Management responsibilities for 9 cost centers with combined annual budgets of $10.3 Million.
  • Prepared the annual budget, all monthly financial statements, and all government reporting.
  • Set annual budgets, and contract wording on all new and renewal accounts.
  • Created annual budget for the firm's subscriptions and publications contracts.
  • Assisted in the preparation of annual budgets and quarterly projections.
  • Coordinated $60MM annual budget and management reporting in Hyperion.
  • Assist Sr. Management on annual budget review and planning.
  • Partnered with senior leadership to prepare annual budget.
  • Maintain Annual Budget module and planned expenses.
  • Led annual budget and strategic planning processes.
  • Develop and manage annual budgets.
  • Managed the annual budget and monthly forecast for current year and managed the three to five year outlook.
  • consolidated profit and loss, sales production, product mix, annual budget, commission detail, referrals, etc.)

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35. Sales Goals

low Demand
Here's how Sales Goals is used in Assistant Vice President jobs:
  • Joined organization as a staffing manager and received multiple promotions for over achieving upon sales goals and exhibiting strong leadership qualities.
  • Worked closely with team management in meeting sales goals and strengthening customer relationship for assigned territory.
  • Developed and implemented sales plans to achieve sales goals on a monthly basis while motivating personnel to provide excellent customer service.
  • Developed partnerships with commercial bankers and bank associates in other lines of business to achieve sales goals.
  • Adhered to sales goals based on account growth, market penetration, and required weekly sales activities.
  • Develop and maintain relationships with Wells Fargo partners to maximize sales goals and achieve minimum service standards.
  • Encouraged retention and growth of all accounts while striving to meet sales goals and financial projections.
  • Design compensation plans, sales goals, reports and team structure for six direct reports.
  • Build up a growing lending portfolio to meet demanding sales goals during tough economic times.
  • Supervised a team of 35 Sales/Customer Service associates to exceed call center and sales goals.
  • Recruit, Train, Lead new talent to meet and exceed their annual sales goals.
  • Meet or exceed sales goals on a monthly, quarterly and annual basis.
  • Maximized sales opportunities and achieved top 5% new investment account sales goals.
  • Expanded staff knowledge of bank products and sales techniques to exceed sales goals.
  • Provided strategic leadership to drive the achievement of customer service and sales goals.
  • Required to meet & exceed monthly, quarterly and yearly sales goals.
  • Exceeded sales goals by over 100% while managing the portfolio.
  • Motivated team to identify sales opportunities to exceed sales goals.
  • Set sales goals for personnel.
  • Achieved sales goals and performance metrics, increased value of book of business, developed annuitized revenue streams.

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36. Action Plans

low Demand
Here's how Action Plans is used in Assistant Vice President jobs:
  • Activate and communicate incident action plans to all affected organization elements to ensure successful recovery and resumption of business processing.
  • Managed and communicated action plans with servicing managers when significant gaps were identified within the servicing control environment.
  • Managed action plans for strategic and tactical initiatives that supported primary objective.
  • Reviewed implementation action plans of loss mitigation for adequacy and completeness.
  • Monitored turnover and developed action plans for identified areas of improvement.
  • Worked closely with executive management and legal to assess risks, verify audit deficiencies, and develop corrective action plans.
  • Audit brokers' books of business; develop and implement action plans to improve quality, profit and growth.
  • Assisted with timely and accurate reporting of all quality control findings, action plans and root cause analyses.
  • Work with legal team to address existing compliance cases and form corrective action plans to eliminate similar incidents.
  • Coached business leaders on implementing action plans to address feedback obtained from an employee survey.
  • Research, identify risk, and create strategic action plans in auto finance division.
  • Partner with the businesses to develop effective action plans to address deficiencies identified.
  • Delivered financial center action plans for growth and income objectives.
  • Monitored results and set appropriate action plans where necessary.
  • Helped business units develop goals and action plans.
  • Devised custom action plans to help all university departments meet established strategic objectives and management incentive scheme around employee engagement.
  • Established collaboration with Senior Leadership teams on designing successful action plans that improve overall performance.
  • Developed action plans to remediate control deficiency and implement efficiency improvements.
  • Lead Cargill's global ethics and compliance program, with responsibility for development and implementation of strategy and action plans.
  • Provide analytical support of key controls and status of mitigation and action plans.

