Beatrice Neris

Led global HR policy communication and change management for new/revised policy documents, including uploading content to the Citi Policy Directory. Oversaw policy document inventory and pipeline tracking and supported governance council meetings, reviews, and inquiries.

Partnered with legal and third-party providers to oversee visa applications and ensure adherence to firm-wide immigration policies. Developed sponsorship/relocation workflows, conducted operational policy audits, managed the expatriate medical plan vendor, and facilitated global mobility training.

Developed and managed the project plan to implement a Global Fees Quality Assurance Program. Monitored performance for improvements and supported additional quality assurance efforts, including reporting and stakeholder update materials.

Developed and maintained executive presentations and internal communications for Mortgage Banking Risk, including town hall decks and monthly newsletters. Provided oversight of third-party vendor relationships and coordinated with third-party oversight partners to ensure compliance with firm-wide requirements.

Managed a team of analysts providing workflow support to translators and stakeholders across the firm. Owned day-to-day workflow operations, led improvement initiatives, and ran onboarding and on-the-job training for new hires.

Managed a team of 10–15 analysts supporting GWM capital advisory credit portfolios. Facilitated onboarding and training for new hires and led an initiative that reduced document exceptions by 15% month over month over six months.

Created new and revised existing Home Lending Default policies to comply with mortgage investor servicing guidelines and remediate OCC-identified gaps. Coordinated meetings with Legal, Compliance, and business experts to obtain approvals for policy remediations.

Earned an MBA in Business Management in 2011 from Ohio Dominican University.

Earned a BSBA in Finance & International Business in 2003 from The Ohio State University.