David Hill
Minneapolis,MN
Summary
Highly skilled professional with expertise in analysis and evaluation, project leadership, procedure writing, strategic planning, and relationship management. Proven track record of driving successful projects through meticulous attention to detail and strategic thinking. Experienced in developing and implementing procedures to streamline operations and enhance efficiency. Adept at building and maintaining strong relationships between internal departments and external clients to achieve organizational goals. Proven track record of positive impact on workplace environment and staff morale.
Overview
6
6
years of professional experience
Work History
Senior Business Execution Administrator
Wells Fargo Advisors
Minneapolis, MN
08.2021 - 07.2024
- Evaluated existing policies and procedures related to compliance with industry regulations.
- Implemented procedures for monitoring and controlling operational risks.
- Evaluated internal control systems to ensure efficient use of resources.
- Assessed internal controls, identified deficiencies, and recommended corrective actions.
- Developed audit plans and strategies for assigned projects.
- Performed tests of key controls as part of SOX 404 compliance process.
- Conducted audit tests to evaluate internal control systems and assessed accuracy of internal records
- Identified discrepancies in data that could lead to potential risk exposures.
- Maintained accurate documentation of company policies and procedures for easy reference by all employees.
- Assisted in the development of strategic plans aligned with organizational goals by providing valuable input during planning sessions.
- Independently managed access to trading platform for over 1000 internal and external clients.
- Identified areas of improvement for clients'' operations, implementing targeted solutions to increase productivity.
- Supported clients with business analysis, documentation, and data modeling.
- Delivered high-quality presentations to stakeholders, effectively communicating project objectives and results.
Loss Prevention Specialist 4
Bremer Financial Corporation
Lake Elmo, MN
09.2019 - 08.2021
- Analyzed the efficacy in our fraud monitoring service, and suggested key rule changes/restrictions as needed to keep false the positive ratio at 2:1.
- Forecast fraud trends based on time of year, data from vendors, and consumer spending trends and habits
- Collaborated with cross-functional teams to develop and execute loss prevention initiatives that effectively addressed both internal and external risks.
- Generated comprehensive reports documenting evidence of attempted theft and recovered funds
- Created a comprehensive training manual for new hires within the Loss Prevention department, fostering consistency across teams as they onboard new members.
- Conducted interviews with suspects and witnesses involved in fraudulent activities as part of investigations.
- Analyzed data from multiple sources such as credit card companies, banks, and payment processors for suspicious activity.
- Liaised with external agencies including law enforcement authorities when necessary.
- Developed risk mitigation strategies to reduce the likelihood of future fraud incidents.
- Maintained databases containing information about current and past risks.
- Investigated suspicious transactions as part of fraud prevention efforts.
- Implemented procedures for monitoring and controlling operational risks.
- Tracked emerging trends in the industry related to potential risks.
- Prepared reports highlighting key findings from risk assessment activities.
Lead Customer Support Representative
Bremer Financial Corporation
Minneapolis, MN
05.2018 - 09.2019
- Built client rapport to ensure consistent satisfaction and loyalty.
- Became a subject matter expert on all aspects on consumer, commercial banking, thus becoming a point person for long list of Bremer clientele.
- Assisted Quality Control group in forming a new Quality Scoring system, to promote the highest level of customer service and satisfaction.
- Balanced numerous tasks at a time ranging from compliance testing, assisting clients, collaborating with other departments to assist clients, and performing maintenance on client accounts.
- Developed reputation as an efficient service provider with high levels of accuracy, and maintained a 96% customer satisfaction rating.
- Monitored customer feedback data and identified areas of improvement.
- Organized team building activities designed to improve morale among staff members.
- Maintained up-to-date knowledge of product changes and updates.
- Assisted with hiring, training, coaching and developing staff members.
- Performed root cause analysis on complex customer complaints or disputes.
- Identified opportunities to enhance the effectiveness of the overall customer experience.
Education
High School Diploma -
Minnesota Connections Academy
Saint Paul, MN06-2016
Skills
- Strategic Planning
- Issue Resolution
- Customer Relationship Management
- Project Management
- Processes and procedures
- Cultural Awareness
- Data Analytics
- Executive Support
- New Hire Onboarding
- Policy writing
- Presentation Creation
Timeline
Senior Business Execution Administrator
Wells Fargo Advisors
08.2021 - 07.2024
Loss Prevention Specialist 4
Bremer Financial Corporation
09.2019 - 08.2021
Lead Customer Support Representative
Bremer Financial Corporation
05.2018 - 09.2019
High School Diploma -
Minnesota Connections Academy