SUMMARY:

• Results - oriented Information Technology Professional experienced in the Banking, Mortgage, Insurance Financial Services industries with expertise in project management, resource allocation, and business systems analysis working with the business to converting their requirements for the technical teams.
• Proven management experience for in each the matrix and top down organization structures.
• Demonstrate a high level of understanding of the organization's business systems and processes as well as industry wide requirements.
• Proven interpersonal skills experience with working in a team-based environment.
• Demonstrates abilities to get the ‘Big Picture’ and makes recommendations to improve software systems and processes.
• Ensures the compliance with the established methodologies, processes, standards and tools are met within the context of the appropriate project delivery process.

EXPERTISE IN:

Research: Understanding the inner workings of complex business and technical issues and the ability to lead teams to develop applications on time and to customer satisfaction

Systems Development: Using SDLC methodologies to both implement packaged software and build complex systems. Strong SQL skills for development of ad-hoc query reports using MS Excel and Access

Project Management: Planning and managing technology solutions from inception to implementation. Ability to mentor and guide teams and keep them motivated thorough all phases of the project/program. Vendor Management

TECHNICAL SKILLS:

Programming Languages Supported: COBOL, SQR, Java, VB, .Net, C, C++

Database Technologies: Sybase, MS SQL Server 2008 R2, Sybase, MS Access; Data transformation, Business Intelligence

Platforms: IBM Mainframe, UNIX, Linux Project, Visio, SharePoint, Excel, Word

EXPERIENCE:

Data Analyst

Confidential

Responsibilities:

• Support Salesforce reverse mortgage sales platform upgrade from CRM 1.0 to CRM 2.0
• Complete data mapping for 35 standard and custom objects.
• Document report usage of tables and mapping to EDW.
• Testing of migration data for UAT and Production releases.

Confidential

Senior Business Systems Analyst

Responsibilities:

• Business Analyst on project for the replacement of existing loan boarding tool ELI to LoanSphere LoaBoarding product. This is the EDI between the loan origination system and mortgage servicing platform.
• Support Servicing department for planned deployment of new servicing platform.
• Worked with business to validate accuracy of existing data elements of existing CSV file and assessment of needed changes for new CSV file.
• Documented BRD(s) and data mapping requirements for new interface CSV file, new data points on originations screen, branding name changes for company website, ULDD Fannie/Freddie mapping changes to reduce errors on file submissions.
• Application Support Escalation point of contact for handling issue tickets.

Confidential

Business Systems Analyst

Responsibilities:

• Supported the Commissions and BI Reporting needs used by the Product, Underwriting, and Marketing departments within the Insurance Company.
• Gathered business requirements.
• Documented detailed specifications including FRD(s), processing and data flow diagrams, and UAT test scripts.
• Documents the data mapping requirements for bringing data from the Policy source systems (Guidewire and NextGen) to the BI Enterprise Data Warehouse and Enterprise analytics platform MicroStrategy for reporting.
• Completed implementation tasks pertaining to assigned requested and defects and ensures compliance with established methodologies, processes, standards and tools within the context of the appropriate project delivery process.

Confidential

Business Systems Analyst

Responsibilities:

• Maintained Configuration Rules for all premiums and fees related to title insurance in legacy Business Rules Management System (BRMS).
• Troubleshooted data entry/calculation issues/ tasks and reports for accuracy, to identify problems and track down corrections as necessary.
• Communicated with State’s Point of Contact and business users to discuss requirements and problems. Kept them updated with status. Documents and maintains data issues/research, findings and resolution information.
• Performed Unit Testing and facilitate UAT for all changes programmed into Business Rules Management System (BRMS).

Confidential, Irvine, CA

Senior Business Systems Analyst/ Production Support Lead

Responsibilities:

• Support of Reverse Mortgage business units.
• Project management tasks for various initiatives including Company Name Change projects, HHF Program, and On-boarding new Tax filing vendors for print/e-filing.
• Lead of production support team including 5 on-shore and 3 off-shore developers.
• Worked with business unit teams to capture and document requirements and leads end-to-end system release processes including conducting QA, UAT, and release deployment.
• Developed SQL queries for ad-hoc Excel reports used for Bankruptcy and HHF analysis.
• Go to person for business users especially during post rollout or while handling urgent production priorities.
• Created the weekly and monthly production support ticket analysis reports that are provided to BU and IT management.

