Sarah Harriage

Voluntary role for the Strategy & Doctrine team at National Headquarters, Volunteer Services

Formed this LLC to legitimize my hobby and build clientele trust

Commercial Banking Relationship Specialist Duties

• Acted as point of contact for Commercial Banking clients for all bank servicing requests.
• Managed post-closing requirements including ticklers and exceptions, and due diligence requirements.
• Worked closely with Treasury Management team to successfully onboard new TM clients.
• Compiled reports for Relationship Managers such as 360 Report, Weekly Sales Report, OneView, Pipeline Report, Maturities, Past Due and Exception Reporting.
• Facilitated and managed credit application workflow as it applied to the appropriate credit channel, including collecting financial information from client, submitting facility applications and managing loan workflow to closing.
• Liaised between Credit Products and the Commercial team with both underwriting and para- lending processes and procedures.

Executive Assistant Duties

• Supported our Tampa Corporate Banking market president with traditional EA duties (travel, expenses, ensuring continuing education requirements are met, calendar management, reports and more).
• Managed our commercial client entertainment experience with Amalie Arena (Lightning hockey and concerts) and Raymond James Stadium (Bucs football) by streamlining all aspects of ticketing and fostered collaboration between departments to grow our relationship with our clients and optimize their business with our products. Also coordinated events, suite catering, parking, and any logistics including troubleshooting electronic tickets for attendees. I worked directly with venue executives (Vinik Sports Group and Raymond James Stadium) and suite hospitality (Delaware North) to host and also to ensure all parties had been paid by Regions using Accounts Payable's complex payment request system. Managing ticket invoice submittal also entailed breaking apart/allocating large invoices being split between different departments of the bank that shared our suite.
• As the only EA in the Tampa area for the bank while it was coming back to life after COVID, I handled onboarding, secure floor access, parking validations, any troubleshooting, equipment, and supply orders. I also paid all respective vendors (drinking water, document destruction, and parking vendor invoices).

• H&S is a confidential C-level executive recruiting and head hunting firm.
• Lead administration for assigned client engagements, beginning with business development support and executing throughout the life of the search; hosted client and candidate communications through scheduling and prioritizing telephone, video conferencing and emails.
• Orchestrated smooth-running search operation and calendar management for executive candidates, clients, and consultants, providing white glove hospitality, maintaining composure under pressure, safeguarding confidential information, fact checking resumes and education, and organizing critical documentation with utmost accuracy.
• Collaborated daily with the team and internal stakeholders to drive the delivery of high-quality client deliverables, efficiently and on time.
• Supported the search team with account management and client relationships by managing consultant and candidate expenses, client invoices/receivables, and other financial reports.
• Managed the opening and closing of searches in Latitude system; organized search documentation following firm policy and documentation guidelines as it relates to engagement letters, position specifications, candidate reports, degree verifications, reference reports, offer letters, etc.; ultimately maintaining data integrity.

• Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
• Filed court documents and legal pleadings with court clerk on behalf of attorneys.
• Worked alongside attorneys, administrative assistants, and fellow legal assistants on complex cases and legal processes.
• Scheduled appointments, court appearances, and depositions for busy law firm.
• Handled office scheduling and made notes for deadlines, motions, and other important dates.
• Completed electronic filings, initiated billing statements, and managed firm administrative matters.
• Coordinated with court personnel and attorneys to determine scheduling of hearings and filing documents.
• Organized documents to manage paper and electronic filing systems of clients.
• Prepared for court hearings by organizing and summarizing documents, preparing exhibits and reviewing evidence.
• Conducted legal research, compiled and organized evidence and identified relevant legal articles and statutes to use for legal proceedings.
• Revised and finalized letters, briefs, and memos.
• Produced legal documents such as briefs, pleadings and appeals.
• Developed polished motions and briefs to support litigation processes and court proceedings.
• Reviewed, edited and proofread litigation for proper grammar, spelling and punctuation.

• Supported head of Credit Review (SEVP) and his team of 32
• Demonstrated the ability to anticipate managerial and departmental needs
• Consistently proved the ability to handle highly confidential material and exercised discretion in an extremely political environment
• Demonstrated resourcefulness with countless contacts throughout the bank
• Distributed Credit Review’s exam reports throughout the bank and oversaw corresponding exam surveys
• Worked with IT to ensure immediate access to all necessary systems for the entire team to function in their daily roles
• Scheduled and maintained calendar of appointments, meetings, travel itineraries, and coordinated related
  arrangements using Concur
• Facilitated weekly Leadership Meeting and made record of meeting minutes
• Managed expense reimbursements for 10+ team members
• Managed various vendor contract payments for multiple departments
• Acted as logistical coordinator for employees both new to and exiting the floor
• Acted as general contact point for the floor
• Assisted in maintaining organization of high volume of documents to be on-hand for manager

• Provided general support to the president and general counsel
• Managed and maintained calendar appointments, meetings and travel logistics for all C-level executives
• Prepared and circulated meeting minutes for board meetings, investment committee meetings, asset review committee meetings, and pledge fund meetings
• Assisted in creating many new entities in different states
• Maintained organization of complex filing system
• Acted as company liaison and coordinator of United Way
• Oversaw expense reimbursements

• Stayed abreast of news and regulatory rulings related to all areas of lending; continually discussed these rulings and regulatory enforcements within our group to determine how we could mitigate risk in PAM; communicated our findings and news updates regarding regulations with other areas of the bank via a publication that I wrote, edited and published to inform the masses of ever-changing regulatory rulings/findings related to their areas of banking
• Drafted and edited legal and business communications and reports; frequently asked by executives to discreetly edit confidential documents and emails to the federal government for grammar and punctuation; recommendation letter from one such executive available upon request
• Assisted my team in managing and maintaining matter statuses, reporting and trending for 2,000+ matters with the overall goal being risk mitigation and becoming a proactive legal group rather than solely reactive
• Acted as liaison between in-house and outside counsel for matter management
• Acted as our team’s liaison to the technology department in designing our new matter management system
• Provided administrative support for two in-house commercial bankruptcy attorneys
• Ensured my managers' compliance with continuing education and ensured their good standing status with the bar associations in each state where they practice law
• Conducted regulatory banking research and researched case law related to commercial lending
• Coordinated and complied with in depth bankwide discovery requests
• Worked closely with PAM officers and other LOBs to gather information needed to defend the bank in active and threatened litigation
• Managed and oversaw maintenance of law firm billing system, Tymetrix360
• Coordinated discovery demands and maintained litigation holds through the e-discovery system
• Prepared exhibits for depositions, hearings and trials
• Learned to maintain professionalism and high level of motivation in an extremely active and high-profile environment
• Acquired broad knowledge of the inner-workings of the bank and its systems

• Left the bank for one year to travel via a global organization in East Asia while Regions unofficially held my job

• Managed distribution of high volume of subpoenas served on the bank
• Responded to and complied with subpoenas served on the bank
• Handled collections and invoicing for the Legal Processing department
• Maintained Legal Processing team's compliance with BSA/AML
• Assisted with internally auditing files
• Managed huge volume of on/off-site storage