Documentation Analyst Resume Samples

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RW
R Wisoky
Rae
Wisoky
94097 Mya Route
Boston
MA
+1 (555) 701 6039
94097 Mya Route
Boston
MA
Phone
p +1 (555) 701 6039
Experience Experience
New York, NY
Documentation Analyst
New York, NY
Hettinger LLC
New York, NY
Documentation Analyst
  • Assists in the development and distribution of data quality dashboard
  • Develop and maintain Technical operations center Work Instructions
  • Perform language content review and design, formatting and brand compliance for the numerous model documents maintained in the document management system
  • Manage all documents going in and out of RLS Brightstar Operations work instructions repository document control system
  • Support auditing of RLS team to be consistent and standardized compliance to work instructions
  • Performs other duties as directed
  • Provide active logging of activities that occur on conference bridges during significant IT Incidents and other defined events
Phoenix, AZ
Senior Documentation Analyst
Phoenix, AZ
Feeney LLC
Phoenix, AZ
Senior Documentation Analyst
  • Perform basic Agile administration tasks such as user administration and workflow development
  • Assist in development of new and revise existing Agile processes
  • Assist other disciplines with Agile tasks
  • Provide Agile and Document Control process training to users
  • And report on action status
  • Chair Change Control Board (CCB) meetings
  • Understands change orders and the signoff and release process; familiarity with drawing and BOM structures associated with electro-mechanical software-controlled systems
present
Dallas, TX
Senior Treasury Documentation Analyst
Dallas, TX
McGlynn, Spinka and Christiansen
present
Dallas, TX
Senior Treasury Documentation Analyst
present
  • Interface with internal and external auditors, providing reports and assisting with SOX testing
  • Create and maintain documentation for bank account management and bank documentation processes
  • Manage bank account implementations and account openings globally to support new business expansion, coordinate the addition/deletion of banking services
  • Superb work ethic and enthusiasm
  • Actively manage and track bank account signers
  • Perform ad hoc analyses and project scoping as requested
  • Participate in bank relationship management, including new country RFIs for banking partner selection
Education Education
Bachelor’s Degree in Accuracy
Bachelor’s Degree in Accuracy
Kaplan University
Bachelor’s Degree in Accuracy
Skills Skills
  • Strong attention to detail and accuracy, yet able to multi-task
  • Ability to quickly learn and practically apply new concepts, principles, products, technical and business knowledge
  • The ability to proficiently read, write and speak in English and Spanish
  • Willingness and ability to provide quality service to the Firm's clients, promote, and enhance Morgan Stanley franchise
  • Strong attention to detail
  • Good time management, strong numeracy skills and IT skills (specifically Microsoft Excel)
  • Ability to perform in an open collaborative and highly charged trading floor environment
  • Willing to initiate sharing knowledge and experiences to facilitate continuous improvement and be a great team player
  • Excellent Client Service skills and the ability to manage the expectations of key business stakeholders
  • Proficient working knowledge and usage of Microsoft Office Products (Word, Excel, MS Access, Power Point, Visio, Outlook)
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15 Documentation Analyst resume templates

1

Credit Derivative Documentation Analyst Resume Examples & Samples

  • Collaborate with Operational management, as well as Sales and Trading desks to diminish risk through escalation and strong communication
  • Identify and resolve trade breaks in a timely manner in order to comply with targets set by the Federal Government as well as the Industry
  • Utilize trade entry systems, trade flow and storage systems, and trade processing systems effectively and efficiently to mitigate risk
  • Liaise with teammates and managers daily to provide client service, risk management, and superior Operational controls
  • Communicate in small functional teams and larger group teams to complete daily tasks, share market and systems knowledge, protect client confidentiality, and preserve and grow strong trading relationships with clients
  • Provide daily and ad hoc reports to senior management
  • Assist with enhancement testing as needed
  • The ability to interact with clients professionally and efficiently
  • Strong interpersonal, organizational, leadership, and communication skills
2

Business Documentation Analyst Resume Examples & Samples

  • Organized, detail-oriented, pro-active and self-sufficient
  • Solution-orientated mindset
  • Solid quantitative & analytical skills and strong interest in business, economics and law acquired either by experience or academic training
  • Fluent or at least advanced English
3

Documentation Analyst Resume Examples & Samples

  • BA or equivalent in finance or related field with prior experience at a major financial institution
  • 1-4 years of relevant experience
  • Analytical and relentless in pursuit of the right answer
  • Ability to work/think independently and meet strict deadlines
  • Comfort with legal documentation
  • Comfort with large, complex databases/spreadsheets
  • Attention to detail and ability to digest complexity while understanding the bigger picture of business needs
  • Ability to perform in an open collaborative and highly charged trading floor environment
  • General understanding of Equity derivatives products
  • Familiarity with MarkitWire & DTCC
4

Documentation Analyst Resume Examples & Samples

  • Solution-orientated mindset with ability to work independently
  • Strong attention to detail and accuracy, yet able to multi-task
  • Solid Microsoft Office abilities (‘Power User’), quantitative & analytical skills
  • Interest in business and law - acquired either by experience or academic training
  • Fluency in English - both verbal and written communication
  • Willingness and ability to provide quality service to the Firm's clients, promote, and enhance Morgan Stanley franchise
  • Interest in technology; systems development and process improvement
  • Routine in basic Microsoft Excel
  • Interest in legal matters and legal documents
5