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37. Citi

low Demand
Here's how Citi is used in Assistant Vice President jobs:
  • Reported to deputy head of Citigroup Corporate Strategy and Business Development.
  • Monitored and analyzed the global pricing control process for $200 billion of Citigroup investments across all the trading desks.
  • Direct and communicate banking center goals, implementation of, designated activities, soliciting the various retail bank products.
  • Led development of three independent groups across multiple cities in North America working on one project.
  • Partnered with Citibank's Eastern Regional Cash Management Sales force.
  • Delivered functional training for Twin Cities Banking Group.
  • Investigated and reported suspicious activity received through incident reports from Citi investment servicing unit pertaining to incoming and outgoing wires.
  • Engineered and manage the monthly business financial package presented to senior operation management and Citi Audit Committee.
  • Developed quantitatively driven strategies through business models and segmentations to expand current CitiCards Core portfolio.
  • Led ITRS system implementation within Citi Research Technology adhering to organizational compliance Standards.
  • Key contributor to on boarding 1500 employees through a multi-billion dollar acquisition from The Associates to Citibank.
  • Worked on DataMart application for real time replication of databases for Citi Research Readership reports.
  • Worked as SME (Subject Matter Expert) for various modules within Citi Research Applications.
  • Provided support to all modules of critical Citi Research application starting from Authoring to Readership.
  • Work with Legal partners to ensure referrals where worked according to Citi Guidelines.
  • Ensured that the Legg Mason Brokers transitioned to the Citigroup trading platform.
  • Served as AVP Product Specialist for the Citi Supplier Finance team.
  • Managed all aspects of the Faciities Dept including the supervision of two Facities Assistants.
  • Prototyped Chat as a multi channel publish/subscribe application using Vitria's Velociti.
  • Prepared System Sales Pitch for Citi Collaboration tool that rates and reviews the featured system functionalities.

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38. FHA

low Demand
Here's how FHA is used in Assistant Vice President jobs:
  • Underwrite and assist in closing oversight as well as research-related support for the FHA-insured mortgage loans originated through the LEAN program.
  • Supervised the direct support of eight underwriters on all loan types' Conventional, FHA and VA loans.
  • Led a team tasked with moving the FHA portfolio from HomeSaver platform to Equator short sale processing system.
  • Managed non-prime, FHA and VA loss mitigation portfolios, 5 direct reports, and 55 indirect reports.
  • Originated mortgage loans for in-house ARM programs, FHA/VA, Rural Development and Illinois Housing Authority.
  • Originated FHA, VA, agency and non-agency loans for both purchases and refinance transactions.
  • Managed FHA and Conventional deficiencies and kept within monthly goal for the entire center.
  • Assisted in the creation and maintenance of the Virginia FHA after sale conveyance process
  • Approved MAP Underwriter in full range of FHA mortgage insurance programs.
  • Position requires a working knowledge of FHA and FHLMC requirements.
  • Maintained a tier 1 rating for the FHA loan portfolio.
  • Approved FHA/DE Underwriter, VA Automatic Underwriter.
  • Supervised FHA Title I loan program.
  • Maintained reporting of FHA files.
  • Ensured the timely collections of open wires For FHA and Conventional loans to ensure dollars were not lost.
  • Assist with office management - Underwrite all loans - FHA, VA, Conventional and Alt A loans
  • Developed exception reporting to catch issues related to a new process within the FHA line of business.
  • Manage Pre-Sale Foreclosures on Prime and Subprime Loans for FHA, VA and Conventional Loans.
  • Review documents and make sure borrowers meet the guidelines for FHA and Conventional loans.
  • Approved and denied Conventional and FHA mortgage loans, following mortgage standards.

