Work Preference
Summary
Overview
Work History
Education
Skills
Certification
Overview - Summary
Work Availability
Accomplishments
Affiliations
Timeline
OfficeManager
AMY MCNAB
Open To Work

AMY MCNAB

Financial Migration Specialist
Birmingham,AL

Work Preference

Work Type

Full Time

Location Preference

On-SiteRemoteHybrid

Important To Me

Career advancementWork-life balanceCompany CultureHealthcare benefitsPersonal development programsPaid time offPaid sick leave401k matchStock Options / Equity / Profit Sharing

Summary

Established Migration and Onboarding Specialist possessing extensive experience within banking and financial sector. Compelling communicator well-versed in facilitating remote training sessions, acting as key client liaison, and engaging personnel across all levels including c-suite leadership. Strong aptitude for leveraging expertise and knowledge to troubleshoot a broad spectrum of issues while educating clients on processes and optimized platform utilization. Proven capabilities in facilitating migrations and support remotely and onsite with industry-related tools including Teams, Jabber, Skype, Webex, Excel, OneNote, Word, Notepad, and a multifaceted array of financial software and vendor integration.

Overview

9
9
years of professional experience
1
1

Multi-Specialty Medical Transcription

1
1

Penetration Testing

4
4
years of post-secondary education

Work History

Treasury Management Migration Specialist

First Horizon Bank
Remote
06.2024 - 12.2024
  • Liaised with customer project teams, replying to inquiries and providing information on ongoing processes.
  • Created data mapping documentation for use in migration efforts.
  • Offered troubleshooting assistance to junior personnel during Preview Period.
  • Utilized source code control for tracking configurations and changes.
  • Documented support procedures, processes and solutions in centralized systems, enabling user self-service.
  • Researched and resolved complex issues discovered during migrations.
  • Coordinated with external stakeholders to align data migration scheduling to minimize business process disruptions.
  • Set up hardware and software in optimal configurations to meet network performance requirements.
  • Coordinated data migration activities for ongoing projects to confirm alignment of progress with prescribed timelines and execution milestones.
  • Improved overall user experience through support, training, troubleshooting, improvements and communication of system changes.
  • Assigned data migration roles and responsibilities for new projects to support successful execution of individual migration tasks.
  • Collaborated with internal teams and customer representatives to determine data migration requirements prior to accepting projects.
  • Analyzed customer data parcels for compliance with specifications, providing analysis of detected gaps.

Treasury Risk and Compliance

Comerica Bank
Remote
01.2022 - 03.2024
  • Collaborated with Product and Implementation departments on migration of top revenue producers from existing payment platform, TM Connect Web, upgrading to Bottomline Technologies platform, Treasury Payments.
  • Utilized WebEx to facilitate training for bank customer administrators as well as Comerica bank personnel on new platform.
  • Resolved complex treasury management customer care cases within strict time limits while ensuring customer understands all processes.
  • Cultivated strong professional relationships with 700+ companies, focusing on White Glove/Tier 1, during migration via email, phone calls, and training sessions.
  • Conducted group bank training sessions for customers.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Developed and maintained courteous and effective working relationships.
  • Strengthened communication skills through regular interactions with others.
  • Self-motivated, with a strong sense of personal responsibility.
  • Gained extensive knowledge in data entry, analysis and reporting.
  • Resolved problems, improved operations and provided exceptional service.
  • Demonstrated a high level of initiative and creativity while tackling difficult tasks.
  • Adaptable individual with exceptional interpersonal skills and talent for building relationships. Known for delivering outstanding service and enhancing client satisfaction. Focused on fostering positive interactions and creating collaborative environment.
  • Provided professional services and support in a dynamic work environment.
  • Proven ability to develop and implement creative solutions to complex problems.
  • Worked effectively in fast-paced environments.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Organized and detail-oriented with a strong work ethic.
  • Identified issues, analyzed information and provided solutions to problems.
  • Developed strong organizational and communication skills through coursework and volunteer activities.
  • Demonstrated creativity and resourcefulness through the development of innovative solutions.

