Eliza Howard
Summary
I am a versatile professional with experience in risk management, financial compliance and communication. I excel in conducting meticulous risk-based reviews and producing detailed analyses. I am passionate about training, mentoring, and developing a strong and resilient team.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Enhanced Due Diligence Operations Associate
Morgan Stanley
11.2024 - Current
- Conduct time-sensitive, meticulous risk-based EDD reviews for high-risk customers utilizing various investigative tools to evaluate and document observations and document findings.
- Produce detailed summary and analysis of customer and transactional activity and escalate suspicious activity
- Work both independently and in collaboration with team members and neighboring departments on unstructured tasks, information, and projects to provide an organized and structured output.
- Trained and mentored new team members, fostering a positive work environment and promoting professional growth.
Client Relations Analyst
Morgan Stanley
08.2022 - 11.2023
- Manage and resolve client complaints by collaborating with Risk Officers to meet meticulous firm procedures and regulatory requirements
- Provide a positive customer experience while collecting client complaints over the phone
- Collaborated with branch management to resolve EDD complaints, adhering to to FINRA and AML regulations
- Perform various operational responsibilities including settlement processing, privacy operations and calls with clients and Risk Officers
- Consistently above the team average for both quality scores and complaint closures per month
Academic Coach
Graduation Alliance
08.2022 - 09.2023
- Virtually assisted over 400 struggling K-12 students, by identifying their specific needs and providing appropriate academic support and resources during the Coronavirus lock-down.
- Sole representative in a new market, facilitated expansion of program from 150 to over 30,000 students in New Mexico
- Consistently met and exceeded outreach goals and quotas set by upper management
- Increased student accountability by implementing progress tracking systems and regular check ins.
- Enhanced student comprehension by incorporating diverse instructional methods and materials.
- Offered constructive feedback on assignments, helping students hone their critical thinking skills and enhance their overall performance.
- Coordinated with other academic coaches to share resources, ideas, and best practices for successful coaching strategies.
- Improved student performance by providing personalized coaching and academic support.
Instructor
U. S. Ling Institute
01.2020 - 06.2020
- Taught English language skills to non-native speakers
- Developed lesson plans and instructional materials
- Assessed student progress and provided feedback
- Initiated new learning methods, eliminating instructional gaps and improving comprehension.
Volunteer Missionary
Church of Jesus Christ of Latter-day Saints
01.2013 - 01.2015
- Provided community service and support to local families
- Organized events and activities for community engagement
- Assisted in teaching and mentoring youth
Education
Bachelor of Arts - English
Brigham Young University
Provo, UT04-2019
Skills
- Operational efficiency
- Procedure development
- Interpersonal and written communication
- Project management
- Deadline management
- Customer service
- Standard operating procedures
Certification
- BYU Agile Bootcamp Certification (2022)
Timeline
Enhanced Due Diligence Operations Associate
Morgan Stanley
11.2024 - Current
Client Relations Analyst
Morgan Stanley
08.2022 - 11.2023
Academic Coach
Graduation Alliance
08.2022 - 09.2023
Instructor
U. S. Ling Institute
01.2020 - 06.2020
Volunteer Missionary
Church of Jesus Christ of Latter-day Saints
01.2013 - 01.2015
Bachelor of Arts - English
Brigham Young University
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