![Cassandra Stevens](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2026/07/avatar_72824_1785171414.jpg) Cassandra Stevens # Financial Services Operations Team Lead Actively looking · Member since 27 Jul 2026 [Message](https://jobicy.com/dashboard-page.md) ShareLocationLaguna Beach, United StatesDesired salaryConfidentialWork preferenceRemote Only / Full TimeExperience levelSenior * [Overview](#overview) * [Portfolio 0](#portfolio) * [Services 0](#services) ## About Professional summaryI am a financial services operations professional with more than 10 years of experience in remote client processing, banking operations, payment processing, reconciliation, and operational controls. I have advanced through roles in payment operations and client processing, building deep expertise in wire processing, multi-currency support, exception handling, and daily account reconciliation. I am comfortable working in high-volume, deadline-driven environments where accuracy and responsiveness are critical. In my most recent role, I led a 10-person team, coordinated workloads, coached staff on complex issues, and helped maintain service continuity during peak periods. I also created training materials and maintained operational procedures to support onboarding, cross-training, and consistent execution. I have served as a Subject Matter Expert, supporting colleagues across multiple products and processes and helping improve workflow consistency through documentation, process improvement, and collaboration with technology and product teams. I enjoy solving operational problems and improving how teams work. My background also includes quality assurance, internal auditing, and operational controls, with a strong focus on reducing errors, improving efficiency, and supporting compliant processing. I am detail-oriented and used to balancing individual contribution with team leadership. I am seeking a role where I can contribute my experience in financial operations, client processing, and team leadership in a remote or flexible environment. I bring a strong service mindset, solid technical proficiency with Microsoft Office and collaboration tools, and a track record of dependable execution. Notice period: Immediately ## Skills 16 capabilities[Account Reconciliation](https://jobicy.com/talent/account-reconciliation.md)[Banking Operations](https://jobicy.com/talent/banking-operations.md)[Data Entry](https://jobicy.com/talent/data-entry.md)[Escalation Management](https://jobicy.com/talent/escalation-management.md)[Financial Operations](https://jobicy.com/talent/financial-operations.md)[Internal Auditing](https://jobicy.com/talent/internal-auditing.md)[Operational Controls](https://jobicy.com/talent/operational-controls.md)[Payment Processing](https://jobicy.com/talent/payment-processing.md)[Process Improvement](https://jobicy.com/talent/process-improvement.md)[Quality Assurance](https://jobicy.com/talent/quality-assurance.md)[Relationship Management](https://jobicy.com/talent/relationship-management.md)[Subject Matter Expertise](https://jobicy.com/talent/subject-matter-expertise.md)[Team Leadership](https://jobicy.com/talent/team-leadership.md)[Training Development](https://jobicy.com/talent/training-development.md)[Typing](https://jobicy.com/talent/typing.md)[Wire Transfers](https://jobicy.com/talent/wire-transfers.md) ## Tech stack & tools Working toolkit ### Collaboration [![Image](https://cdn.jsdelivr.net/gh/devicons/devicon@master/icons/jira/jira-original.svg) Jira](https://jobicy.com/talent?tool=jira.md)[![Image](https://cdn.jsdelivr.net/gh/devicons/devicon@master/icons/notion/notion-original.svg) Notion](https://jobicy.com/talent?tool=notion.md) ### Languages & Frameworks [![Image](https://cdn.jsdelivr.net/gh/devicons/devicon@master/icons/swift/swift-original.svg) Swift](https://jobicy.com/talent?tool=swift.md) ## Experience Career history ### Team Lead / Client Processing Representative I · BNY Mellon Mar 2024 – Feb 2026Led a 10-person team by coordinating daily workloads, coaching staff on complex issues, monitoring deliverables, and maintaining service continuity during high-volume periods. Built more than 20 training materials and maintained more than 20 operational procedures to support onboarding, cross-training, compliance alignment, and consistent execution. Continued to perform core client processing responsibilities while supporting team leadership and operational oversight. ### Associate / Client Processing Representative I · BNY Mellon Sep 2017 – Mar 2024Delivered consistent multi-currency client support for more than 8 years, resolving up to 100+ daily inquiries within time-sensitive deadlines. Safeguarded transaction accuracy through daily reconciliations of approximately 50+ accounts and review of 10+ client-impacting reports to identify exceptions and support resolution. Expanded team problem-solving capacity as a Subject Matter Expert for 7+ products and processes, while partnering with technology and product teams to improve automated workflows and increase efficiency by approximately 10%. ### Payment Processor · BNY Mellon May 2015 – Sep 2017Processed and repaired 100+ domestic and international wire transactions weekly while supporting payment quality and compliance. Cleared transaction exceptions to reduce payment delays, minimize rework, and support timely processing. Handled client and internal inquiries across phone and email channels to maintain responsiveness throughout daily operations. Executed phone-initiated wire transfers, cancellations, and reversals in a deadline-driven payment environment and helped prepare new team members through training on procedures and system navigation. ### Data Entry / Reviewer / Clerical Associate · Adecco (MetLife) Oct 2013 – Mar 2015Reviewed insurance applications to support underwriting workflow efficiency and determine appropriate next steps. Maintained production quality by completing data entry while meeting accuracy and productivity standards. Resolved incomplete records to reduce application processing delays and tracked workflow activity and metrics in Microsoft Excel to improve production visibility. ## Education Learning history ### Erie Community College Dec 2012Associate Degree, Business Administration Honor Society Member. This professional hasn’t added portfolio projects yet. This professional hasn’t listed any services yet.