Documentation Analyst Resume Examples & Samples

  • Uses independent analysis and exercises judgment to determine if applicable standards are met
  • Identifies contract package irregularities, utilizes available resources for resolution and prepares packages for return to dealer for corrections
  • Communicates relevant issues to the appropriate Loan Officer and escalate appropriate issues to the supervisor
  • 1-2 years of data entry, customer service and/or retail sales experience
  • Good communication, interpersonal and problem solving skills
  • Strong data entry skills
  • Working knowledge of Microsoft Office products to include Word and Excel
  • Auto Finance experience is preferred
  • Knowledge of loan processing a plus
6

Bank Administration & Documentation Analyst Resume Examples & Samples

  • Coordinate with Business teams, Monterrey SSC team, Treasury Services Analyst & Banking partners to ensure smooth execution of account services request
  • Partner with Corporate Treasury Process lead to ensure standardization of process across the globe
  • Treasury Cash operations or related Treasury operational experience
  • Independent judgment with strong analytical skills and excellent organizational skills
7

Senior Documentation Analyst Resume Examples & Samples

  • Three plus years in commercial loan documentation, compliance, or other related experience strongly preferred
  • Requires working knowledge of loan documentation, risk management, collateral perfection and basic knowledge of regional state laws
  • Strong analytical and time management
  • Organizations and problem solving skills
  • Proficient with Microsoft Word
  • Familiar with Hot Docs platform
  • Paralegal certificate, associates, or other college degree preferred
8

Capital Management Group Documentation Analyst Resume Examples & Samples

  • The CMG Documentation Analyst will be responsible for the administration of a cloud-based Content Management tool (Wdesk) as part of the Documentation Team in support of the Capital Management group and US Rsolution Planning group, i.e. work in the Wdesk tool
  • The Documentation Analyst will perform administrative duties the tool requires as well as support the group’s Sharepoint site and create and maintain related documents as needed
  • The Documentation Analyst will verify the data and content that is contained within the Content Management tool as well as support its data linking
  • Integrate and prepare, as need, spreadsheets, charts, graphs, or forms to go along with drafts of required documents
  • Support Capital Management Group professionals and meet with others from U.S. Resolution Planning, Risk Management and Financial Performance Management, to support their use of tools as content developers
  • Support some technical writing on regulatory/capital related issues of the bank and its related specifications and conclusions
  • Create documentation of material, organizing it, filing it, and archiving it
  • Ensure technical verbiage is not difficult to understand by Regulators and other users
  • Ensure topics/sections flow in the correct sequence
  • Create table of contents and cite sources
  • Submit copies to managers for feedback
  • Adjust copy edit as necessary and proofread for grammar and spelling
  • Follow a life cycle called document development life cycle
  • Release the document following final approval
  • Provide updates and proofreading of material as necessary
  • Review bank’s supporting material as needed
  • Proficient at MS Word with at least an intermediate skill level, i.e. expertise in using styles, cross-reference, setting of table of contents, etc
  • Proficiency in other Microsoft Office Products (excellent computer skills): SharePoint, Excel, PowerPoint
  • Customer service culture orientation
  • Banking/Financial Background, i.e. analytical, or operations, or lending, etc
  • Effective interactive skills
  • Experience with WDesk or Google Docs a plus
  • Knowledge of WDesk tool, banking industry knowledge and/or exposure to Banking Regulatory environment
9

Patriot Act Reference / Documentation Analyst Resume Examples & Samples

  • Manage, Monitor and facilitate the closures of the review in timely manner
  • Review and maintain the documentations to close the review
  • Monitor KRI (Key Risk Index)/KPIs (Key Performance Indicators) daily and ensure timelines are met
  • Resolution to adhoc queries from various groups including, Client Onboarding, Sales and Front Office personnel as well as various Operations teams
10

Closing & Documentation Analyst Resume Examples & Samples

  • Processes loans assigned using work queues for incoming work as well as tracking work in
  • May assist with training of new employees
  • May work on special projects as assigned by management
  • Works with Sales and Credit personnel of varying levels to resolve deficiencies as needed
  • High School diploma or equivalent. Bachelors degree or Paralegal degree preferred
  • 4 - 6 years of related work experience in Commercial loan processing area with a focus on due diligence, loan documentation or related work experience
  • Proficient with Microsoft Office programs such as Word, Excel & Access
  • Ability to work independently
  • Sound and effective decision making capabilities
  • Excellent interpersonal skills and team orientation
  • Extensive knowledge of vendor documents such as lien searches, title work, appraisals, flood determinations
  • Extensive knowledge of varying entity structures and associated documentation
  • Thorough knowledge of Business Banking and Commercial Lending Credit Policy/Guidelines
  • Thorough knowledge of loan documents and requirements including federal regulatory requirements
  • Demonstrate a thorough understanding of applicable bank policies and procedures as they pertain to the satisfaction of loan closing conditions as well as vendor documents and services
  • Excellent knowledge of B2B, CCAS, AFS, RIMS, CHQ, Loan Doc Prep System (or equivalent vendor systems), and other banking systems preferred
  • Ability to appropriately escalate issues requiring management level decision making
11

Cib-fx Documentation Analyst Resume Examples & Samples

  • Graduated with Legal bachelor degree
  • Experience in the financial services industry covering FX trades, loans, derivatives and banking products
  • At least 4 years of relevant experience in Brazilian Corporate Law being familiar with documents applied to the corporate type mostly adopted in Brazil (S.A and LTDA)
  • Microsoft office package knowledge
  • Language capabilities: Advanced English
12

