SUMMARY

• 25+ years of Business Analysis, Project Management, Client Services and Operations experience in Banking products and services with an emphasis in:
• Providing friendly and effective service
• Developing expertise in product knowledge
• Creating trust and confidence through business practices
• Solving client problems and following through to a successful resolution
• Effectively maximizing resources
• Being efficient

TECHNICAL SKILLS

• Microsoft Office (Excel: macro’s & pivot tables, Word, Access: SQL, PowerPoint, Visio, Project, Outlook/Express), D1 Teller
• Hogan Mainframe, exposure to JIRA, SharePoint, CCS CME, SunGard Optimist, Remedy, Pivotal, Business Objects
• Metavante, FIS, Apropos, FTP, DOS scripts and Dial Up Networking, SQL Queries, Use Case development
• Business Requirement Documents, PeopleSoft, Lotus, Lotus Notes, Novell GroupWise, Mainframe CICS
• Custom interfaces (over 40) dealing with multiple data processors including BISYS, FiServ, ITI, Metavante IBS
• Jack Henry, Alltel, Kirchman, DCI, Sparak, AFS, OSI/Fiserv DNA and others.
• Strong knowledge of Banking Regulations and accounting practices, Able to obtain Security clearance

PROFESSIONAL EXPERIENCE

Confidential

Business Systems Analyst

Responsibilities:

• Work with Clients to determine business requirements using Agile methodologies
• Refine needs into requirements for functional specifications.
• Write business requirements & acceptance criteria
• Evaluate current state processes
• Develop future state processes and efficiency improvements
• Assist in coordination and communication
• User Acceptance Testing (UAT) script writing

Confidential, Reston, VA

Senior Business Analyst

Responsibilities:

• Perform Data Analysis of files received from source organization - responsible for vendor to vendor conversions
• Data mapping from source to target with data integrity - loan conversion data
• Assist developers with the data transformation and ETL processes - loan conversions
• Create/Validate Test Plans, Specifications - changes to database and conversions
• Create/Validate Balancing Reports, using SQL to validate data against database and incoming data - vendor to vendor conversions
• Coordinate with Business Unit, Project Managers, Developers, Third party vendors, etc.
• Building experience on Retail Banking Applications (Deposits, Loans, CIS, etc.) within Hogan Mainframe and other ancillary systems
• Also responsible for Bill-Pay conversions, ATM/Debit Card Trailing activity and ACH Redirects as part of the Mergers and Acquisitions team.
• Helped UAT with issues as it pertained to system configuration and/or input errors.

Confidential , Lancaster, PA

Business Analyst

Responsibilities:

• Provide comprehensive operational, analytical and technical support for projects that impact/incorporate the use of technology.
• Advocate the use of technology to improve processes, controls and reporting.
• Manage or assist in the management of assigned projects assuring target dates are achieved and quality is maintained.
• Serve in primary role within the project team between the project manager, operational business unit and the end user for a COTS implementation with UI design and build.
• Collect and document business, organizational, operational and user requirements and business rules.
• Responsible for system configuration.
• User Interface design, screen mockups
• Analyze and define workflow, business processes and data flows.
• Design new business processes or modify existing business processes utilizing various automation tools.
• Document risks and their mitigation.
• Develop test plans, execute plan and document results, UAT.
• Coordinate with necessary parties in order to document policy and procedures for new or enhanced process/procedure, product or service.
• Develop other project deliverables as assigned.
• Ensure that all end work products are in compliance with appropriate laws and regulations.
• Provide daily administration and operational support for assigned applications as necessary.

Confidential, Dallas, Tx

Senior IT Data Download Specialist

Responsibilities:

• Contracted for the Federal Government (FDIC) as a Senior IT Data Download Specialist.
• Responsible for loan portfolio (Consumer, Commercial & Mortgage) balancing as it applies to Acquisitions and Investors.
• Effectively convert assets (ETL), loan and non-loan, for proper balancing to Government accounting systems using Access, SQL, Excel, XML and other system and proprietary tools.
• Accountable for data / file auditing, data analysis, ensuring correct input into accounting systems.
• Assist in balancing of system data to the main accounting system.
• Participated in system design (RDBMS), process improvement, quality control and UAT for proprietary software.
• Created and maintained technical documentation.