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39. UAT

low Demand
Here's how UAT is used in Assistant Vice President jobs:
  • Analyzed applicants financial status, credit and property evaluation to determine feasibility of granting loans.
  • Compiled program evaluation reports, analyzed results and made recommendations to management.
  • Evaluated multiple capital projects including joint ventures for effectiveness and efficiency.
  • Identify and evaluate investment risks, and implement solutions that adhere to policy while meeting client needs.
  • Evaluated online banking system upgrades and enhancements for their effectiveness by developing and executing UAT test scripts.
  • Compile and design training presentations, activities, workbooks, assessments, evaluations, team leader briefings.
  • Evaluated ongoing financial performance to ensure customer compliance, and mitigate any lender risk exposure.
  • Evaluated ratios, credit scores, appraisal valuations and other factors to determine eligibility.
  • Developed risk mitigation strategies, control design, and program evaluation techniques for clients.
  • Used SWOT Analysis to evaluate training materials and provided feedback to improve curriculum.
  • Evaluate health care and medical data to support sales & marketing activities.
  • Understand the importance of handling sensitive material and situations with discretion.
  • Focused on remedying situations that could impact customers or the firm.
  • Created UAT scripts for LOB to utilize during migration phase.
  • Recruited and evaluated the performance of 25 call center representatives.
  • Evaluated and analyzed CMO deals using Bloomberg and identified value for our clients.
  • Evaluate monthly claims results and prepare various management reports to explain differences.
  • Evaluate effectiveness of strategies and segmentations through various program tests.
  • Calculated balanced scorecard metrics used for management evaluations Maintained Tm1 database utilized for Stress capital planning and 10 year plan.
  • Prepare and present annual performance evaluations, including promotion and disciplinary actions.

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40. Performance Reviews

low Demand
Here's how Performance Reviews is used in Assistant Vice President jobs:
  • Exceeded expectations on performance reviews.
  • Managed daily activities and performance reviews for staff of 20, consisting of desk managers, phone clerks, and runners.
  • Administered annual performance reviews and career development for staff, including technical interviews for recruitment of full-time employees and part-time consultants.
  • Diagnosed sales training needs utilizing field, customer, and corporate consultation, direct employee observation, and sales performance reviews.
  • Acted as liaison with the department manager on work flow, colleague performance reviews, and human resources issues.
  • Managed inspections, audits, marketing / advertising, performance reviews, budget management, rent and policy changes.
  • Initiated department goals and objectives, individual goals and objectives and annual performance reviews for the Forecasting Department.
  • Managed two Senior Financial Analysts, conducted yearly performance reviews and assisted them in their career planning.
  • Conducted staff performance reviews inclusive of performance staff goals, staff production & production volumes.
  • Perform other common managerial duties regarding attendance, vacation scheduling, performance reviews, etc.
  • Prepare semi-annual employee performance reviews, control spend as it pertains to inventory control.
  • Conduct semi-annual performance reviews, provide coaching, and resolve customer escalations.
  • Preformed Mid-Year, Year End, and performance reviews for team members.
  • Facilitate and complete performance reviews on a semiannually and yearly basis.
  • Supervised a staff of 12 and conducted annual performance reviews.
  • Conduct performance reviews and work with Human Resources on corrective actions
  • Track all merit increases and performance reviews.
  • Executed audit and yearly performance reviews.
  • Develop and conduct employee performance reviews.
  • Achieved "High Performing" rating on quarterly and annual performance reviews.