Engineering Documentation Analyst Resume Examples & Samples

  • Ability to interpret and communicate technical to non-technical information for the end-user
  • Working knowledge of all Microsoft Office applications, including Word, Excel
  • Bachelor’s Degree in Computer Science, Information Technology or a related field
13

Credit Documentation Analyst Resume Examples & Samples

  • Collaborates with credit analyst, loan officer, CBA, and field credit to build synergy with divisions improving workflow efficiency and data integrity of deal. Identifies and addresses discrepancies and/ or deficiencies with loan request by analyzing information collected. Works closely with assigned divisions on pending loans in the pipeline to ensure timely loan processing
  • CustomLender/ Commercial Workflow System expert at deal inception. Identifies all facility structure details from the loan documentation and credit approvals and makes determinations on the most appropriate ways to structure the deal. Reviews existing deals on AS400 and verifies loan documents via Nautilus to validate existing deal structure. Works closely with Credit Analyst and RM to resolve any discrepancies to ensure the final documents allow the deal to function as anticipated and approved
  • Performs and conducts all necessary due diligence searches, recordings and regulatory requirements (i.e. FEMA, Reg U, Reg B, etc.) as applicable to comply with credit approval, internal procedures and credit policy
  • Prioritizes, reviews and submits error free deals to both Loan Documentation Specialist (LaserPro deals) and Loan Coordinator (Outside Counsel deals) in a consistent and timely manner while adhering to pre-determined turnaround time frames and accuracy level percentages
  • Provides direction to CBAs on required documents needed from client, such as all entity records (CIP and know your customer information), along with copies of Articles of Incorporation/Organization, operating agreement, partnership agreements and insurance
  • Facilitates the funding of loans. Reviews title commitments, prepares escrow closing instructions for LaserPro title closings, makes recommendation on endorsements and decisions to facilitate the closing, and ensures closing requirements are met prior to funding
  • Works with title companies to schedule closing with borrower and counsel
  • Manages documentation exception items. Uses professional judgement to identify exceptions. Communicates the appropriate corrective action required and the solution to resolve post-closing issues and/or documentation deficiencies. Ensures satisfactory resolution of all exceptions
  • Provides back up support to documentation department during high volume periods or when understaffed
  • Deal Specifics
  • 20151214
14

Business Documentation Analyst Resume Examples & Samples

  • Able to multitask, yet paying strong attention to detail
  • Solid quantitative and analytical skills and strong interest in business, financial markets and law acquired either by experience or academic training
  • Fluent or at least advanced English, ability to interpret complex business texts in English
  • Interest in systems development and process improvement
  • Willingness and ability to provide quality service to the Firm's clients, promote and enhance Morgan Stanley franchise
15

Loan Documentation Analyst Resume Examples & Samples

  • Using a computer system, monitors all existing documentation deficiencies and the receipt of time-sensitive documentation during the term of all loans
  • Reviews all trailing documentation to ensure it is properly executed and recorded, if appropriate
  • Reports the status of documentation deficiencies to account officers and management using the loan documentation unit's computer system's report capabilities
  • Interacts with legal and account officers to clarify unfamiliar or questionable loan documentation
  • Reviews appropriate documentation files and records for selected existing loans to determine compliance with established bank and legal guidelines
  • Assists in providing data for the preparation of summary reports of each existing loan audited for review by division and appropriate senior management
  • Develops and recommends new procedures and operational controls to protect loan documentation and customer information
16

Loan Documentation Analyst Resume Examples & Samples

  • Maintain all document changes
  • Work with other functional areas to ensure negotiations are approved and captured correctly
  • Maintain negotiation workflow
  • Manage proper retention of all required approvals, addendums and third party docs
  • Work with both inside and outside counsel as necessary to ensure consistent application of policies and procedures
  • Maintain desk manuals and SOPs
  • Ensuring that Post-closing events are cleared timely; and ensuring that appropriate documentation is collected prior to closing
  • Three or more years of experience in commercial loan documentation
  • Ability to work with multiple functional areas to solve complex documentation needs
  • Thorough knowledge of applicable credit policies and approval processes for assigned product(s), as well as applicable laws and regulatory requirements
  • Ability to apply critical thinking for all elements of loan documentation construction
  • Strong computer skills, especially Microsoft Office applications
17

Senior Documentation Analyst Resume Examples & Samples

  • Administer the Agile Change Order, Manufacturing Change Order, and Deviation processes including initiation, checking, routing, releasing, implementing, and transferring to the ERP system
  • Coordinate with other disciplines to ensure change orders are complete and meet documentation requirements prior to routing
  • Coordinate with other disciplines to ensure change order implementation actions are complete; monitor and report on action status
  • And report on action status
  • Chair Change Control Board (CCB) meetings
  • Assist other disciplines with Agile tasks
  • Provide Agile and Document Control process training to users
  • Perform basic Agile administration tasks such as user administration and workflow development
  • Ensure that documentation complies with GMP and ISO requirements
  • Assist in development of new and revise existing Agile processes
  • Maintain hard copy quality records and administer the process
  • Organize and maintain a log for the Document Control room, and administer the document checkout process
  • Maintain the external standards reference library
  • Additional duties as defined by supervisor
  • Possesses a firm understanding of configuration management principles, and the FDA and ISO requirements that pertain to them
  • Previous experience using Agile or other PLM required, Agile administration a plus
  • Understands change orders and the signoff and release process; familiarity with drawing and BOM structures associated with electro-mechanical software-controlled systems
  • Experience with Agile workflow development a plus
  • Experience performing internal quality audits a plus
  • Five or more years’ experience working in a regulated environment
  • Associates degree required
  • A self-motivated, self-directed and detail-oriented individual, able to work in a team and small company environment with minimal supervision
  • Must have excellent work ethic, personal responsibility, initiative, and teamwork skills
  • Effective verbal and written communication and interpersonal skills
  • Proficient in the use of PC software (MS Word, Excel, etc.)
18

