Lorna Wilson
Staten Island,NY
Summary
Results-driven Project Manager with extensive experience leading teams in dynamic environments. As a Shelter Supervisor, managed and mentored a diverse team of 7 individuals, ensuring operational efficiency and delivering high-quality services. Proven ability in payroll processing, procurement, and generating detailed reports. Strong communicator and strategic leader skills, committed to fostering team collaboration, meeting project deadlines, and optimizing processes. Adept at managing resources, budgets, and timelines in fast-paced settings.
Overview
14
14
years of professional experience
Work History
Project Management & Operational Leadership
Faith United Methodist Church
06.2024 - 06.2025
- Led a team of 7 personnel, ensuring high levels of productivity and cohesion within the shelter environment. Managed staff scheduling, performance reviews, and conflict resolution, fostering a positive work culture.
- Supervised daily operations, ensuring the timely and effective delivery of services, maintaining a safe and supportive environment for both team members and shelter residents.
- Directed payroll processing, ensuring accurate and on-time payments for all staff. Managed compensation records, tax documents, and timesheets in compliance with organizational and legal standards.
- Spearheaded procurement efforts, sourcing necessary supplies and negotiating with vendors, resulting in cost savings and consistent availability of essential items.
- Developed and submitted detailed weekly and monthly reports, tracking key performance indicators, budgets, and overall shelter operations. Provided insights for senior leadership to drive operational improvements.
- Worked closely with external agencies and stakeholders to ensure compliance with regulations, implement best practices, and maintain high levels of service delivery.
- Implemented process improvements that enhanced workflow efficiency, reducing operational costs by 15% while maintaining service quality.
- Trained and mentored staff, resulting in a 20% improvement in team productivity and a reduction in turnover.
- Managed budget tracking, ensuring that all procurement, payroll, and operational costs were within allocated resources, while minimizing waste and maximizing resource utilization.
Assistant Vice President – Client Service Manager
BNP Paribas
10.2014 - 12.2022
- Responsible for ensuring that client needs, both simple and complex are met in a timely and professional manner by either personally handling or coordinating with other groups within the organization to respond.
- Identified client needs and potential internal issues impacting client satisfaction.
- Processed of Cash and security settlements for clients in the US, Canada and other international Markets
- Processed incoming and outgoing Prime Broker/Individual Margin transfer of client assets via Fed/DTC
- Focused on strategic aspects of maintaining and growing long-term relationships with Portfolio Managed Accounts
- Provide support in client servicing responsibilities with goal to become key day-to-day contact
- Oversaw client onboarding, change events and shut down procedures.
- Coordinate with other business areas (such as Client Relationship Management, Portfolio Management, Legal, Compliance, Operations, Proposal Management) to address client queries.
- Review client portfolios for strategy and guideline compliance.
- Trained, assisted and mentored new/junior employees
- Provided global support to the firm’s Financial Advisors, internal processing areas, and global private clients by assisting and resolving corporate actions related inquiries.
- Provide support in preparation and hosting of client training seminars
Business Analyst-Account Transfers/Audit - (Domestic and International)
Jefferies & Company
05.2011 - 05.2012
- Processed incoming and outgoing Prime Broker/Individual Margin transfer of client assets via ACATS or non-ACATS procedures
- Worked closely with all Operations department in the settlement process of Cash and Securities in the US, Canada and other international markets
- Verify that accounts are opened and assures that documentation is complete before processing transfers.
- Identified gaps and issues, explain the root cause, document the impact of proposed changes, and present options for resolution of issues.
- Thorough knowledge of regulatory compliance and industry practices, including comprehensive understanding of state and federal laws, including Sarbanes-Oxley
- Initiate follow up calls and provide status updates to client, financial advisor, management as required
- Providing timely, high quality client service that meets or exceeds client expectations
- Manage audit request in fast-paced, deadline-oriented environments.
- Aggregate and examined data for distribution of statement, SASE16 reports to financial institution/Audit firms
- Identified, assess, and document business requirements, recommending business priorities, and advising business on options and risks.
- Ensure that required documentation can be easily translated into test plans and that the proper test plans have been completed.
Education
Bachelor of Science - Business Marketing, minor Business Management
College of Staten Island at the City University of New York
Staten Island, New YorkSkills
- Microsoft Word, Excel and Outlook; Internet Explorer; Bloomberg, TCS BANCS, SWIFT, Knowledge of various DTC functions (Settlement Web, DTCC portal, CA WEB)
Timeline
Project Management & Operational Leadership
Faith United Methodist Church
06.2024 - 06.2025
Assistant Vice President – Client Service Manager
BNP Paribas
10.2014 - 12.2022
Business Analyst-Account Transfers/Audit - (Domestic and International)
Jefferies & Company
05.2011 - 05.2012
Bachelor of Science - Business Marketing, minor Business Management
College of Staten Island at the City University of New York