Professional Experience:

Confidential

Consultant

• Analyzed rules within several decisions across business processes determining common data and rules to be shared in ILOG JRules implementation. Created rule specifications. Established rule project and rule naming convention. Contributed to design of business object model. Assisted other analysts reconciling domain values from different legacy systems.
• Presented results of rule analysis to client. Presented business rules methodology to client.
• Mentored client analysts in business rules methodology/analysis.
• Wrote business rules governance proposal including rule states and user groups/access for Rule Team Server/

Confidential

Consultant

• Backfill on baseline Rule Analyst team to continue updates to legacy production rules for the system which checks mortgages that Freddie Mac is purchasing. Analysis of applicability of Selling/Servicing Guide changes to the existing rules, writing rule specifications for new policy, updated procedures and process diagrams, prepared presentation material for decision making meetings.
• Learned von Halle/Goldberg decision modeling approach being implemented on Advantage project. Participated in transition, including analysis due to reduction of delivery of MISMO data, upcoming Guide changes and QC comparison with legacy rules.

Confidential

Health IT Business Rules Practitioner Business Analyst Group

• Claims processing legacy system modernization effort:
• Created and delivered various presentations to educate people at all levels about the Business Rules Approach and its relationship to Enterprise and Business Architecture
• Created Health IT business rules guidance and business rules spreadsheet template
• Mentored Business Analysts to build Business Rules discovery and specification skills in health insurance product and claim processing domains
• Initiated project to create product architecture, collaborating with Business Architects and Technical Architects
• Introduced modifications to the software development methodology to incorporate the business rules approach, model driven business architecture process/data including specific guidance concerning business analyst artifacts
• Created Introduction To Business Architecture workshop including business process modeling/analysis, business data modeling, and business rules and how they relate to one another
• Conducted RFP process to assess and purchase a business rules management tool IBM/ILOG, RuleXpress, RuleGuide
• Collaborated across business units to create core business rules guidance document
• Modeled business data based on EDI transactions
• Reviewed business process models, business data models, business rule statements

Confidential

Vice President, Business Rules Architecture

• Worked with business teams to specify credit policy and compliance business rules for consolidated mortgage underwriting decisioning system for 3 business lines
• Mentored Rules Business Analyst team to build rules discovery and specification skills in mortgage lending underwriting domain
• Established object model architecture enabling business rules execution objectives
• Collaborated on creation of business rules methodology/process, maturity model
• Provided business rules architecture consulting to larger project-wide domain
• Championed enterprise-wide business rules approach across business processes
• Collaborated with business process architecture team to connect process and rules
• Initiated creation and collaboration on the design and implementation of a product rules architecture
• Used Blaze to review rule implementations

Confidential

Vice President, Business Rules Decisioning

• Designed enterprise decisioning platform architecture for multiple business lines Mortgage, Home Equity, Small Business, Credit Card and cross-business prescreens
• Participated in vendor selection for business rules management system and rules engine
• Designed suite of XML transactions, standardizing on the MISMO mortgage application
• Created Rule Specification template Word wrote rule specifications for several lines-of-business
• Tracked data required for each line-of-business engine and provided business knowledge to data modelers
• Designed and implemented rules in WebRules Zoot Enterprises
• Participated in training of WebRules user interface to business line test team
• Acted as liaison to technology groups for several business groups
• Facilitated testing between modeling team and implementation team assisted with analytics data modeling and data base design

Confidential

Principal, eBusiness

• Co-creator of both business functionality and implementation of unique set of eBusiness services involving multiple phases of the mortgage loan life cycle patent pending
• Worked with credit policy, compliance, and legal business teams to innovate new business rules for new business channel
• Worked closely with lender partners to redesign underwriting/pricing, sales and processing phases of the loan life cycle to make it easier, faster, and less costly
• Ensured compliance of business rules and data persistence with SOX and OHFEO regulations, Reg. B, and Fair Credit Reporting Act
• Assisted with the formulation of legal agreements as regards underwriting
• Led the requirements analysis and implementation of the automated underwriting rules-based service based on Desktop Underwriter DU
• Initiated integration test process bringing together QA, analysts and developers
• Took the initiative to lead the development of a prototype for taking and approving a mortgage application on a handheld device. Presented demonstration of the prototype to the technology subcommittee of the Fannie Mae Board of Directors and potential users
• Presented Automating the Mortgage Process: The Business Rules Advantage to the ILOG User's Conference
• Initiated the creation of and led a consolidated technical specifications team across all development. Created process defining interaction of teams within the organization
• Managed 1.7M budget
• Researched technical solutions for lender partners

Director, Credit Policy

• Led the development team in the first implementation of a credit risk scorecard in Desktop Underwriter
• Led a team of analysts that analyzed DU data to support creation of new or modified credit policy and wrote requirements for Desktop Underwriter development team
• Worked with credit policy executive management to evaluate new directions for DU and feasibility of implementation
• Created project plans for several projects

Manager/Analyst/Developer

• Managed expert system underwriting application analysis, development, testing and documentation
• Initiated and participated in requirements analysis of research data environment and future enhancements to the application
• Analyzed and provided specification for the integration of the first risk analysis scoring model
• Managed the development and implementation of model performance reports Performed business and technical analysis
• Wrote business and technical requirements
• Developed testing process for business unit
• Managed the automation of the testing process so that it could be used by members of the business team
• Served as task manager for development
• Participated in the development of underwriting application data collection
• Wrote and maintained documentation of the technical implementation of the business requirements
• Analyzed manual underwriting process and translated it to business requirements
• Wrote rule requirements and coded rules in ART Enterprise for Desktop Underwriter mortgage decisioning

Sr. Training Analyst

• Developed and delivered C language curriculum on UNIX and DOS environments
• Coordinated new-hire career transition training curriculum for UNIX Workstation environment.

Confidential

Sr. Training Specialist

• Developed Object-Oriented Analysis and Design Course as well as Ada curriculum
• Designed, developed, and delivered Ada course.
• Wrote training sections of proposals.

Confidential

Training Specialist

Taught UNIX, shell, C, and C courses. Customized courses for delivery at customer sites.

Confidential

Training Specialist

• Contributed to documentation effort for flight trainer program
• Wrote and modified I/O handlers, FORTRAN and assembly language programs for flight trainer
• Assisted with operating system related program interfaces and performed system analyst functions

Confidential

Instructional Technology Specialist

• Initiated and carried out research on computer-based courseware, authoring systems and projection systems
• Designed, developed and published promotional materials using Documentor's Workbench under the UNIX operating system
• Developed proposals in response to RFPs for training delivery
• Developed and presented technical and non-technical topics to users' groups
• Senior member of committee which developed course development/production standards

Principal Instructor, Senior Instructor

• Launched and had complete responsibility for the operation of a field training center in Costa Mesa, CA
• Taught range of OS, language and data communications courses
• Conducted site manager workshops throughout the U.S. for the Army Corps of Engineers

Sr. Systems Analyst/Systems Analyst

Carried out pre- and post-sales support including customer presentations, technical support, OS installation, update, troubleshooting, program conversion and benchmarking