Jason Ward
Charlotte,North Carolina
Summary
Experience, organized and dependable Financial Services professional successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
14
14
years of professional experience
Work History
Contractor, Business Analyst
Dexian Consultants
12.2023 - Current
- Serving as regulatory reporting analyst with CFPB 1071 project team, including writing UAT test scripts to insure accurate data being passed downstream
- Collaborating with stakeholders to create business requirement documents, leveraging experience with quality assurance and control testing.
Associate Vice President, Risk & Controls Testing & Assessment
US Bank
11.2022 - 09.2023
- Targeted areas for improvement with risks and controls, which resulted in developing management framework to standardize and govern procedures, policies, and workflows.
- Utilized deep understanding of regulatory guidelines to develop risk and control matrices for documenting inherent risks, controls, and control test plans.
- Partnered with executive leaders to strategize assessment procedures for risk, while improving existing controls and developing new risk assessment features.
- Researched and identified trends, innovations, and new products/systems to upgrade business initiatives and operations, as well as ensure regulatory compliance.
Senior Analyst, Operational Risk Assessment
Ally Financial
05.2022 - 11.2022
- Served as senior analyst for operational risk, producing analytical performance reports, reviewing risk trends, root cause analysis, control environments, escalated issues, and remedial actions.
- Supported reporting and monitoring of key risk indicator metrics at product and division levels.
- Identified and communicated RCSA trigger events to business lines, maintained and updated process documentation, performed Quality Assurance reviews, and assisted in preparing monthly reporting for management and executives.
AVP, Sr. Quality Assurance Specialist
Bank of America
10.2016 - 05.2022
- Performed research, testing, and reporting in collaboration with wholesale credit associates to communicate findings and follow up on remediation, resulting in more accurate data enterprise-wide.
- Created test scripts and specialty testing activities while continually improving quality, capability, and efficiency of the testing process, including assisting in automating review process.
- Provided reporting to business partners and management and subject-matter expertise to teammates as Program Lead for HMDA and Basel Non Real Estate Collateral QA programs.
Officer, Credit Services Consultant
Bank of America
11.2012 - 09.2016
- Collaborated with senior stakeholders to ensure compliance with enterprise credit service strategies and standards across lines of business, including servicing complex syndicated term loans, revolver facilities and swinglines.
- Consulted teams on data remediation operations and oversaw coordination of file reviews, data scrubs, and accurate booking of complex syndicated loans into production.
- Served as business training specialist and subject-matter advisor for syndicated facility cancellations, Basel coding, collateral, non-legally binding credit facilities, and test script activities, and approved funding transactions up to $500MM
- Supported strategic plans to upgrade record systems from ACBS to LoanIQ, and team infrastructures by researching defects and escalating findings to senior managers, which resulted in a 99.5% accuracy reading.
Financial Analyst
Bank of America
11.2009 - 11.2012
- Managed pipeline of small business credits, including negotiations with clients, analysis of business and personal financial documents, and rehabilitation and resolution of hundreds of accounts.
- Developed analysis to map to existing line of business data for reporting financials, productivity, and performance, improving data accuracy with risk and control profiles.
- Partnered with senior analysts to monitor, evaluate, and improve performance, as well as lifecycle models, identifying areas for improvement and areas for further investigation.
Education
Some College (No Degree) - Biology
NC State University
Raleigh, NCSkills
- Quality Assurance
- Data Analysis
- Client Relationship Management
- Account Management
- Internal Controls
- Risk Mitigation
- Testing Plans
- Documentation Review
- Portfolio Management
- Credit Analysis
Timeline
Contractor, Business Analyst
Dexian Consultants
12.2023 - Current
Associate Vice President, Risk & Controls Testing & Assessment
US Bank
11.2022 - 09.2023
Senior Analyst, Operational Risk Assessment
Ally Financial
05.2022 - 11.2022
AVP, Sr. Quality Assurance Specialist
Bank of America
10.2016 - 05.2022
Officer, Credit Services Consultant
Bank of America
11.2012 - 09.2016
Financial Analyst
Bank of America
11.2009 - 11.2012
Some College (No Degree) - Biology
NC State University
Similar Profiles
Christina ForeroChristina Forero
Project Manager at Dexian ConsultantsProject Manager at Dexian Consultants
Lisa MillerLisa Miller
Sr. Accounts Payable Specialist at Signature Consultants/DexianSr. Accounts Payable Specialist at Signature Consultants/Dexian
JC COOKJC COOK
Senior Account Manager at Signature Consultants (Dexian)Senior Account Manager at Signature Consultants (Dexian)
ALEX RIVAS FUENTESALEX RIVAS FUENTES
Waterproofer at Mecklenburg Restaoration and WaterproofingWaterproofer at Mecklenburg Restaoration and Waterproofing
Amaiyah L. BrosierAmaiyah L. Brosier
Administrative Assistant at The Goddard SchoolAdministrative Assistant at The Goddard School