BEATA KONHLE-WILKINS
Director Of Operations
Summary
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
8
8
years of professional experience
52
52
years of post-secondary education
Work History
Director of Operations, SBL Credit Team Manager
Morgan Stanley
South Jordan, UT
02.2022 - Current
- Completed transition and integration of SBL Credit Standard Team from Credit to LAL Ops
- Manager of LAL Ops Credit Support Team (6 full time employees) responsible for credit review on all domestic LALs up to $10Million
- Created and implemented supervisory procedures and policies to comply with Ops Risk requirements
- Increased efficiency and turn around time by implementing new tools, training, and moving non-Credit work to Operations
- Cooperated closely with Operations and Business Unit to identify and close gaps in our processes
- Improved customer experience by moving various processes to early stage of the LAL application, and by doing so reducing review time.
- Oversaw day-to-day production activities in accordance with business objectives.
- Led employee relations through effective communication, coaching, training, and development.
- Administered monthly and annual reviews to direct reports and set clear and measurable goals, action plans, and follow-up procedures.
Credit Risk Associate
Morgan Stanley
Salt Lake City, UT
01.2021 - 01.2022
- Demonstrated excellent analytical and leadership skills, achieved recognition and outstanding work performance review
- Oversaw daily flows
- Designated team lead
- Handled escalations and processed rush requests coming to manager's inbox
- SME in existing loan maintenance processes.
Credit Risk Analyst
Morgan Stanley
Salt Lake City, UT
03.2017 - 12.2020
- Underwrote and structured credit facilities up to $25Million for Personal, Business and Trust clients, identified potential credit risks and other related risks, carefully selected loans ensuring compliance with the bank risk appetite
- Worked closely with Underwriters, Financial Advisors, Private Bankers, Operations and Legal Counsel to ensure that credit risk was mitigated
- Performed collateral evaluation including Structured Products, Stocks and Funds (Excel, Bloomberg Portal, Yahoo Finance)
- Prepared and presented sector project performance quarterly to management highlighting key events and potential risks to the bank
- Selected to participate in weekly testing calls with IT and Operations to improve risk management processes
- Developed process document to help train new hires quickly and efficiently
- Saved approximately 5 hours weekly in first month of new hire on board.
Teaching Assistant
University of Utah
Salt Lake City, UT
08.2015 - 05.2016
- Introduction to Finance, Financial Mgmt (MBA course, Handpicked to support graduate-level finance classes
- Explained financial concepts to students such as: PV, FV, NPV, CAPM, IRR, WACC
- Conducted on-line and live tutoring sessions, graded exams, assisted with student assignments.
Education
Master of Business Administration -
Westminster College, Bill and Vieve Gore School of Business Salt
Lake City, UTBachelors of Science - Finance
University of Utah, David Eccles School of Business Salt
Lake City, UTCertificates SIE Certification Series 99 License -
FINRA
Skills
Analytical skills, advanced Excel, attention to detail, detailed understanding of credit policies and procedures, excellent organizational skills
Timeline
Director of Operations, SBL Credit Team Manager
Morgan Stanley
02.2022 - Current
Credit Risk Associate
Morgan Stanley
01.2021 - 01.2022
Credit Risk Analyst
Morgan Stanley
03.2017 - 12.2020
Teaching Assistant
University of Utah
08.2015 - 05.2016
Master of Business Administration -
Westminster College, Bill and Vieve Gore School of Business Salt
Bachelors of Science - Finance
University of Utah, David Eccles School of Business Salt
Certificates SIE Certification Series 99 License -
FINRA