Hi, I’m
Ann Onuma
Queens,NY
The way to get started is to quit talking and begin doing.
Walt Disney
Summary
Dedicated professional with demonstrated strengths in customer service, time management and trend tracking. Good at troubleshooting problems and building successful solutions. Excellent verbal and written communicator with strong background cultivating positive relationships and exceeding goals.
Overview
21
years of professional experience
Work History
IFM Investors
Manager, Transaction Management & Support Ops
04.2023 - Current
Job overview
- Manages Data Quality and ensures compliance
- Portfolio administration, and Asset management
- Provides support to the Debt Investment Team
- Provides support to Treasury Services
- Manages a team responsible for payment, security Enrichment, Funding, and a variety of interest and fees payments
- Daily General ledger review
- Cash break reconciliation
- Oversees client inquiries and investigations
- Identifies control deficiencies and implements appropriate procedure and solutions to mitigate any risk of control losses
- Reviewed and cleared various exception reports including fees, interest, past dues.
Citibank
Vice president Sn Manager Loan Agency
07.2022 - 04.2023
Job overview
- Oversaw loan documentation review while providing support to tasks related to same
- Created, developed, and maintained effective relationships with colleagues, management, internal/external clients, and stakeholders
- Responsible for escalating control gaps and issues to senior management
- Worked closely with the Deal Closing Team (DCT) and with the Treasury department
- Managed inquiries and investigations, reconciled and investigated Cash breaks
- Managed General ledger review
- Managed Data Quality and ensured compliance
- Handled Data Quality review
- Managed a team of loan Administrators
- Managed the daily workflow, which includes tight deadlines.
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Cross-trained existing employees to maximize team agility and performance.
- Maximized performance by monitoring daily activities and mentoring team members.
Citibank
Assistant Vice President, Loan Sr Analyst
09.2020 - 06.2022
Job overview
- Managed loan documentation review while providing support to a related task
- Managed a team of loan Administrators
- Ensured compliance with applicable laws, and regulations
- Responsible for escalating control gaps and issues to senior management
- Identified loan related control deficiencies and implemented appropriate procedures & solutions to mitigate any risk or control losses
- Managed customers inquires and investigations and worked on complex loans
- Reviewed the General ledger to ensure books are reconciled & investigated cash breaks
- Consulted with Front Office with regards to loan related issues and escalated, managed, and reported control issues with transparency.
UBA Group
Loan Services and Back Office Manager
01.2011 - 09.2020
Job overview
- Managed day to day operations of money transfers and Treasury Back-Office activities
- Managed Money Markets transactions and End of day processes
- Ensured all systems (SWIFT, FED) reconciled
- Managed management reports and efficient day-to-day running of all business operations
- Provided support to the Chief Operating Officer (COO)
- Reviewed and authorized work input by Loans Specialist(s) and provided timely feed-back to Loan Specialist(s) and customers
- Consulted with Loan Administration and Front Office with regards to Facility set up on the system
- Reviewed loan credit documents and input loans and established
- Consulted with internal and External Auditors in completing annual audit reviews
- Developed and implemented department policies and procedures.
- Received purchase orders and processed invoices for payment.
- Organized office operations, leading daily activities and controlling correspondence.
- Managed invoices from vendors to assist accounting department in reducing annual expenses.
- Worked with IT department to address technology issues and shortfalls.
- Designed and implemented office policies and enforced standards.
UBA Group
Loan Service Supervisor
09.2008 - 01.2011
Job overview
- Worked with the Risk Management Team on OCC remediation for consent order issued
- Ensured all systems are reconciled, SWIFT, FED payment system
- Responsible for all management reports
- Responsible for the efficient day-to-day running of all business operations
- Reviewed and authorized work input by Loans Specialist(s)
- Provided timely feedback to Loan Specialist(s) and customers
- Liaised with Loan Administration and Front Office with regards to Facility set up on the system
- Managed the daily workflow and ensured daily deadlines are met
- Reviewed loan credit documents and input loans
- Established and monitored KPI's for my team
- Liaised with internal and External Auditors in completing annual audit reviews
- Developed and implemented department policies and procedures
- Backed-up the Trade finance Manager
- Reviewed Letter of Credited related documents
- Established and monitored KPI's for my team.
UBA Group
Branch Operations Manager
06.2007 - 06.2008
Job overview
- Vault management & maintenance (cash portfolio)
- Responsible for Business office administration
- Staff leadership motivation, risk, and control
- Managed the bank's expense & income portfolio
- Supervised all transfer instruction & inquiries
- Electronic card linkage & activation
- Effectively managed the operations Team
- Established and monitored KPI's for my team.
UBA Group
Head Customer Service Office
06.2006 - 06.2007
Job overview
- Addressed client issues in a high-pressure environment daily
- Implemented new policies and procedures conducive to an effective work environment
- Periodically reviewed open positions and cash reconciliation items with client
- Identified potential issues and escalated the same in a timely manner when necessary
- Effective supervision of Customer Service Officers (CSO's)
- Managed other banks inquiries on customers
- Account opening & termination
- Weekly proof of internal account.
UBA Group
Customer Service Officer
07.2005 - 06.2006
Job overview
- Trained new Team members on account opening and closure
- Managed all customer's complaints and inquiries
- Managed other banks inquiries on customers
- Designed new process to improve account opening process
- Account opening & termination.
UBA Group
Bank Teller
01.2003 - 07.2005
Job overview
- Cash receipts & payments to customer
- Handling customer's inquiry as frontline personnel.
Education
Harvard University
Sustainable Business Strategy, Diploma
Abia State University
BSC in Public Administration, B.SC
Skills
- Loan Documentation Review
- Portfolio & Asset management
- Treasury & Back Office functions
- Exception and Reconciliation Reports
- Control Deficiencies identification
- Loan Syndication, Origination & Bilateral
- Microsoft Office- Excel, Word, PowerPoint, Outlook, Macro
- Software: Flex-Cube, Loan IQ, SWIFT, FED, QuickBooks, Bloomberg, Prime Compliance Suite, Debt Domain, Trade finance Trade innovation system, FIS Global Funds Transfer
- Customer Relationship Management
- Corrective Actions
- Customer Feedback
- Project Deadlines
- Client Satisfaction
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Timeline
Manager, Transaction Management & Support Ops
IFM Investors
04.2023 - Current
Vice president Sn Manager Loan Agency
Citibank
07.2022 - 04.2023
Assistant Vice President, Loan Sr Analyst
Citibank
09.2020 - 06.2022
Loan Services and Back Office Manager
UBA Group
01.2011 - 09.2020
Loan Service Supervisor
UBA Group
09.2008 - 01.2011
Branch Operations Manager
UBA Group
06.2007 - 06.2008
Head Customer Service Office
UBA Group
06.2006 - 06.2007
Customer Service Officer
UBA Group
07.2005 - 06.2006
Bank Teller
UBA Group
01.2003 - 07.2005
Harvard University
Sustainable Business Strategy, Diploma
Abia State University
BSC in Public Administration, B.SC
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