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41. Sharepoint

low Demand
Here's how Sharepoint is used in Assistant Vice President jobs:
  • Migrated Legacy Image Generation Document Sharing system to SharePoint and assisted in Database Design of Primary Production and Backup systems.
  • Developed Microsoft Access Database with over 50 users globally utilizing Microsoft SharePoint to integrate tasks between different departments' needs.
  • Lead member of Instructor Community of Practice responsible for maintaining SharePoint Communication Board.
  • Created new processes and procedures for stakeholder/associates reporting to SharePoint site.
  • Identified content management priorities and improvements for Marketing SharePoint site.
  • Uploaded and updated reporting information from SharePoint website.
  • Developed and maintained the MB SharePoint site as well as the INFO1 Recovery Strategy Tracker to ensure data quality.
  • Spearheaded SharePoint taxonomy and site setup, including upgrades to 2007, 2010 and 2013.
  • Maintain key group documentation/trends (via SharePoint, shared drives and Access Databases).
  • Created new tools needed for evolving requirement updates for SharePoint system.
  • Update technology team's SharePoint site and documentation.
  • Managed & Designed team SharePoint website.
  • Provide system administration for Verint call recording system and SharePoint.
  • Provided technical support and maintenance for SharePoint sites, web-based trainings, and all simulations and interactions.
  • Created Staffing documents on Sharepoint to report daily attendance.
  • Experience with Sharepoint and Discovery.
  • Implement client side tool such as Essbase SmartView and Excel add-in, as well as OBIEE/SharePoint to consume OLAP source data.
  • Utilized Sharepoint lists and reporting services to create real time reporting and statistical information, including versioning of data records.
  • Utilized Microsoft Office, Visio, Project, Atlassian Jira, and SharePoint to facilitate efforts.
  • Maintained Citi Research "Runbooks" on SharePoint to maintain/share the application knowledge-base.

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42. Credit Reports

low Demand
Here's how Credit Reports is used in Assistant Vice President jobs:
  • Prepare detailed financial projections, financial analysis and credit reports for existing and potential clients.
  • Administered and interpreted background checks and credit reports on individuals and businesses.
  • Analyzed municipal bond issuers' creditworthiness and wrote internal credit reports.
  • Developed credit reports with surveillance rating recommendations for each assigned issuer.
  • Review all credit reports, loan documents, and financial statements for adherence to bank, state and government guidelines.
  • Follow for annual credit reports, financial statements, tax returns, property tax payments, insurance, etc.
  • Developed keen market research and valuation skills through mastering of real estate software and deal presentation credit reports.
  • Reviewed credit reports, income statements and tax information to enable clients to purchase and refinance property.
  • Assigned, scheduled, and reviewed credit reports that were prepared by analysts for discount committee meetings.
  • Review financial statements, credit reports, debt to income ratios, BPO's on accounts.
  • Review and provide initial approval for Opportunity Memos, Credit Review Memorandums and Problem Credit Reports.
  • Reviewed loan files to determine eligibility by reviewing credit reports, debt to income and collateral.
  • Executed the loan origination process, including ordering credit reports, appraisals and preliminary title reports.
  • Assist in presentation of credit reports to lending officers and / or approving officers.
  • Reviewed and analyzed financial statements, tax returns and credit reports.
  • Review financial statements, appraisals, credit reports and applicable ratios.
  • Ordered credit reports and flood determinations.
  • Reviewed individual and business credit reports through TransUnion and Experian to determine creditworthiness of borrowers.
  • Reviewed consumer credit reports to evaluate the customer's credit worthiness
  • Reviewed loan documents and credit reports for appropriate collection action..

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43. SBA

low Demand
Here's how SBA is used in Assistant Vice President jobs:
  • Managed commercial mortgage and SBA processes, documentation clearing and documentation preparation process for SBA and commercial mortgage portfolio.
  • Supported $380 million SBA loan portfolio by managing operational and documentation requirements.
  • Implemented internal control procedures/policies to ensure SBA policy compliance.
  • Hired as part of a team to start an SBA department in a start-up bank; obtained PLP status within 6 months
  • Conducted various seminars, including SBA product training, to prospects/customers introducing the various product lines of the bank.
  • Work with SBA to insure proper documentation is completed in order to maintain the integrity of the SBA Guaranty.
  • Work with Third Party Lenders to obtain proper documentation to submit the loan guaranty request to the SBA.
  • Led 10 SBA and Commercial Mortgage Officers in performance of closing processes for loans.
  • Solicited and underwrote commercial loans up to $2,000,000 including SBA loans.
  • Expanded credit activities to include Commercial, SBA and Real Estate lending.
  • Assisted & coordinated in preparing loan packages for SBA take out.
  • Developed and managed 85% of bank's SBA loan portfolio.
  • Top producer of SBA loans (government funded transactions).
  • Expanded and increased SBA lending efforts.
  • Experience with government guaranteed loans (SBA/USDA), consumer lending and Special Assets credit workouts.
  • Reconciled SAP, Essbase, and TM1 data sources to ensure the publication of accurate data.
  • Administered $50M total corporate and dressbarn divisional budgets.
  • Managed dressbarn brand financial operations, plus Corporate Finance.
  • Maintained an Essbase cube for a six-month project.
  • Implement Drillthrough capability from high level aggregation to detail transactional data through Essbases studio.

