Summary
Overview
Work History
Education
Skills
Timeline
Generic

Katherine Schmidt

Liverpool,NY

Summary

Dynamic leader with extensive experience at BNY, excelling in team leadership and relationship building. Focused on straight-through-processing and automation. Proven decision-maker and critical thinker, fostering high-performance cultures and driving operational efficiency across multiple teams.

Overview

19
19
years of professional experience

Work History

Vice President - Lead Manager II Operations

BNY
09.2022 - Current
  • Cultivated strong relationships with key stakeholders, including customers, vendors, and regulators promoting collaboration and long-term success.
  • Collaborated with senior management to develop strategic initiatives and long term goals.
  • Built a high-performance team culture through effective leadership techniques such as coaching, mentoring, and empowerment. Management of 9 distinct processing teams, totaling 54 employees across 4 domestic locations
  • Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
  • Boosted team productivity by implementing efficient project management strategies.

Vice President - Business Support

BNY
08.2019 - 08.2022
  • Generation of manual process inventory including risk tagging per manual step
  • Oversight of global sanctions for all operation platforms
  • Coordination of COVID-19 activities, including equipment deployment, hourly metrics and end of day processing statistics for executive management
  • Creation of capacity calculator to determine risk rating of system outages of multiple-day events
  • Management and oversight of unissued physical certificate and check stock for transportation to Pittsburgh

Team Lead - Client Processing

BNY
07.2017 - 07.2019
  • Oversight of five processing teams ensuring timely and accurate actions to rate sets, redemptions, debt processing, and account management across two domestic locations
  • Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
  • Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
  • Creation of automated test scripts for multiple technology platforms

CT Ops Unit Manager

BNY
12.2015 - 06.2017
  • Provided training and performed oversight of transition of work from USA to India
  • Ensured compliance with regulations and standards through regular audits, staff education, and policy updates
  • Resolved conflicts among team members quickly to maintain a positive working environment
  • DTC (Depository Trust Company) Relationship Manager; DTC represents the largest bondholder in the market for Corporate Trust

FMTS Ops Section Manager

BNY
02.2012 - 11.2015
  • Implemented in-house generation of redemption notices; expense removal converted to revenue generator
  • Partnered with project management team to implement technology changes to automate and create efficiency, resulting in 40% straight-through-processing rate
  • Facilitated training of new centralized team into East Syracuse location from multiple US cities
  • Oversight of two processing team

Supervisor

BNY
02.2011 - 01.2012
  • Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
  • Partnered with Reconciliation Team to clear aged outstanding exceptions from system conversion, including several 100+ day aged exceptions
  • Creation of desktop procedures to ensure standardization, efficiency and accuracy when using new operating platform

Securities Processing Clerk

BNY
05.2006 - 01.2011
  • Implementation of new procedure to reduce transactions from aging and creating a backlog
  • Migration and ownership of automated rate set systems from other domestic sites into East Syracuse as part of asset swap
  • Review and resolution of accrual discrepancies mitigating the possibility of incorrect payments being made
  • Set up of interest and principal payments; approximately 500 deals processing monthly

Education

Bachelor of Science - Early Childhood Education

SUNY Oswego
Oswego, NY
01-2006

Skills

  • Team leadership
  • Relationship building
  • Decision-making
  • Critical thinking

Timeline

Vice President - Lead Manager II Operations

BNY
09.2022 - Current

Vice President - Business Support

BNY
08.2019 - 08.2022

Team Lead - Client Processing

BNY
07.2017 - 07.2019

CT Ops Unit Manager

BNY
12.2015 - 06.2017

FMTS Ops Section Manager

BNY
02.2012 - 11.2015

Supervisor

BNY
02.2011 - 01.2012

Securities Processing Clerk

BNY
05.2006 - 01.2011

Bachelor of Science - Early Childhood Education

SUNY Oswego

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