Summary
Work History
Education
Skills
Accomplishments
Additional Information
Certification
Work Availability
Software
Timeline
BusinessDevelopmentManager

Amy McNab

Financial Analyst
Birmingham,AL

Summary

Dynamic Core Banking Migration Specialist with a proven track record at Real World Consulting Group, enhancing client satisfaction through streamlined onboarding processes and effective training programs. Skilled in platform migration and regulatory compliance, I excel in fostering team collaboration and driving process improvements, resulting in significant efficiency gains and user engagement.

Work History

Core Banking Migration Specialist

Real World Consulting Group
01.2016 - 01.2024
  • Migrated clients to new platforms, boosting efficiency and reducing delays, enhancing satisfaction.
  • Improved client data accuracy, increasing service reliability and user engagement.
  • Trained clients on new systems, enhancing user efficiency and satisfaction.
  • Mentored analysts, fostering skill development and team collaboration.
  • Coordinated with teams to strengthen compliance, minimizing financial exposure and ensuring adherence.
  • Coordinated with cross-functional teams to enhance compliance protocols, minimizing financial exposure and ensuring regulatory adherence.
  • Fostered a collaborative team environment, mentoring junior analysts to enhance their skills and contribute to overall team success.
  • Streamlined client migration processes, achieving measurable improvements in efficiency and significantly enhancing overall client satisfaction.
  • Analyzed user feedback to refine training materials, leading to noticeable gains in user engagement and system adoption rates.
  • Developed customized training sessions tailored to client needs, improving user efficiency and driving satisfaction with new systems.

Debit Card Fraud Specialist

Regions Operations Center
Hoover, AL
02.2016 - 04.2018
  • Collaborated with the Debit Card Services department to process card holds and replacements, ensuring secure and efficient handling of customer accounts.
  • Generated replacement and new credit cards in the Card Room, accurately labeling FedEx packages and assigning card numbers to maintain operational precision.
  • Balanced the card vault daily to uphold compliance and safeguard inventory integrity.

Stops Analyst

Regions Operations Center
Birmingham, AL
01.2013 - 01.2016
  • Analyzed reports from 1700+ branches to determine stop payments, ensuring accurate decisions.
  • Resolved NSF placements by reversing or stopping transactions, enhancing financial accuracy.
  • Supported Debit Card Department, clearing backlogs and improving operational efficiency.
  • Utilized training in returns and adjustments for a thorough analysis, improving process reliability.
  • Analyzed transaction data from over 1700 branches to determine necessary stop payments, enhancing operational efficiency and reducing errors.
  • Streamlined the stop placement process, resulting in a significant reduction in processing time and improved accuracy in handling account issues.
  • Maintained accurate records of caution accounts, ensuring compliance with internal guidelines and supporting the integrity of financial operations.
  • Coordinated with the Debit Card Department to resolve backlog issues, fostering teamwork and improving response times for customer inquiries.

Outgoing Returns - Operations Divison

Regions Operations Center
Hoover, AL
01.2009 - 01.2013
  • Processed and resolved discrepancies in previous day's checks, ensuring accurate updates to the system and returning checks to the Bank Of First Deposit.
  • Utilized MICR and iTRAN technology to scan, encode, and endorse checks, manually correcting unreadable numbers for seamless return processing.
  • Balanced daily checks on financial sheets to maintain accuracy and integrity in operations.

Education

PENETRATION TESTING - Cybersecurity Logical Access Controls, CompTIA A+, SQL Security Architecture, CISM Social Engineering, Malware Analysis including Vulnerabilities, System Scanning, Exploitation and Social Engineering, Pen Testing Awareness / Results Management, Wi-Fi Pen Testing, Information Security Pen Testing

Ada National College For Digital Skills
Remote
05.2025

Skills

  • Platform migration
  • Onboarding processes
  • Nmap scanning
  • SaaS solutions
  • Mainframe systems
  • Oracle databases
  • MySQL databases
  • SQL Server management
  • Cloud banking services
  • digital banking strategies
  • Leadership development
  • System troubleshooting techniques
  • Treasury management practices
  • Client training programs
  • Regulatory compliance expertise
  • Stakeholder engagement strategies
  • Data visualization tools
  • Risk assessment methodologies
  • Client relations management
  • Team collaboration skills
  • Problem-solving abilities
  • Data management practices
  • Process improvement initiatives