Documentation Analyst Resume Examples & Samples

  • Query and relationship management of key clients and Front Office desks
  • FATCA and CRS Classification of Onboarded Clients
  • Driving completion of Onboarding remediation excercies
  • Tax Reporting and Returns, including but not limited to IRS FATCA and OECD CRS Reporting
  • Management and ownership of the Swiss Transfer Tax process
  • UK SX1/MOD Tax Regulations and revised Regulations from 1st January 2014
  • Provision of bespoke Tax Services to Prime Brokerage Clients
  • Income Tax reporting (CT61)
  • An awareness of market changes and their impact to our control environment
  • Hunger to take on additional responsibilities and grow professionally
19

Documentation Analyst Resume Examples & Samples

  • First responder on Incident Bridge Calls
  • Event Conference Call Support
  • Develop and maintain Technical operations center Work Instructions
  • Provide active logging of activities that occur on conference bridges during significant IT Incidents and other defined events
  • Review and maintain the Technical operations Center work instruction library
  • Complete ad hoc assignments per direction from Service Availability Managers or technical operations center executives
  • Ability to ask for clarity
  • Ability to participate in a bridge call, digest salient points, log these events while possibly fielding oral or written questions under potentially very stressful situations
  • Solid interpersonal skills for written and oral communications
  • Be capable of independent, situational assessments and be able to make informed decisions based on available data
  • Experience in development and management of enterprise documentation repositories
  • Experience with ServiceNow or other Service Management Systems. Technical Skills
  • Basic understanding of key IT infrastructure architecture technologies (networking, database, servers, storage)
  • Experience in application testing and/or application support environment a plus
  • Experience with event management tools a plus
  • Recent experience in creating technical support documentation and managing a knowledge repository
20

Documentation Analyst Resume Examples & Samples

  • Expertise in and a minimum of 3 years work experience confirming Equity and/or Interest Rate OTC derivative transactions
  • Relationship oriented, with strong customer service skills
  • Analytical mind to detect, solve, and effectively escalate issues
  • Detail oriented and thorough, maintaining a high level of accuracy
  • The ability to prioritize and multitask effectively
  • Good computer skills, including Microsoft Word and Excel experience
21

Senior Documentation Analyst Resume Examples & Samples

  • Provide documentation review and support for new records/forms, SOP’s and for document revisions
  • Create QCRs/DCOs as needed to support various department change control needs
  • Back-up for preparation of tracking and trending reports to monitor regulatory compliance for all departments’ document control activities. (Periodic reviews of documents, acknowledgements of receipts in timely manner, quantity of change and timing.)
  • Back-up for the storage and retrieval of existing and historical copies of controlled documentation for Tampa facility
  • Back-up for training of the documentation analysts and plant personnel on various documentation systems and procedures
  • Experience with electronic documentation methods and databases
  • Computer knowledge/experience should include Document control programs
  • Corel WordPerfect, MS Word, Excel and Access
  • Configuration tracking database experience and document management experience a plus
22

Credit Documentation Analyst Resume Examples & Samples

  • Identifies and addresses discrepancies and/ or deficiencies with loan request by analyzing information collected
  • Orders and reviews organizational documents to ensure the proper searches are ordered during the due diligence phase for internally prepared loan transactions
  • Order and reviews tax, lien and judgment searches through the preferred vendor. Escalate and resolve any finding with the lender, senior team members, Supervisors or the Credit Documentation Manager prior to the documentation process
  • Performs and conducts all necessary due diligence, recordings and regulatory requirements (i.e. FEMA, Reg U, Reg B, etc.) as applicable to comply with credit approval, internal procedures and credit policy
  • Prioritizes, reviews and submits deals within an acceptable error tolerance to both Loan Documentation Specialist (LaserPro deals) and Loan Coordinator (Outside Counsel deals) in a consistent and timely manner while adhering to pre-determined turnaround time frames and accuracy level percentages
  • Provides assistance to CBAs on required documents needed from client, such as all entity records (CIP and know your customer information), along with copies of Articles of Incorporation/Organization, operating agreement, partnership agreements and insurance. Seeks guidance from senior staff when needed
  • Communicates with the Lender and CBAs on a frequent basis regarding open items, timing of transactions, and prioritizing the workload per division. Inform direct supervisor of any loans not adhering to the team’s SLA
  • Works closely with Senior team members and Supervisors on deal structure set up within Custom Lender
  • 08
23

Client Documentation Analyst Resume Examples & Samples

  • Bachelor degree or more advanced post graduate studies in business administration
  • 2 to 3 years in banking industry
  • Exercise good judgement
  • Demonstrate initiative and ability to adapt
  • Ability to work well under pressure and prioritize
  • Ability to communicate effectively in English, both orally and in writing
24

