Emily Wilson
Summary
13 years of banking industry experience with an extensive background in risk management, compliance, and project management. Experience providing communication and project management support directly to the CEO and COO. Exceptional analytical skills and strong attention to detail. Strong interpersonal skills resulting in exceptional rapport with people.
Overview
14
14
years of professional experience
Work History
Director, Communications Support
Cardinal Financial
03.2021 - Current
- Continually develop and maintain governance structure for Senior Leaders, including monthly reviews and multiple quarterly committee meetings
- Assist with policy and procedure writing and editing across multiple departments
- Facilitate operational update meetings with Executive and Senior Leaders
- Provide communication support for the CEO and COO throughout daily tasks and projects
Principal Communications Consultant
Caliber Home Loans
08.2020 - 03.2021
- Developed and executed communication plans for key initiatives, including software updates, product launches, and guidelines
- Point of contact for executive production leaders to provide communication support
- Operated as team trainer and operational support to the Vice President
Business Communication Specialist III
Caliber Home Loans
07.2015 - 08.2020
- Worked cross-functionally with departments to identify, develop, and execute communication plans for key initiatives
- Met deadlines in a fast-paced environment, while maintaining strong levels of client satisfaction
- Partnered with Senior Leaders to provide insight for ongoing development and implementation of comprehensive communications
- Successfully implemented multiple process improvements making the team more efficient and productive
- Operated as the team trainer, editor, and operational support to the Vice President
- Promoted from Business Communication Specialist II within 18 months
Operations Analyst
Bank of America
07.2014 - 07.2015
- Collaborated with various functional experts to review and publish policies and procedures for future-state platform replacement
- Accountable for analyzing present-state, developing alternative future-state approaches, and facilitating implementation
- Examined the effectiveness of operating procedures and recommended changes and process improvements while mitigating impact and risk on operations
- Identified risk deficiencies while connecting findings to broad strategic business objectives; Initiated recommendations, analysis, and trends to leaders, peers, and business partners
- Led and facilitated Risk Identified Audit Issue Projects and connected with the line of business partners and function leaders to determine and meet any outstanding deliverables
Lead Operations Representative
Bank Of America
12.2012 - 07.2014
- Contributed to all major areas in the Disposition Team: Dispositions, Refunds, Reactivations, Disposition Inbox, Reporting
- Audited and completed requests from fulfillment partners to open pipeline for more clients while minimizing company risk
- Maintained consistent communication with fulfillment partners to ensure all needs are met while enhancing relationships
- Consistently exceeded quality expectations in all functions: 99.06% quality rating for Dispositions and 100.00% for Refunds
- Developed and maintained Disposition Training/Procedures created for new associates and as a reference for current associates
Lead Teller
Wells Fargo Bank
07.2010 - 12.2012
- Process deposit and payment transactions, sales and referral goals, used discretion when approving transactions for other tellers, supervised vault, safe-deposit, and night drop activities, reviewed and analyzed reports to ensure compliance
Personal Banker
Wells Fargo Bank
03.2010 - 07.2010
- Customer interaction to recommend new accounts and maintain existing accounts
- Understanding of banking laws, guidelines, and compliance, and how to utilize them to benefit of both customers and bank
Education
MBA - Business Administration
Texas Woman's University
Denton, Texas2012
Bachelor of Arts - General Business and Business Administration
Texas Woman's University
Denton, Texas2007
Timeline
Director, Communications Support
Cardinal Financial
03.2021 - Current
Principal Communications Consultant
Caliber Home Loans
08.2020 - 03.2021
Business Communication Specialist III
Caliber Home Loans
07.2015 - 08.2020
Operations Analyst
Bank of America
07.2014 - 07.2015
Lead Operations Representative
Bank Of America
12.2012 - 07.2014
Lead Teller
Wells Fargo Bank
07.2010 - 12.2012
Personal Banker
Wells Fargo Bank
03.2010 - 07.2010
MBA - Business Administration
Texas Woman's University
Bachelor of Arts - General Business and Business Administration
Texas Woman's University
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<ul> <li>Provided administrative support to three Front Office principals, ensuring seamless operations during absences.</li> <li>Managed principal’s calendar, resolving scheduling conflicts and organizing meetings, events, and travel arrangements.</li> <li>Acted as liaison with Agency senior leaders to gather briefing materials and background documents.</li> <li>Coordinated logistics for executive team events, including conferences and retreats, enhancing overall efficiency.</li> <li>Directed various support activities for high-level meetings and agency programs for distinguished visitors.</li> <li>Collaborated with the Director of Scheduling to manage long- and short-term calendar of events.</li> <li>Maintained confidentiality while managing sensitive information and prioritizing communications for senior executives.</li> </ul> at United States Agency of International Development (USAID)<ul> <li>Provided administrative support to three Front Office principals, ensuring seamless operations during absences.</li> <li>Managed principal’s calendar, resolving scheduling conflicts and organizing meetings, events, and travel arrangements.</li> <li>Acted as liaison with Agency senior leaders to gather briefing materials and background documents.</li> <li>Coordinated logistics for executive team events, including conferences and retreats, enhancing overall efficiency.</li> <li>Directed various support activities for high-level meetings and agency programs for distinguished visitors.</li> <li>Collaborated with the Director of Scheduling to manage long- and short-term calendar of events.</li> <li>Maintained confidentiality while managing sensitive information and prioritizing communications for senior executives.</li> </ul> at United States Agency of International Development (USAID)