SUMMARY:

• 12 years of driver experience as a Business Analyst in Agile fast passed environment; effective in strategically delivering technical artifacts, while working with multifunctional scrum teams, stakeholders, and technical staff/management across Financial Industry including Loan Origination, REO, Loss Mitigation
• Lead UI/UX Designer bringing fresh innovative features to enhance user experience
• Redesigned entire Loss Mitigation software, EarlyResolution, to include: Collections, Liquidation, and Retention platforms. Created new Financial Calculator feature, Decision Engine, Borrower Portal, Agent Portal, Short Sale UI, Disaster UI, and Next Generation Documents UI.
• Strong ability to adapt to rapid changing technology while working in two week sprints with client scrum teams and lead each sprint demo
• Ability to shift/hybrid roles between Senior Business Analyst and Project Manager
• Strong background in Finance/Mortgage software including: Empower, Black Knight, MSP, Impact, EarlyResolution, Confidential, and CRM Dynamics.
• Experienced in Web Service Calls configuration to and from Black Knight and MSP, working with multiple screens within MSP including: NOTS, SERN, MODD, MODS, DLQ2
• Strong organization skills including the ability/flexibility to shift priorities to meet deadlines.
• Efficient using various database tools to determine issues/defects and highly skilled in Functional testing, Database Testing, Usability Testing, Compatibility Testing, Interface Testing, Performance Testing, and Security Testing.
• Skillful Gap Analysis, Defect Analysis, UI Analysis, Business Requirement Document, Functional Design Specifications, Traceability Matrices, Test plans, Test Scripts, and Software Development Plans.
• Experienced in Use Cases and defining test cases, story sizing, analyzing bugs, and interacting with QA members in error resolution.
• Ability to manage multiple projects across multiple clients
• 16 years of end user experience in mortgage banking, servicing, loss mitigation, Processing, and Operations as a Closer, Underwriter, and Project Manager.
• Strength’s include self - starter with big picture focus while developing strategic business solutions which include: statement of work, project management, critical success factors, gap and risk analysis.

TECHNICAL SUMMARY:

Software tools: Microsoft Office Suite (Outlook, Visio, Access, PowerPoint, Word, Excel, Publisher, Project) Impact, Siebel 8.1 CRM, Empower, Prolender, Encompass Banker, eCopy, Confidential, TMO, Lotus Notes, Trax, Calyx Point 4.6, Edge, Loan Soft, AS400, CRM Dynamics, EarlyResolution, BlackKnight, MSP

Project Methodologies: Agile/Scrum, Waterfall, SDLC

Other tools: SharePoint, SnagIt, LS, DU, Lexis Nexis, WebMethods, Remedy, Web Logic, FTP, Defect Tracking and Analysis, Gap Analysis, Workflow charting, Business Objects, Assentio, CLM, CMS, LPS, IAS, ISGN, Salesforce Developer, Blackbaud sphere, Luminate, Greater Giving, DRM (Donor Revenue Management), CSS StyleSheet

Database tools: MS SQL, SQL Dev, JavaScript, SOAP, DB, JavaScript, XML, HTML 5, OneHeart

Reporting tools: Rational Team Concert, Crystal Reports, Data Trac, ATS, Innotas, ALM

EXPERIENCE:

Confidential

Technical Architect UX Design/ Lead Business Analyst

Responsibilities:

