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Elizabeth (Betsy) Lehman
Saint Paul,MN
Summary
Experienced and highly skilled consultant with track record of success in a regulated industry. Possesses excellent communication, software, and analytical skills to provide advice and expertise on principles and techniques for continuous process improvement. Experienced in adherence to federal and state laws and regulations.
Overview
21
21
years of professional experience
1
1
Certificate
Work History
Senior Business Execution Consultant
Wells Fargo Financial Crimes Operations
02.2020 - Current
- Managed a pipeline of up to 30 requests at a time, prioritizing work based on deadlines, downstream impacts, and shifting organizational needs
- Successfully implemented multiple high priority initiatives with aggressive deadlines, completing all required deliverables on time or early
- Established standards and procedures for Change Management and Process Development teams to ensure compliance with policies and regulatory requirements
- Collaborated with partners across departments to develop Change Management processes and improve response times
- Developed department-wide procedure certification process and monitored post implementation to confirm effectiveness
- Facilitated stakeholder review and approval of project deliverables to ensure accurate and high-quality content
- Trained and mentored new team members in the U.S
- And India
- Provided regular updates and reporting to stakeholders and leadership and ask for assistance with roadblocks as needed
- Designed and implemented a new procedure library site in coordination with stakeholders across departments to provide an effective and user-friendly tool for team members
- Analyzed quarterly performance of Process Development team productivity and presented findings and recommendations to senior leadership.
Senior Consultant and Technical Writer
Wells Fargo Middle Market Banking
09.2016 - 02.2020
- Collaborated with stakeholders to write and maintain quality procedures, including regulatory and policy releases, system rollouts, and business process changes
- Developed and facilitated weekly training sessions for the Writing Team to address issues, introduce new processes, develop writing skills, and increase team engagement
- Consulted on a high priority regulatory project to provide customer-facing team members with procedures and policy information
- Worked on a queue of up to 20 requests at a time, prioritizing work based on urgency, complexity, and department priorities
- Defined and implemented new program standards and processes for the Writing Team to align with new business policies
- Worked with Marketing to create a new SharePoint site to provide approved and branded customer-facing flyers for employee use.
Process Developer and Technical Writer
Wells Fargo Business Payroll Services
07.2014 - 09.2016
- Directed annual review for 1000 procedures, sending notices, receiving stakeholder responses, and reporting to leadership
- Collaborated with Project Management, Product, Learning, Communications, and Marketing to ensure timely implementation on quarterly payroll system enhancements
- Developed processes and procedures for rollout of Affordable Care Act (ACA) regulations and related system enhancements
- Partnered with Learning to publish annual Year-End materials, providing employees with new regulations, calculations, and limits
- Developed customer email template process with Communications, to publish templates in compliance with policies and regulations
- Monitored procedures email help desk and responded to inquiries from employees in the US and the Philippines.
Operations Team Lead
Wells Fargo Business Payroll Services
03.2012 - 07.2014
- Developed and implemented a payroll adjustment process, reducing risk and processing time on tax adjustments and amendments
- Acted as documentation liaison, providing SME reviews on procedures and training materials to ensure accuracy
- Participated in the design of a new procedure library, providing end user feedback on page layout and procedure structure
- Trained new employees on payroll tax rates, limits, requirements, and regulations
- Taught customer service representatives how to translate complex payroll concepts into simple language for customers.
High Value Account Manager
Wells Fargo Business Payroll Services
Bloomington, MN
05.2011 - 08.2012
Lead Teller and Banker
Wells Fargo Bank
Eagan, MN
09.2009 - 05.2011
Store Manager
Caribou Coffee
Minneapolis, MN
09.2007 - 08.2009
Supervisor
Toys R Us
Bloomington, MN
07.2006 - 09.2007
Store Manager
Claire's Accessories
Mankato, MN
08.2003 - 07.2006
Education
Master of Business Administration - Change Management
Capella University
Minneapolis, MN08.2009
Bachelor of Arts - Spanish Language and Literature
Saint Olaf College
Northfield, MN06.2003
Skills
- Change Management
- Processes and procedures
- Project Leadership
- Microsoft applications
- Strategic Planning
- Regulatory Implementation
- Attention to Detail
- Data Analysis
- SharePoint
Timeline
Senior Business Execution Consultant
Wells Fargo Financial Crimes Operations
02.2020 - Current
Senior Consultant and Technical Writer
Wells Fargo Middle Market Banking
09.2016 - 02.2020
Process Developer and Technical Writer
Wells Fargo Business Payroll Services
07.2014 - 09.2016
Operations Team Lead
Wells Fargo Business Payroll Services
03.2012 - 07.2014
High Value Account Manager
Wells Fargo Business Payroll Services
05.2011 - 08.2012
Lead Teller and Banker
Wells Fargo Bank
09.2009 - 05.2011
Store Manager
Caribou Coffee
09.2007 - 08.2009
Supervisor
Toys R Us
07.2006 - 09.2007
Store Manager
Claire's Accessories
08.2003 - 07.2006
Master of Business Administration - Change Management
Capella University
Bachelor of Arts - Spanish Language and Literature
Saint Olaf College
Certification
Six Sigma Yellow Belt, In progress, 06/2024
Address
- Saint Paul, MN, 55122