Catherine Sun

About Catherine Sun

I am a trusted advisor who is passionate about continuous improvement; a life-long learner who enjoys solving complex problems through creativity and innovation; and a servant leader who inspires and helps others to succeed. I have multiple years of front-line, transactional experience as a banker; and I also have a deep knowledge and appreciation for managing large-scale, high-impact corporate transformational programs. I am able to successfully lead and execute deals, projects and strategic initiatives from beginning to end; developing strong partnerships & collaborating with others is my “secret sauce”. What I am best known for as a leader/manager:A. Drives for resultsB. Displays high integrity & honestyC. Takes initiativeD. Establishes stretch goalsE. Inspires and motivates others to high performanceSpecific areas of expertise include: • Transformational Leadership • Change Management Consulting• Strategic Planning • Risk Assessments & Control Design/Implementation• Program/Project Management• Industry Knowledge: Investment Banking & Capital Markets and Energy (Oil & Gas)• Global and Product Expansion• Coaching & MentoringMy top 5 signature strengths: 1) Responsibility2) Relator3) Belief4) Arranger 5) Deliberative Highlights of key accomplishments:• Corporate Strategy: Assumed newly created leadership roles and built teams to effectively address various organizational challenges and needs• Operational Excellence: Designed new systems and developed business tools to decrease manual processes and increase efficiency, as well as improve overall productivity• Business Development: Successfully launched several new products, services and capabilities to increase corporate revenue If you are interested in connecting, please contact me via LinkedIn messaging.

Experience

1. Enterprise Payments Executive Director Business Control Manager

   Wells Fargo

   Jun 2022 — Present · Dallas, TX, US

   Division: Strategy, Digital and Innovation (SDI), Technology and Global Payments & Liquidity (GPL)Group: GPL - Sales, Implementations, Servicing & WellsOne Commercial Card Control TeamFunction: Business Risk & Control Senior Lead OfficerResponsibilities: Focused on minimizing risk for Customer Lifecycle Management (CLM)- Transformation Program, performing risk self-assessments, designing controls and managing complex issuesDomain Coverage Area: Client Onboarding, Accounting Opening, Products & Services Implementation, Business Tools/Applications and Commercial Card Fraud Strategies (Prevention & Detection)

Education

• Emory University - Goizueta Business School

  Bachelor of Business Administration, Finance, Management and Psychology

  2002 — 2006

Skills

• Loan Origination
• Business Case Development
• Credit Analysis
• Word
• Finance
• Loan Documentation
• Banking
• Financial Structuring
• Securities
• Bonds
• Mentoring
• Capital Markets
• Global Strategy
• Strategy
• International Banking Services
• Loan Structuring
• Commercial Lending
• Capital Markets Transactions
• Underwriting
• Series 63
• Microsoft Word
• Oil/Gas
• Treasury Management
• Commercial Banking
• Energy
• Financial Markets
• Leveraged Finance
• Excel
• Microsoft Office
• Credit
• Financial Modeling
• Fixed Income
• Syndications
• Project Management
• Loans
• Oil&Gas
• Financial Analysis
• Investment Banking
• Powerpoint
• Microsoft Excel