Emily Saylor
Kettering
Summary
Driven Paralegal successful at thriving in high stress, high-pressure environments and situations involving constant change and vast ambiguity in data and instruction. Multi-faceted Professional with several years of diverse experience. Skilled in enhancing systems and aligning technical solutions with overall business objectives. Proven success in leading projects from start to finish and contributing to organizational growth and success. Effective at prioritizing tasks and meeting deadlines.
Overview
19
19
years of professional experience
Work History
Paralegal, Corporate Law
Fiera Capital Inc.
02.2024 - Current
- Conduct complex detailed fund and vendor onboarding across a global organization, while maintaining both internal and database records.
- Confer with clients and other involved parties to gather and track details related to side letters, investment management, and vendor agreements.
- Assist counsel in preparing answers, providing documentation, and information for discovery request.
- Edit and proofread legal documents to verify accuracy.
- Revise and finalize letters, briefs, and memos.
- Organize and minute board and 401(k) oversight meetings.
Senior Client Engagement Analyst
Fiera Capital Inc.
11.2017 - 01.2024
- Advocation and effectuation of a first-class client experience across institutional, intermediary, and private wealth clients.
- Managed and tracked deliverables, including custom reporting and confirmations of adherence with DE&I, ESG, and other client fundamentals.
- Managed multiple projects, coordinating between various internal stakeholders to successfully grow the business while insuring firm protection.
- Lead in the successful roll-out of Salesforce first regionally, then globally.
- Lead a team of individual contributors with varying levels of industry experience.
- Diversity, Equity and Inclusion Council Member 2022, 2023, 2024 working on projects such as internal mobility, employee engagement, and Indigenous inclusion and outreach.
Commercial Special Assets Analyst
First Financial Bank NA
06.2016 - 12.2016
- Managed a criticized portfolio of credits including CRE, Investment Residential Real Estate, and Business Loans and Lines of Credit, and unsecured credits and exposures.
- Identified additional sales opportunities to meet and exceed client objectives.
- Mitigated risk by addressing past due and upcoming Annual Reviews, Covenants, and Exceptions as well as Extensions and Renewals.
- Performed financial analysis, underwriting, and creation of Credit Approval Memos, utilizing various software applications.
- Project management including the creation of a process to track trends in charge-offs, resulting in the team's ability to manage potential charge-offs more efficiently, thus mitigating losses for the firm.
Credit Portfolio Manger, Asset Management
JPMorgan Chase NA
12.2013 - 04.2016
- Acted as a conduit between sales and credit executives, providing guidance to sales teams throughout the JPMC footprint concerning structure of current credit facilities and new requests.
- Analyze, underwrite, approve, and manage a broad-spectrum portfolio including commercial credits, with an eye towards cross-sales and added value for stakeholders and end-clients.
- Managed and remedied exceptions.
- Fostered transitions of troubled credits to the Special Credits Group.
- Partnered across multiple team to facilitate the addition of the Law Partner Program to the team increasing overall revenue via a low-risk, standard product.
Non-Program Underwriter (CLT)
JPMorgan Chase NA
05.2013 - 12.2013
Private Banker
JPMorgan Chase NA
05.2010 - 05.2013
Senior Licensed Personal (Retail) Banker
JPMorgan Chase NA
09.2005 - 05.2010
Education
Bachelor of Arts - History
Wright State University
Dayton, OHMaster of Arts - History
Wright State University
Dayton, OHMaster of Legal Studies -
University of Cincinnati
Cincinnati, OHSkills
- Calendar oversight
- Legal research and compliance
- Client communication
- Attorney support
- Document drafting
- Contract review
- Project management
- Ongoing meeting management
Timeline
Paralegal, Corporate Law
Fiera Capital Inc.
02.2024 - Current
Senior Client Engagement Analyst
Fiera Capital Inc.
11.2017 - 01.2024
Commercial Special Assets Analyst
First Financial Bank NA
06.2016 - 12.2016
Credit Portfolio Manger, Asset Management
JPMorgan Chase NA
12.2013 - 04.2016
Non-Program Underwriter (CLT)
JPMorgan Chase NA
05.2013 - 12.2013
Private Banker
JPMorgan Chase NA
05.2010 - 05.2013
Senior Licensed Personal (Retail) Banker
JPMorgan Chase NA
09.2005 - 05.2010
Bachelor of Arts - History
Wright State University
Master of Arts - History
Wright State University
Master of Legal Studies -
University of Cincinnati
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