Consultant

Financial Institution Business Analyst

Responsibilities:

• On-site and off-site operational, procedural and system analysis, building office efficiency, client relationships and expanding account presence; compliance assistance
• Deep knowledge of lending industry (20+ years commercial, consumer and mortgage lending) helps to create options for new products clients offer their customers, then follow through with proper testing for performance of portfolios
• Gather system and bank requirements from stakeholders for loan portfolio (Consumer, Commercial and Mortgage) conversions
• Effectively convert portfolios (CIF, Consumer, Commercial and Mortgage Loans) using appropriate system tools and data mapping (EFT).
• Demonstrated success in training bank employees and management on CIS (Customer Information System), Consumer and Commercial loan systems
• Assist internal and external auditors with high-level research for operational corrections and legal cases

Confidential, Cherry Hill, NJ

Lending Business Analyst

Responsibilities:

• Successful track record in on-site and off-site operational, procedural and system /data analysis, helping to build office efficiency, client relationships and expanding account presence
• Participated in upper level strategic planning process, including writing test scripts, for new products and setting bank procedures to allow for smooth operational transitions between departments
• Work closely with conversion analysts on data mapping/conversion (consumer, commercial & mortgage) projects associated with Financial Institutions move from prior processors (mainframe work with CICS)
• Wrote requirements for clients on system upgrades to accommodate Consumer, Commercial and Mortgage loan portfolios as well as Customer files
• Provide troubleshooting and root cause analysis on client issues with the systems

Confidential, Cumming, GA

Owner / Manager / Leasing Agent / Inventor

Responsibilities:

• Provide lease funding for business to business software, hardware and equipment
• Responsible for all sales and follow-up calls with vendors and their clients
• Work closely with vendors to put together leasing programs for client needs
• Documented invention requirements with system use-case methods and diagrams for legal and patent purposes

Confidential, Atlanta, GA

Manager, On-Line / Micro Client Services Division

Responsibilities:

• Responsible for QA (UAT) testing and setup of new Fiserv/ITI products on the Fiserv network and client sites
• Managed a staff of 8 people whose purpose was to solve new and on-going issues for clients between processing and network compatibility issues
• Knowledgeable on interface specifications (CIS, Deposit and Lending) related to Data Processors and clients
• Gathered requirements, helped write specifications and test scripts for software implementation
• Defined and perfected office workflows for specific projects

Confidential, Norcross, GA

Supervisor / Senior Technical Business Analyst

Responsibilities:

• Set and maintain ‘user options’ for Financial Institutions and their clients use of Internet Banking Systems, including Cash Management for Commercial accounts
• Effectively managed a staff of two analysts to research file issues (CIS, Deposit and Lending) for Data Processors as they pertain to the Confidential Importer/Database
• Knowledgeable on interface specifications (CIS, Deposit and Lending) related to Confidential and Data Processors, gathering requirements, writing specifications and test scripts for software development (SME part of interface team)
• Data mapping and conversion work (EFT) dealing with multiple data processors including BISYS, FiServ, ITI, Metavante, Jack Henry, Alltel, Kirchman, DCI, Sparak, AFS, OSI DNA and others
• Defined and perfected office workflows for specific projects pertaining to Confidential interface functionality
• Created and maintained system and procedural documentation for research and training

Confidential, Alpharetta, GA

Consultant / Loan Servicing Administrator

Responsibilities:

• Assisted both internal and external auditors with high-level research for operations and cases. Worked closely with large auditing firms and government agencies.
• Converted portfolios from one system to another system using Excel spreadsheets, Access database and system tools
• Responsible for the ODP/LOC product delinquencies and correcting errors on system
• Provide detailed reports to board of directors regarding monthly loan servicing
• Assisted with ACH and Wire transfers (FundTech) as needed

Confidential, Cherry Hill, NJ

IL/CL Lending Specialist

Responsibilities:

• Trained bank employees and management on usage of Consumer, Commercial and Mortgage loan systems for bank loan portfolios (mainframe work with CICS)
• Created user options for new Loan products (Consumer, Commercial & Mortgage) banks offer to consumers, follow through with proper testing (UAT) for guaranteed performance of portfolio
• Responsible for setting bank procedures to allow for smooth operational transitions between departments
• Converted several banks onto system as part of conversions team, supported both on site and via telephone, consumer, commercial and mortgage applications
• Provide troubleshooting and root cause analysis on client issues with the systems
• Worked closely with 4 credit reporting bureaus on projects associated with Financial Institutions and credit reporting (wrote requirements for system changes)
• Wrote requirements for system upgrades clients desired
• Assisted 3rd party vendors with connectivity and data mapping