SUMMARY

• Extensive professional background in Systems Analysis and Development including design, analysis, code, test, debug, document, and implement complex software applications with the focus on financial industry applications.
• Solid experience in carrying out all phases of SDLC (Waterfall/Agile) system development, analyzing, designing, coding, debugging and testing Mainframe Systems.
• Ability to engineer systems that are flexible, easy to maintain, reuse code, business rules and adhere to objectives.
• Many years of programming experience with COBOL, DB2, MQ, JCL, VSAM both online and batch.
• Extensive experience with CICS, DB2 Stored Procs, EASYTRIEVE, FILEAID, COBTEST, TMON, DB2 OMEGAMON.
• Solid experience developing/unit testing applications and defining Test Scripts, Test Cases and /Test Plans
• Defined a Wall St Settlement application that updated Broker Dealer account balances from DTCC.
• Developed Fixed Income fee schedule pricing, holdings and alerts for FA’s to manage fixed Income products.
• Developed FX products, rates, credits and OTC clearing and market clearing for capital markets processing.
• Developed financial modeling process for risk management using risk adjusted rate of return quantitative analysis.
• Many years of experience working with reference data, data mining and big data.
• Enhanced the Position and Trade processing for retail and institutional clients.
• Excellent Advisory Wealth Management business knowledge processing billing of client accounts and FA fees.
• Developed conversion of 1.5 million accounts over 3 years with many deadlines and implementations.
• Superior global transaction banking knowledge providing balances for Cash Managers and Broker Dealer.
• Excellent accounting skills with financial statements and financial planning processes.
• Insurance knowledge is outstanding worked in claims processing, health enrollment and investment accounting.
• Developed acquisitions, pricing, bond redemption and settlement for Prism Investment Accounting conversion.
• Developed bond holdings download from PRISM to PORTIA portfolio management system.
• Enhanced and developed newcustomer products for the Hogan Umbrella, ODS, Loan Application using Agile Methodology/Daily Scrums and the JIRA tool.

TECHNICAL SKILLS

Tools: MS Word/Excel/Power Point/Visio (Swim Lanes), FILEAID, SharePoint, Platinum, DB2 OMEGAMON, CICS TMON, INTERTEST, SDF2, QMF, XPEDITER, COBTEST, Pivot Tables, VLOOKUP.

Database/File: DB2, Oracle, Triggers, Functions, IMS/DBDC, IDMS, VSAM

Lifecycle Management/QA Tools: PVCS, HP Quality Center, CHANGEMAN, Service Now, ENDEVOR, LIBRARIAN, JIRA

Software: SQL, Natural SQL, TOAD, QMF, DL/1, REXX, AG NATURAL, MicroFocus Cobol, COBTEST, HTML, XML, API’s, MQ, CICS, TSO, EASYTRIEVE, COBOL, Assembler, SAS, Basic, Stored Procs, ISPF Panels, NDM, FTP, TCPIP, TELNET, CITRIX, SDSF, CA1, CA7, CA11, CONTROL - M, JCL, TELON, Abend-Aid.

PROFESSIONAL EXPERIENCE

Consultant - Programmer Analyst

Confidential

Responsibilities:

• Developed a Military Lending Act (MLA) COBOL batch system that passed and received credit card/loan preapprovalsto the Department of Defense for MLA certification. The MLA required military personnel not exceed 30% interest.
• Modifiedtheexisting Member Preapproval System to includeVisa Cash Rewards card.
• Modified the quarterly preapproval process for members to received member transaction activity from FDR into a SQL Server DataMart which filtered non-loanmembers and loan members then sendthem to Confidential for credit scoring.
• Enhanced the Preapprovals COBOL batch system to receive Confidential preapproval file with appended scoring dataand generate Preapproval Reports for Lending Services.
• Modified thePreapproval system to create a batch file for mailing of preapproval to themembers.
• Designed a non-member Preapproval process for Preapprovals based on Credit Models.
• Developed a Lending Services Credit Model file for processing that sent the credit model requirements to Confidential .
• Received an Confidential file of soft Creditpull for non-members preapprovals that met the model requirements.
• Developed a process to receive the Confidential offer file and assign a random number to the preapprovalandsend the file to a front-end SQL Server databaseand do mailings of non-member preapprovals.
• Developed a SQL Server DataMart update of accepted non-members preapprovals.
• Developed the on-line CICS process to receive a Soap call generated XML and process it as a new Hoganevent flow usingan existingPCD with a new key structureto executeall the modules needed to process the XML which included both decisioning and finalizing of the loan. During the processdid a hard Credit pull/LexisNexis.
• Developed a membership process to mark theofferas accepted on the Hogan Preapproval Database, SQL Server databaseand SQL Server DataMart.
• Used an on-line CICS transaction to cut and paste the Soap request call into the Hogan CICS development Region and the Xpeditor tool to step through the Hogan event flowwhich had many program links and activities.
• Participated in Agile development methodology and attended daily scrums, added and updated JIRA tasks for user stories.

Consultant- Programmer Analyst

Confidential

Responsibilities:

• Performed numerous analytical activities data flows, data modeling and technical design.
• Developed source to target data mappings and data definitions.
• Defined Ratings by age, gender, plan, dependent and life style.
• Coded a COBOL ETL processing for Monthly volume reports loaded into Data Warehouse.
• Coded Sales Link Monthly Broker reporting in COBOL.
• Coded Plan Level reporting for premium, basic and APTC coverage.