Senior Treasury Documentation Analyst Resume Examples & Samples

  • Superb organizational skills and attention to detail given the complexity of international banking requirements and regulations
  • Ability to dive deep, take the lead, and support driving process improvement in daily tasks with measurable results
  • Ability to work independently on issues or problems with other functional areas and third party vendors
  • Strong communication and problem solving skills. Ability to articulate and present solutions to senior management and broader team
  • Experience evaluating and/or implementing eBAM
  • Superb work ethic and enthusiasm
  • Bachelor's Degree, or equivalent, in a related field
  • 4+ years Treasury and/or bank related work experience
  • Experience with cross border bank documentation
  • Experience in working global implementation projects especially North America, EMEA, APAC and LATAM countries
  • Basic understanding of cash management, corporate finance and accounting
  • CTP designation preferred
25

Loan Documentation Analyst Resume Examples & Samples

  • Reviewing and interpreting complex loan approvals to draft required loan documentation necessary to meet the terms of the credit approval
  • Serve as a subject matter expert on behalf of the Bank and department in determining necessary requirements
  • Frequent interaction with internal and external partners is required to insure that the conditions of the credit approval can be met in accordance with Credit Policy, Bank policies, and regulations
  • 3 years banking or financial services experience. Loan documentation or closing background preferred
  • Exceptional customer service and communication skills
  • Ability to effectively communicate with relationship managers, legal counsel, third party vendors and external customers to address and resolve issues
  • Self starter with the capacity to work independently with minimal supervision
26

Branch Banking Procedures & Documentation Analyst Resume Examples & Samples

  • Create and edit appropriate documentation material for content, consistency, and compliance
  • Support first line of defense strategies for Branch Banking and Treasury Risk Management teams
  • Coordinate policy and procedure publication with Training and Documentation team
  • Develop appropriate job aids, forms, and training aids as needed
  • Research and respond to Banking Center inquiries regarding operational issues
  • Review and analyze Branch Banking policy and procedure on annual basis
  • Assist with training efforts on procedural changes and enhancement
  • Provide back-up for Branch Banking Group Manager as needed
  • Minimum five to seven (5-7) years of banking experience with strong knowledge of operational procedure, bank regulation, risk management and compliance
  • Proven experience creating and editing bank policy and procedure
  • Expert knowledge of Bank products and services
  • Ability to effectively interact with various internal partners across the organization
  • Ability to be influential and establish positive working relationships across the organization
  • Proficient knowledge of Microsoft Office Suite and Internet
27

Senior Ccar Documentation Analyst Resume Examples & Samples

  • Liaise and partner between multiple business unit and divisions ensuring that new and existing documentation conform to regulatory requirements
  • Ability to review and understand documentation details to identify standard vs. non-standard terms for appropriate archival in the documentation storage repository
  • Maintain a clear documentation trail on processes, discussions, reviews and challenges related to documentation standards
  • Aid in the creation and facilitation of documentation workflow through initiation, tracking and completion
  • Assist in maintaining and updating the documentation archives for the enterprise- wide documentation storage repository
  • Collaborate in maintaining a cache of knowledge related to the CCAR guidelines and other banking regulations
  • Assist in developing SVB’s CCAR documentation framework
28

Documentation Analyst Lead Resume Examples & Samples

  • Accountable for the delivery of the Thunderhead templates and ensuring existing data fields map and drive desired output
  • Ensuring correct change controls are in place to support the delivery
  • Manage the pipeline and deliver to agreed project timelines and communicate the status
  • Ownership of Thunderhead template environment
  • Understand business requirement for a new template and amendment to existing templates
  • Complete feasibility and build technical specifications for the templates
  • Creating sample XML files for interactive templates to run and preview letter against various conditionality’s
  • Access full range of Thunderhead Resources to build letter templates and packs within Thunderhead in line with the business requirement
  • Use of test scripts for complete testing in line with the test strategy. The individual also needs to be involved in defect resolution using quality centre in SIT and UAT Testing
  • Liaise with Thunderhead and raise service requests with them
  • Generating various reports from Thunderhead
  • Complete end to end document delivery in Thunderhead
  • Builds and maintains relationships and communication channels with internal customers
  • Updating and Managing procedures and best practice documents for the Document Change team
  • Technical expertise – knowledge of the Thunderhead system including Business Content Studio and experience of building templates
  • Experience of Template layouts and style sets
  • Understanding of the data requirements for document composition
  • Industry knowledge – experience of customer documentation in a major Investment Management company
  • Proven ability to communicate and work with all levels within technology, operations and the business channels
  • Self starter/ motivator - Dynamic “can do” approach with a strong desire to make things happen
29

Documentation Analyst Resume Examples & Samples

  • 1)1-3 years of Help Desk experience
  • 2)Experience with creating/rewriting documents
  • 3)Type at least 45 WPM
  • "First Responder" on Incident Bridge Calls
  • Develop and maintain Documentation Analyst Work Instructions
  • Review and maintain the Documentation Analyst work instruction library
  • Complete ad hoc assignments per direction from Service Availability Managers or Documentation Analyst executives
30

Loan Documentation Analyst Resume Examples & Samples

  • Reviews legal and administrative documents of all new, renewed, and increased commercial loans to ensure that they support the approved loan structure
  • Before loan funding is allowed, ensures that regulatory, compliance and bank policies have been met and determines the level of waiver action required when documentation deficiencies are discovered
  • Prepares summary reports of each existing loan audited for review by division and appropriate senior management
  • 3-5 years loan documentation or related experience
  • Knowledge of banking regulations effecting consumer and commercial loan transactions
  • Knowledge of collateral documentation requirements for secured commercial loan transactions
  • Knowledge of personal and commercial loan documentation usually acquired through previous experience in loan documentation is required to review loan documentation
  • Knowledge of commercial banking systems usually acquired through experience is required to extract information from various systems for analysis
  • Analytical and computer skills are required to analyze documentation, identify deficiencies, prepare reports, and work with system databases
31

