SUMMARY:

Project Management, Business Process Engineering - Six Sigma, E-Signature Technology, Business Requirements, Training documentation, Operations Management, UAT testing.

EMPLOYMENT/ RELEVANT EXPERIENCE:

Confidential, San Francisco

Responsibilities:

• Impact Assessment of processes, procedures, and forms, inclusive of updating and creating new documentation resulting from FX Expansion enhancements.
• Built current and future state process workflow documentation.
• Additionally, job aids and training materials were also provided. Business System Analysis: APPIAN, Econnect, business requirements reviewer on BRD releases Process Improvement Analysis & Documentation
• Consulting service for improvements in processes aligned with system implementation Systems Quality Assurance
• Performed testing of pre-release functional enhancements on system and operational implementations

Confidential

Lead Process Analyst

Responsibilities:

• Provided consulting services and recommendations for implementing pilot
• Trained all branch managers in the use of the Maritz Client survey metrics across footprint and evangelized NPS focus for Client management or areas of improvement Business Requirements:
• Co-sponsored business requirements of releases of Confidential partnered with Salesforce sme’s for the cloud configuration of data warehousing and imaging storage of the application.

Confidential, San Francisco

Responsibilities:

• Business Architecture: Documentation Capability Strategy Roadmap: Capability Tracking and Improvement AML KYC Discovery Documentation for Onboarding Process of Wealth Clients Capacity Modeling
• Maintenance and Publication on SharePoint

Confidential, San Francisco

Business Process Analyst

Responsibilities:

• Experienced in business technical requirements involving a diverse set of system applications and mainframes such as SHAW, FDR, CLIPR, CLAUDE, ACAPS, SVP, for several cross functional projects and co-managed large technology project to implement E-signature technology on consumer lending products, which targeted $1MM annual savings, completed Six Sigma process improvement projects.

Confidential

Project Manager

Responsibilities:

• Regional Banking- San Francisco (Strategic and Business Development- Campaign Analysis), Loss Control-Portland
• Improved Collection Processes), Institutional Lending -Carlsbad (Business Initiatives-Project Prioritization Scorecard), Operations and Service Excellence team in Confidential Springs (Operations- Process Mapping and Change Implementation), CCG Home Equity and Consumer Finance
• Phoenix (Strategic Planning- Organizational Change), and the Loan Servicing Center (PCM Post Close and Servicing improvement processes) in Albuquerque.

Confidential, San Francisco, California

Client Analyst

Responsibilities:

• testing company software and serving clients using Track Data quote and market real time information software in their interaction with operating systems such as Windows NT, Windows 98, and Windows 2000.

Confidential, San Mateo, California

Responsibilities:

• Account Specialist provided customer support to options and employee stock accounts for a number of Silicon Valley companies.
• Tasks included settlement of trades, Pre IPO documentation, and other account issues.