Providing superior support to our clients is a key differentiator for BMS. We consistently hear from clients that they appreciate the assistance they receive from the team members in the BMS Support Center. You’ve heard their voices over the phone over the years. But who are they? Take a closer look in our continuing series “BMS Behind the ‘Green’ Curtain” where we profile a different BMS team member each month.
This month, meet Leo Short—Data Specialist. Leo is part of our team that works on, among other things, new client migrations, data conversions, setting up custom merge documents, and creating district-specific reports:
Q: Describe your role at BMS.
A: I am a Data Specialist with the special projects team. I work on projects like successor cases, claims append projects, PACER document troubleshooting, and solving quality assurance-related issues for our clients.
Q: Where are you from originally and how did you start working for BMS?
A: I’m originally from Corona, CA, and I now live in southern Washington. I was originally introduced to BMS by my sister-in-law who had seen a job listing for the first BMS Banking Center job right before BMS transitioned from Chase Bank to BNY Mellon. I had just graduated with my teaching credential, and had returned from a 3-month trip to Honduras where I was working with 400+ orphans at Orphanage Emmanuel, so I was looking for work. I had 5 years prior retail banking experience and a business degree so it seemed like a good fit.
Q: How long have you been working with BMS?
A: I’ve been working for BMS for over 7 years. I have worked in the BMS Banking Center, BMS Software Support Center, and IT Operations, so I have a well-rounded skill set and good understanding of the different processes at BMS.
Q: What do you love about your job?
A: I love the challenge of the various projects that come my way. There is usually something unique about each one and the variety keeps me engaged. I also like consulting with other departments and lending any wisdom that I have.
Q: What is one thing you’d like clients to know about their data?
A: Clients should know that they need to be extra cautious with Personally Identifiable Information (PII)—especially when sending emails. They need to be extra cautious when handling of debtor SSN’s and other important data. Debtor names and SSNs should never be sent in an unencrypted message or left unsecured on a desk.
Q: What is a unique challenge you’ve solved at BMS?
A: When I first started working at BMS, I helped put together the the first Banking User Guide for BMS clients. That project took a lot of coordination with different departments in order to get a nicely polished product. (You can find it on MyResources, the BMS client portal: https:/myresources.bms7.com)
Q: What is a tip you think all clients should know?
A: Use DocLink! It’ll save you tons of time tracking down debtor attorneys to provide critical documents before the 341(a) meeting date. It’s a great way to cut down on the busy work associated with bankruptcy case administration, allowing you to focus more of your valuable time on more trustee-specific tasks.
Q: What’s your favorite part about working at BMS?
A: I love the different personalities of my coworkers. Although people come from diverse backgrounds, everyone seems to get along and mesh well together. Everyone has a good sense of humor and are able to be playful while still getting the job done well.
Q: What do you enjoy outside of working at BMS?
A: I love spending time with my 1 and 3-year-old boys. I also get outdoors as much as I can, whether to take a walk along a nearby creek, or do work around the yard. And, I enjoy learning how to do new things.
Q: Share a fun fact about yourself!
A: With all of bad things happening in the world I felt compelled to do something to help my community and my country. I decided to enlist in the Air National Guard, and this summer I graduated from Basic Military Training with honors. I was also offered an officer commission so I will be attending Officer Training School in the near future before I head off to technical school where I will be taught how to be an aircraft maintenance officer. I love that I can serve my country while continuing to work at BMS during the week. BMS has been very supportive of my journey and for that I am very grateful!