Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

SHERON LAL

North Plainfield

Summary

Results-driven Project Manager with experience delivering complex projects on time, within scope, and budget in the financial services technology industry. Skilled in planning, executing, and closing projects while effectively managing cross-functional teams, stakeholders, and resources. Adept at risk management, communication, and fostering collaboration to achieve strategic goals. Passionate about leveraging technology and innovative practices to drive project success and exceed client expectations. Currently pursuing PMP certifications to enhance expertise in project management methodologies and best practices.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Technical Professional Services-Sr Professional II

FiservInc
12.2023 - Current
  • Spearheaded the implementations and deployment of Fiserv solutions (Spectrum, Loancierge, DNA), ensuring alignment with client requirements and timelines.
  • Managed end-to-end projects, from discovery and planning, requirements gathering, sprint planning, DEV, UAT, and Production, to post deployment support, achieving a 95% client satisfaction rate.
  • Developed customized API integrations to enhance functionality and compatibility with client systems.
  • Collaborated with stakeholders to gather requirements, developing tailored solutions to meet business needs, while adhering to best practices.
  • Installed and configured bespoke customer configurations, optimizing workflows to align with business and functional requirements.
  • Researched and identified solutions to technical problems, maintaining RAID logs and working with product teams to address bugs.
  • Implemented and developed training programs for clients, facilitating client handovers.

Financial Services Consultant

AFFINITY FEDERAL CREDIT UNION
09.2016 - Current
  • Prepared bank deposits by compiling data from cashiers, verifying and balancing receipts and sending payment to banks.
  • Responsible for performing complex functions regarding ACH, Checks, Zelle and other payment methods, ensuring that all processes are completed accurately and timely.
  • Processed ACH transactions in accordance with NACHA rules and regulations.
  • Monitored ACH transactions for unusual activity and reported suspicious transactions to our risk department.
  • Communicated with internal teams and external clients to resolve ACH-related issues.
  • Maintained ACH files and records in accordance with company policies and procedures.
  • Provided training and support to team members on ACH processing and compliance.
  • Ensured compliance with all federal and state regulations governing ACH operations.
  • Participated in team projects, demonstrating an ability to work collaboratively and effectively.
  • Tested functional and compatibility of new programs or updates in comparison to existing applications.

PERSONAL BANKING REPRESENTATIVE

SANTANDER BANK
12.2015 - 09.2016
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Processed deposits, withdrawals and ACH transfers accurately.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.

UNIVERSAL BANKING CONSULTANT

PNC BANK
04.2015 - 12.2015
  • Contacted prospective clients to generate new loans, deposits and business to achieve company production goals.
  • Evaluated risk and demand deposit balances of each account to properly price loans to meet profitability standards.
  • Processed deposits, withdrawals and ACH transfers accurately.
  • Processed customer payments and account setup charges.

Head Teller

Citibank
01.2013 - 04.2015


  • Replenished ATM funds in empty canisters prior to validation process.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services
  • Monitored and verified suspicious activity on customer accounts.
  • Recognized and prevented fraudulent activities and suspicious transactions.
  • Executed wire transfers, stop payments and account transfers.

Education

Associate of Science -

Borough of Manhattan Community College of The City University of New York
New York, NY

Skills

  • Financial Services
  • Relationship building and management
  • Technical Project Management
  • Regulatory Compliance and Risk Mitigation
  • Technical Troubleshooting and Resolution
  • Data Migration and System Upgrades
  • Client Onboarding and Training
  • API Integration and Customization
  • Fiserv Platform Implementation and Support

Certification

Project Management Professional( PMP) Certification (Expected 2025)

Timeline

Technical Professional Services-Sr Professional II

FiservInc
12.2023 - Current

Financial Services Consultant

AFFINITY FEDERAL CREDIT UNION
09.2016 - Current

PERSONAL BANKING REPRESENTATIVE

SANTANDER BANK
12.2015 - 09.2016

UNIVERSAL BANKING CONSULTANT

PNC BANK
04.2015 - 12.2015

Head Teller

Citibank
01.2013 - 04.2015

Associate of Science -

Borough of Manhattan Community College of The City University of New York

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