Sr. Programmer Analyst

Confidential

Responsibilities:

• Developed and implemented a FA Swing/FA Alert system, sent alerts to FA’s via MQ messages formatted in XML.
• Developed and implemented COBOL and EASYTRIEVE DB2 pre-conversion programs to convert client profile, fee schedule, market value, and exclusion master files.
• Coded and implemented data mapping programs for master file (VSAM, IMS, DB2) conversions in COBOL.
• Coded EASYTRIEVE programs for downloads to Excel spreadsheets for Billing Ops pre-conversion file cleanups.
• Developed and implemented a Cash Policy system that reduced client billable market values based on cash policy.
• Developed DB2 Stored Procs for the Fee Track an FA reporting system that reports on history of accounts, account relationships for FA fees.
• Developed FA swing process to move accounts between FA’s, replaced IMS database calls with image copy file.
• Developed and implemented a TRAK product T + 2 settlement day processing.
• Developed a UMA product which gave FA’s the ability to setup max 25 tired fee schedules including overlay manager fees and investment models.
• Developed a TRAK product fee calculator which calculated TRAK fees, IA Adjustments and TRAK ERISA amounts.
• Developed enhancements to the billing fee calculator for effective rate, relationships, tiers, market values for existing account and proposals.
• Modified the Billing Online System to release a quarterly manager fee file to cut manager fees on the AP system.
• Developed a DB2 backend for an AFC (web based front end fee calculator) which calculated fees for existing household accounts and related accounts for proposals and new accounts.
• Coded many DB2 Stored Procs for backend FA Comp reporting using .net as reporting tool.
• Developed a Fee Credit system which captured fee credits via an MQ message file and posted them to GL.
• Coded and implemented many CICS background transaction for a Web Managed (MGD) front end for welcome book, new accounts, level/style and account relationships.
• Developed interest rate swap process, credit bonds and loans process and FX process for euros, yen etc.
• Developed OTC 3 Day equity/bond clearing process and market clearing processing.
• Developed financial modeling process for risk management using risk adjusted rate of return quantitative analysis.
• Tuned the Billing DB2 Batch COBOL process using DB2 tools Platinum and Explains.
• Changed the DB2 batch processing to create driver files as input to DB2 updates to facilitate productions issues.

Sr. Programmer Analyst

Confidential

Responsibilities:

• Performed numerous analytical activities data flows, data modeling and technical design.
• Developed source to target data mappings and data definitions.
• Defined Exclusion/Override processing for compensation plans both global and local.
• Developed Raw Data downloads for sales agents to develop spread sheets for merchant profitability.
• Coded ETL processing for SQL Server DB and spreadsheets to add reference table units/fees on the fly.
• Coded ISO/Sales Agent monthly sales residual reporting.
• Developed ETL mechanism for Data Warehouse using EASYTRIEVE and DB2 loads for Business Objects reporting.

Systems Analyst

Confidential

Responsibilities:

• Developed a Chase’s Client Access System for DDA balances and transactions, which is the company’s main tool for account balances, while providing access to standard reports used by cash managers in daily settlement process.
• Converted IMS databases to DB2 for OPS green screen daily transaction balance inquiries.
• Developed an ETL mechanism in a complex, high volume On-line Repository System Data Warehousing project.
• Developed technical specifications for in-house and offshore Development and QA teams.
• Enhanced the Reimbursement Letter of Credit (RLC) and Banker’s Acceptance (BA) applications.
• Designed and implemented a DB2 back end for a Web based Client Access system.
• Coded and implemented DB2 stored procedures for clients to access their accounts from the Web.
• Developed and implemented stored procedures for system administrators to add and maintain account information on a DB2 database.
• Coded inquiry stored procedures for account reporting using global temp tables and DB2 databases.
• Developed many inquiry and update CICS inquiry transactions for the Data Warehouse system.
• Developed and coded a CICS security sub-system that authorized access to the Data Warehouse system.
• Used the Bachmann CASE tool to develop data models/ER diagrams to create DB2 relational databases.
• The systems were developed on the client using Micro Focus Cobol, XDB and implemented on the mainframe using COBOL2, DB2, SQL and CICS.
• Designed, developed and implemented a 24/7 Global Funds Control system. The system gives Chase the ability to refer money transfer payments until approved.
• Designed and implemented a CICS Wall St Settlement process that added DTCC securities settlement transactions to Broker Dealer accounts for daily balances.

Consultant- Analyst

Confidential

Responsibilities:

• Define and implemented a Security application to grant access to Provider Functions.
• Extended the Provider batch stream to pull all non-processed transactions submit them to MQ and receive response back to update message status on tables.
• Define and implemented a receiving transaction formatting program from vendor Dicarta.
• Extended the provider batch stream to submit Cascade messages to MQ.

Consultant- Analyst

Confidential

Responsibilities:

• Defined and implemented a Trades Processing system that captured online trades/busts.
• Extended the trades process to create driver files for update jobs to facilitate processing.
• Defined and implemented enhancements to Trade Reporting app for non-taxable and ERISA accts.

Project Leader

Confidential

Responsibilities:

• Developed and implemented a distributed version of LOAS for time and expenses reporting.
• Developed transmissions of LOAS time and expenses to MVS for mid-month and EOM processing.
• Distributed LOAS batch load files to automate the implementation of new software releases.
• Developed and implemented a daily time and expense reporting (DART) sub-system.

Technical Specialist

Confidential

Responsibilities:

• Defined and implemented a TELSTAT pricing update to PRISM and a GL feed from PRISM to MSA.
• Developed and implemented a download from PRISM to PORTIA a PC portfolio management system.
• Defined and implemented an inter-company settlement system for the M&D AP application.
• Defined and implemented a front end for a claims disbursement/check processing.