Open to opportunities

Mar Mar

@marmar1

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Implementation Specialist in treasury management who configured Positive Pay and ACH Positive Pay implementations.

United States

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At TD Bank, I managed Treasury Management implementations for commercial banking clients, taking them through configuration, testing, client training, activation, and go-live.

I configured Positive Pay, including file mapping and validation, and supported ACH Positive Pay by coordinating validation and preparing confirmed client data for setup.

At Aplos Software LLC (Powered by Velora), I led client migration projects for nonprofit organizations, from Raisely setup through go-live and handoff. I also configured integrations across Aplos, Raisely, and Stripe.

Earlier, I investigated transactional activity and account discrepancies at Citibank, and handled client servicing, billing, and financial record reconciliation at Merrill Lynch.

Experience

Work history, roles, and key accomplishments

Project Coordinator

Aplos Software LLC

May 2026 - Jun 2026 (1 month)

Led client migration projects for 300+ nonprofit organizations, managing Salesforce pipeline stages 5–11 from Raisely setup through go-live and handoff. Configured third-party platform integrations across Aplos, Raisely, and Stripe, connecting payment processing for concurrent nonprofit client accounts.

Salesforce Raisely Stripe Project Coordination Client Migration Platform Integration Cross functional Coordination

Implementation Specialist

TD Bank

Oct 2023 - Dec 2025 (2 years 2 months)

Managed 10–15+ concurrent Treasury Management implementations through configuration, testing, client training, activation, and go-live for commercial banking clients. Configured Positive Pay implementations, including CSV and fixed-length file mapping, client file validation, user authorization, testing, and troubleshooting.

Treasury Management Positive Pay ETreasury Financial System Customer Training Data Validation Troubleshooting Cross functional Coordination

Fraud Support Analyst

Citibank

Sep 2022 - Aug 2023 (11 months)

Investigated high-volume transactional activity and account discrepancies to identify fraud risk and support case resolution. Reviewed and validated transactional data and account records to support compliance and reporting requirements.

Fraud Investigation Data Validation Compliance Case Management Documentation

Client Support & Billing Analyst

Merrill Lynch

Jan 2018 - Sep 2022 (4 years 8 months)

Managed high-volume client account servicing and billing activities across financial platforms, resolving service requests and maintaining account accuracy. Coordinated with advisors and internal teams to resolve account discrepancies and maintain workflow accuracy.

Client Servicing Billing Reconciliations Documentation Workflow Management