POD Leader

First Horizon Bank
Remote
08.2021 - 01.2022
  • Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
  • Identified team weak points and implemented corrective actions to resolve concerns.
  • Maintained team flexibility and embraced change to adapt within dynamic markets.
  • Instructed team on all aspects of customer data gathering. Shared my screen with colleagues, demonstrating where to locate company information including active users, account administrators, banking services utilized, account limits and permissions, and how to test file imports, notating any corrections needed for data mapping.

TM Migration Specialist & Technical Writer

Mitsubishi Union Financial Group
Remote
08.2020 - 07.2021
  • Company Overview: Japanese Corporate Banking Division
  • Brought onto project early to gather customer data, compose User Guides, and troubleshoot system prior to Pilot.
  • Assigned to migrate MUFG's largest revenue producing client in Pilot due to their large transaction volume and the complexity of their services.
  • White Glove care was provided in training this company's System Controllers and Primary Administrators from token deactivations/activations to logging into platform using a new single sign on.
  • Held 15+ group trainings via WebEx with company staff on how to perform all their banking functions on the new platform.
  • Troubleshot template migration errors and file import rejects.
  • Japanese Corporate Banking Division
  • Liaised with customer project teams, replying to inquiries and providing information on ongoing processes.
  • Coordinated with external stakeholders to align data migration scheduling to minimize business process disruptions.
  • Coordinated data migration activities for ongoing projects to confirm alignment of progress with prescribed timelines and execution milestones.
  • Researched and resolved complex issues discovered during migrations.
  • Assigned data migration roles and responsibilities for new projects to support successful execution of individual migration tasks.
  • Offered troubleshooting assistance to junior personnel during [Type] jobs.
  • Led data migration projects, data file analyses and platform validation.
  • Created data mapping documentation for use in migration efforts.
  • Analyzed customer data parcels for compliance with specifications, providing analysis of detected gaps.
  • Collaborated with internal teams and customer representatives to determine data migration requirements prior to accepting projects.
  • Set up hardware and software in optimal configurations to meet network performance requirements.
  • Documented support procedures, processes and solutions in centralized systems, enabling user self-service.
  • Diagnosed and executed resolution for network and server issues.
  • Improved overall user experience through support, training, troubleshooting, improvements and communication of system changes.
  • Provided faculty and staff with security software and network configuration support.
  • Monitored network hardware operations to evaluate proper configuration.

Treasury Payments Platform Migration

Comerica Bank
Remote
02.2019 - 07.2020
  • Organized and detail-oriented with a strong work ethic.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Identified issues, analyzed information and provided solutions to problems.
  • Resolved problems, improved operations and provided exceptional service.
  • Provided professional services and support in a dynamic work environment.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Proven ability to develop and implement creative solutions to complex problems.
  • Participated in team projects, demonstrating an ability to work collaboratively and effectively.
  • Strengthened communication skills through regular interactions with others.
  • Worked well in a team setting, providing support and guidance.
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
  • Exercised leadership capabilities by successfully motivating and inspiring others.
  • Adaptable individual with exceptional interpersonal skills and talent for building relationships. Known for delivering outstanding service and enhancing client satisfaction. Focused on fostering positive interactions and creating collaborative environment.
  • Developed strong organizational and communication skills through coursework and volunteer activities.
  • Developed and maintained courteous and effective working relationships.
  • Skilled at working independently and collaboratively in a team environment.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Demonstrated leadership skills in managing projects from concept to completion.
  • Goal-oriented professional with proven success in applying analytical skills to solve complex problems and overcome challenges. Dedicated to enhancing team performance and driving business success.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Gained strong leadership skills by managing projects from start to finish.
  • Demonstrated creativity and resourcefulness through the development of innovative solutions.
  • Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.

