Felicia Sheppard
@feliciasheppard
Business Execution Associate specializing in operational strategy and complex contract/RFP execution to improve customer and deal outcomes.
What I'm looking for
I’m a strategic, results-driven professional with extensive experience in operational strategy, project management, and business operations within the financial services environment. I lead cross-functional coordination to deliver high-impact initiatives, improve customer satisfaction, and drive organizational success.
At Wells Fargo Bank, N.A., I create better customer (internal and external) experiences by connecting the right parties to navigate complex contract negotiations while meeting aggressive timelines. I support RFP efforts for Full-Service GIB and Healthcare RFPs by engaging Subject Matter Experts, gathering feedback to improve Speed to Revenue, and ensuring the right legal contacts are involved in contract negotiation opportunities.
Previously, as a Business Relationship Support Specialist, I served as a main point of contact for operational questions, proactively resolved customer issues, monitored overdrafts and funds movement with appropriate risk handling, and coordinated with operations centers, internal departments, and vendors. I also worked as a Change Implementation Consultant, scoping initiatives, establishing timelines and milestones, mapping data and account movement, and improving processes through risk- and compliance-aware implementations.
Experience
Work history, roles, and key accomplishments
Connects relevant parties to navigate complex contract negotiations and help manage aggressive RFP and contracting timelines. Supports identification and engagement of subject matter experts and legal contacts for full-service GIB and healthcare RFPs, including risk/compliance engagement and approvals.
Business Relationship Support Specialist
Jun 2020 - Nov 2022 (2 years 5 months)
Serves as a customer point of contact for operational questions, handling issues proactively. Monitors overdrafts and funds movement activity, coordinates across operations and internal departments/vendors, and supports treasury management implementations and customer experience.
Participates in complex Treasury Management initiatives and helps implement process improvements to meet implementation change requirements. Applies project management to scope projects, set timelines and milestones, guide data mapping/account movement activities, and provide customer training, recommendations, and support for risk and compliance needs.
Education
Degrees, certifications, and relevant coursework
Strayer University
Bachelor of Business Administration, Management
Earned a Bachelor of Business Administration with a focus in Management at Strayer University in Charlotte, North Carolina.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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