Angie Pratt
Brunswick,MD
Summary
Hub Operations Lead with over 23 years of experience specializing in banking operations, risk assessment, and process improvement. Proven track record in conducting detailed audits, enhancing operational procedures, and implementing strategic risk mitigation plans across multiple regions. Equipped with strong skills in project management, data analysis, and written communication, poised to drive operational excellence and compliance in dynamic financial environments.
Overview
23
23
years of professional experience
Work History
Hub Operations Specialist
Truist
10.2017 - Current
- Personally selected by Executive Director of Operations in 2017 amidst workforce reduction initiatives to serve as a key operational expert, providing support to branches across two regions encompassing Greater Washington and Maryland
- Executed online audits on operational procedures and associated documentation, encompassing bank wires, official checks, and signature cards
- Authored executive-level procedures/policies for novel review process concerning branch currency limits, subsequently training colleagues and assuming role of expert advisor for its implementation company-wide
- Detected notable fraud risk associated with third-party application for generating official checks in comparison to internal logging system, providing strategic recommendations to senior bank executives to mitigate risk effectively
- Independently evaluate and make informed decisions on operational matters concerning Power of Attorney, Guardianships, Trust documents, and check approvals, maintaining up-to-date knowledge of operational policies to ensure excellence in risk management
- Excelled in SharePoint administration, overseeing GWOH SharePoint site maintenance for team, and assumed ownership of Hub Team's Outlook account
- Provided expert guidance on Excel best practices via WebEx sessions, enhancing audit efficiency and documentation standards for colleagues
- Ensure timely completion of daily operational tasks, collaborating with Hub colleagues and Hub Team Lead to meet deadlines and fulfill responsibilities seamlessly
- Deliver dependable and empathetic operational support to Consumer & Small Business Banking, as well as other teams across the footprint, promptly responding via Salesforce and telephone channels
- Collaborate with management to evaluate Hub procedures and offer insightful recommendations for enhancement.
Area Operations Officer - Compliance
BB&T
03.2001 - 10.2017
- Independently planned, coordinated, and conducted a variety of internal audits and spot checks to promote and uphold internal policy, safety, and security standards
- Conducted physical, in person audits of branch personnel, documentation, cash, and cash records, for assigned evolving sets of bank branches
- Provided audit training and ongoing best practice training to peers to assist in theirs and the company's growth and efficiency
- Responsible for oversight of daily operational functions and consultation of bank associates which included accurate record keeping and reconcilement, document preparation, processing, monitoring, research, compliance, security, internal control/audit process, and operational risk management
- Effectively presented information and audit findings that are complex and sensitive in nature, both orally and in writing to management, taking into account each manager's preference, working style, and priority to provide tailored support to them and their teams
- In 2004, called upon to train entire team of over twenty regional colleagues on audit function
- In 2010 chosen to travel to Florida for two weeks to assist with a company merger and train an associate in their new role
- In 2015 chosen to travel to Texas for two weeks to assist with a company merger and train an associate in their new role
- Recognized at corporate level as innovative
- Invited to numerous meetings with the CEO, CFO, and Regional President over career.
Skills
- Project Management
- Data Analysis
- Process Improvement
- Time Management
- Detail-Oriented
- Grammar
- Written Communication
- Banking Operations
- Risk Assessment
- Computer Literacy
- Adaptability
- Banking
- Performance Metrics
- Operational Efficiency
- Planning and coordination
Timeline
Hub Operations Specialist
Truist
10.2017 - Current
Area Operations Officer - Compliance
BB&T
03.2001 - 10.2017