Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jacob Trubman

Cranford,NJ

Summary

Results-driven Implementation Analyst & Project Manager with over 10 years of experience driving successful project execution, stakeholder engagement, and operational improvements in financial services. Proven track record in leading cross-functional teams, enhancing delivery frameworks, and ensuring regulatory compliance. Skilled in Agile methodologies, risk management, and business process optimization.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Implementation Analyst - Project Manager

Fiserv
04.2022 - Current
  • Led full project lifecycle management from initiation to deployment, delivering projects on time and within scope.
  • Developed and maintained detailed project documentation, including scope, timelines, risk assessments, and post-implementation reviews.
  • Collaborated with cross-functional teams to meet project milestones, ensuring adherence to governance standards.
  • Utilized Agile practices to streamline delivery, resulting in a 20% increase in team productivity and improved client satisfaction.
  • Delivered weekly status updates and stakeholder reports, promoting transparency and engagement.
  • Introduced data-driven project methodologies that optimized resource allocation and reduced delivery time by 15%.
  • Strengthened client relationships through proactive communication and strategic project planning.

Loan Coordinator

Guaranteed Rate
11.2019 - 03.2022
  • Managed end-to-end loan closing processes using Encompass and YBR platforms, ensuring 100% regulatory compliance.
  • Conducted document audits to resolve title discrepancies, minimizing risk and delays.
  • Streamlined closing workflows, reducing processing time by 25% while maintaining accuracy and compliance.
  • Ensured fee tolerance adherence to avoid regulatory violations and close loans within strict deadlines. Managed loan closings, ensuring compliance and accuracy with Encompass and YBR systems.
  • Reviewed documents for regulatory compliance, resolving discrepancies with title companies.
  • Handled fee tolerances to prevent violations and meet timelines, enhancing process efficiency.
  • Optimized loan closing workflows through Encompass and YBR platforms, reducing processing time while maintaining strict regulatory compliance standards.
  • Coordinated with title companies to verify financial charges, resolve discrepancies, and maintain accurate documentation for mortgage transactions.

Business Relationship Specialist

ConnectOne Bank
02.2016 - 11.2019
  • Managed commercial banking relationships, providing customized financial solutions that increased client retention.
  • Conducted needs assessments to align products with client goals, resulting in a 15% portfolio growth.
  • Ensured compliance with security and audit standards across all client interactions and operations.
  • Supported daily branch operations, resolved escalated client issues, and mentored junior staff.

Branch Sales Associate

Valley Bank
12.2011 - 02.2016
  • Delivered customer support for personal and business banking services, including loans and account setup.
  • Achieved sales goals by leveraging cross-sell strategies and fostering long-term customer relationships.
  • Performed teller and vault operations, ensuring branch accuracy and efficiency.
  • Acted as interim supervisor, supporting team leadership and operational oversight.Delivered exceptional customer service by guiding clients through account openings, loan processes, and product inquiries.
  • Exceeded sales targets through effective cross-selling and relationship-building strategies.
  • Supported operational efficiency by managing teller functions, ATM operations, and vault balancing.
  • Assumed supervisory responsibilities, providing leadership and oversight in the absence of the branch manager.

Education

Highschool Diploma -

Morris Knolls High School
01.2008

Skills

    Project Management (Waterfall, Agile, Scrum) JIRA MS Project Encompass YBR Salesforce Risk Management Stakeholder Communication Business Analysis Documentation Regulatory Compliance

Certification

Project Management Professional (PMP)

Timeline

Implementation Analyst - Project Manager

Fiserv
04.2022 - Current

Loan Coordinator

Guaranteed Rate
11.2019 - 03.2022

Business Relationship Specialist

ConnectOne Bank
02.2016 - 11.2019

Branch Sales Associate

Valley Bank
12.2011 - 02.2016

Highschool Diploma -

Morris Knolls High School

Similar Profiles

CREATE PROFILE