Accomplishments

  • Migrated clients to new platforms, boosting efficiency and reducing delays, enhancing satisfaction.
  • Improved client data accuracy, increasing service reliability and user engagement.
  • Trained clients on new systems, enhancing user efficiency and satisfaction.
  • Mentored analysts, fostering skill development and team collaboration.
  • Coordinated with teams to strengthen compliance, minimizing financial exposure and ensuring adherence.
  • Coordinated with cross-functional teams to enhance compliance protocols, minimizing financial exposure and ensuring regulatory adherence.
  • Fostered a collaborative team environment, mentoring junior analysts to enhance their skills and contribute to overall team success.
  • Streamlined client migration processes, achieving measurable improvements in efficiency and significantly enhancing overall client satisfaction.
  • Analyzed user feedback to refine training materials, leading to noticeable gains in user engagement and system adoption rates.
  • Developed customized training sessions tailored to client needs, improving user efficiency and driving satisfaction with new systems.
  • Analyzed reports from 1700+ branches to determine stop payments, ensuring accurate decisions.
  • Resolved NSF placements by reversing or stopping transactions, enhancing financial accuracy.
  • Supported Debit Card Department, clearing backlogs and improving operational efficiency.
  • Utilized training in returns and adjustments for a thorough analysis, improving process reliability.
  • Analyzed transaction data from over 1700 branches to determine necessary stop payments, enhancing operational efficiency and reducing errors.
  • Streamlined the stop placement process, resulting in a significant reduction in processing time and improved accuracy in handling account issues.
  • Maintained accurate records of caution accounts, ensuring compliance with internal guidelines and supporting the integrity of financial operations.
  • Coordinated with the Debit Card Department to resolve backlog issues, fostering teamwork and improving response times for customer inquiries.

Additional Information

Real World Consulting Group, Financial Analyst, 01/01/16, 12/31/24, Led team of Migration Specialists, facilitated training on migration process, Functioned as key liaison between Treasury Management teams and High-Value Business Clients, Facilitated training sessions with clients, running simulations and platform navigation, Collaborated with conversion specialist team members and banks' product teams, Regions Financial Operations Division, Birmingham, AL, STOPS ANALYST, 01/01/13, 12/31/16, Utilized detailed reports from 1700+ branches within anchor states, Managed stop payments and NSF placements, Supported Debit Card Department with backlogs, Regions Financial Operations Division, Birmingham, AL, RETURNS CLERK, 01/01/09, 12/31/13

Certification

https://skillsoft.digitalbadges.skillsoft.com/bbefe41b-e89e-422d-8e7e-5b62318d8a1e

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software

Bottomline Technologies

Invoice Central / C2

Jack Henry

Hogan

ADP / IPay

Salesforce

SharePoint

Contact Cloud Apps

Eforms

Dragonfly

OnBase Content Services Platform

Fiserv Web Capture

Partner Advantage / Fiserv

Box, Inc

QuickBooks / Intuit

SFTP

Fis

OneNote, Word, Excel, Notepad, Trackers

Teams, Skype, Webex, Zoom, Slack, Google Meet

Apex FinTech Solutions

Timeline

Debit Card Fraud Specialist

Regions Operations Center
02.2016 - 04.2018

Core Banking Migration Specialist

Real World Consulting Group
01.2016 - 01.2024

Stops Analyst

Regions Operations Center
01.2013 - 01.2016

Outgoing Returns - Operations Divison

Regions Operations Center
01.2009 - 01.2013

PENETRATION TESTING - Cybersecurity Logical Access Controls, CompTIA A+, SQL Security Architecture, CISM Social Engineering, Malware Analysis including Vulnerabilities, System Scanning, Exploitation and Social Engineering, Pen Testing Awareness / Results Management, Wi-Fi Pen Testing, Information Security Pen Testing

Ada National College For Digital Skills
Amy McNabFinancial Analyst
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