• Designed User Interfaces within Loss Mitigation software including: Workflow, Collections, Management Collections, Decisioning Engine and User Admin User Interface applications within EarlyResolution
• Determined best Task Workflow Path and UI design to meet the client’s requirements (Custom Code Enhancements and Configuration)
• Proficient in SQL transactional language, queries, and scripting. Performed data mapping and creating new dictionaries for newly designed user interfaces
• Skilled and performed Data Mapping exercises and documentation of existing and/or new fields, and heavy Letter mapping that consisted of building the data points that would be utilized in customer Letters (Approvals/Denials). Created new configuration management rules to retrieve client Letter codes to pass to Letter vendors to generate Letter request and setting up system configuration to prompt system with triggers to determine when to initiate request to Letter Vendors.
• Worked in fast paced agile environment with two week sprints for configuration system and developed highly detailed epics/user stories based on Workflow Diagram. Tested, peer tested, and Demo Configuration to Product Owner, Scrum Master, and Scrum Team at the end of each sprint
• Built configuration rules in system based on detailed and complex rule sets that include Tokens, Characteristics, CSS Style Sheet, Flex Message, Management Controls, Fire Order, Metrics and Custom Tags. Testing occurred after each set of defined rule sets ensure criteria implemented into system and fired correctly
• Redesigned CSS stylesheet for Collections application and Workflow Application Templates, with impact to Borders, Margin, Font, Color, Padding, Width, Length, Text, Icons, Buttons, Tables, Position, Sliders, and Navigation Bar
• Lead In QA INT and UAT testing, maintained defect log, and worked with Tech Lead and QA Analyst Team Members to resolve defects and define requirements
• Provide UI design and Configuration as a Subject Matter Expert to determine and implement Scope adjustments
• Analyzed and Configured rules based on Profiles, Roles, Queues access to Workflow Task Type
• Documented User Stories based on sprints and task type
• Project Manager of three million dollar project implementing new decision engine application in fast paced agile environment with 15 member scrum team
• Managed and Designed new UI for Workflow Desktop into a major enhancement project that included new features, new layout, logical display of data, incorporated colors and upgraded actions to alert user when tasks are due and past due. Reduced the number of clicks with new UI by incorporating a tab functionality and overall increasing the real estate of the task display to eliminate scroll bar feature where possible. Designed new Slider feature at the configuration level to allow user to determine what data would be displayed in slider and incorporated UI consistency throughout program
• Managed and Designed Menu UI and Admin UI of complete system. Brought design up to a fresh modern look and feel, reducing number of clicks but including a favorites link feature to allow user to select favorite screens for quick and easy navigation and avoiding constant navigation through Menu drop downs to locate the screen of users choice.
• Lead Chase Streamline Project Implementation as Lead Business Analyst for two million dollar project and managed two internal business analysts and a team of 9 within scrum team which also included tracking the project timeline, tasks, assigning sprint work, system configuration, designed Workflow Technical Diagram, Defect and Story tracking in Jira, Peer Review, and Demo of each completed sprints. Project also included complex NPV calculation, Fannie, Freddie, Privates, Assets, USDA, and VA investors.

Confidential

Business/Implementation Analyst

Responsibilities:

• Documented business rules/data mapping for Siebel to CRM Dynamics integration
• Created workflow diagrams to identify data points and migration process
• Gathered, Analyzed, and Designed a donor engagement process to integrate individual donor data to CRM Dynamics in order to cultivate donor relationship in a six step cycle program.
• Implemented lightbox and banners to website platforms
• Connected with stakeholders, business partners and affiliate members to assess field needs and develop SOW
• Designed and Implemented new innovate features to provide a Sharepoint tool to field staff in order to access files, process documents, images, and videos. Feature includes Desktop site and Mobile site access.
• Performed testing and support implementation of data cleansing, matching, and defect analysis for data warehouse prep.
• Compared data between applications and additional data sources to quantify data quality
• Designed and Implemented new innovative features for Donor Shopping Card across multiple vendors (such as Mall of America) with a simplified regristration process, improved online catalog for auctions, including national web page design, payment processing data, electronic distribution, window posters, register displays, with Apple wallet feature and Amazon Smile.
• Designed and Implemented new innovate features to provide a Sharepoint tool to field staff in order to access files, process documents, images, and videos. Feature includes Desktop site and Mobile site access.
• Modified Employee Giving Campaign platform to accommodate upcoming campaign push to include an update to welcome message, eligible organizations, updated recipient list, daily reporting capability, transaction process, and branding. This modification included hardware interfaces and software interfaces.
• Gathered, Analyzed, and Designed website platform for new AHA Event CycleNation; including forum, badges, community access, and event notifications.
• Designed and delivered wireframes

Environment: Word, Excel, Visio, PowerPoint, Outlook, Innotas, SharePoint, Microsoft CRM Dynamics, Greater Giving, Luminate, OneHeart (database), Agile, SnagIt, DRM (Donor Revenue Management), Siebel, Web Hosting, and Zuri Reporting, multiple DBA wharehouses, BlackBaud CRM

Confidential

Business Analyst

Responsibilities:

• Documented high level requirements and developed scope of the project
• Involved with all phases of Software Development Life Cycle (SDLC) throughout project life
• Performed query optimization using SQL server tools and created SQL GUI documentation for database processes. Created Ad Hoc queries, review schemas and dictionaries.
• Utilized BI tools (ILC) to import/export SQL queries
• Gathered, Analyzed, Designed business and technical requirements from both stakeholders and technical staff and ensured quality delivered meet contractual expectations
• Delivered technical artifacts including Visio workflow, diagrams, BRD, Functional Design Specification, complex Excel templates, and PowerPoint presentations
• Communicated and facilitated daily meetings with stakeholders, developers, and Project Managers
• Ensured communication and processes with stakeholders are consistent across project team and are aligned with application direction
• Participated in architecture evolution and standards definition and provided solutions to lower cost of application support
• Served as Loss Mitigation SME
• Implemented lightbox and banners to website platforms
• Managed and Improved application User Security and Task/Workflow support including analysis, maintenance, enhancement, and
• Created and continuously improved security templates to support requirements collection and management
• Determined and created User Profiles, Roles, and Queue abilities
• Created and continuously improved workflow templates and defined task triggers. Defined and documented task due dates, calculations, actions, profile and queue access to tasks
• Identified, delegated, and resolved production and pre-production defects
• Validated and determined gap analysis for screen UI functionality and issues
• Identified and gathered data through SQL queries to determine issues and resolve defects
• Analyzed data, interpreted results, and provided insights back to the business
• Defined and documented current-state and future-state business functions and processes and designed end-to-end system document

