Jeffrey Jones
Davidson,NC
Summary
Senior management professional with over 20 years experience in financial services, bringing strategic leadership and operational excellence to drive organizational success. Skilled in project management, team collaboration, and process optimization with keen focus on achieving results. Adept at navigating complex challenges, fostering culture of accountability, and adapting to evolving business needs. Known for strong decision-making, effective communication, and building high-performing teams.
Overview
24
24
years of professional experience
Work History
Business Accountability Senior Manager
Wells Fargo & Company
02.2024 - Current
- Lead a team that implements Wells Fargo policy and federal and state regulatory requirements across four consumer business lines.
- Partner with business and risk stakeholders to revise policy and procedure implementation activities to improve quality, consistency and timeliness.
- Design and execute controls to mitigate risk of inaccurate or incomplete policy and regulatory requirement implementations.
- Assessed over 100 business line controls for control automation enhancements.
- Managed effort to prepare a business line to successfully complete a risk and control self assessment.
Lead Business Accountability Specialist
Wells Fargo & Company
09.2021 - 01.2024
- Established business line policy management and regulatory change management programs.
- Matrix managed a team that implemented Wells Fargo policy and federal and state regulatory requirements for a consumer business line.
- Completed over 100 policy implementations and over 200 regulatory change implementations a year on average.
- Created new and revised business line procedures to meet regulatory expectations.
- Performed business line assessments to satisfy regulatory obligations.
Business Initiatives Consultant
Wells Fargo & Company
10.2016 - 08.2021
- Led initiative to create an enterprise wide repository of marketing disclosures.
- Developed business requirements by partnering with business line marketing teams and risk partners.
- Partnered with Wells Fargo Technology to design repository's user interface to load and maintain disclosure language.
- Performed user acceptance testing and oversaw disclosure repository training and rollout.
- Managed business line efforts to create consistent marketing campaign processes to reduce operational risk.
Project Manager
Wells Fargo & Company
09.2005 - 09.2016
- Project and program manager on multi-year, cross-business line projects with budgets over $1 million.
- Managed project to create credit insurance system of record that interfaced with multiple sales, servicing, billing platforms.
- Program manager on project to establish new and redesign existing call centers across three states which included upgrading telephony, call routing and call recording software.
- Led projects to develop identity theft protection and life insurance products by partnering with third parties.
Assistant Manager / Sales Development Consultant
Wells Fargo & Company
05.2001 - 08.2005
- Trained customer facing employees on offering loan and insurance products across four states.
- Created onboarding program for employees new to the Sales Development Consultant role.
Education
Bachelor of Arts - Business Administration And Management
05-2001
Skills
- Strategic Planning
- Cross-Functional Team Collaboration
- Problem Solving
- Risk Governance
- Data Driven Decision Making
- Talent Development
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Business Accountability Senior Manager - Wells Fargo & Company
02.2024 - Current
Lead Business Accountability Specialist - Wells Fargo & Company
09.2021 - 01.2024
Business Initiatives Consultant - Wells Fargo & Company
10.2016 - 08.2021
Project Manager - Wells Fargo & Company
09.2005 - 09.2016
Assistant Manager / Sales Development Consultant - Wells Fargo & Company
05.2001 - 08.2005
University of Nebraska At Kearney - Bachelor of Arts, Business Administration And Management
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