Momentum Documentation Analyst Resume Examples & Samples

  • Individual is responsible for the creation of foundational materials used in deployment of systems/processes
  • The individual will work with leadership to identify the key contributors and program office representatives necessary to serve as the project team
  • The individual will facilitate working sessions to interview the project team members and design documents in an iterative fashion
  • The individual is responsible for updates to foundational materials to reflect changes that have occurred since their development
  • Updates may include lessons learned, or changes to processes, projects approach or scope
  • The documents should be continually updated during systems implementation, spanning the length of the Task Order
  • Need Momentum implementation experience
  • Need good communication and writing skills
  • Experience preferred with some or all of the following: SOP development, Communications and writing (strategic comms plans, newsletters, emails, briefings/presentations, project documentation), MS Word, Excel, PowerPoint
  • Experience with strategic planning elements, roadmaps, etc
  • Training plans and experience working w/ Trainers on development of training materials
  • Judiciary experience (Desired)
  • ERP implementation experience (Desired)
  • Momentum experience (Desired)
  • Prezi experience (Desired)
  • Visio experience (Desired)
  • Tableau experience (Desired)
32

Loan Documentation Analyst Resume Examples & Samples

  • Determines the legal, regulatory, compliance, and administrative documents needed to finalize all new, renewed, and increased loans to ensure that they support the approved loan structure and comply with Corporate Credit Policy, internal legal guidelines and meet all regulatory compliance standards
  • Prepares legal documents using computer application software and standard bank legal templates, for new, renewed and increased consumer, personal, real estate and commercial loans
  • Determines appropriate level of borrower and collateral due diligence and notifies due diligence team of requirements needed (title commitments, good standing, OFAC, Flood Determination)
  • Reviews organizational documents to determine correct legal name and authority to enter into and execute legal documentation, review completed legal documentation prior to execution to ensure accurate depiction of loan terms and that documentation meets compliance with all applicable regulations
  • Interacts with legal department and account officers to clarify unfamiliar or non-standard loan documentation
  • Prepares booking forms and collateral set up sheets for boarding loans
  • Before loan funding is allowed, determines the level of waiver action required when proper documentation is not available at closing
  • Submits completed loan packages to Loan Documentation Unit for funding approval and boarding
  • Knowledge of personal and commercial loan documentation usually acquired through previous experience in loan documentation is required
  • In particular, strong knowledge of requirements for commercial real estate and construction loans is preferred; knowledge of and experience with Laser Pro Documentation System preferred or knowledge and experience with preparing word based loan documentation
  • Experience and familiarity in, reviewing title commitments, setting up closings, reviewing and processing flood determinations and reviewing lien waivers is required. Strong knowledge of regulatory requirements related to real estate, OFAC and KYC preferred
  • Analytical and computer skills are required to analyze documentation, identify deficiencies, understand collateral procedures, and work with system databases
  • Good communications skills are required to consult with attorneys, relationship managers and other parties regarding loan documentation issues
  • 3-5 years loan documentation preparation or related experience
  • Must have 2-3 years experience using Laser Pro legal documentation software or similar application in the financial or legal industry
33

Engineering Documentation Analyst Resume Examples & Samples

  • Provide documentation support to mechanical, hardware, software engineering personnel
  • Processes, routes, releases and sometimes generates project documentation packages
  • Reviews and provides feedback on documentation packages
  • Coordinates changes and product releases between Linear/2Gig, manufacturing facilities, and key customers
  • Coordinate Agile PLM change process improvements and administration
  • Good understanding of documentation principals, drafting standards, revision control, bills of material, and configuration management
  • Ability to take information from a myriad of sources and synthesize them into a repeatable process
  • Excellent computer skills and attention to detail and accuracy are required
  • Process oriented – not only knows how to do things, but why to do (or not do) them
  • Good interpersonal skills and the ability to communicate effectively to all members of the team
  • Agile PLM experience required
  • Good Excel/Access data management and manipulation skills highly desired
  • Skilled use of MS Office (Excel, Outlook, Word, Access), Adobe Acrobat, other PC programs
  • Ability to effectively present information and respond to questions from groups of managers, customers, suppliers and vendors
  • Mandarin language skills a plus
  • Associates degree, technical school degree, or equivalent experience
  • Minimum of 3 years’ experience in document control
  • CAD skills would be desirable
  • ROHS, MSDS, Conflict materials documentation experience desirable
  • While performing the duties of this Job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms and talk or hear
  • The employee is occasionally required to stand and walk
  • Specific vision abilities required by this job include close vision, distance vision and color vision
  • Work is typically performed within a general office environment, with adequate lighting and temperature control
  • Computers and typical office equipment are provided
  • There may be occasional business travel to other corporate facilities, technology partners and customer sites
34

Documentation Analyst Resume Examples & Samples

  • Prepares new or reviews and updates existing documentation
  • Makes recommendations for process changes and works with management to obtain sign-off and to implement
  • Mentor less experienced Documentation Analyst
  • Perform system administration functions to maintain learning support systems
  • Develops and updates flows and end-user documentation due to system changes
  • Extrapolates, complies, tests, and validates that tools work properly and meet stated business objectives
35

