Joanna Mason
Woodstown,NJ
Summary
Excellent communication and interpersonal skills with effective leadership and team building attributes. Extensive involvement in the financial services profession with proven accomplishments including UAT, QA, data analysis, compliance, communications, customer service, pipeline management and administration. Performed duties using a multitude of different software systems.
Overview
16
16
years of professional experience
Work History
Transaction Coordinator/Associate Sales Agent
Redfin Realty
Wayne, PA
09.2020 - 11.2022
- Supported IT and business partners with software updates, by identifying, tracking and maintaining dependencies found on the front-end for QA
- Optimized sales volume by managing accounts and building rapport with repeat customers.
- Responded quickly to customer questions and resolved issues to restore satisfaction
- Acted as a liaison between the client, real estate agent, attorney, lender, third party vendor and title company to ensure an effortless and uncomplicated transaction for our client
- Participated in incentive programs and contests designed to support achievement of production goals.
Quality Assurance Analyst
Barclays
Wilmington, DE
01.2017 - 01.2019
- Assisted with the build, implementation and execution of control testing and monitoring within the agile framework
- Proactively identified key control gaps and improvement opportunities and developed corrective and preventive action plans
- Assisted principals with back end Python scripts testing and in drafting, editing in memos, reports and proposals
- Performed User Acceptance Testing in various lines of business including, Marketing, Operations, Settlements, Collections, Deposits, Credit and Customer Experience
- Communicated regularly with management to discuss quality trends. and improvement agendas
Project Management Analyst
JP Morgan Chase & Co
Wilmington, DE
01.2015 - 01.2017
- Built strong partnerships whiling acting as a liaison for KeyStakeholders including Subject Matter Experts, Technology Leads, Sprint Story Writers and User Acceptance Testers throughout both Waterfall and AGILE project flow
- Involvement in business requirements documentation development and completion
- Responsible for Tracking/Development of project driving materials
- Chaired and managed meetings ensuring proper engagement, efficient progress and consistent focus from stakeholders
- Developed solutions to project risks and issues, meeting quality and timeline goals and objectives.
Senior Loan Coordinator/Team Lead/UAT
ING/Capital One
Wilmington, DE
01.2007 - 01.2015
- Performed front/back end User Acceptance Testing for newly implemented Mortgage Software before going live
- Proactively identified key control gaps and improvement opportunities and developed corrective and preventive action plans in a UAT
- Worked cooperatively with coaches of other units to ensure optimal service levels are achieved
- Extensive involvement of Processing, closing and post-closing mortgage documents
- Recognized for exceptional level of support and service to both Internal business partners and external clients
Education
Business Administration
North Carolina Wesleyan College
01.2000
Skills
- Proficient in Sharepoint, ALM, and Microsoft applications including Excel
- Familiar with IBID, JIRA and Python language
- Regulatory compliance and User Acceptance Testing Pro with 4 years
- 15 years of Client Relationship Management
- 2 years in Operational Risk Support
- Organizational & Planning Skills
- Friendly, Positive Attitude
Timeline
Transaction Coordinator/Associate Sales Agent
Redfin Realty
09.2020 - 11.2022
Quality Assurance Analyst
Barclays
01.2017 - 01.2019
Project Management Analyst
JP Morgan Chase & Co
01.2015 - 01.2017
Senior Loan Coordinator/Team Lead/UAT
ING/Capital One
01.2007 - 01.2015
Business Administration
North Carolina Wesleyan College
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