Donald Fite

Lead preparation of service business reviews by translating technical data into actionable insights.

Create and track service business reviews in ServiceNow for improved visibility.

Review all presentations and documentation to ensure accuracy and adherence to client quality standards.

Foster strong relationships with various teams to ensure successful delivery of service business reviews.

Partnered with customer service team to fulfill unique client requests.

Identify process improvement opportunities and provide guidance on streamlining workflows.

Maintain comprehensive historical and current technical documentation for clients, tracking overdue reviews.

Facilitated stakeholder meetings to gather client business needs and create budget-compliant platform solutions.

Oversaw project life cycles, coordinating communication between clients, stakeholders, programmers, and product managers.

Formulated and implemented detailed system test plans for all projects before production release.

Supervised resolving multi-million dollar U.S government Security maturity discrepancies and developed risk based procedures and training of staff to ensure the daily, accurate processing of thousands of assets across 52 accounting systems.

Managed eight employees in the daily processing of asset income

Acted as primary contact for operational managers at over 100 national and regional banks and trusts, addressing inquiries and concerns.

Supervised resolution of multi-million dollar U.S. government security maturity discrepancies, developing risk-based procedures and training staff to ensure accurate processing of thousands of assets across 52 accounting systems.

Developed and secured budget allowances to implement several automated processes that reduced processing time by 40%.

Collaborated with Unit Manager to develop employees, facilitate team-building events, and implement cost-effective processes.

Managed custodial platform conversions for national bank assets, ensuring seamless transition of equities, mutual funds, and fixed income securities.

Collaborated with stakeholders to resolve asset discrepancies, enhancing accuracy and client trust.

Developed project procedures that mitigated risk and safeguarded client and company income.

Posted mutual fund income accurately and on time for over 70 clients.

Executed trades in millions for money market funds in sweep accounts and exchanged traded funds.

• Assisted clients with mutual fund account inquiries and transaction requests.

Scheduled plumbing and heating services to ensure timely service delivery and enhance customer satisfaction.

Assisted senior plumbers with installation and maintenance of plumbing systems.

Forecasted supplies and tracked truck repairs based on client appointments to optimize resource allocation.

• Balanced accounts receivable, accounts payable, and general ledger monthly to maintain accurate financial records.