Open To Work
Greg Westberg-Miller
Clive,IA
Work Preference
Summary
Accomplished professional with a decade of experience enhancing business operations and driving process improvements. Demonstrated ability to lead teams in resolving complex issues, achieving over 95% quality performance, and ensuring compliance across multiple industries. Expertise in cross-functional collaboration and regulatory adherence bolsters operational excellence.
Overview
14
14
years of professional experience
Work History
Analyst I
DXC Technology
West Des Moines, USA
07.2020 - 05.2026
- Independently executed transactions and resolved issues with minimal supervision. Established new securities, compliance rules, accounts, and reports to support trading, reconciliation, settlement, and client reporting.
- Collaborated with senior operations, legal, IT, financial institutions, portfolio managers, traders, and regulatory agencies to resolve escalated issues and align workflows with compliance requirements.
- Resolved client data discrepancies, trade and reconciliation breaks, and compliance breaches, preparing audit reports and maintaining controls aligned with internal policies and regulatory requirements.
- Managed completion of 45–50 complex annuity cases weekly involving regulatory complaints, financial distributions, and escalated service issues while maintaining 95%+ quality performance across varying portfolio volumes.
- Conducted root cause analysis (RCA) on escalated transactions to identify compliance risks and resolve service-level breaches across annuity and distribution workflows.
- Served as a Subject Matter Expert (SME) for financial transaction processing and death claim administration, providing guidance and support to associates, management, and cross-functional stakeholders, including review of Estates, Trusts, and Wills.
- Conducted operational audits on transaction workflows, identifying compliance gaps to inform corrective action plans and process redesigns.
- Supported regulatory remediation projects, including privacy breach response and compliance process improvements for high-priority financial transactions under SEC oversight.
- Led manual workarounds during system defects to ensure financial distributions met SEC deadlines, preventing regulatory exposure and maintaining service-level agreement compliance.
- Resolved escalated Department of Insurance complaints and cross-functional operational issues, coordinating with legal, compliance, and operations to close cases within service level agreements (SLAs).
- Led process reviews and system enhancements for global investment operations, identifying inefficiencies and implementing solutions to improve operational readiness.
Associate Customer Support
DXC Technology
West Des Moines, USA
11.2016 - 07.2020
- Served as Subject Matter Expert for death claim administration and financial transaction processing, resolving escalated inquiries and compliance discrepancies across multiple systems.
- Coached team members on complex transaction workflows, implementing adapted procedures in response to regulatory updates and system changes.
- Executed daily operational tasks with precision in a fast-paced environment.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Post Issue Financial Representative II
MetLife Insurance
West Des Moines, USA
03.2015 - 11.2016
- Processed complex financial transactions for insurance and annuity products, maintaining over 95% quality and meeting service-level expectations.
- Guided team members on procedural requirements and transaction accuracy in financial transaction processing, enhancing overall team performance.
- Reviewed financial documentation for completeness and regulatory compliance, resolving discrepancies across multiple systems to ensure timely transaction issue resolution.
- Escalated processing risks and compliance concerns, contributing to mitigation of operational impact.
Licensed Member Care Representative IV - SME
Nationwide
Clive, IA
12.2011 - 02.2015
- Selected for pilot team to redesign business practices with VIP agencies, enhancing collaboration.
- Provide insurance information and assist with processing policy change requests on a complex service level
- Quick and proficient use of all system tools to efficiently provide necessary results to all pending transactions.
- Delivered personalized service to effectively address unique customer requests.
- Effective use of time management to ensure compliant adherence.
- Completed certification in Continuous Improvement program
- Facilitated job shadows and peer mentoring to support team development and knowledge sharing.
- Subject Matter Expert to assist with new hire classes
Education
BBA - Criminal Justice
Arizona State University
Tempe, AZ05-2020
Associate of Arts -
Des Moines Area Community College
Ankeny, IA05-2015
Skills
- Regulatory compliance management
- Regulatory compliance
- Financial transaction oversight
- Audit management processes
- Transaction validation procedures
- Root cause analysis techniques
- Advanced Microsoft Excel Visualization
- Regulatory compliance
- Microsoft Office Suite proficiency
- Process improvement
- Risk management strategies
- Project management coordination
- CRM and ERP
- Analytical skills
- Business analysis documentation
- Stakeholder communication skills
- Mentorship and training development
Skills
Microsoft Excel (Advanced), CRM Systems, ERP Systems, Data Extraction, Data Visualization, Data Analysis, Microsoft Office Suite, Process Improvement, Operational Auditing, Quality Assurance, Regulatory Compliance, Risk Mitigation, Risk Assessment, Financial Transaction Processing, Audit, Service Level Agreement Management, Claims Administration, Root Cause Analysis, Business Analysis, Process Documentation, Stakeholder Communication, Project Coordination, Training & Mentorship, Cost Reduction Initiatives
Affiliations
- Volunteer, Crossroads Park PTA Board - West Des Moines, IA
- Volunteer, Habitat for Humanity - West Des Moines, IA
- Volunteer, Capital City PRIDE - Des Moines, IA
Timeline
Analyst I
DXC Technology
07.2020 - 05.2026
Associate Customer Support
DXC Technology
11.2016 - 07.2020
Post Issue Financial Representative II
MetLife Insurance
03.2015 - 11.2016
Licensed Member Care Representative IV - SME
Nationwide
12.2011 - 02.2015
BBA - Criminal Justice
Arizona State University
Associate of Arts -
Des Moines Area Community College