I am a skilled financial professional with 6+ years of financial services industry experience and 12 + years of client relationship management.
Overview
17
17
years of professional experience
Work History
Sr Credit Implementation Project Analyst
Velera/PSCU
10.2020 - Current
Managing and supporting successful implementations of complex and highly visible solution implementation project deliverables for our Existing Credit Financial Institution.
Coordinates all phases of operation implementation project deliverables for assigned projects.
Essential functions - Fiserv PCF
Meet with client to discuss technical specifications related to credit card processing portfolios on Fiserv, work with client / vendors to determine project options. Facilitate meeting with key client personnel including IT for network connectivity, file mapping and project technical specifications.
Knowledge and understanding of all Velera Products and solutions associated with credit card processing and how they are implemented in conjunction with the set up of a new Credit Card program.
Work with credit union staff and vendors to execute the project plan. Ensuring technical tasks are completed accurately and on time.
Provide consulting and guidance to client on the best approach to meet their business requirements for assigned projects.
Identify and report outstanding issues to the assigned project manager; assist with issue resolution.
Ensure quality in project process; Communicate technical aspects and requirements and requirements of projects with third-party vendors internal project support team.
Provide technical support to Financial Institutions during design, development and implementation phases of the project.
Validates system parameters/conducts testing; modifying program parameters when necessary.
Provide post implementation support for new PSCU members projects.
Consulting and guidance on resolving major Production issues by identifying impact and by defining /implementing a resolution.
Understanding and completing technical tasks associated with various types of department projects.
Understanding client business requirements; communicate between technical groups at client and vendor locations and data map technical files.
Tech Business Systems Associate, AVP
Wells Fargo
01.2015 - 10.2020
Acted as a liaison between client area and technical organization by assessing complex business problems, planning conducting and directing implementation of automated system solutions. Collaborated with Wells Fargo teams and external vendors/partners to consult, analyze and execute enhancement projects to support Wells Fargo / Line of Business (LOB) top initiatives.
Provided technical assistance in identifying, evaluating, and developing system solutions and procedures that were cost effective and satisfied business requirements
Worked with user groups to provide training, resolve questions, assessed user needs and recommended changes
Prepared technical specifications for system changes, developed system test plan components and executed test scripts.
Acted as internal consultant within technology and business groups by using quality tools and process definition/improvement to re-engineer technical processes for greater efficiencies.
Provide direction/guidance to business groups regarding system solution and delivery options.
Manage processes and tasks according to change control standards
Understanding project objectives, identify, evaluate, negotiate and recommend project requirements and timelines.
Managed project changes, including obtaining consensus from key stakeholders and securing resources; used experience to determine when to manage resources firmly for actions needed.
Created test plans, conditioned test account with ehancement and regression test scenarios, validated test outputs, document any test failures and their resolutions, retest, and present final test results to key stakeholders.
Analyze and see opportunities for system/ process refinements.
Represented as a subject matter expert (SME) on project reams, consultation efforts and issue resolution.
Emphasis on Fraud operations support with Fiserv prodcuts: First Track, 2 way Connect, First Dat Work Force Center ( FDWC), Visa/ Amex Fraud Reporting, Visa Claims Resolution Migration, MasterCard Claims Resolution.
Wells Fargo - Business System Consultant
Teksystems Contractor
04.2014 - 01.2015
Project Liaison between Lines of Business (LOB) and First Data Resource (FDR) system with an emphasis on First Track and Fraud processing.
Assisted in Credit Bureau monthly auditing.
Gathered detailed requirements through regular virtual meetings.
Tested and implemented for new projects.
Regression testing for FDR implementations as directed by the LOB.
Assisted LOB with questions related to FDR processing and provided testing as it was applicable.
Platform Management Analyst II
Vantiv
12.2007 - 12.2013
Manage multiple client request related to First Data Products that include: Statementlook , DMM ( ALP, TLP, MLP, SM, SI & PI table updates), PCF, Promotions, Statement Messages, Plastic Inserting, Plastic Inventory, Procurement for Plastics/Inserts, Visa / MC Enhanced Interchange, Rewards and Commercial Card products.
Outline testing scenarios to validate system changes on all project types to ensure accuracy.
Perform account conditioning on lower scale projects and compiled thorough testing output to validate system changes, as applicable.
Developed and implemented new products to support client credit card portfolio.
Assist with documenting and improving procedures for best business practices.