Engineering Documentation Analyst Resume Examples & Samples

  • Due to the sensitivity of customer related requirements, U.S. Citizenship is required
  • Must possess or be able to obtain and maintain a Secret security clearance
  • Bachelor's degree with a minimum 5 years of experience
  • Technical editing, writing experience
  • Communicate verbally and in writing quickly and effectively to both technical and non-technical people
  • Proficiency in Microsoft Office products, including Word, Power Point and Excel
  • Relevant experience supporting naval aviation programs
36

Momentum Documentation Analyst Resume Examples & Samples

  • Must have momentum implementation experience
  • Must have good communication and writing skills
  • Experience preferred with some or all of the following
  • Communications and writing (strategic comms plans, newsletters, emails, briefings/presentations, project documentation)
  • MS Word, Excel, PowerPoint
  • Highly desired, but not required
  • Judiciary experience
  • ERP implementation
  • Momentum
  • Prezi
37

Identity & Access Management Documentation Analyst Resume Examples & Samples

  • Continuously working towards risk mitigation for user access issues across multiple platforms on all platform environments
  • Driving the definition and documentation of newly created processes and procedures
  • Proven trouble-shooting and problem resolution skills
  • Awareness of the Risk Management Cycle (Identify, Assess, Mitigate, Monitor, and Report)
  • Demonstrated ability to plan and prioritize workload and focus on meeting deadlines despite fluid environment
  • Attention to detail and excellent writing skills
  • Aptitude for technology and comfort working with a variety of IT systems
38

Documentation Analyst Resume Examples & Samples

  • Automated Publishing System – Develop, set-up, and provide maintenance, language review, write specifications, develop business rules, identify variables, map to database sources, code, write SQL statements for the Automated Publishing System
  • Documents – Ensure group benefit booklets, contract documents, Summary of Benefits and Coverage, renewal and various letters are favorable to group relations and compliant with all corporate legal requirements
  • System Analysis – problem identification, research and solution implementation related to group benefit data. Perform analysis, design, programming, testing and implementation of software upgrades
  • Author new as well as modify existing documentation to reflect the changes from the projects, revised business practices, benefit design, corporate initiatives, mandates, regulatory findings, health care reform, etc. Design a testing plan and perform extensive testing to ensure accurate implementation
  • Perform language content review and design, formatting and brand compliance for the numerous model documents maintained in the document management system
  • Intermediate to advanced level of knowledge regarding all Highmark products, benefits, health programs and systems is essential
  • Strong organizational, analytical and interpersonal skills essential
  • Intermediate knowledge of rating methodologies and rating procedures
  • Ability to present to groups, develop training documentation, create process/technical documentation
39

Documentation Analyst Resume Examples & Samples

  • Researches and compiles data relative to smaller-scale, less complex processes
  • Assists in identifying new documentation or modifications to existing documentation
  • May assist in research of larger-scale projects and processes
  • Requires H.S. diploma; 0-2 year’s related experience; or any combination of education and experience, which would provide an equivalent background. BA/BS preferred
  • Possess intermediate skills or better with Microsoft Office Programs
  • Prior experience with learning design software (Captivate, Storyline, Adobe Presenter, Articulate, FS Pro, etc.) a plus
40

Investor Services Documentation Analyst Resume Examples & Samples

  • Manage incoming client documentation workflow from the point of contract execution to archival, including tracking and escalations as applicable
  • Review and understand document details to identify standard vs. non standard terms, product specific language and or regulatory disclosure for appropriate metadata archival in the documentation storage repository
  • Act a facilitator and educator of the Capture process of client documentation for internal and external business partners through the documentation lifecycle
  • Partner with Internal business partners, such as Legal, Product, Sales, Relationship Managers and Client Service
  • Manage issues and ensure appropriate onward escalation and timely resolution
  • Provide recommendations and suggestions to address problems, process efficiencies etc
  • Work and solution through ad hoc project requests as needed with the aforementioned stakeholders
  • Accurately archiving Investor Service legal documentation against core, key and extended metadata to ensure future retrieval requests can be performed according to data points as necessary and regulatory reporting needs are met
41

F&O & OTC Clearing Give-up Documentation Analyst Resume Examples & Samples

  • Client and House Give-up agreement processing
  • CFTC rule 1.73 Broker screening agreement processing
  • Coordination with other internal teams for agreement, account and trade allocation set-up including legal, technology, reference data services, brokerage, clearing etc
  • Attend and contribute to monthly FIA calls re: EGUS
  • Ongoing review and maintenance of departmental procedures
  • Assistance with internal efficiency and process improvement projects
  • College degree (degree in business field preferred)
  • Experience working with EGUS preferred
  • Demonstrated ability to work in a fast pace, high volume environment
  • Ability to meet deadlines on time
  • High level of intellectual curiosity and critical thinking skills
  • Advanced Microsoft office (Excel, Word, PowerPoint)
42