Treasury Management Migration Specialist

BBVA Compass Bank
Birmingham, AL
03.2018 - 03.2019
  • Partnered with BBVA Support teams on supporting stakeholders with technical issues through providing innovative and effective solutions.
  • Educated staff across all levels on Bottomline Technology-related details for optimized use and performance across banking transactions.
  • Consulted with clients via telephone and email, identifying root cause, running through testing scripts, and resolving user issues.
  • Facilitated training for high BBVA's high revenue producing companies and bank personnel on system navigation via WebEx.
  • Diagnosed and executed resolution for network and server issues.
  • Assigned data migration roles and responsibilities for new projects to support successful execution of individual migration tasks.
  • Provided faculty and staff with security software and network configuration support.
  • Utilized source code control for tracking configurations and changes.
  • Coordinated with external stakeholders to align data migration scheduling to minimize business process disruptions.
  • Set up hardware and software in optimal configurations to meet network performance requirements.
  • Created data mapping documentation for use in migration efforts.
  • Offered troubleshooting assistance to junior personnel during [Type] jobs.
  • Led data migration projects, data file analyses and platform validation.
  • Researched and resolved complex issues discovered during migrations.
  • Improved overall user experience through support, training, troubleshooting, improvements and communication of system changes.
  • Collaborated with internal teams and customer representatives to determine data migration requirements prior to accepting projects.
  • Liaised with customer project teams, replying to inquiries and providing information on ongoing processes.
  • Performed network security design and integration duties.
  • Documented support procedures, processes and solutions in centralized systems, enabling user self-service.
  • Coordinated data migration activities for ongoing projects to confirm alignment of progress with prescribed timelines and execution milestones.

Treasury Management Migration Specialist

Regions Financial Bank
Birmingham, USA
04.2016 - 02.2018
  • Facilitated platform conversion training on Bottomline Technology software for high revenue producing companies through webinars, emails, and phone calls.
  • Led soft handover of assigned clients to Regions Customer service following each wave completion.
  • Met strict deadlines by strategically structuring training session, follow-ups, team meetings, and resolutions for each project wave.
  • Created Salesforce tickets for issue escalation to Product and Implementation Teams, providing support across resolution of platform issues, mapping errors, and payment rejections.
  • Created data mapping documentation for use in migration efforts.
  • Improved overall user experience through support, training, troubleshooting, improvements and communication of system changes.
  • Liaised with customer project teams, replying to inquiries and providing information on ongoing processes.
  • Analyzed customer data parcels for compliance with specifications, providing analysis of detected gaps.
  • Assigned data migration roles and responsibilities for new projects to support successful execution of individual migration tasks.
  • Coordinated with external stakeholders to align data migration scheduling to minimize business process disruptions.
  • Documented support procedures, processes and solutions in centralized systems, enabling user self-service.
  • Offered troubleshooting assistance to junior personnel during [Type] jobs.
  • Researched and resolved complex issues discovered during migrations.
  • Collaborated with internal teams and customer representatives to determine data migration requirements prior to accepting projects.
  • Coordinated data migration activities for ongoing projects to confirm alignment of progress with prescribed timelines and execution milestones.