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44. New Clients

low Demand
Here's how New Clients is used in Assistant Vice President jobs:
  • Reviewed existing clients' current environmental insurance programs and identify potential environmental exposures for new clients.
  • Attended meetings for new clients and organized procedures for timely transition to Citigroup trading implementation
  • Utilized different community business partners to help solicit potential new clients.
  • Prepared proposals, implements new clients, and preforms reviews, resulting in retaining and expanding existing relationships.
  • Prepared a full credit evaluation of existing and new clients by analyzing and interpreting financial data.
  • Closed and underwrote $300MM of commercial construction loans the majority were with new clients.
  • Mortgage Broker, Reliant Mortgage Network and Market Mortgage Products to generate new clients.
  • Network and market Mortgage Products to generate new clients and service existing customers.
  • Facilitated 3 retirement seminars to prospective clients, resulting in 10 new clients.
  • Achieved 100% track record of winning proposals and developing new clients.
  • Acquired new clients through networking, referrals and leveraging business relationships.
  • Lead role in creating sales seminars for potential new clients.
  • Prospect new clients through lead generation and follow-up.
  • Recruited new clients and managed existing accounts.
  • Start up of any new clients.
  • Manage majority of new clients.
  • Developed business for bank by prospecting for new clients through professional networking, community involvement and volunteerism.
  • Configured new clients as well as trading venues using SQL inserts directly into a Sybase base.
  • Meet with and advise existing and new clients.
  • Correspond with new clients for DerivSERV Match Onboarding.

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45. Staff Members

low Demand
Here's how Staff Members is used in Assistant Vice President jobs:
  • Managed 15 staff members responsible for various 401(k) functions such as collections, statement production and plan migration.
  • Managed a sales team of 5 staff members for sales productivity, quotas, and monthly branch goals.
  • Managed 60 staff members who supported diverse functions including Document Fulfillment, Visa Disputes, and Marketing Support.
  • Managed five staff members providing day-to-day support to over 9,000 employees and 300 retirees across the country.
  • Coached and mentored 15+ staff members including technical training, performance reviews, and salary administration.
  • Managed three staff members providing employee benefits and support to 5,000 employees and retirees.
  • Designed company procedures manuals and simplified vendors' manuals for all staff members.
  • Promoted to orchestrate the operations of staff members within the Consumer Lending Department.
  • Managed projects and provided status updates to executive staff members as needed.
  • Managed team of 53 staff members in an Item Processing Area.
  • Supervised 2 additional staff members dedicated to the Auto Buying Program.
  • Trained, mentored and supervised departmental staff members on specific tasks.
  • Provided leadership and direction overseeing the performance of varied staff members.
  • Lead the career development and performance management of staff members.
  • Supervised accounting staff members in Accounting and Claim Departments.
  • Managed and mentored at least six less-experienced staff members.
  • Manage a team of 9 staff members.
  • Managed team of five staff members.
  • Led a team of 100 staff members.
  • Managed and trained staff members to uphold quality standards and timeline requirements.

