SUMMARY:

Project Manager and Seasoned Business Analyst with more than 15 years of experience in fast - paced Banking and Mortgage environment. Excellent analysis and over site skills. A proven track record of achieving exceptional results in monitoring and over site of vendors as well as loan origination system implementation utilizing the Agile and Waterfall methodologies.

SKILL:

• Agile & Waterfall Methodologies
• Project Management Methodologies
• Loan Origination Systems Analysis
• Process Mapping
• Business Analyst
• Archer Development
• Mortgage Project Management
• Risk Management
• ETRM - Energy Trade Risk Management
• My SQL
• Date Warehouse
• Compliance
• Proficient in Microsoft Suite applications including Microsoft Project, Power Point and Visio.
• Disaster Recovery
• Business Continuity
• Developed process maps for new process/procedures and new Vendor Risk Systems.
• Developed process maps for updated process/procedures and Vendor Risk Systems.
• Developed process maps for UAT.
• Perform UAT testing
• Developed process maps for QA testing of Vendor Risk performance.

PROFESSIONAL EXPERIENCE:

Confidential, Plano, Tx

Business Process Design Consultant - Business Controls

Responsibilities:

• Work with Line of Business and Control Function partners to gather information primarily on business process details including process maps, controls, metrics, control plans, and risk level.
• Facilitate review sessions for accuracy and completeness of process documentation and identify connection points and gaps between processes and be able to have an end-to-end process perspective including all associated risks.
• Provide analytical support in executing internal control discipline and operational excellence.
• The role will also be expected to think analytically and provide effective solutions to tactical challenges.

Confidential, Addison, Tx

Sr. Project Manager/Business Analyst

Responsibilities:

• Develop and maintain project scope and objectives, involving all relevant stakeholders and ensuring business and technical feasibility
• Ensure that all projects are delivered on-time, within scope, and within budget
• Create and maintain comprehensive project documentation
• Will manage multiple projects at the same time
• Use appropriate verification techniques to manage changes in project scope, schedule and costs
• Measure project performance using appropriate systems, tools and techniques
• Report and escalate to management as required
• Identify, manage, and resolve project issues and risks. Ensure resource availability and allocation
• Establish and manage relationships with clients, team members, vendors, and stakeholders
• Coordinate internal and external resources for the successful execution of projects
• Execute an efficient communication strategy for ensuring communication with all stakeholders and project team members
• Work with business partners providing strategic insight and a value add collaborative partnership
• Provide coaching and guidance to the team members about every aspect of the project so that the team members can understand their tasks fully and act on them efficiently
• Mentor, train, and guide Project Managers and Business Analysts
• Build and implement best practices for project management and execution
• Create spreadsheets, diagrams and process maps to document requirements
• Perform other related duties as assigned

Confidential, Plano, TX

Financial Analyst/Business Analyst

Responsibilities:

• Perform initial vetting of financials for new opportunities to ensure the cost/benefit meets the defined ROI criteria
• Ensure financials remain in line with the ROI criteria throughout the 1 - 30 process
• Partner with Corporate Finance and to obtain approval for funding of the project

Confidential, Irving, TX

Project Manager/Business Analyst

Responsibilities:

• Manage Mortgage Transformation project off boarding loans from Citi s platform to a sub servicer
• Work closely with IT to gain user access to sub servicer platforms
• Complete gap analysis to determine what updates should be made to the sub servicer s platform to adhere to Citi s requirements.
• Build out the complaints management process
• Work closely with IT to build out the tool used to format the complaints file in to an up loadable file to Hadoop
• As a Project Manager, lead projects involving the vendor, develop monitoring and QA/QC testing, proactively implements audit strategy by defining audit scope, audit program and audit test procedures, perform monthly, quarterly and annual vendor reviews onsite/offsite.
• Partner with CIS, Legal, Audit, LOB Partners to negotiate strategies and mange supplier relationship, accountable for meeting or exceeding annual cost savings goals in addition to any related service and responsiveness improvements, identifies potential risks, implements key controls, and is accountable for validating vendor performance and risk objectives are met through contract adherence, Enterprise Critical Standards, OCC, CFPB, FDIC, FNMA, FHLMC, Federal Government, Ginnie Mae.
• Utilizing the Agile and Waterfall methodologies provide moderately complex information and analysis to support projects and/or in overall management of a business unit/department
• Develop and document business requirements and/or business solutions to solve problems and issues related to business operations.
• Lead business team members to define business needs through utilization to effective elicitation techniques.
• Analyzed and evaluated data gathered from multiple sources and reconciled differences and applied a consistent approach to data interpretation and performance measurement results.
• Engaged with business partners and users to ensure that critical strategic decisions vetted prior to implementation.
• Infrastructure experience in Financial Services, home Loans, Consumer Lending, Data Center, End user Services, and Third Party Risk Management.

