Bhola Panta

Work History

Senior Technology Product Manager

Raymond James Bank/Financial

St. Petersburg, FL

04.2022 - Current

Formulated the product plan, roadmap, and strategic vision for the lending platform.
Conducted requirement elicitation for a Security-Based Lending Platform (SBL) aimed at automating the origination process (SBL APP) with Blackbox Automation.
Collaborated closely with business and technology teams to refine, validate,
and effectively communicate the requirements.
Developed comprehensive Product Backlog Items (PBIs) for the platform.
Formulated precise requirements, acceptance criteria, and test cases.
Facilitated coordination among cross-functional teams, including Loan Analysts, Credit Analysts, Financial Analysts, Bank Officers, Branch Users, Underwriters, Loan Operation, and Marketing.
Led daily scrum meetings to ensure smooth progress and alignment.
Created a traceability matrix to track the implementation of requirements throughout the product development process
Maintained records of data communication transactions, problems and remedial actions or installation activities.
Collected, analyzed and reported on data for use in operational planning.
Conferred with staff, users and management to establish requirements for new systems or modifications.
Conducted workflow analysis, space design or cost comparison analysis.
Analyzed and resolved operational problems with technical systems and monitored overall customer satisfaction rates.
Collaborated with other departments within the organization to design efficient workflows that leverage technology resources effectively.
Conducted research into new technologies that could improve current operations or reduce costs.

Senior Technical Business Analyst

Guaranteed Rate Mortgage

Chicago, IL

03.2021 - 04.2022

Collaborated with Business, Encompass Admins, and Engineering teams to understand requirements, and translate these requirements into technical and functional specifications.
Documented business requirements, specification documents, test cases, and acceptance criteria.
Created product backlogs, user stories, sprint, spikes, and the entire project artifacts in Jira.
Presented requirements in requirement grooming sessions for Encompass Admins and developers.
Conducted daily standups, tracked the project, updated artifacts, sprint demos, and retrospectives.
Coordinated with Delivery Lead, subject matter experts, and business contact for solution envisioning.
Conducted market research and competitive analysis for existing and potential products.
Managed cross-functional teams across departments, including engineering, marketing, and sales.
Identified customer needs through user interviews, surveys, focus groups, and other feedback mechanisms.
Analyzed data from various sources such as customer feedback, usage metrics, A and B testing results to inform product decisions.
Prioritized features in order to maximize impact while meeting budget constraints.
Led project planning sessions to map out timelines for feature releases.
Identified product gaps and generated innovative ideas to expand market share, improve customer experience and drive growth.

Product Manager

PennyMac Loan Services

Plano, TX

10.2017 - 02.2022

Formulated the roadmap for the development of an in-house product tailored specifically for PennyMac's Mortgage servicing business.
Created processes and procedures that ensure high quality products are delivered on time.
Participated in design reviews to ensure usability standards are being met throughout the product development cycle.
Worked closely with engineering teams to ensure feature specifications are understood and implemented correctly.
Worked closely with stakeholders, business units, and development teams.
Assessed both functional and technical requirements to ensure a comprehensive understanding of the product's scope and objectives.
Oversaw extensive testing of various functionalities and backend processes.
Tracked the project's progress, ensuring all relevant artifacts were well-maintained and organized for a successful and timely delivery.

Senior Product Manager

Press Ganey Associates Inc.

South Bend, IN

03.2020 - 03.2021

Envisioned a comprehensive strategic roadmap for Press Ganey healthcare products, outlining key milestones and objectives.
Conducted thorough market analysis to identify emerging market needs, leading to the definition of new products and product enhancements aimed at achieving a competitive edge.
Assessed existing technologies, monitored market developments, and analyzed competitor offerings to prioritize product market opportunities effectively.
Collaborated closely with the Marketing team to strategically position Press Ganey products in the market, highlighting innovative features and long-term direction.
Worked in tandem with engineering and technical teams to develop proof of concepts, evaluate feasibility, and determine investment requirements necessary to drive product strategy.
Leveraged various data sources, including market trends, technical insights, customer feedback, and usage patterns, to implement a data-driven approach to product strategy and substantiate investment decisions.
Translated research data into actionable plans, defining clear product strategy, direction, and areas for continuous improvement.
Engaged with the executive team to gather feedback, align product strategy with overall company goals, and effectively communicate and influence product direction.
Led the creation of detailed requirements and product backlogs, fostering seamless collaboration among business stakeholders, product owners, business analysts, testers, and engineering teams to ensure successful product development and delivery.
Coordinated product launches and promotional activities across multiple channels including web, email and social media.
Monitored performance metrics such as usage rates, conversion rates and revenue generated from each product.

Product Manager

General Motor Financial

Arlington, TX

03.2015 - 09.2017

Managed cross-functional teams of engineers, designers, marketers, sales personnel, and other stakeholders in the development of product features.
Performed user acceptance testing on new product releases to ensure quality assurance standards were met.
Analyzed customer feedback to identify opportunities for improvement in existing products or services.
Facilitated communication between stakeholders regarding progress updates on projects and initiatives.
Defined metrics and KPIs used to track performance of products or services throughout their lifecycle.
Defined the product roadmap, features, and user stories to align with business objectives and customer needs.
Facilitated effective coordination between the business and engineering teams to deliver high quality product features.
Owned product management activities, including marketing, training, client reporting, product performance monitoring, and pricing updates.
Maintained thorough documentation of all system support activities and provided crucial project/program support.

Product Manager

Blue Cross Blue Shield of Texas

Richardson, TX , TX

10.2014 - 02.2015

Defined the product roadmap, features, and user stories to align with business objectives and customer needs.
Negotiated contracts with vendors related to product components or services.
Identified product gaps and generated innovative ideas to expand market share, improve customer experience and drive growth.
Worked with engineers to improve user experience and confirm builds meet user specifications.
Facilitated effective coordination between the business and engineering teams to deliver high quality product features.
Owned product management activities, including marketing, training, client reporting, product performance monitoring, and pricing updates.
Tracked and reported on product KPIs (Key Performance Indicators) and conducted in-depth analytics to measure success and identify areas for improvement.
Maintained thorough documentation of all system support activities and provided crucial project/program support.

Digital Business / Product Analyst

AT&T

Richardson, TX

02.2014 - 09.2014

Conducted a comprehensive analysis of the current content management system, focusing on its product display, catalog management, and seamless integration of the payment gateway within the online platform.
Expertly elicited and documented requirements, meticulously creating product backlogs, user stories, and test cases in Jira.
Designed wireframes and Graphical User Interfaces (GUI), while also analyzing the front-end development programming and ensuring smooth request-response interactions using JSON, XML format, web services, and database layers.
Coordinated among various teams, ensuring seamless communication of project deliverables and artifacts across different departments and team members
Provided support for stakeholders throughout the entire product lifecycle from conception through launch.
Conducted interviews with customers to understand their needs and preferences regarding the product.
Utilized SQL queries and other analytical tools such as Tableau or Excel for data extraction and manipulation.
Tested prototypes of new products before launch by conducting usability studies with target users.
Coordinated planning, backlog grooming and estimation to manage resource allocation and dependencies.
Evaluated digital presence by product, service or brand to help define digital strategies.

Summary

Overview

Work History

Senior Technology Product Manager

Senior Technical Business Analyst

Product Manager

Senior Product Manager

Product Manager

Product Manager

Digital Business / Product Analyst

Education

MBA - Business Administration And Management

Master of Arts - American And English Literature

Skills

Certification

Leadership and volunteering

Timeline

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