Writing
Thalia Tranquilli
Vendor Manager
Meriden,CT
Summary
Organized and efficient Vendor Manager supporting corporate level officers with demonstrated expertise in financial, legal and operational leadership. Accomplished in workflow optimization techniques and implementation which increase productivity, reduce vendor costs and maintain business integrity and quality of service.
Overview
7
7
years of professional experience
4
4
years of post-secondary education
2
2
Languages
Work History
Vendor Manager
Bayview Asset Management
Remote, Connecticut
04.2022 - Current
- Manage, lead and develop a 2-associate team to deliver vendor management services to Originations business stakeholders. Support team to drive successful business projects and contract management. Report deficiencies and develop framework to promote continuous improvement.
- Enter, manage and review contract details within the contract lifecycle database for purposes of tracking contract approval and execution process, as well as collect vendor data to support the management of healthy vendor relationships. Structure performance and incidents data into a periodic comprehensive KPI & SLA compliance report.
- Conduct, design, and implement effective vendor cost reconciliation processes that properly identify areas of cost savings. The latest initiative led to the renegotiation of vendor contracts saving approximately $460k in the 2022 Fiscal year and $36k of annual ongoing savings in Service Agreements expenses.
- Maintain working knowledge of IT core business application stacks and processes for the ongoing application of emerging automation technologies, and appropriate budgeting in order to effectively manage centralized vendor management spend. Work as liaison with IT business stakeholders and Finance to clearly communicate appropriation deficiencies.
- Manage individual IT staffing SOW contract expirations, renewals, terminations and conversions. Report weekly to IT hiring managers with updates, and send monthly IT contractor management report that includes cost accrual data to Chief Technology Officer. Conduct biweekly touch point meetings with Chief Technology Officer.
- Demonstrate overall management responsibilities to draft and negotiate all forms of contracting processes with specific and varied purposes. These include NDAs, software as a service (SaaS) master agreement, MSAs, professional services agreements, SOW, SOPN, service level agreements, privacy agreements, partner agreements and general amendments.
- Serve as key contact in contractual and vendor relationship matters for Legal, IT, Risk and Originations teams that establish and maintain great working relationships with internal business partners while coordinating with cross-functional teams during end-to-end contract review, negotiation and execution.
- Lead multiple large-scale RFP projects for the Risk business unit which includes vendor prospecting and vetting, onboarding, cost-analysis, contract negotiations and management, due diligence assessments, and short-term/long-term strategic cross-departmental planning.
- Monitor vendor associates' database activities to ensure timely and effective completion of vendor evaluations including scorecards, Risk and PII assessments and ensure quality of information and comply with company policies.
- Responsible for management of managed services projects for Mortgage Technology Group business line. Work alongside the Program Manager to track and review milestones and process change orders in a rapidly changing environment demonstrating strong ability to adapt to dynamic, possibly unpredictable events while efficiently managing projects end-to-end.
- Assist the Vice President of Vendor Management in preparing presentation reports to corporate-level leadership and oversight committees using Microsoft Visio, PowerPoint, Excel and Power BI.
Redisclosure Manager
Bayview Asset Management
Remote, PA
03.2021 - 03.2022
- Managed and developed 10 disclosure specialists in the functional area of Adverse Action (NOAT) and Approvals disclosures. Established systems to monitor quality and timeliness of all respective client-facing documentation to ensure compliance with company, federal, and state regulatory requirements.
- Ensured ongoing training efforts for all disclosure staff members are in place to ensure alignment with updated department procedures and protocols. Coordinated cross-functional projects with Design, Training and Compliance teams to maintain up-to-date job aids and Policy and Procedures (P&P) library in accordance with external and internal guideline changes.
- Interviewed, selectively hired and trained disclosure mortgage professionals. Conducted ongoing staff monitoring and engaged constructive feedback. Worked alongside Human Resources to address corrective actions, as necessary.
- Monitored quality, timeliness and compliance of loan disclosures to ensure alignment with company policies and in compliance with state, regional, and federal guidelines to minimize risk of infractions and financial loss associated with potential FCRA and other violations.
- Chaired the ESAT Compensation & Benefits-Action Plan committee whose aim is to educate employees on principles of total compensation and benefits management strategies to maximize employee financial wellbeing.
- Restructured and implemented new disclosure team SLA report which outperformed previous systems causing a 80% increase in disclosure compliance for the department and aided in effectively pinpointing interdepartmental process deficiencies that impacted production.
- Established strong partnerships with Operations and other functional areas to understand needs, issues, and priorities to foster continuous improvement in pursuit of operationally excellent processes through standardization and automation best practices.
Redisclosure Specialist
Bayview Asset Management
Remote, PA
09.2020 - 02.2021
- Supported loan originations operations by tracking and producing consumer disclosure documents at initial disclosure, changes of circumstance/revisions, and closing disclosure.
- Demonstrated pipeline management to ensure that all dates, triggers and data integrity are always accurate.
- Disclosed loan file for state, federal and municipal compliance requirements and anticipated conditions necessary to pass said pre-fund audit to ensure compliance with MDIA/TILA -RESPA, and Dodd-Frank Act.
- Reviewed High-Price Mortgage Loan lending figures and system evaluation (Mavent) to maintain compliance with TILA.
- Reviewed loan files to ensure applications are completed thoroughly, all required data entered and closing fees are accurately disclosed to avoid tolerance cures or other regulatory violations which collectively provided $120k savings in Fourth Quarter 2020.
- Managed work flow and work queue priority thru pipeline maintenance to help team meet or exceed established key performance indicators (KPI).
- Subject Matter Expert (SME) resource for sales and processing staff to maintain compliance and best practices.