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46. Gaap

low Demand
Here's how Gaap is used in Assistant Vice President jobs:
  • Analyzed Statutory and GAAP financial statements to approve new ventures and business opportunities.
  • Maintained financial reporting integrity by enforcing internal accounting policies and GAAP.
  • Established review and sign-off mechanisms, to ensure GAAP-compliant data entry into the satellite systems which are managed by non-accounting personnel.
  • Prepared and reviewed financial statements and footnotes for SEC filings (10Q, 10K, 8K) using GAAP.
  • Provided for the maintenance, development and implementation of GAAP and Statutory accounting policy, procedures and financial controls.
  • Review and articulate GASB and GAAP financial statements such as Statement of Activities and Cash Flow & Fund Balances.
  • Reviewed internal GAAP and Statutory financial statements, and led management reporting, including trend and variance analysis.
  • Reviewed the Bank's financial statements to ensure accuracy and compliance with GAAP and regulatory requirements.
  • Utilized expertise in SEC and GAAP reporting, including 10-K, 10-Q and Secondary Public Offerings.
  • Advise on application of US tax laws and GAAP accounting standards to non-US plans.
  • Review Statutory and GAAP Tax Reporting on a quarterly and year end basis.
  • Monitored compliance of all software development capitalization to GAAP and SOX rules.
  • Manage annual budget and forecast processes, GAAP reporting, management reporting.
  • Ensured that all accounting procedures and policies adhered to GAAP standards.
  • Monitor expense accruals and income estimates in accordance with GAAP.
  • Drafted and issued financial statements, ensuring conformity with GAAP.
  • Monitored cash flow and ensured operational compliance with GAAP.
  • Managed growth of GAAP premium.
  • Assist in the review of statutory audited and GAAP unaudited financial statement footnotes.
  • Provided accurate and timely reporting of GAAP financials, budgets, reforecasts, and variance analysis.

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47. Internal Controls

low Demand
Here's how Internal Controls is used in Assistant Vice President jobs:
  • Developed, implemented, and managed policies and procedures to provide internal controls necessary to maintain data integrity and consistency.
  • Evaluate and document internal controls, identifying strengths and weaknesses of financial, regulatory, and operational business divisions.
  • Developed and implemented cash management procedures governing receipt, custody and disbursement of funds to improve internal controls.
  • Implement and manage appropriate business processes and internal controls for regulatory compliance.
  • Performed testing and inquiry and observation of internal controls with management.
  • Evaluated internal controls for audits of financial and accounting operations.
  • Update, revise or initiate bank policies and procedures based on regulatory changes, internal controls and examinations by supervisory agencies.
  • Evaluated content of risk and performed self-assessment on various businesses to ensure the correct internal controls are in place.
  • Managed department responsible for annual budgeting, financial reporting and internal controls for the Atlanta Consumer Banking Group.
  • Implemented solutions of efficiency and internal controls by streamlining and automating month-end and P&L process.
  • Participated in the development of compliance policies and procedures to demonstrate firm had appropriate internal controls.
  • Worked closely with internal audit to ensure that internal controls are adequate and operating.
  • Identify internal controls and implement new controls to strengthen the overall environment.
  • Manage the internal controls review and annual audit with external auditors.
  • Established internal controls for accounts payable and accounts receivable processes.
  • Implemented numerous reports for internal controls and reduction in errors.
  • Create and implement internal controls, document procedural manuals.
  • Tested compliance of internal controls.
  • Designed internal controls to address SOX deficiencies Oversaw remodel of accounting space, including contractor procurement, design and project management
  • Create department policies and procedures that streamline the department and maintain proper internal controls.