Confidential, San Ramon, CA

Program Manager/Business Analyst

Responsibilities:

• As a Program Manager held oversight responsibility of multiple projects involving the vendor, development of monitoring and QA/QC testing, vendor on boarding, technology risk evaluation tools, proactively implemented audit strategy by defining audit scope, audit program and audit test procedures.
• Managed the development and deployment of Archer, a third party risk management tool.
• Worked closely with IT to create codes for two systems to talk to each other
• Created use cases
• Created test scripts
• Developed UAT testing
• Executed and managed UAT
• Partner with Legal, Audit, LOB Partners to negotiate strategies and mange supplier relationship, accountable for meeting or exceeding annual cost savings goals.
• Utilizing the Agile and Waterfall methodologies provide moderately complex information and analysis to support projects and/or in overall management of a business unit/department
• Develop and document business requirements and/or business solutions to solve problems and issues related to business operations.
• Lead business team members to define business needs through utilization to effective elicitation techniques.
• Analyzed and evaluated data gathered from multiple sources and reconciled differences and applied a consistent approach to data interpretation and performance measurement results.
• Engaged with business partners and users to ensure that critical strategic decisions vetted prior to implementation.
• Develop and maintain loan origination platforms
• Infrastructure experience in Financial Services, home Loans, Consumer Lending, Data Center, End user Services, and Third Party Risk Management.
• Managing large scale projects 2mil or more with as many as 30 team members.

Sr. Business Analyst/Process Analyst

Confidential

Responsibilities:

• Manage and execute onboarding and loan origination and over site systems for vendors, reviews existing vendor and potential vendor data systems for security issues and risks.
• Evaluation and development of security policies and procedures provide information security consulting services to customers related to data access, integrity, confidentiality and business continuity controls.
• Provide IT risk management by risk identification, measurement and aggregation and the understanding and management of risk through appropriate practices and processes.
• Develop or implements risk - assessment models or methodologies.
• Assess and mitigate enterprise and business exposures through the identification of key and emerging risks and evaluate alignment with established risk strategy.
• Monitor the risk and recommend ways to control the environment to ensure that exposures are kept at acceptable levels and consult on risk mitigation plans.
• Responsible for identifying business requirements, requirements management, functional design, prototyping, process design (including scenario design, flow mapping), testing,, defining support procedures and supporting implementations.
• Identifies potential risks, implements key controls, and is accountable for validating vendor performance and risk objectives are met through contract adherence, Enterprise Critical Standards, OCC, CFPB, and FDIC.

Confidential, Plano, TX

Mortgage Project Manager/Business Analyst

Responsibilities:

• Manage Mortgage Insurance, Tax, and CEMA Coop, Foreclosure and Bankruptcy vendors, manage and mitigate risk.
• Lead projects involving the vendor's performance, product and loan origination platforms implementation and development utilizing the Agile and Waterfall methodologies
• Managing large scale projects 2mil or more with as many as 30 team members.
• Develop and perform monitoring and QA/QC testing, audit's on and offsite on a monthly, quarterly and annual basis.
• Partner with CIS, Legal, Audit, LOB Partners to negotiate strategies, and mange supplier relationship, writes standard legal contracts, accountable for meeting or exceeding annual cost savings goals.
• Responsible for related service, responsiveness improvements, identifies potential risks, implements key controls, and is accountable for validating vendor performance and risk objectives are met through contract adherence, Enterprise Critical Standards, OCC, CFPB, FDIC, FNMA, FHLMC, Federal Government, Ginnie Mae.
• Serve as the primary liaison between vendor and end user, proactively identifies issues and emerging risks and takes swift action to resolve or escalate as appropriate, measure vendor performance and other expectations as per the contract and program requirements, proactively manages the satisfaction of the business with vendor to constantly reevaluate their needs.
• Influence the vendor's technology direction in order to support BOA direction, responsible for coordination and execution of Vendor Management deliverables.
• Facilitate cross functional communication and work efforts between Vendors and LOB stakeholders.

Confidential, Plano, TX

Mortgage Project Manager/Business Analyst

Responsibilities:

• Manage and mitigate risk for vendors aligned to High, Medium and Low Risk product or service categories which cross and support multiple LOBs and ECFs.
• Vendor Project Manager, lead projects involving the vendor, develop loan origination and servicing platform using Agile and Waterfall methodologies.
• Managing large scale projects 2mil or more with as many as 30 team members.
• Monitoring and QA/QC testing, proactively implements audit strategy by defining audit scope, audit program and audit test procedures, perform monthly, quarterly and annual vendor reviews onsite/offsite.
• Develop and execute cross - functional objectives and strategies for relationships managed, influence peers and senior management within the
• LOBs and ECFs to take action on complex, technical or sensitive topics that have companywide impacts.
• Responsible for proactively identifying issues and emerging risks and bringing immediate visibility to appropriate senior leaders, and for managing incremental deliverables and stakeholder routines in accordance with Enterprise Critical Standards.
• Held responsibility over a large group of auditors with focus on complex businesses, handles personnel management, communication, and expense management for audit group.

Confidential, Irving, TX

Collections Manager/Risk Manager

Responsibilities:

• Develop and implement policy and procedure improvements and set key performance metrics that led to a 13.3 day reduction in the Days Sale Outstanding measures.
• Managed a team of 60 collections analysts including 3 supervisors, accountable for 250.M portfolio containing critical global and multi - national clients.
• Piloted a live roll out and test of an Information Systems improvement project that resulted in improved data integrity and 30% improved efficiency, recruited to facilitate the transition and relocation of a national business process outsourced.