Client Relationship Manager, Contractor
AssetMark, Inc
Phoenix - Remote, Arizona
02.2020 - 07.2020
- Strengthened relationships with Advisor clients through consistent delivery of quality communication regarding portfolio construction, managing investments, risk management, trading, asset allocation strategy and implementation.
- Adhered to all corporate protocols and demonstrate knowledge of industry regulations.
- Monitored and managed Advisor Services shared mailbox and provided detailed, accurate written outbound client communication that demonstrated both high aptitude for understanding incoming requests and concisely conveying complex information.
- Researched Advisor accounts, identified key players and leveraged client relationships to upgrade accounts and stimulate retention and growth.
Jr. Paralegal - Paralegal
Fragomen, Del Rey, Bernsen & Loewy, LLP
San Francisco, CA
02.2017 - 09.2019
- Managed documents and information related to applications to be submitted to the Department of Homeland Security, USCIS, Department of State, and Executive Office for Immigration Review for immigration and/or citizenship, including affidavits, petitions, and applications.
- Drafted rebuttals, responses to Request for Evidence (RFEs) and relevant immigration related documentation for submission to USCIS or the US Department of State.
- Ensured up-to-date management of CRM database information which included case milestones and daily reporting of critical immigration expiry dates to ensure timely case lifecycle progression and filings.
- Generated client invoices and transaction detail reports via internal bill coding system, submitted invoices/reports for approval and subsequently delivered to client via an SFTP electronic portal. Managed ad hoc client requests on matters pertaining to invoices and reports.
- Composed and proofread attorney cover letters and affidavits of support that demonstrated superb knowledge of business writing and APA format.
- Nominated as committee participant responsible for the development of new database management technologies. Provided optimization insights and design recommendations prior to firm wide release.
- Prepared H-1B, L-1, O-1, TN, E-1/E-2 and all other types of visa petitions
- Prepared and assisted in writing and proofreading of attorney and evidentiary letters of support for upwards of 800+ EB -1A, EB-1B and O -1 petitions within a strict 2-month period, demonstrating superior time management and effective analysis for federal regulatory compliance.
- Provided paralegal and general administrative support for the regulatory attorney group as assigned from time to time, including conducting research, maintaining well-organized records relating to regulatory matters, preparing meeting minutes and action item logs and preparing other documents including forms, memoranda and PowerPoint presentations.
Administrative Manager
Canoga Wealth Management, LLC
Chester, Connecticut
06.2016 - 01.2017
- Provided day-to-day administrative support to 3 financial advisors by opening new client accounts, conducting asset transfers, and initiating distributions and contributions from qualified and non-qualified accounts.
- Assisted with new financial product project oversight and operations: developing customized invoices from centralized billing system, tracking financial metrics (billable hours, project profitability).
- Delivered up-to-date client-level portfolio information to financial advisors by managing and monitoring internal CRM, and generating respective client portfolio performance reports.
- Gave direction to improve and develop content for our sales information library and assisted in subsequent content creation and editing.
- Assisted with monthly operational reporting, dashboards, metrics, and KPIs using Salesforce and Power BI.
- Executed a successful business development campaign driven by outbound calls to win back clients which brought approximately $1mm AUM in a 2-week period and reestablished healthy client relationships.
Associate Financial Advisor
Prudential Financial, Inc
South Windsor, CT
06.2015 - 06.2016
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Secured growth of company investment portfolio via acquisition of 11 clients and approximately $1mm AUM in first year.
- Budgeted, designed and executed effective direct mail campaigns using Microsoft Word and Excel.
- Capitalized on market gaps and aggressive prospecting outreach for successful new client acquisition. Executed timely and effective transfer paperwork processing to ensure seamless new account delivery.
- Reviewed and analyzed financial documentation including P&L, BS, and CF statements to identify financial risk and propose course of action to mitigate losses.
- Ensured that client commitments are met by proactively reviewing assigned plans’ periodic activities (compliance testing, 5500, quarterly statements, RMDs, etc.).
- Developed and maintained up-to-date knowledge of investment products and industry trends, prepared for meetings, managed relationships, provided support for company events and other related activities.
- Devoted special emphasis to punctuality and worked to maintain outstanding attendance record.
Education
Bachelor of Arts - Political Science & Italian Literature
University of Connecticut
Storrs, CT 09.2002 - 12.2006
Skills
Project Management
Accomplishments
- Departmental ESAT Compensation & Benefits Owner, Bayview Asset Management 2021
- Member, University of Connecticut Alumni Association
- Editor-In-Chief, YMCA Youth & Government Program
- Cheers for Peers” Employee Recognition – Bayview Asset Management, December 2020
- Cheers for Peers” Employee Recognition – Bayview Asset Management, October 2022
- Leadership Excellence Series 1 – Bayview Asset Management, The Learning and Organizational Development Team July 2022
Interests
Communication
Problem solving
Timeline
Vendor Manager
Bayview Asset Management
04.2022 - Current
Redisclosure Manager
Bayview Asset Management
03.2021 - 03.2022
Redisclosure Specialist
Bayview Asset Management
09.2020 - 02.2021
Client Relationship Manager, Contractor
AssetMark, Inc
02.2020 - 07.2020
Jr. Paralegal - Paralegal
Fragomen, Del Rey, Bernsen & Loewy, LLP
02.2017 - 09.2019
Administrative Manager
Canoga Wealth Management, LLC
06.2016 - 01.2017
Associate Financial Advisor
Prudential Financial, Inc
06.2015 - 06.2016
Bachelor of Arts - Political Science & Italian Literature
University of Connecticut
09.2002 - 12.2006