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48. Ofac

low Demand
Here's how Ofac is used in Assistant Vice President jobs:
  • Maintained satisfactory audit and risk controls emphasizing compliance with KYC, BSA, AML, and OFAC regulations.
  • Subject Matter Expert for branch security, fraud, BSA, AML, and OFAC policies and procedures.
  • Served as the Bank s OFAC administrator and handled all issues related to OFAC and other sanction programs.
  • Ensured compliance with applicable federal and state regulations including FinCen, OFAC, SEC and FINRA.
  • Reviewed new account opening materials and liquidity product setups using KYC and OFAC database.
  • Ensured compliance of cash control, B.S.A., Patriot Act, OFAC regulations.
  • Coordinated with consultant to establish yearly BSA/AML, OFAC, and Reg.
  • Conduct SPF and NGO annual reviews for future OFAC check.
  • Facilitated bi-monthly BSA and OFAC training to all new hires.
  • Contributed to bank-wide OFAC reviews after 9/11 terrorist attacks.
  • Reviewed and updated BSA/AML/CIP/OFAC policies and procedures.
  • Completed annual risk assessments of BSA/AML/OFAC.
  • Adhere to compliance; KYC, AML, OFAC, Fraud Prevention, BSA, along with bank policies and procedures.
  • Stay current on relevant laws: BSA, USA Patriot Act, OFAC, etc.
  • Assisted in the branch completion and understanding of BSA, AML, KYC and OFAC.
  • Reviewed and approved OFAC and FinCEN 314(a) false matches.
  • Escalated OFAC and Worldcheck true hits to compliance to determine course of action and research further if necessary.
  • Validated World Check & OFAC hits against HSBC's internal watchlist to determine continuation of account opening process.
  • Monitor bank compliance requirements for OFAC Sanctions list utilizing Metavante/FIS Prime Compliance.
  • Oversee OFAC in Clearing department Update and implement department AML related policies and procedures KYC review on correspondent bank customers

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49. OCC

low Demand
Here's how OCC is used in Assistant Vice President jobs:
  • Managed attendance occurrences for internal tracking and for performance management.
  • Maintain and update all training materials as policy and procedural changes and enhancements occurred, typically on a weekly basis.
  • Coordinate with Trade Reconciliation department to ensure accurate and timely settlement, using ACT, OCS, NSCC/DTCC/OCC web Portals.
  • Directed property and facility managers in the operation of 800 bank-owned or occupied properties in the Northern California region.
  • Saved $21 million in future occupancy expense through aggressive negotiations and disposition of 13 former branch premises.
  • Review state specific foreclosure documents for accuracy of information, compliance of policies and procedures and OCC requirements.
  • Provide independent Quality Control testing of the Sub-Servicers adherence to HMDA, Federal Regulations and the OCC Bulletin.
  • Risk management and governance of the Bank s model inventory for compliance with OCC 2011-12/FRB SR 11-7.
  • Achieved a 100% rating on the OCC external audit for the Loss Mitigation Department.
  • Worked with outside counsel to provide documents for review as set forth by the OCC.
  • Audited all payment programs to ensure compliance with all OCC and FFIEC regulations.
  • Coordinated all OCC examinations, control assessments, audits and related responses.
  • Assisted Department Manager with preparing documentation for the OCC and Internal Audit exams
  • Coached writers to deliver crisp, clear and timely OCC-compliant messaging.
  • Assisted in research to ensure fraudulent activity was not occurring.
  • Functioned as external audit and OCC liaison.
  • Assist on all External Audits conducted by the FDIC, FFIEC, CFPB and OCC.
  • Created and oversee virtual technical teams to determine root cause and permanently eliminate reoccurrence and risk mitigation.
  • Instituted and performed as the global escalation point for both the ZMK currency redenomination, and the OCC symbology conversion.
  • Represented the bank as a public speaker through out the community on a variety of occasions and celebrations.

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50. External Auditors

low Demand
Here's how External Auditors is used in Assistant Vice President jobs:
  • Coordinated with internal and external auditors during quarterly reviews and annual audits.
  • Provided support for regulatory examinations, and internal and external auditors.
  • Manage relationships with external auditors, attorneys and senior management.
  • Manage relationship with external auditors on matters relating to controls.
  • Prepared quarterly analytic reviews and supporting documentation for external auditors.
  • Discussed improvements with external auditors.
  • Work closely with Internal and External Auditors by answering their questions and providing supporting documentation as needed.
  • Work with internal and external auditors and consultants on audit projects and provide information as needed.
  • Coordinate with internal and external auditors on agreed upon work procedures and compliance issues.
  • Act as a liaison between IT Management and External Auditors and ensure successful audits.
  • Reported monthly to the audit committee and assist with answering questions for external auditors.
  • Assisted external auditors during year-end and quarterly audits by answering or resolving their inquiries.
  • Supervised quarterly, interim and annual audits by both Internal Audit and external Auditors.
  • Coordinate audit work with the FDIC and State examiners and our external auditors.
  • Provide assistance to internal and external auditors in compliance reviews.
  • Worked closely with external auditors, internal auditor and compliance.
  • Coordinated with external auditors, actuaries and State Examiners.
  • Review compliance procedures with both internal and external Auditors.
  • Respond to external auditors with year-end audit fieldwork inquiries.
  • Act as primary contact with internal & external auditors.