Environment: Word, Excel, Visio, PowerPoint, Lotus Notes, Outlook, Impact, Rational Team Concert, SharePoint, ILC, SOAP, SQL, HTML, Agile, Citrix Server, and SnagIt.

Confidential

Business Systems Analyst

Responsibilities:

• Interviewed client users to develop business requirements for the application and determine desired outcomes, status, and approach.
• Collaborated with programmers and subject matter experts to establish the technical vision and analyze usability and performance needs.
• Communicated technical specifications of the application to the user, converting the technical specifications into common business language, understandable by the business user.
• Planned, conducted, and executed acceptance testing and quality assurance activities to ensure that the business requirements were being met.
• Lead and facilitated meetings and workshops.
• Created and tracked status of project schedules. Scheduling techniques focused on costs, resources, and duration of task.
• Reviewed business-critical operational requirements for reliability, scalability, flexibility, and availability.
• Designed and documented end user plans, and facilitated system and ongoing production support for users.
• Designed, Documented, Problem Solved and Delivered in an Agile pace/environment

Confidential

Business Systems Analyst

Responsibilities:

• Collaborated with clients to create innovative solutions that address their business needs and to solve problems when necessary.
• Loss Mitigation Specialist
• Identified risks and implemented resolution of identified problems, including redesign of repayment plan agreement UI, loan modifications UI, short payoffs, and deed in lieu.
• Designed strategies to assist with resolve of delinquency’s, and improve UI to handle cash flow, while gathering requirements from third party vendors, agents, and managers.
• Developed functional requirements for improved Loss Mitigation process, mitigate for foreclosure, and repayment plans
• Designed Loss Mitigation Calculator UI included LOS rules, auto-populated field values, open field values with code to map T&I payments, and streamlined task workflow
• Documented Current and Future State Loss Mitigation UI diagrams
• Developed functional requirements and functional design documentation. Elicited, documented, and managed functional requirements and rules utilizing Waterfall.
• Deployed and support documents prior to and after implementation.
• Gathered, reviewed, analyzed, and evaluated user needs.
• Acted as a primary liaison between business users / UATs and IT project team.
• Produced new concepts and solutions for the client. Documented concepts and solutions by utilizing a Visio formatted workflow and detailed specification.
• Collaborated with developers and architecture teams to establish the technical vision to ensure best user performance.
• Designed, Documented, Problem Solved and Delivered in an Agile pace/environment

Confidential

Business Systems Analyst

Responsibilities:

• Developed communication plans, communication material and portfolio packages that include status, financials and metrics (including trend data).
• Created test loans in The Mortgage Originator (TMO) AS400 system with specific guidelines based on project from pre-qualification status to funded status.
• Developed functional requirements and functional design documentation.
• Served as the Subject Matter Expert for Loss Mitigation
• Elicited, documented and managed functional requirements and rules following Agile.
• Managed user expectations, changes to requirements and project scope. This included creation of communication at all levels of the organization.
• Deployed and supported documents prior to and after implementation.
• Gathered, reviewed, analyzed, and evaluated user needs.
• Acted as a primary liaison between business users / UATs and IT project team.
• Facilitated communication and portfolio package walkthroughs and respond to feedback and provide continuous improvement options.
• Designed, Documented, Problem Solved and Delivered in an Waterfall pace/environment

Confidential

Data/Business Analyst

Responsibilities:

• Operated with considerable latitude in performing highly complex duties related to overseeing and managing the operation aspects of one or more projects within the business unit.
• Managed daily team activities to advance the work of multiple projects.
• Managed key internal and external relationships. Identified and resolved project issues, interdependencies and conflicts. Ensure positive outcomes.
• Created, designed, and formatted technical specification documentation including architecture diagrams and process flows.
• Developed queries, analyses, and reports from Access, Business Objects Report, and XLS for operations and management staff.
• Provided support to applications in production by tracking production problems and troubleshooting them to sustain application in production.
• Developed, implemented, and documented procedures. Adhered to corporate and business unit standards and procedures. Obtained required approvals.
• Provided guidance and technical supervision to less experienced staff performing similar functions.
• Designed, Documented, Problem Solved and Delivered in an Agile pace/environment