Jeffrey M. Monson
Westminster,CO
Summary
Results-driven operations leader with 20+ years of progressive experience at TIAA, specializing in treasury operations, process optimization, and team leadership. Proven track record of delivering significant cost savings (over $130K annually) and operational efficiencies through Lean methodologies and cross-functional collaboration. Skilled at leading teams through organizational change, implementing technology solutions, and ensuring regulatory compliance in financial services. Green Belt certified with expertise in identifying process gaps, developing controls, and mentoring staff to achieve excellence in customer service and operational accuracy.
Overview
20
20
years of professional experience
Work History
Team Lead, Operations
TIAA
Denver, CO
08.2019 - Current
- Oversaw daily operations and team performance as Acting Manager from March to September 2025.
- Facilitated job interview processes for MFO and treasury operations positions.
- Facilitated onboarding of multiple teams to leverage UW for efficient routing and processing of miscellaneous checks.
- Developed and implemented a comprehensive coaching plan to enhance associate performance and accuracy.
- Facilitated performance check-ins and calibration sessions to enhance team effectiveness.
- Oversaw dual responsibilities as a bank officer, ensuring compliance and operational efficiency.
- Collaborated with lockbox representatives and imaging teams to discontinue Wells Fargo overnight packages.
- Executed preparation and presentation of treasury operations roadshow for business partners.
- Facilitated transition to TPS system, streamlining payment operations and enhancing submission timelines for MOC requests.
- Executed transition of all JPMorgan access users to multi-factor authentication (token) system.
Lead Accountant
TIAA
Denver, CO
11.2013 - 08.2019
- Achieved green belt certification by streamlining daily cash instruction processes, reducing production time by 75%.
- Facilitated transition of daily self-directed brokerage wire preparation to brokerage operations, enhancing segregation of duties.
- Contributed to OCFO Career Enrichment Mentoring Committee by facilitating professional development initiatives.
- Facilitated cross-team collaboration to ensure application of missing dividends for clients across 114 funds.
- Facilitated identification and submission of directives to align trustee position with record-keeper and broker roles regarding dividend posting issues.
- Facilitated development and refinement of control (RT138) to ensure accurate and timely execution of MOCs requested by TIAA-CREF via the blotter.
- Engineered and optimized formulas to automate data processing for the blotter.
- Spearheaded waste elimination initiatives by collaborating with a peer to develop a new match pass and refine an existing match pass for RT114.
- Facilitated timely updates of team SOPs by coordinating between technical writers and team members.
- Assisted in executing functions including rt114, rt116, rt132, rt138, recon 8, and recon 30. Supported state street moc authorization and processed back-dated manual journal entries. Aided in moc ssk unit and share reconciliation along with the blotter qc process.
Sr. Specialist, Recordkeeping Services
TIAA
Denver, CO
11.2007 - 11.2013
- Designated by management to oversee payment operations on a full-time basis.
- Facilitated transition of operations from New York to Denver, ensuring seamless workflow integration.
- Minimized TFE exposure by ensuring comprehensive backup information is accessible on 'T' for all wires and checks processed through Wachovia lockbox.
- Implemented remote deposit capture (RDC) machines to enhance operational efficiencies and minimize costs.
- Facilitated collaboration among associates in Denver, Charlotte, and Chicago branches to establish standardized work documentation for RDC functions.
- Optimized overtime expenses by mastering end-of-day wire check-off procedures and implementing flexible schedules.
- Streamlined operations and minimized costs through targeted outreach initiatives and enhanced training programs focused on best business practices.
- Orchestrated standard work meetings between Denver and Charlotte to establish best practices documentation.
- Enhanced processing efficiencies across departments by facilitating end-to-end track meetings among key treasury and indexing associates.
- Streamlined dirty coupon processing by collaborating with treasury to identify optimal communication methods.
- Facilitated cross-departmental collaboration to ensure timely availability of Harris Bank lockbox images in EXP AG within two hours of receipt.
- Analyzed root causes of incorrect fund applications by treasury and implemented proactive measures to minimize posting errors through the CISs table project.
- Processed ACH payments, lockbox payments, and returned checks. Assisted with help desk inquiries and physical check deposits. Conducted quality control on daily transmissions and RDC processing. Performed reconciliation for all accounts managed by treasury operations.
Education
Bachelor of Science - Corporate Finance
Central Michigan University
Mt. Pleasant, MI12.2004
Bachelor of Science - Personal Financial Planning
Central Michigan University
Mt. Pleasant, MI12.2004
Associate’s - Psychology
Central Michigan University
Mt. Pleasant, MI12.2004
Skills
Leadership and Coaching in Team Management
Process Optimization and Lean Methodology
Green Belt Certification
Omni Admin Web Platform
OmniTrade System
Treasury Operations Management
Wire Transfers and ACH Transactions
Cash Management Strategies
Reconciliation Processes
JPMorgan Access Platform
Treasury Payment Systems
Remote Deposit Capture Procedures
Risk Management and Compliance Frameworks
Quality Control Procedures
Cross-Functional Collaboration
Change Management Initiatives
Training and Development Programs
Root Cause Analysis Techniques
Documentation and Standard Operating Procedure Development
Timeline
Team Lead, Operations
TIAA
08.2019 - Current
Lead Accountant
TIAA
11.2013 - 08.2019
Sr. Specialist, Recordkeeping Services
TIAA
11.2007 - 11.2013
Bachelor of Science - Corporate Finance
Central Michigan University
Bachelor of Science - Personal Financial Planning
Central Michigan University
Associate’s - Psychology
Central Michigan University