Issa Isid
CARROLTON,TX
Summary
Knowledgeable bank management professional bringing a well-coordinated and disciplined approach to department leadership. Well-versed in treasury, managing multiple complex projects simultaneously, tracking data, writing reports and presenting to business leaders.
Overview
9
9
years of professional experience
Work History
Sr. International Treasury Project Manager
JPMorgan Chase & Co
08.2022 - Current
- Developed comprehensive project plans with clear timelines, milestones, and budget requirements, ensuring timely delivery of high-quality results.
- Coordinated cross-functional teams and resolved conflicts, maintaining positive work environment throughout project lifecycle.
- Prepared detailed reports on project status for stakeholders, ensuring transparency and alignment with objectives.
- Delivered exceptional customer satisfaction by proactively addressing client concerns and meeting or exceeding expectations throughout engagement process.
- Developed strong relationships with stakeholders through regular communication updates, fostering trust and confidence in team's ability to deliver results.
- Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
- Developed and implemented strategic project plans to meet business objectives.
- Planned, designed, and scheduled phases for large projects.
- Collaborated closely with senior management to align project objectives with strategic company initiatives, ensuring that efforts contributed to overall business growth.
Treasury Onboarding Specialist
Texas Capital Bank
07.2021 - 08.2022
- Onboard all Treasury products and services for new Treasury clients
- Project management oversight to drive accuracy and timeliness of onboarding process
- Collaborate with Treasury service set-up
- Review Treasury Management Agreements, internal forms, and onboarding request to ensure proper execution
- Act as subject matter expert for Treasury products, services and systems
- Communicate directly with clients to design testing environment and any format changes needed, including ACH files (CSV and NACHA formats), Positive Pay issue files, etc.
- Act as liaison with various internal department to facilitate implementation of products such as Account Recon, Lockbox, Positive Pay, etc
- Perform comprehensive account opening activities for treasury clientele
- Validate client documentation for authenticity and completeness
- Assure adherence to corporate and regulatory control standards. Monitor report, flag issues, and follow-up.
Relationship Manager & Small Business Owner Specialist
Bank of America
07.2020 - 07.2021
- Manage and maintain strong relationships with small business accounts to drive revenues and encourage retention.
- Ensure readiness for audits and compliance with SEC and internal regulatory requirements.
- Lead team of three junior financial associates, providing direction and oversight on daily service activities and monitoring progress toward monthly and revenue goals.
- Work closely with financial center manager to perform reconciliations, in addition to partnering with Merrill representatives to assist clients in opening investment accounts.
- Reputed as top producer, consistently exceeding performance goals and propelling branch to bring in up to $57K in quarterly revenue.
- Collaborated with various departments to improve communication and deliver individualized customer solutions.
- Applied theories and methods from life project management disciplines to interpret and perform analyses of experiment results.
- Developed new practices to increase efficient delivery of commodities and product process compliance.
- Developed and led performance-oriented team dedicated to accomplishing sales and service objectives.
- Work closely with PPP loans and OFAC accounts
- Provided regulatory compliance training to employees.
- Produced in-depth reports outlining findings and recommendations for improvement.
- Helped to investigate fraud and identify risks in collaboration with risk management staff.
- Reviewed company policies against best practices to better understand level of compliance.
Relationship Manager
Bank of America
10.2018 - 07.2020
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Devised targeted solutions for various customers, including deposit, lending and investment services.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
- Developed and oversaw events to bring in customers and promote products.
- Provided information on technology resources to improve clients financial well-being.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
- Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
Telecommunications Specialist
TBOOTH WIRELESS/GLENTEL
01.2015 - 06.2018
- Greeted and rapidly built rapport with customers, assessing needs for telecommunications products and services, including cell phones, tablets, hotspots, Wi-Fi networks and wireless accessories.
- Onboarded new accounts with business clients, successfully closing on 15-20 new lines per transaction, generating between $7-10K in monthly sales revenue.
- Assumed leadership duties during the absence of the manager, steering operations activities, including inventory management, shipping/receiving, tracking KPIs and serving as a main point of contact for customer escalations.
- Designated by the regional manager as a corporate trainer and team lead, assisting in hiring and coaching sales team members to improve overall revenue performance, helping win store of the month for three consecutive months and consistently exceeding sales targets across 2016 and 2017.
Education
Bachelor of General Business -
University of The Fraser Valley
British Columbia, Canada05.2018
Business Administration - Certification
University of The Fraser Valley
British Columbia, Canada12.2016
Certification - Professional Communication
University of The Fraser Valley
British Columbia, Canada04.2015
Associate of Science - Business Administration
University of The Fraser Valley
British Columbia, Canada06.2014
Project Management - Certification
International Business Management Institute
Berlin, Germany07.2020
Oracle Database: SQL Fundamentals Certification - Certification
Udemy Academy
San Francisco, CA10.2020
Skills
- Salesforce
- DocuSign
- NICE
- Interact
- LexisNexis
- MS Office Suite
- SQL Database
- CashPro
- Q2 Bank Now
- Project Management
- Coaching
- Client Management
- Risk Management
- Strategic Planning
- Financial Planning
- Reporting Skills
- Statistical Analysis
- Time Management
- Presentation Skills
- De-escalate Techniques
- Fluent in English and Arabic
- Excellent written and verbal communication skills
- Able to work independently and in diverse team environment
- Leader and problem-solver that always takes initiative
- Ability to prioritize workflow and ensure deadlines are met
- Self-motivated and productive under pressure
- Effective listener/communicator
- Professional and organized with high attention to detail
- Able to manage time and multi-task Salesforce
- Procedure Development
- Project tracking
- Customer Relations
- Stakeholder Communications
- Project scope analysis
- Advanced problem solving
Languages
English
Full Professional
Arabic
Full Professional
Timeline
Sr. International Treasury Project Manager
JPMorgan Chase & Co
08.2022 - Current
Treasury Onboarding Specialist
Texas Capital Bank
07.2021 - 08.2022
Relationship Manager & Small Business Owner Specialist
Bank of America
07.2020 - 07.2021
Relationship Manager
Bank of America
10.2018 - 07.2020
Telecommunications Specialist
TBOOTH WIRELESS/GLENTEL
01.2015 - 06.2018
Bachelor of General Business -
University of The Fraser Valley
Business Administration - Certification
University of The Fraser Valley
Certification - Professional Communication
University of The Fraser Valley
Associate of Science - Business Administration
University of The Fraser Valley
Project Management - Certification
International Business Management Institute
Oracle Database: SQL Fundamentals Certification - Certification
Udemy Academy
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