Wendee Spector

· Create reporting for the Loan Operations Division, coordinating with directors, managers, and supervisors on required data requests. This includes data pulls from FIS, Loansphere, Lenders Workbench and nCino.

Utilize reporting systems, such as, Business Intelligence, Power BI, Motivity, and Salesforce Reporting to create and deliver requested data. Communicate and create reporting for various departments, provide troubleshooting, data pulls, and work with groups of subject matter experts to solve issues, investigate, and provide solutions.

Monitor reporting and maintenance to meet regulatory requirements. Utilized as a reference for system knowledge by Loan Operations, Compliance, Audit, Finance and Fraud divisions.

Coordinate special project initiatives for the Retail Lending Center, in charge of research, strategize, testing and initiating solutions for systemic issues within the Retail Lending Center.

Projects involve Synvous systems such as FIS Loan, Deposit and General Ledger applications, Service Now, S-Link, Sales Partner, LOS, Loan Sphere, Synergy, Lenders Workbench, Intranet Applications, EBS scripting, and IRS Government Reporting, from a perspective of the subject matter expert.

Communicate and coordinate group interaction to speak to other SME’s in their respective lines within Synovus, Synovus Mortgage and vendors to gather knowledge and solutions. Monitor reporting and maintenance requirements to meet regulatory requirements. Be utilized as a reference for system knowledge by Loan Operations, Audit, Finance and Fraud divisions.

Create reporting using Synovus Intelligence to use for problem solutions and for executive use for high level decisions

Special projects analyst, in charge of research, strategize, testing and initiating solutions for systemic issues within the Retail Lending Center. Projects involve Synvous systems such as FIS Loan, Deposit and General Ledger applications, Service Now, S-Link, Sales Partner, LOS, Loan Sphere, Synergy, Lenders Workbench, Intranet Applications, EBS scripting, and IRS Government Reporting, from a perspective of the subject matter expert.

Communicate and coordinate group interaction to speak to other SME’s in their respective lines within Synovus, Synovus Mortgage and vendors to gather knowledge and solutions. Be utilized as a reference for system knowledge by Loan Operations, Audit, Finance and Fraud divisions. Create reporting using Synovus Intelligence to use for problem solutions and for executive use for high level decisions.

Manage 10 employees which cover 5 major operational functions: Intranet Applications (all Loan transactions submitted within Synovus Bank), Participations and Syndications (all booking, maintenance and transactions), Credit Bureau Disputes (research and correct all consumer, commercial, small business and credit card disputes), Tax Tracking (insure taxes are paid on held collateral properties), Reports (works all error reports for Loans).

Responsible for all Loan maintenance related projects.

Responsible for implementing cost savings efficiencies that has saved hundreds of man hours and will save Synovus Bank 1.5 million in costs over the next 5 years.

Key member of a Synovus committee to ensure the company was CFPB compliant in handle customer disputes, credit bureau reporting, and in handling collection / bankruptcy for Synovus Bank.

Handle all requests for 1098 and 1099 A, AC & C year end reporting

Manage 4 teams, with 25 employees within the Central Loan Processing Department. These teams included LSR (pre-review), Commercial Loan Origination production, Upload, where the load is booked after closing, & Quality Review..

Responsible for the production, quality measurement, and corrections performed by the Upload area for Synovus bank loans, which includes Consumer and Commercial Real Estate, Retail, Commercial, Lines of Credit and Letters of Credit.

Review all corrections, LIBOR, and attorney prepared notes requiring special handling.

Responsible for special projects requiring research, development, and successful implementation concerning loan processing.

Duties included the development of classes for M & I products used at Synovus affiliate banks.

Developed classroom agenda.

· Development of manuals, classroom exercises and exams.

Development of Mainframe classes including Retirement (IRA), Detail Inquiry Only class, portions of the Deposits Operations class.

Training duties included teaching classes, administering and grading exams and contacting students with grades and answers to questions.

Taught: Detail Inquiry, Deposit Operations, Safe Box, Loan Operations, Collections, StarView, Tickler, Note Pad and Mainframe Loan Inquiry.

Other duties include assisting Customer Solutions teams in answering questions from affiliate banks, scheduling training classes, setting up portable classrooms at affiliate locations, and updating manuals for responsible applications.

Subject matter expert in the following M & I applications:

(CIS) Customer Information System

Deposit Operations (Inquiry and Maintenance)

(IFMS) Integrated Funds Management System (Inquiry and Maintenance)

Safe Box (Inquiry and Maintenance)

Non Sufficient Funds (Inquiry and Maintenance)

Account Analysis (Inquiry)

Cardbase (Inquiry)

Retirement System (Inquiry and Maintenance)

Loan Operations (Inquiry and Maintenance)

Collections (Inquiry and Maintenance)

Retirement – IRA (Inquiry and Maintenance)

Tickler (Inquiry and Maintenance)

StarView (Inquiry)

Note Pad (Inquiry and Maintenance)

Duties included the development of classes for M & I products used at Synovus affiliate banks.

Developed classroom agenda.

Development of manuals, classroom exercises, exams and sustainment exercises.

Development of Mainframe Deposit classes including Inquiry Only class, portions of the Deposits Operations class and the Retirement (IRA) Guide.

Training duties included teaching classes, administering and grading exams and contacting students with grades and answers to questions.

Taught the following classes: Detail Inquiry, Condensed Inquiry and Mainframe Loan Inquiry.

Other duties included manning the Trainer Hot Line, answering questions before, during and after the bank conversion.

Know the following M & I (FIS) applications:

(CIS) Customer Information System

Deposit Operations (Inquiry and Maintenance)

(IFMS) Integrated Funds Management System

(Inquiry and Maintenance)

Originally hired as a Help Desk Analyst for Mainframe product support.

Promoted to a Senior Analyst in 1997.

Train and support for newly hired analyst and on going support for the Mainframe Help Desk team.

Attended operation meetings to assess Help Desk impact from end of day processing.

Communicated information to other Help Desk Analyst as well as my supervisors.

Regular Help Desk duties included:

-providing customer support for Synovus affiliate banks,

-work with the WAN (Wide Area Network) Group to resolve terminal problems,

-work with Operations to resolve report issues through the Control D system,

-work with Security to resolve user ID access problems,

-provide Mainframe answers to questions concerning systems such as Deposits, Installment and Commercial Loans, Time Deposits and Combined Interest Reporting,

-used the EA (Expert Advisor) System to record problems and questions,

-submitted newly found answers to be added as resolutions,

-resolve and follow up on all open problems to provide timely and accurate answers for our affiliate banks.

Moved to Sylvester, Georgia and accepted a Teller position with our Synovus affiliate, Security Bank.

Duties included soliciting new merchant accounts, quoting discount rates, installing Point of Sale (POS) terminal equipment at merchant locations and training merchants, assisting with bank conversions and making merchant retention calls.

Duties included receiving requests and building merchant files for electronic data capture equipment, conducted phone training with merchants and did trouble shooting for electronic data capture equipment. As our industry’s technology evolved, additional duties, not originally assigned to POS Reps, were added.

Developed the “Personal Computer” point of sale software installation and training procedures for the BankCard Center.

Handled special projects involving PC software.

Traveled to agent and affiliate banks to conduct training and product development classes.