Danielle Lovis
Towson,MD
Overview
6
6
years of professional experience
Work History
Residential Operations Associate
MORGAN STANLEY
01.2024 - Current
- Partner with third-party servicers to reconcile client account balances and records, identifying process inefficiencies and recommending operational improvements.
- Lead multiple process transitions within Wealth Management Operations, creating training materials and onboarding programs to ensure smooth adoption across teams.
- Conduct daily ad hoc reporting, account reconciliations, and remittance reviews to ensure data accuracy and compliance with servicing standards.
- Drive automation initiatives using Alteryx and Tableau, cutting manual data processing time by 70% and enhancing reporting accuracy for internal stakeholders.
- Promoted from Analyst to Associate through the firm’s Operations Progression Program in recognition of performance and leadership contributions.
Residential Operations Analyst
MORGAN STANLEY
01.2021 - 01.2024
- Verified high-value mortgage funding transfers between the private bank and lenders, maintaining strict compliance with legal and internal policies.
- Designed and automated recurring analytical reports using Excel and Power BI, providing data-driven insights on performance trends and forecasting.
- Partnered with Legal and Technology teams to develop a new workflow management tool, reducing client response times and streamlining team inbox operations.
Marketing Intern
STARCOM DESIGN BUILD
01.2020 - 05.2020
- Supported campaign development and production of marketing materials, including paid social media ads and newsletters.
- Utilized Salesforce CRM to analyze customer demographics and identify new market opportunities.
- Assisted with client events and community engagement initiatives to strengthen brand visibility.
Education
Bachelor of Science - Business Administration, Marketing Concentration
TOWSON UNIVERSITY
Towson, MD01-2020
Skills
- Microsoft Office Suite
- PowerBI
- Tableau
- Alteryx
- Workflow tools
- Process Optimization
- Time Management
- Cross-functional Collaboration
Timeline
Residential Operations Associate
MORGAN STANLEY
01.2024 - Current
Residential Operations Analyst
MORGAN STANLEY
01.2021 - 01.2024
Marketing Intern
STARCOM DESIGN BUILD
01.2020 - 05.2020
Bachelor of Science - Business Administration, Marketing Concentration
TOWSON UNIVERSITY