Confidential, Santa Ana, CA

Senior Systems Business Analyst

Responsibilities:

• Areas of support included mortgage servicing, collections, bankruptcy and credit bureau reporting.
• Business Analyst for the support of the Collections and Servicing Divisions which included the management of projects, day-to-day support, as well the on-boarding of new client and loan acquisitions.
• Gathered business requirements, analyzes and evaluates business needs, requirements, data, and processes.
• Wrote detailed specifications. Prepared other systems and functional documentation such as BRD(s), processing and data flow diagrams, and test scripts.
• Documented the data mapping requirements for loading data from various outside clients and vendors into local databases, performing quality checks on data loads to assure completeness and accuracy of the data.
• Coordinated and verified production implementations.
• Troubleshooted production problems. Provided consultative support to business units, acts as liaison between user areas and Technology, kept all parties informed of status, and coordinated problem resolution.
• Ensured compliance with established methodologies, processes, standards and tools within the context of the appropriate project delivery process.
• Project Manager and Business Systems Analyst for the selection and implementation of Unclaimed Property Tracking System. Created the RFP and facilitated the contract negotiation leading to the implementation. Developed functional requirements for the mapping of data from the accounting and servicing systems that fed into the Tracking System. Conducted training that included the BSA and Application Support teams.
• Lead of the year-end reporting activities which included writing requirements for the electronic submission of 1098/1099C filing to the IRS, validation of the IRS file, and working with the Technical team for the setup and testing with the IRS. This process was incorporated by the other Departments, including Mortgage Lending and the Real Estate Divisions.
• Worked with Legal Department and the Credit Bureaus to identify and write the functional requirements for extracting the data from the Collections System for reporting to the Credit Bureaus.
• Worked with the business to identify the criteria for assessing if a loan is considered in bankruptcy or is collectible. This was incorporated in the on-boarding and credit bureau processes, reducing the manual steps and risk for mistakes if incorrectly assessed.

Confidential, San Diego, CA

Compliance Analyst

Responsibilities:

• Monitored the reporting and compliance required under the covenants and loan agreement for a bond issue used to finance the construction of a new law school building site.
• Performed analysis and research to execute monthly, quarterly, annual, and ad-hoc compliance activities.
• Examples include reporting, annual S&P certification, renewals of insurance, EMMA filings.
• Additional responsibilities included the maintenance of the document retention policies.
• Administrative Assistant for the LL.M. online graduate office.

Confidential, Irvine, CA

Project Manager / Senior Business Systems Analyst / Developer

Responsibilities:

• Managed project and application development activities through entire system development lifecycle for customized and existing applications used to support mutual fund transactions for American Funds.
• Organized, planned, and managed significant development efforts from inception to successful completion on time and within budget. Provided status and budget reports to both client and management. Various work efforts included support of new development and enhancements of existing systems to support business needs, other IT project initiatives, and various audit and compliance efforts.
• Developed estimates, identified functional and technical requirements, developed detailed designs and managed teams through programming, testing and implementation phases.
• Lead for the implementation of access controls for the systems across the IT applications.
• Created and maintained processes and procedures, with specific emphasis on ensuring SOX and SAS70 audit policies, which resulted in no issues identified during semi-annual external audits.
• Project manager for several projects for the Legal and Compliance business group. Work included the creation of Business Case, Project Proposal, Baseline Cost and Schedules to Project Kick-off. Obtained gate approvals, facilitated weekly project status meetings, tracked actual costs to baseline costs, and provided monthly project status to the project sponsors and IT management.
• As example of a project, for the HR replacement project from PeopleSoft to SAP, I managed the reporting workgroup for the analysis, development, and implementation of the reports. I facilitated weekly meetings with the technical teams and HR business leads. Documented the requirements for a reporting menu that included 36 reports delivered to the end users. The newly developed reporting application and processes were successfully transitioned to the production support team.
• Lead developer and business systems analyst for multiple systems and projects. Served business users as single point of contact for enterprise-wide projects and lead all projects which impacted the applications.
• Led application development activities, including project prioritization and planning, functional analysis and design, development, and research activities.
• Met with business clients and management for requirements gathering and status.
• Documented requirements and conducted QA and UAT testing.
• Coordinated monthly software releases.
• Provided training and support to new and existing team members.
• Provided 24/7 support for the various systems supported. Point of escalation for the other developers who were on-call and needed assistance.