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Banking Consultant - Lead Business Analyst Resume

Boerne, TX

CAREER SUMMARY:

  • Creative professional with over 30 years of banking experience. I am self - motivated and I thrive on new challenges and taking on tasks outside my comfort zone. I’m driven to solve problems utilizing my solutions oriented way of thinking. I truly believe there is no issue too complex or overwhelming that can’t be solved by bringing all invested parties together to work towards an agreeable solution.
  • Quick Learner Change Management
  • Adaptability Excellent Written and Verbal Communications
  • Results-oriented Ability to work under pressure
  • Critical Thinking Skills Problem Solving Skills
  • System Testing Detailed Oriented
  • Strategic Thinking Skills Influencing Others
  • Proficient in Microsoft VISIO, Excel Proficient in Microsoft PowerPoint, WORD, Project

PROFESSIONAL EXPERIENCE:

Confidential, Boerne, TX

Banking Consultant - Lead Business Analyst

Responsibilities:

  • Business Analyst for implementing a new Treasury Management system.
  • Responsible for end to end business analysis for various products within the Treasury Management division.
  • Worked closely with senior management and business users to documented business and system requirements, implemented process improvements, updated procedures and documented process flows for the “Current State” and “Future State” workflow.
  • Documented test scripts, Use Cases and performed UAT testing.
  • Worked with the Project Manager to ensure project tasks were completed on time and within budget.

Banking Consultant - Lead Business Analyst

Confidential

Responsibilities:

  • Lead a team of Business Analyst for Deposit Operation Analysts along with Confidential Deposit Operational team members in documenting Deposit Operational Business requirements, Use Cases, Process flows (using VISIO) for the “Current State” and “Future State” processes.
  • Coordinated Peer reviews, Business reviews, and Vender reviews. This included Deposit products of DDA, CD/IRA, Exceptions Processing, Relationship Pricing (RP) and Customer Information Files (CIF).
  • Researched Best Practices and recommended process improvements/enhancements to senior management and the business units.
  • Reviewed GAP analysis documents from the vender to ensure the business needs were met.
  • Documented a tractability document to ensure all Business requirements were accounted for.
  • Analyzed activity cost from “Current State” to “Future State” for process improvements.
  • Worked closely with the Project Managers to ensure project tasks were accurate and on time.
  • Lead meetings with the Operational Business Units and Project Managers to discuss issues, solutions and timelines.
  • Lead a side project to document the Deposit Operations group self-automated process they created using Visual Basic or Macros.
  • Part of the interview process of hiring new Business Analyst for the team.
  • Coached, motivated, assigned work to team members.
  • Held weekly One on One updates with staff to ensure changes and issues were addressed with the Bank and Vendor.

Confidential, Phoenix, AZ

Arizona Internal Revenue - Tax Return Auditor

Responsibilities:

  • Audited Arizona State income tax returns.

Confidential, Boerne, TX

Business Analyst

Responsibilities:

  • Data cleanup of system generated reports after install of new system.
  • Clean up of data mapping errors from system conversion.
  • Tested new report output after data cleanup efforts.
  • Create VISIO workflows from established procedures.

Confidential, Chandler, AZ

Financial Crimes Supervisor

Responsibilities:

  • Managed a team of Debit Card Dispute Investigators for Fraud and Non-Fraud claims.
  • Performed coaching and development plans to ensure team members met production standards.
  • Managed escalated claim decisions from our Executive Office, BBB and CFPB.
  • Established and managed the claims conversion team for the Confidential /Wachovia Bank merger.
  • Worked on various projects as a subject matter expert for REG E and claims processing.
  • Held weekly staff meetings.
  • Documented process flows using Microsoft VISIO and documented procedures.
  • Performed data mapping for conversion purposes.
  • Performed system testing for software upgrades and regression testing in both UAT and production environment.
  • Created test scenarios for the testing group.
  • Monitored inbound and outbound calls for authentication validation and customer service standards.
  • Participated in the project team to create the business model for a new claims system.
  • Very knowledgeable in General Ledger, Confidential, Electronic Settlement processing and creating system reports.
  • Responsible for the department’s budget for overtime, training, recognition and office supplies.
  • Forecasting daily, weekly and monthly volumes, overtime and vendor costs.
  • Training, motivating, coaching and development of team members.
  • Writing quarterly performance evaluations, corrective action plans, and hiring and terminating team members.
  • Planning and scheduling quarterly meetings with vendors.

Confidential, Addison, TX

Sr. Business Analyst

Responsibilities:

  • Successfully led software development project to design a REG E and Confidential claims system from conception to installation. Researched best practices from several different Financial Institutions to create business models.
  • Gathered and documented business requirements and designed workflows using Microsoft VISIO.
  • Participated in the implementation of software for two large banking instructions and one small bank from conception through implementation with systems that included Check Processing, Return Items, Confidential and REG E Claims.
  • Partnered with our Bata bank business owners to level set the scope of the project and prioritized requirements for each phase.
  • Performed data mapping for conversion purposes, software testing, documented defects and worked closely with the development team for resolutions through the software defect life cycle.
  • Used Mercury testing software to write automated test scripts and test scenarios and regression testing.
  • Supported the end users through the UAT testing process.
  • Conducted onsite product presentations to new clients and onsite training before and after software installation.
  • Very knowledge in General Ledger, Confidential, electronic settlement processing, Deposit Products and creating system reports.

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