Senior Business Analyst Resume Bala Cynwyd, PAÂ - Hire IT People

SUMMARY:

Salesforce Developer/Administrator, Franchise & SBA Financing Specialist
6+ years of direct experience in developing and administering various Salesforce platforms
Ability to develop, quickly learn, adapt and then improve efficiency for operations and CRM systems for a variety of proprietary software suites for small - to-mid size business.
Successfully managed and assisted first-time and multi-unit franchisees to develop and grow their networks on a nationwide scale.
Fully versed in current SBA rules and regulation.
Regularly worked with active and former US armed service members to secure financing nationally.

TECHNICAL SKILLS:

PROFESSIONAL EXPERIENCE:

Confidential, Bala Cynwyd, PA

Senior Business Analyst

Responsibilities:

Led data clean-up efforts between Salesforce database and billing databases containing over 650,000 active accounts and 1.5 million contacts.
Created daily customized reports for collections teams for call and collections campaigns.
Established protocols for automated data scrubbing from legacy SQL databases for current collections efforts.
Using Agile development processes, coordinated with the development teams and tested Salesforce sandboxes for release and deployment.
Monitor and report daily on Salesforce.com Case resolution for Collections teams, consisting of approximately 200 users.

Confidential, Philadelphia, PA

Inside Sales & CRM Manager / Salesforce Administrator, Developer & Architect

Responsibilities:

Administrated and designed internal Salesforce CRM database and system.
Created custom objects, developed custom workflows and organized data cleanup/maintenance procedures using data loader and other 3rd party data maintenance tools.
Developed the inside sales process and adapted best practices for loan origination teams through custom workflows and deployment of Salesforce Lightning / Sales Cloud instance for loan originations team.
Systematized and provided companywide training on Salesforce protocols that resulted in full adoption of Salesforce by existing employees and overall better communication between departments.
Actively managed, organized and administered 24,000+ client database between bi-coastal offices, Philadelphia and Los Angeles.
Created daily customized reports for the inside sales team, operations, sales, loan origination, marketing and credit underwriting team.
Experience with configuring, installing and monitoring Salesforce.com apps from AppExchange: Pardot, MapAnything, Ebsta, Five9.
Developer-level experience with SFDC Apex, Visual Force and custom Apex triggers.

Confidential, Conshohocken, PA

Client Service Specialist / Salesforce & NCINO Administrator, Developer & Architect

Responsibilities:

Supervised and directed the pre-qualification process and loan packaging for several major franchise brands and concepts
Actively managed approximately 100+ clients in any given period.
Helped secure financing for over $50 million in conventional and SBA loans across several major franchise systems
Administrated and designed internal Salesforce / NCINO CRM database and system
Configured Marketo for NCINCO integration.
Migrated existing 8,000+ record CRM database to Salesforce / NCINO platform
Created automated internal and exporting reporting system for brand partners
Developed marketing materials and promotional materials

Confidential, Norristown, PA

Volunteer Marketing Board Member

Responsibilities:

Lead phone-a-thon community outreach programs
Reviewed marketing and promotional print materials
Responsible for attending local fundraising events and manning the Confidential table

Confidential, Philadelphia, PA

Circulation Analyst

Responsibilities:

Designed, administered and performed marketing and data analysis on current and ex-subscribers via print, direct mail and online surveying
Utilized third party marketing software and SQL databases during data analysis process
Presented findings from research to marketing directors regularly to affect pricing and subscription offers to the newspaper’s subscriber base
Researched and developed the newspaper’s subscriber customer loyalty and gift card program for
Discovered and then consulted regularly to regional distribution managers in PA, NJ and DE regarding disruptions and improvements to their service routes (specifically to elderly and disabled subscribers)

Confidential, Bala Cynwyd, PA

Summer Associate

Responsibilities:

Managed and conducted the SBA & Conventional loan process for clients seeking to secure small to mid-size business loans.
Assisted in the financing for the acquisition and sale of a $1.2 million carpet retail store
Prepared loan packages for underwriting
Conducted initial client / franchisee / borrower interviews