SUMMARY

• Position where I can utilize my acquired skills, knowledge and experience in technical and analytical support, data management, business intelligence, finance and accounting, project management, administration, and mortgage operations, that will assist companies to develop a reputation for exceeding corporate objectives and improving efficiency.

TECHNICAL SKILLS:

Operating Systems and Software: Microsoft Project, Microsoft Windows Vista, Microsoft Windows, Windows XP Professional, MAC

Software Applications: Microsoft Suite (Word, Excel. PowerPoint, Access), MS Outlook, SharePoint, Workday, Visio, Cognos, Visual basic

Systems: AS/400, Loan Processing System, ACH Processing System, Epic, DDE, Oracle, Mainframe, SQL, Tervela Data platform.

PROFESSIONAL EXPERIENCE

Confidential, Miami, FL

Data Migration Specialist/ Project Manager

Responsibilities:

• Perform Cloud implementation using over 100 terabytes of data.
• Established a data migration strategy and processes to enable efficient data conversion of more than 5,000 users.
• Detailed data mining, cloud computing, Analysis and Functional interpretation of procurement Master Data
• Properly update insurance and monetary certificate changes as needed to support policy owner changes.
• Developed Business Requirements Documents and converted them into System Requirements Specifications or Functional Specifications
• Successfully worked on master data preparation including conversion, cleansing, migration
• Administered user, user groups, and scheduled instances for reports in Tableau data warehouse technology and documented upgrade plan from Tableau 8.0 to Tableau 8.1. Created Users, Groups, projects, Data connections, settings as a Tableau administrator.
• Update and managed active file directory and file access rights
• Document project requirements and schedule problem reviews and follow up on assigned actions
• Perform source system data analysis to manage source to target data mapping.
• Perform data migration audit, reconciliation and exception reporting.

Confidential Management, Miami, FL

Project Manager/Business Intelligence

Responsibilities:

• Performed data mapping procedures with a primary focus of moving datafrom a prior data warehouse to Bayview data systems using various data modeling structures.
• Reviewed large data volume, collateral documents to ensure compliance with underwriting guidelines and loan program requirements while upholding data integrity.
• Developed and manage a high level of reporting for Senior Management and Executives to determine increasing or declining growth.
• Collaborated with the finance and accounting business units to accurately provide various numerical and business metrics that would help achieve company objectives to increase success in obtaining new business while maintaining current business relationships.
• Provided ongoing and ad - hoc support to upper management, Corporate Planning, Finance, Implementation Leaders, and various Business units for immediate data needs.
• Utilize excel macros to produce weekly forecasts, backlog analysis, revenue reports, and ad-hoc analysis for all business units.
• Used clarity ppm system to prepare strategic presentations for high level meetings and account reviews.
• Extensively used SQL loader to load data from flat files to the database tables in Oracle.
• Created queries to extract data from SQL Server (Source Database) to Flat Files or Excel files.
• Served as the liaison for project updates, while proactively resolving data discrepancies.

Confidential, Plano, TX

Financial/Data Analyst

Responsibilities:

• Analyze and accurately process financial transactions, applying batch funds to individual insurance policy holder certificates.
• Perform reconciliation discrepancies between billing and premium remittance.
• Properly update insurance and monetary certificate changes as needed to support policy owner changes.
• Manage the status of all financial related functions for assigned groups using Microsoft access.
• Reconciled month-end remittance/variance reports to ensure consistency between accounting books and systematic entries
• Examined and evaluated financial and data reconciliation systems to uphold system reliability and data integrity by utilizing pivot tables that correlates with Microsoft access reports.
• Gather monthly forecasts and analyze monthly variances, track and report project and budget status, identify project/production issues and escalates to avoid project delays.
• Track and follow project deliverables to meet mandatory deadlines.
• Document project requirements and schedule problem reviews and follow up on assigned actions
• Created Data Mapping Specification document for Payments & Weekly Certifications, Benefits
• Manage critical data for multiple lines of business internally and externally

Confidential, Frisco, TX

Project Manager/Account Analyst

Responsibilities:

• Works remittance advice from Medicare ensuring accuracy of payments; changes account financial class as appropriate; corrects account balance in accordance with Medicare disposition; follows up on denied claims.
• Update systems with appropriate changes; maintain quality control on all accounts for correct code, insurance address and financial class.
• Prepare and submit monthly, quarterly and annual operational reports.
• Responsible for support of matrixed project teams in the development of software in continuous improvement of medical claims insurance processing for active and retired military beneficiaries.
• Establishes and manages client relationships, leads and assists in planning reporting initiatives
• Entered charges and codes for 15 of 32 providers for medical, surgical and cosmetic procedure billing
• Identify data required to support performance improvements and analyze for trending and building of improvement measures.
• Used Data warehousing technologies for migrating reports from Cognos 8 BI 8.4 to Cognos 10.1.1 and 10.2.2 to 11
• Apply Strong communication and collaboration skills while working with facilities, executives, project managers and support staff levels.
• AR specialist for aging accounts, successfully resolved accounts utilizing problem solving expertise, flexibility, accuracy, and extensive medical knowledge

Continental, Dallas, TX

Account /Project Manager

Responsibilities:

• Worked closely with Data Architect to model Data Warehouse Facts and Dimensions, along with structures required for transactional and operational reporting.
• Supported business operations with the manual entry of 60 business case information into a newly deployed solution.
• Worked as part of the Data Warehouse Team responsible for designing, developing, and
• Updated and managed active file directory and file access rights
• Verified access to file directory for internal and external end-users
• Managed action item logs and analyzed issues/risk.
• Managed the Team Room document repository (LOTUS Notes - Team room)
• Weekly update of project schedule at the task level.

Confidential, Addison, TX

Foreclosure Analyst

Responsibilities:

• Execute legal documents as an Officer of Confidential .
• Performing routine functions that supported a portfolio of customer and third-party accounts involved in a mortgage default and/or litigation proceeding.
• Perform daily updates for default loans with a bankruptcy, foreclosure and litigation status in compliance with current U.S. legal guidelines using all relevant proprietary reporting systems.
• Ensuring that Confidential interests are secured by accurately monitoring compliance with specific state and federal regulations while adhering to Confidential ’s policies and procedures.
• Properly document system processes and procedures to ensure standardization for reviewing, researching and validating data elements and system of record information.
• Review and interpret correspondence and legal documents, including: Summons subpoenas, liens, and foreclosures, to identify issues and course of action.
• Reviewing legal documents, deeds of trust, substitution of trustee, assignment of mortgage, along with operating various mortgage servicing systems

Confidential, Plano, TX

Bankruptcy/Mortgage Analyst

Responsibilities:

• Document, Report and track trends that may present risk issues for the line of business.
• Supervise the review of document execution of transactions and espouses to customer, investor or third party related inquiries.
• Managed the Customer Information Systems (CIS) base maintenance team and incremental projects.
• Coordinated with internal and external groups to ensure on-timeprojectcompletion
• Communicated with attorneys, court appointed trustees and borrowers to ensure accuracy and compliance with U.S. bankruptcy guidelines.
• Reviewed and processed Reaffirmation Agreements & Proof of Claims.
• Prepared Proof of Claim figures for U.S. bankruptcy court.
• Prepared Motion for Relief figures working together with local counsel for U.S. Bankruptcy court
• Set up and closed bankruptcies within the company and clients systems according to Confidential ’s policies and procedures.
• Audit mortgage accounts and conducted extensive research with bankruptcy documents.