Education

System Cybersecurity - Penetration Testing

SkillSoft
Livonia, MI
05.2022 - 02.2024

Certified Medical Transcriptionist - Medical Transcription

Ashworth College
Norcross, GA
08.2018 - 02.2000

Criminal Justice

Florida State University
Tallahassee, FL

Criminal Justice

Virginia Commonwealth University
Richmond, VA

Skills

  • Platform Migration & Onboarding
  • Nmap Scanning
  • FinTech Platforms / SaaS
  • Mainframe / Legacy Systems
  • Oracle Core Banking Software
  • MySQL / Microsoft SQL Server
  • Cloud Banking (CRM)
  • Digital & Mobile Banking
  • Bottomline Technologies
  • Leadership
  • Platform migration
  • User training
  • Client communication
  • Customer relationship management
  • Project coordination
  • Technical troubleshooting
  • Process optimization
  • Stakeholder engagement
  • Effective communication
  • Problem resolution
  • Attention to detail
  • Team leadership
  • Innovative solutions
  • Fraud prevention measures
  • Foreign exchange
  • Financial reporting
  • Financial market awareness
  • Process improvement initiatives
  • Collaborative teamwork
  • Cash concentration techniques
  • Electronic payment systems
  • Credit facility management
  • Risk management strategies
  • ERP system experience
  • Regulatory compliance
  • Global treasury operations
  • Bank relationship management
  • Bank account administration
  • Regulatory compliance awareness
  • Accounting principles
  • Risk management
  • Internal controls implementation
  • Treasury operations efficiency
  • Derivative instruments
  • Analytical thinking
  • Intuit quickbooks
  • Asset management
  • Excellent communication
  • Service oriented
  • Account reviewing
  • Payroll processing
  • Professionalism and ethics
  • Confidentiality handling
  • Financial records oversight
  • Financial management
  • Accounts payable software
  • Accounting ledger maintenance
  • Statement review
  • Financial statements expertise
  • Payment verification
  • Vendor account monitoring
  • General ledger maintenance
  • Quickbooks
  • Transaction entry
  • Account reconciliation
  • New hire training
  • ERP systems proficiency
  • Wire transfers
  • Expense reporting
  • General ledger entries
  • Data entry
  • Sheet balancing
  • Bookkeeping
  • Vendor relationship management
  • Finance
  • Bill payment
  • Internal controls
  • Payment scheduling
  • Financial research
  • Invoice processing
  • Accounts payable
  • Check processing
  • Bank reconciliation
  • Relationship building
  • Payment processing
  • System migration
  • Client training
  • Data analysis
  • Time management
  • Apex
  • Cybersecurity
  • Strong multi-tasking skills
  • Salesforce
  • Customer focus
  • User access administration
  • User validation engineering
  • Functional testing
  • Remote technical support
  • Technology integration
  • Workflow management
  • Multitasking
  • Creative problem solving
  • Customization expertise
  • CRM workflow development
  • Server management
  • Usability testing
  • Virtualization technologies
  • Treasury management
  • Client onboarding
  • Process improvement
  • Social perceptiveness
  • Training development
  • Friendly, positive attitude
  • Critical thinking
  • Microsoft office
  • Self-Directed
  • Cultural awareness
  • Calm under pressure
  • Communication
  • Teamwork and collaboration
  • Decision-making
  • Maintenance & repair
  • PPE compliance
  • Internal controls development
  • Adaptable to market fluctuations
  • Workflow coordination
  • Write reports
  • Typing and 10-key entry
  • Platform Migration & Onboarding
  • Relationship building and management
  • Excels in team leadership
  • Work planning
  • Cash handling expertise
  • Organizational skills
  • Staff training
  • Business development expertise
  • Goal setting
  • Professional demeanor
  • Proficient in [software program]
  • Continuous improvement
  • Reliability
  • Interpersonal communication
  • Budget management
  • Business acumen
  • Advanced mathematics
  • Customer service
  • Strategic planning
  • Operational reporting
  • Business activity tracking
  • Internal controls and reporting systems
  • Financial instruments
  • Risk assessment
  • Data integration
  • Performance optimization
  • Support users
  • Quality assurance
  • Interpersonal skills
  • Problem-solving
  • Network testing
  • User support
  • Platform Migration & Onboarding
  • Network protocols
  • Written communication
  • Fault isolation
  • VPN configurations
  • TCP/IP protocol
  • Windows server
  • Self motivation
  • Problem-solving abilities
  • Cloud computing
  • Adaptability
  • Data backup
  • Time management abilities
  • System upgrades
  • Technical support
  • Team building
  • Active listening
  • Staff assistance
  • Diagnose network problems
  • Network support
  • Analytical skills
  • Hardware and software repair
  • Install software
  • Wireless networking
  • Hard drive testing
  • VoIP systems
  • IT security policies
  • Hardware replacement
  • Team collaboration
  • Change management
  • Network security
  • Troubleshooting skills
  • Component installation
  • Security management
  • Cisco systems
  • System administration
  • Mainframe environments
  • Mobile device management
  • Adaptability and flexibility
  • Task prioritization
  • Failure resolution
  • Call triaging
  • Systems due diligence
  • Data management
  • Maintain infrastructure
  • Network documentation
  • Support services
  • Network monitoring
  • Transaction monitoring
  • Dispute resolution
  • Payment reconciliation
  • Cash management
  • Banking operations
  • Deadline oriented
  • Payment systems
  • Transaction processing
  • Banking regulations
  • Client inquiries management
  • Trade request processing
  • Recordkeeping and documentation
  • Accounts receivable
  • Reports generation
  • Exchange rates
  • Customer engagement
  • Works Well Under Pressure
  • Peer mentoring
  • Business ethics
  • Strategic communication management professional
  • Risks assessment
  • Deadline adherence
  • Financial software
  • Documentation and reporting
  • Certified accounts payable associate
  • QuickBooks proficiency
  • Operating procedures
  • Financial investigating
  • Expense reports
  • Deposit processing
  • Currency exchange
  • Currency conversion
  • Conflict resolution techniques
  • Fraud detection
  • Process streamlining
  • Information verification
  • Ad-hoc project support
  • Financial aid application processing
  • Mergers & acquisitions
  • Data verification
  • Multitasking Abilities
  • Payments processing
  • Strong work ethic
  • Flexible schedule
  • Internal control systems management
  • Records management
  • Operational efficiency
  • Financial security
  • Case studies
  • Debt management
  • Data-driven solutions
  • Problem-solving aptitude
  • Database administration
  • Data security
  • OSI network layers
  • Protect assets
  • Root-cause analysis