Interest Rate & Documentation Analyst Resume Examples & Samples

  • Understand and analyze OTC Derivatives transactions (Interest Rate and Credit Derivatives) to ensure their paper and electronic confirmation is in line with the ISDA Définitions
  • Ensure redaction of paper confirmation and reconciliation of breaks on electronic platforms within regulatory timeframes (Emir, Dodd-Frank)
  • Chase executed paper confirmations for corporate, hedge fund and inter-bank clients within regulatory timeframes
  • Act as the point of contact for the New York Front Office and Middle Office as well as External clients ensuring a timely and efficient resolution of all queries
  • Liaise with Legal Department to agree upon acceptable language for documentation
  • Monitor daily statistics and keep them at an acceptable level agreed upon by management
  • Take part in the resolution of operational issues and the realization of various sector related projects
  • Redact and update internal procedures
  • When appropriate, ability to maintain and explain own position using logic in the light of differing views
  • Academic knowledge of the mechanics of the following interest rates and credit derivative products
  • Academic knowledge of the ISDA terminology for CDS and IRS
  • 4 year Undergraduate degree required – preferably Finance majors
  • Ability to meet multiple deadlines in a fast paced Trading Environment
  • Ability to take initiative and be a self-starter
  • Resolve all issues / conflicts in a timely and customer orientated fashion
  • Ability to escalate in a timely fashion
  • Strong EXCEL skills a plus
  • Respect and value each team member’s contribution
  • Act with integrity, accepting responsibility for actions
  • Recognize opportunities for creativity and development of processes
  • Liaise with other Operation functions and other infrastructure groups to support a ‘one team approach&#8217
  • Achieve a sensible work/life balance
43

Documentation Analyst Resume Examples & Samples

  • Responsible for creation of new bilingual Production Operations procedures, work instructions, process flows, visual aids, signage, and forms
  • Support operations process mapping initiatives resulting in creation of Production Operations bilingual new procedures, work instructions, process flows, visual aids, signage, and forms
  • Control the use of the standard format control for documents
  • Responsible for RLS Brightstar Operations with all activities regarding document, process flows, and record control
  • Manage all documents going in and out of RLS Brightstar Operations work instructions repository document control system
  • Assist Production Operations with training based upon created work instructions and represent Operations in technical project execution, including testing of new technology and processes
  • Drive the RLS team to be consistent with standardized compliance to work instructions
  • Initiate, drive, and manage logs of issues, risks and action items presented internally, by the customers and industry to completion
  • Support auditing of RLS team to be consistent and standardized compliance to work instructions
  • Provide updates and incorporate new procedures and revision into training program to collaborate with key partners and stakeholders to insure proper methods and procedures are taught to associates
  • Performs other duties as directed
  • Assist in coordination of information between various teams in the organization
  • Assist Project and Onboarding teams as required
  • The ability to proficiently read, write and speak in English and Spanish
  • Proficient working knowledge and usage of Microsoft Office Products (Word, Excel, MS Access, Power Point, Visio, Outlook)
  • Lean or Six Sigma experience
  • Outstanding team working skills
  • Detailed oriented, process DNA, and very organized
  • At least 2+ years’ experience in an Operations or Production environment with minimum 1 years Reverse Returns production experience
  • Knowledgeable in the use of a Digital Camera
44

Credit & Risk Portfolio Documentation Analyst Resume Examples & Samples

  • Knowledge and experience in CAP’s and MCA’s (Manager Control Assessment)
  • Attention to detail and understanding of putting documentation together
  • Ability to put together documentation from various sources
  • Some experience in Quality control or audit experience
  • Knowledge of functionality of Microsoft Office products
  • Able to occasionally work longer hours to meet deadlines
  • Problem solving mindset; Able to work well across multiple functional areas
  • Familiarity with AML regulatory requirements a plus
45

Documentation Analyst Resume Examples & Samples

  • Understand the standard requirements for issuing the various types of Transportation Documents (CT-e), handle invoices and register customers data
  • Understand about booking, cargo readiness, VGM, PIN Suframa, freight calculation, feeder loading, documents under subcontracting rules, cargo manifest (MDF-e, Reefer and IMO)
  • Comply with and fully understand company refrigerated cargo and IMO cargo policies and
46

Documentation Analyst Resume Examples & Samples

  • Participates in the execution and implementation of approved data definitions, policies, standards, process data access, and dashboard statistics
  • Supports requests to change configurations, use, or design of data elements for specific area of influence. Conducts testing and user acceptance of new system functionality
  • Analyzes and identifies data sources, data, redundancy, and implements processes to remediate data issues and /or data clean-up efforts
  • Supports governance principles, policies, and stewardship within the business
  • Assists in the development and distribution of data quality dashboard
  • Scopes, resources, and manages data quality initiatives
  • Participates in the review of all system enhancements and new technologies for data needs, use, and redundancies
  • Typically requires BS/BA in related discipline. Generally 2-5 years of experience in related field; certification is required in some areas OR MS/MA and generally 2-4 years of experience in related field. Certification is required in some areas
  • Bachelor’s degree in Business, I.T., Finance, Communication, or similar field of study is required
  • 2+ years in a document analyst or document writing position
  • Demonstrated creation and standardization of procedural documentation
  • Proficiency in MS Office Suite, high proficiency in Excel
  • Strong experience in MS Visio
  • Experience navigating SharePoint is preferred
  • Understanding of process mapping
  • Strong presentation skills, both verbal and written
47

Documentation Analyst Resume Examples & Samples

  • Ability to think in the abstract and see how small details fit into the bigger picture
  • A creative mindset and ability to approach a problem creatively
  • Independent thinker with tenacity to maintain focus on issues until satisfied they are adequately resolved
  • Evaluate information to make recommendations and decisions to management
  • Must demonstrate a flexibility to multi task and able to handle multiple priorities at the same time not compromising on Quality levels - Ability to work on multiple projects under tight deadlines and changing priorities
  • Willing to initiate sharing knowledge and experiences to facilitate continuous improvement and be a great team player
  • Excellent listening, presentation, and interpersonal skills
  • Able to wear multiple hats
  • MUST BE ABLE TO WORK ON A W2