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20 Most Common Skill for an Assistant Vice President

Financial Statements19.1%
Ensure Compliance19%
Loan Portfolio8.8%
Bank Products8.6%
Client Relationships5.5%
Audit Procedures5.1%
Customer Service4.7%
Real Estate3.8%

Typical Skill-Sets Required For An Assistant Vice President

RankSkillPercentage of ResumesPercentage
1
1
Financial Statements
Financial Statements
15.4%
15.4%
2
2
Ensure Compliance
Ensure Compliance
15.4%
15.4%
3
3
Loan Portfolio
Loan Portfolio
7.1%
7.1%
4
4
Bank Products
Bank Products
6.9%
6.9%
5
5
Client Relationships
Client Relationships
4.4%
4.4%
6
6
Audit Procedures
Audit Procedures
4.2%
4.2%
7
7
Customer Service
Customer Service
3.8%
3.8%
8
8
Real Estate
Real Estate
3.1%
3.1%
9
9
Equity
Equity
2.5%
2.5%
10
10
Business Units
Business Units
2.1%
2.1%
11
11
Risk Management
Risk Management
2.1%
2.1%
12
12
Oversight
Oversight
1.9%
1.9%
13
13
Due Diligence
Due Diligence
1.8%
1.8%
14
14
Business Development
Business Development
1.7%
1.7%
15
15
Process Improvement
Process Improvement
1.5%
1.5%
16
16
Project Management
Project Management
1.5%
1.5%
17
17
General Ledger Accounts
General Ledger Accounts
1.5%
1.5%
18
18
HR
HR
1.4%
1.4%
19
19
AVP
AVP
1.2%
1.2%
20
20
SQL
SQL
1.2%
1.2%
21
21
Business Partners
Business Partners
1.2%
1.2%
22
22
Special Projects
Special Projects
1%
1%
23
23
Balance Sheet
Balance Sheet
0.9%
0.9%
24
24
Direct Reports
Direct Reports
0.9%
0.9%
25
25
Executive Management
Executive Management
0.8%
0.8%
26
26
Business Requirements
Business Requirements
0.8%
0.8%
27
27
Credit Risk
Credit Risk
0.7%
0.7%
28
28
AML
AML
0.7%
0.7%
29
29
SOX
SOX
0.6%
0.6%
30
30
New Accounts
New Accounts
0.6%
0.6%
31
31
Performance Management
Performance Management
0.6%
0.6%
32
32
High NET
High NET
0.6%
0.6%
33
33
FX
FX
0.6%
0.6%
34
34
Annual Budget
Annual Budget
0.6%
0.6%
35
35
Sales Goals
Sales Goals
0.6%
0.6%
36
36
Action Plans
Action Plans
0.6%
0.6%
37
37
Citi
Citi
0.6%
0.6%
38
38
FHA
FHA
0.6%
0.6%
39
39
UAT
UAT
0.6%
0.6%
40
40
Performance Reviews
Performance Reviews
0.6%
0.6%
41
41
Sharepoint
Sharepoint
0.6%
0.6%
42
42
Credit Reports
Credit Reports
0.5%
0.5%
43
43
SBA
SBA
0.5%
0.5%
44
44
New Clients
New Clients
0.5%
0.5%
45
45
Staff Members
Staff Members
0.5%
0.5%
46
46
Gaap
Gaap
0.5%
0.5%
47
47
Internal Controls
Internal Controls
0.5%
0.5%
48
48
Ofac
Ofac
0.5%
0.5%
49
49
OCC
OCC
0.5%
0.5%
50
50
External Auditors
External Auditors
0.5%
0.5%

10,867 Assistant Vice President Jobs

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