Certification

Financial Certificates, https://skillsoft.digitalbadges.skillsoft.com/bbefe41b-e89e-422d-8e7e-5b62318d8a1e

Overview - Summary

Established Migration and Onboarding Specialist possessing extensive experience within banking and financial sector. Dynamic leader with track record in developing and directing high-performing teams to consistently deliver projects on time and to scope. Compelling communicator well-versed in facilitating remote training sessions, acting as key client liaison, and engaging personnel across levels including c-suite leadership. Strong aptitude for leveraging expertise and knowledge to troubleshoot a broad spectrum of issues while educating clients on processes and optimized platform utilization. Proven capabilities in facilitating migrations and support remotely and onsite with industry-related tools including Teams, Jabber, Skype, Webex, Excel, OneNote, Word, Notepad, and a multifaceted array of financial software.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments

  • Documented and resolved mapping issues which led to successful imports.
  • Completed all tasks on time with accuracy and efficiency.
  • Collaborated with team of 72+ in the development .
  • Resolved hard/soft login token issues.
  • Documented and resolved [Issue] which led to [Results].
  • Resolved product issue through consumer testing.

Affiliations

  • Toastmasters
  • American Society of Safety Professionals
  • Association of Information Technology Professionals

Timeline

Treasury Management Migration Specialist

First Horizon Bank
06.2024 - 12.2024

System Cybersecurity - Penetration Testing

SkillSoft
05.2022 - 02.2024

Treasury Risk and Compliance

Comerica Bank
01.2022 - 03.2024

POD Leader

First Horizon Bank
08.2021 - 01.2022

TM Migration Specialist & Technical Writer

Mitsubishi Union Financial Group
08.2020 - 07.2021

Treasury Payments Platform Migration

Comerica Bank
02.2019 - 07.2020

Certified Medical Transcriptionist - Medical Transcription

Ashworth College
08.2018 - 02.2000

Treasury Management Migration Specialist

BBVA Compass Bank
03.2018 - 03.2019

Treasury Management Migration Specialist

Regions Financial Bank
04.2016 - 02.2018

Criminal Justice

Florida State University

Criminal Justice

Virginia Commonwealth University

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