JAY ROGERS
Friendswood,TX
Summary
Accomplished and experienced senior manager with a record of achievement in operational and financial leadership roles. Operationally savvy with proven success optimizing product offering, reducing costs, enhancing production workflow and tracking, and improving customer service training and delivery.
Overview
25
25
years of professional experience
Work History
Director, CDO Senior Group Manager, Client Service
Bank of New York Mellon
02.2011 - 01.2024
- Responsibilities included oversight for eight VP level managers across two U.S locations
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
- Effectively managed CDO compliance reporting & deal metrics for more than 400 U.S CDO deals
- Drove technology solutions agenda to streamline processes and eliminate manual intervention
- Mitigated risk to the organization through effective leadership and sound decision making
- Devised and implemented business solutions directly impacting my business because of regulatory reform
- Guided the formulation and implementation of company operations policies
- Held key decision maker role on numerous initiatives including restructures, expansions and change projects within Corporate Trust group
- Effectively managed all servicing aspects of Corporate Trust CLO book of business
- Received Bank Innovation award and recognition for leading concept that developed and implemented the process in which the input of trade blotter files
- Effort realized saves of over 1M per annum
VP, CDO Client Service Manager
Bank of New York Mellon
07.2006 - 02.2011
- Successfully manage the day-to-day service operations of five team leaders with oversight responsibility for 120+ staff members
- Effectively managed 25+ client relationships while increasing market share and fee revenue
- Responsibility for administrative and compliance duties as trustee across 200+ deals
- Successfully managed operational risk on my existing book of business through turbulent market conditions of 2008
- Effectively leveraged vendor relationships working with product and support groups
- Successfully protected CDO market share of 43%
- Instrumental in creating sub-prime market initiatives to minimize risk to BNYM due to market collapse of 2008
- Managed operational and data issues associated with the conversion of JPM to BNY platform
- Led team that created and implemented reconciliation procedures for cash, compliance and custody systems
- Chaired Employee Engagement Committee which was responsible for improving staff satisfaction scores from 58% to 91% over a period of three years
- Implemented processes that resulted in a 20% improvement in client satisfaction scores
Senior Operations Manager – Retail Contact Center
JPMorgan Chase
01.1999 - 01.2006
Education
International Management Certificate -
Thunderbird School of Business
01.2008
BBA -
LeTourneau University
Longview, TX01.2004
Skills
- Relationship building
- Strategic planning
- Verbal and written communication
- Decision-making
- Operations management
Timeline
Director, CDO Senior Group Manager, Client Service
Bank of New York Mellon
02.2011 - 01.2024
VP, CDO Client Service Manager
Bank of New York Mellon
07.2006 - 02.2011
Senior Operations Manager – Retail Contact Center
JPMorgan Chase
01.1999 - 01.2006
BBA -
LeTourneau University
International Management Certificate -
Thunderbird School of Business