LADESIREE WILLIAMS
Summary
Reliable finance professional offering and 20+ years in Banking. Knowledgeable of Middle Market, Corporate Client Banking and Asset Based Lending syndicated loans, security operations, and regulations governing security movement. Experience working in fast pace environments and the ability to multi-task effectively. Strong leader and problem-solver dedicated to streamlining operations to promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success. Proficient in Loan IQ, various internal Wholesale Loan Operation applications, Impact, DTC, and Microsoft Office.
Overview
21
21
years of professional experience
Work History
ABL Operations Manager
JPMorgan Chase Bank
03.2021 - Current
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Assisted with streamlining processes across the Loan Servicing Teams.
- Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
- Conducted performance reviews, identifying areas for improvement and developing action plans to address them.
- Assisted in recruiting, hiring and training of team members.
- Led complex projects with multiple deadlines, ensuring all objectives were met successfully.
- Worked with various Tech teams on related enhancements to help improve the processes within the Loan Servicing Team.
- Review, write and update procedures to ensure the appropriate controls are in place for the Loan Servicing Team.
- Implemented process improvements to ensure the Loan Servicing Team work effectively and efficiently.
Corporate Client Banking Operations Manager
JPMorgan Chase Bank
10.2018 - 03.2021
- Managed Corporate Client Banking loan servicing team and kept the team compliant with company policies and procedures.
- Worked closely with external clients and internal market counterparts.
- Assisted and monitored team workflow and escalations.
- Monitored productivity, volumes and SLAs.
- Provided coaching and training to new and existing team members.
- Researched and resolved production issues.
- Communicated and reinforced procedures and policies.
- Executed procedural and processed changes within the team.
- Participated in external client and market calls.
- Implemented process improvements to ensure the team work effectively and efficiently.
- Conducted performance reviews, identifying areas for improvement and developing action plans to address them.
Corporate Client Banking Operations Team Lead
JPMorgan Chase Bank
05.2014 - 10.2018
- Managed a diverse portfolio of CCBSI and Private Bank deals.
- Worked closely with external clients and internal market counterparts.
- Managed team workflow and escalations.
- Monitored productivity, volumes and SLAs.
- Provided mentoring, training and assistance to new and existing team members.
- Researched and resolved production issues.
- Assist with escalations and team inquiries.
- Communicated and reinforced procedures and policies.
- Participated in procedural writing and team execution of changes in processes.
- Represented team on internal and market calls.
- Offered process improvements and suggestions to manager regarding the team.
- Trained new employees on company policies, procedures, and best practices to facilitate their rapid integration into the team.
Middle Market Loan Servicer III
JPMorgan Chase Bank
03.2007 - 05.2014
- Managed a diverse portfolio of Middle Market syndicated loans while maintaining compliance with regulatory requirements and company policies.
- Process daily and scheduled loan transactions,
- Maintain F/X contracts for loan usage.
- Perform daily & monthly reporting for Customers and Lenders.
- Enhanced customer satisfaction by efficiently handling inquiries, addressing concerns, and providing timely updates on loan status.
- Communicate with Internal partners to resolve exceptions and inquiries.
- Participate in closing calls for the bookings of new Syndicated deals.
- Research and interpret Credit Agreements and Amendment documents to minimize impacts in loan servicing.
- Maintain cash and position reporting to prevent cash and position outages
- Review existing processes and procedures to recommend improvements.
- Coordinate and participate in projects that contribute to streamlining and enhancing of departmental loan processes and the loan system.
Fixed Income Operations - SR Lead Operations Specialist
JPMorgan Securities
07.2004 - 03.2007
- Handled daily collections and distribution of P&I for DTC and Fed eligible securities
- Compiled and analyzed reports from internal Fixed Income system
- Cross referenced data using the Bloomberg system
- Balanced and reconciled monthly security payments
- Prepared and submitted journals entries for funds disbursed or received
- Monitored Cash reports to prevent cash breaks
- Maintained open item volumes related to Principal and Interest payments
- Researched and resolved client inquiries and security discrepancies
- Communicated complex issues regarding securities to internal partners and clients to assess an appropriate resolution
- Reviewed existing processes and procedures to recommend improvements.
CBO Analyst – Trade Support
Bank One Corporation
12.2003 - 07.2004
- Provided support to traders in various areas of Corporate, ABS, CP, Treasury securities
- Assisted in daily treasury auctions
- Reviewed auction announcements and enter competitive and non-competitive bids in the TAAPS & TRAPS FedLine terminal and via web
- Notified the financing desk of TRAPS auctions and auction results
- Maintained fiscal agent pre-pricing books obtained from traders
- Inputted and updated trade tickets, slates, and sales tickets
- Corrected and cancelled Bloomberg tickets per trader request
- Cross referenced data using the Bloomberg system
- Escalated outstanding ticket issues to Traders and assist in providing a timely resolution
- Recorded fails, compensation claims, and balance adjustments in an excel spreadsheet
- Researched and submitted compensation claims to Inter Bank Compensation for negotiation with payment to customers and report complaints to BOCM compliance
- Perform daily and monthly reporting using status reports and volume analysis.
Education
Bachelor of Arts in Finance -
Illinois State University
Normal, Illinois12.2000
Skills
Problem-Solving
Team Leadership
Operations Management
Customer Service
Planning and Implementation
Timeline
ABL Operations Manager
JPMorgan Chase Bank
03.2021 - Current
Corporate Client Banking Operations Manager
JPMorgan Chase Bank
10.2018 - 03.2021
Corporate Client Banking Operations Team Lead
JPMorgan Chase Bank
05.2014 - 10.2018
Middle Market Loan Servicer III
JPMorgan Chase Bank
03.2007 - 05.2014
Fixed Income Operations - SR Lead Operations Specialist
JPMorgan Securities
07.2004 - 03.2007
CBO Analyst – Trade Support
Bank One Corporation
12.2003 - 07.2004
Bachelor of Arts in Finance -
Illinois State University
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