Erica M Boyd-Israel
Taunton,MA
Summary
Versatile and results-driven professional with a proven track record at BNYMellon, specializing in Information Security Standards and critical decision-making. Excelled in roles requiring meticulous quality assurance controls and confidentiality practices, managing high-volume projects and leading teams to exceed expectations. Demonstrated exceptional time management and organizational skills, thriving under pressure.
Overview
30
30
years of professional experience
Work History
PSS Life Event/Financial/Transfers Team
BNYMellon
07.2020 - Current
- My Job consists of handling and routing some workflow queues
- Mainly handling Life Event Transfer/Exchanges of Death & Divorce Documents
- It consists of working with PFSI, Golden Circle, Management & Life Event Team/Estimate
- It consistent High Volumes and thorough Research involved
- It pertains to specific detail to deceased State & Legal requirements that need to be followed at the time of Death
- I hands on with Managment, which is a great asset to learns the ups and downs to maintain great Team Goals/Expectations
Regulatory Oversight Mgmt
BNYMellon
08.2018 - 07.2020
- My Job consisted of CIP procedure updates
- I worked on a Government based system Lexis Nexis
- I have handled SumDay Emails, Corro & SumDay Alerts
- We worked as a Team implementing Ideas and any Challenges
- Also worked on Mailing for all client specific teams
- Started working on specific clients before I was placed in Operations because of Client specific reasons for staffing in Operations
- Handled and maintained many Sum Alerts/GLOBAL Banking Projects
- Also worked off Regulatory CIP Compliant Systems to handle our Research to identify with any Fraud or Compliance issues
PSS TOA/Oversight/Managed Financials
BNYMellon
Westborough, MA
08.2010 - 08.2018
- My job includes several different functions to support the Primerica Managed Team, along with the Primerica Retail Team.
- I have handled multiple transactions on both SuRPAS and SuRPAS Classic.
- I was previously the Team Lead/Supervisor for the TOA team/department.
- Assisted the oversight for the international teams for training and quality.
- My primary functions included SLA reporting, list bills, TOA, Turbo TOA, and PSS managed financial and PSS non-financial processing/quality control.
- I also have multi-client knowledge of FSR, which is where all my training was initiated for processing.
- Once that was proficient, my team was split, allowing me to 100% handle SuRPAS for the PSS client, moving from a multi-client on FSR/DST systems.
- I'm proficient with UTOA Database, Microsoft Office Excel, Microsoft Word, Lync Chat, and FSR.
- Consulted with client care team to continually update care plans.
Sales Associate
Macy's
01.1998 - 01.1999
- This was a Holiday Position which I was fortunate to do every year for the exposure to customer service and get involved with some corporate advertising for their retail world
Audit Specialist
General Accident Insurance Co
01.1995 - 01.1996
- I worked a full year on a Conversion Contractual Team to clean-up & audit Insurance claims and policies according to their new Privacy Policy regulations
Research/Retrieval Specialist I
MetLife
01.1995 - 01.1996
- Joined another Conversion Contractual Team to pull old outdated microfilmed policies and update and upload them into a new system database per their Privacy Policy regulations
Audit Specialist
Bank of America
10.2009
- My job included 2 different units within the Account Payable Team; they were the Research Team/Vendor Management Team
- My primary function was incoming Audits & Box Pull Audits
- Once the Audits were completed I went on to train & successfully do Incoming Return Mail, involving Web Diva, CRV Uploads through the Iflow system, Siebel Tickets using Bank of America Direct & Geac system, Stop/Void Payments also on Geac System, Immediate requests, copy checks on View Image & Vendor Uploads through Geac and hard copies through the Vendor Template document on Microsoft Office Excel
Asst Manager/Project Leader
Boston Financial Data Services Inc
- I managed a team of 8 Individuals before I was Laid-off
- I managed a team of 20 with another asst Manager for almost a Year and a few months until the new VP stepped into their position
- My job included keeping track of performance & time for each Individual, writing reviews, initiating meetings, scheduling one on ones
- All of this was done while keeping track of 18 different fund clients
- I was also chosen by my VP to maintain a second Job of project Leader for a different team
- This team required me to test & lead a project for New Business team which involved preparing for a new client to access our new system so our job was to convert their system files onto our system format
- This was very involved processed and time consuming in man hours
- We had to travel and we were constantly on call because of the upgrades through our Systems and output teams
- I had to still maintain my current role with my operations dept while traveling whether getting someone to cover for my absence or working later hours and weekends if I was not away on a project
- The traveling was about 60% of the time, most of it local some out of state
- This opportunity was quite the challenge for me, but it made me more efficient in many ways, learn to maneuver my time & responsibilities effectively & learn to be more flexible with scheduling which allowed me to see where growth could lie ahead for my staff in my absence
Education
Certificate of Completion - Administrative Assistant
Johnson & Wales University
Providence, RI01.1998
Certificate - Liberal Arts/Business Managment
Community College of RI
Warwick, RI01.1992
Skills
- Information Security Standards
- Quality assurance controls
- Time management
- Reporting and documentation
- Multitasking and organization
- Confidentiality practices
- Critical decision-making skills
- Calm under pressure
Additional Information
I'm looking for a great opportunity to do new things. I'm willing to take on new challenges and use some of my old skills and put them to good use.
Volunteer Experience
- Habitat for Humanity
- Food Bank of RI
- Boys & Girls Club of RI
Accomplishments
Team Leader
Processing Excellence
Quality Excellence
Timeline
PSS Life Event/Financial/Transfers Team
BNYMellon
07.2020 - Current
Regulatory Oversight Mgmt
BNYMellon
08.2018 - 07.2020
PSS TOA/Oversight/Managed Financials
BNYMellon
08.2010 - 08.2018
Audit Specialist
Bank of America
10.2009
Sales Associate
Macy's
01.1998 - 01.1999
Audit Specialist
General Accident Insurance Co
01.1995 - 01.1996
Research/Retrieval Specialist I
MetLife
01.1995 - 01.1996
Asst Manager/Project Leader
Boston Financial Data Services Inc
Certificate of Completion - Administrative Assistant
Johnson & Wales University
Certificate - Liberal Arts/Business Managment
Community College of RI