Annastasia Khatywa

• Improved operational efficiency by streamlining processes and implementing new workflow strategies.
• Supported business continuity planning efforts by developing contingency plans and emergency response protocols.
• Enhanced team productivity with effective communication and collaboration strategies.
• Evaluated potential risks associated with new projects or ventures, informing decision-making processes accordingly.

• Data Cleansing and Integrity by ensuring data accuracy and consistency within Siebel,

Hogan, PowerBI, Golden Source, D365 and Client pulse (in-house used systems).

Job Description / Responsibilities:

· Account Opening - Check if Hogan is updated correctly, once profile pulled automatically into Siebel. I amend Siebel according the info provided by Account Fulfillment, notify the pricing team for the new relation created in order for the to price the client accordingly.

· Account Closure - Before closing Hogan by removing Officer code, make sure if the KYC indicator is N and there are no products linked, then I close Siebel and add delete flag

· Sector changes - Once sector heads approve for the sector changes I amend Siebel accordingly under sector attribute

· Siebel officer changes - When another Sector banker is taking over someone's client or portfolio I add the new sector banker and mark him/her as the primary to all levels.

· Relationship linking - In case the new relationship is being linked to the hierarchy existing relationship, we close the standalone in Siebel and link to the hierarchy relationship provided.

· Relationship creation - the relationship is being created in Siebel and make sure data quality is accurate once all done, we tag client pulse and D365 team to create the relationship on their side.

· Relationship and company name change - check Hogan if the name has been updated to the new one and also update Siebel, GS, client pulse and D365.

· GP Creation and Linking -MNC stakeholders requires to approval for the GP creation and linking before created, once approve the GP is created in GS and MNC indicator is marked as Yes and all the subsidiaries linked to that relationships should be marked as Yes to all align.

· SA Migrations - Once migration is completed on SO&P and Hogan is updated by SO&P will send email to Account Fulfillment to update branch codes and log a request on SNOW for Siebel team to move over the entity to large corporate and amend data in Siebel accordingly, once data is accurate will send email pricing team to notify them about the new client.

· BA Migration - logged on ROFA and email get sent to approvals once approved on the portal, I logged a request with iCustomer CIA team to update segment on Hogan and also log with Siebel team to move over the entity to large corporate in Siebel. I update data in Siebel correctly and mark ROFA completed on the portal.

· Contacts and address adding

· Organisation updates

· Primary Banker

· Officer code creation

· Linking and Delinking of Team members

· Granting Users Siebel and pricing access

· Force publishing counterparties in GS

· Pull reports in PowerBI and update

· Triage tickets according to quarterly and monthly changes before delegating tickets to the team I make sure the approvals are in pulse

· Once data changes are done in Siebel/GS/Hogan we assigned to client pulse and Dynamics champions to amend on their side so all the system to align correctly

· We review each other’s tickets for data quality checks.

· Documenting processes in Nimbus

· DQ report

· Profile load and not loaded Report