Chad Cote
Fort Mill,SC
Summary
Adaptable professional with 25+ years of financial services industry experience and a proven knowledge of software product design and implementation with an intense passion for building and maintaining loyal customer relationships. Aiming to leverage my skills to successfully fill the Software Sales role at your company.
Overview
19
19
years of professional experience
Work History
Senior Business System Consultant
Wells Fargo Bank, N.A.
Fort Mill, SC
04.2015 - 10.2021
- Skilled communicator who drives innovation, strategic research, and risk controls to further the evolution of performance management applications within Wells Fargo Home Lending.
- Scrum Master leading all Agile routines for a Home Lending Technology Performance Management application team.
- Led a team of 50+ application engineers to drive solutions for the .Net Core framework and Pivotal Cloud Foundry transformations.
- Application Team coordinator for Business Continuity Planning event routines.
- Database and code deployment administrator. Emphasize product features based on analyses of customers' needs and on technical knowledge of product capabilities and limitations.
- Prepared product knowledge presentations to explain product specifications for new lines of business.
- Provide feedback to product engineer teams so applications can be tailored to clients' needs.
- Expanded and modified system to serve new purposes or improve work flow.
- Developed and maintained long-term relationships with clients, fostering strong service bonds and encouraging return patronage.
- Coordinated support responses to customer issues, verifying closure of concerns and correction of deficiencies.
- Recommended specific [Type] products to customers based on unique technical requirements of each.
- Performed proof of concept demonstrations, instructing potential customers on benefits of [Product or Service].
- Performed detailed research of customer business structures to accurately tailor [Product or Service] to unique needs of each.
Senior Business Process Analyst
Wells Fargo Bank, N.A.
Fort Mill, SC
01.2012 - 03.2015
- Leveraged a vast understanding of the Systems development life cycle and associated risk controls to adhere to Safety & Soundness protocols and implement processes to drive application security and business success.
- Formed partnerships with Legal, Application Security Consultants, DevSecOps, Database Administrators to ensure applications met all security requirements.
- Performed validation and design testing routines for new application features in UAT environment to ensure adequacy prior to deployment to the production environment.
- Developed and documented system design procedures, test procedures, and quality standards.
- Devised flow charts and diagrams describing logical operational steps of programs.
- Pinpointed cost-effective process improvements through simulation of potential process alterations, discovering optimal enhancements without interrupting live production efforts.
- Produced documentation outlining process improvement solutions.
- Created workflow diagrams and Gantt charts to clearly demonstrate processes and timelines.
- Mapped process activities to identify shortfalls and propose options to rectify operational inefficiencies.
- Developed [Type] metrics derived from raw company data to track improvements in organizational efficiency.
- Designed process models to provide clear, understandable tools for presenting complex business processes to individuals with minimal knowledge on topic.
Analytics Consultant
Wells Fargo Bank, N.A.
Fort Mill, SC
04.2009 - 12.2011
- Member of a team formed to help business partners add oversight, stabilize core processes, validate performance, and build infrastructure around the incentive compensation process. Our success allowed us to expand into performance metric management, capacity planning, operational excellence, and strategic guidance.
- Helped create and evolve a centralized online performance metric reporting system improving business planning, reporting, team member performance evaluation, and process controls for incentives.
- Developed decision impacting analytical research for senior leadership teams regarding employee behavior and business performance leading to improved results.
- Drove continuous innovation and improvement by implementing process enhancements, new ideas and forward thinking business insight.
- Performed deep dives into defined data requirements to segregate the necessary from the wasteful.
- Collaborated with senior managers and decision makers to identify and solve a variety of problems and to clarify management objectives.
- Designed operational models to identify inconsistencies between performance and incentive plans.
- Gathered and analyzed data to offer alternative incentive plan options to provide consistency, drive performance, and reduce risk.
- Reviewed current analytics implementations and provided recommendations for realignment to customer KPIs or technical best practices.
- Created business and technical requirements documentation and developed solution designs for analytics implementation.
- Captured and documented customers' business and technical requirements.
Warehouse Lending Analyst
Wachovia Bank N.A.
Charlotte, NC
04.2002 - 03.2009
- Lead analyst for all Large Capital Mortgage Warehouse deals who built strong client relationships to help navigate the tumultuous subprime mortgage crisis.
- Responsible for providing analytical wholesale operations support to CIB business units for a variety of products including $2 billion in aggregate Whole Loan and MBS REPO facilities, syndicated Warehouse deals, Swaps, Tax Credit deals, Auto Loans, and HELOCs.
- Worked diligently with lines of business, system engineers, and external clients to improve functionality of the REPO lines of credit marking and funding process resulting in more efficient procedures with less risk.
- Provide detailed month-end information to Finance to assure integrity of account reporting.
- Processed and reconciled billing information on fees and interest to further profitability.
Education
Bachelor of Arts - Psychology
Boston College
Chestnut Hill, MA05.1996
Skills
- Agile Methodology/Scrum/Jira
- Release planning
- Business Continuity Planning
- Application Design
- Software Documentation
- Systems Development Life Cycle (SDLC)
- Analytical and Critical Thinking
- Organization and Time Management
- Business documentation
Additional Information
- Series 6
- Series 63
Affiliations
Juvenile Diabetes Research Foundation
Timeline
Senior Business System Consultant
Wells Fargo Bank, N.A.
04.2015 - 10.2021
Senior Business Process Analyst
Wells Fargo Bank, N.A.
01.2012 - 03.2015
Analytics Consultant
Wells Fargo Bank, N.A.
04.2009 - 12.2011
Warehouse Lending Analyst
Wachovia Bank N.A.
04.2002 - 03.2009
Bachelor of Arts - Psychology
Boston College
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