Jacqueline Bonilla

Director @Credit Suisse

Raleigh-Durham-Chapel Hill, NC, US
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WORK HISTORY

Jan 2017 — Present

Director @Credit Suisse

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Raleigh-Durham, NC, US

Lead the Global Account & SSI Production teams which consists of 68 employees across 3 regions (Poland, Pune, and Raleigh) Third party vendor management of our team members in Pune Responsible for the account and maintenance of Client SSIs. Work with our internal clients to meet Service Level Agreements ‘SLA’ for Cash and Securities Product SSI Support global stakeholders/internal clients across multiple groups across the bank (i.e. Settlements, Collateral and Front Office) Manage escalations and complex issues while providing tactical and strategic solutions. Coach/Mentor team on how to prioritize issues based on various risk factors while meeting tight SLAs timelines Document all control gaps and implement CIPs = Control Improvement Plans Responsible for publishing the Investment Bank’s Global Exception Callback procedure Ensure all functional tasks are well documented in our global procedures and perform periodic reviews to ensure processes are adhered to. Procedures are reviewed and attested to on a yearly basis Eliminated key man dependencies by building a depth chart of every function and ensuring cross-training was providing across the global team Working on a project to mitigate risk of external fraud Managed global Internal and External Audit reviews. Recent Internal Audit review resulted in excellent rating of my process. In addition, my team’s cultural rating was very good Serve as the Reference Data Raleigh site lead representing all functions under Reference Data Services. Responsible for Business Continuity Plans (Raleigh & New York) Manage budget, headcount, compensation,1:2:1 weekly meetings monthly skip meeting, and kick-the-tire sessions

ABOUT JACQUELINE BONILLA

Dynamic agile leader with extensive experience in leading global diverse teams, driving change and increasing performance. Global Reference Data Production lead with a focus on governance, risk and compliance. Strong work ethic with a history of building solid performing teams and delivering results in a high-pressure work environment. Proven track record in project management, business application owner, data source and data mapping. Demonstrated and effective communicator with excellent written and communication skills. Recognized for the ability to assess complex issues and find tactical fixes with a goal in delivering a strategic long-term solution which align to the business strategy. Leader and representative in various Over-the-Counter Derivative working groups driving industry changes.

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Jacqueline Bonilla — Director at Credit Suisse in Raleigh-Durham-Chapel Hill, NC, US | Unifers