Carrie Coon

• Ensured compliance and accuracy within loan origination system for document vendor management.
• Monitored legal and regulatory changes, coordinating timely updates to mortgage documents.
• Drafted technical specifications for system modifications, aligning with business needs.
• Collaborated with developers and QA teams to implement functionality enhancements.
• Delivered strategic guidance on changes to internal project teams and external vendors.
• Addressed client-specific challenges by providing effective production support solutions.
• Facilitated seamless integration through daily collaboration with document vendors.
• Coordinated efforts with product owners to maintain consistency across internal teams.

Verified generated mortgage documents for compliance and accuracy across multiple vendors.

• Collaborated with system analysts and developers to implement new document vendors.
• Worked closely with QA team members to conduct thorough system testing.
• Directed team efforts in executing significant system updates to meet legal and regulatory standards.
• Partnered with client project teams to verify and implement customizations per project specifications.

• Worked closely with Account Reps on new client implementation and document maintenance, in order to determine the most efficient way to outline each clients needs, and the most effective and direct route to complete each project.
• Outlining a course of action for my fellow Business Analysts and team members to complete each project in a timely manner.
• Developed guidelines for the Analyst Team to follow for everyday projects, ensuring consistent results across the board.
• Provided training and mortgage knowledge to team members on a daily basis.

• Responsible for the integrity of all system-generated documents required to be produced for new mortgage loans.
• Working with the Bank’s compliance and legal departments, identify and implement the documents or changes to documents that are needed to create a collectable mortgage loan, with special emphasis on compliance with federal and state regulations.
• Implementation includes: certification of document content; mapping of system data to each document; creation of written business requirements (including rules about when and how the form is to be used); project planning and management if needed; scheduling deployment with the Bank’s IT team and system vendors; working with IT and vendor teams to be sure the business requirements are properly interpreted; coordination and completion of testing; and certification that the documents are cleared for release to production.
• Skills include: Deep knowledge of the mortgage lending process.
• Expertise in the form of Notes and Security Instruments required to meet government agency, federal and state requirements.
• Ability to assist legal and compliance staff with research into Bank regulations and industry standards.
• Project management and organization.
• System data analysis, including identification of the appropriate data to be used for forms and business rules from a data dictionary containing thousands of data fields.
• System testing, including creation, organization and execution of test cases.
• Defect documentation and tracking (using JIRA).