Jonathan Gray
Walnut,CA
Summary
Jonathan has over 16 years of experience as a systems analyst and systems consultant in the financial services industry with deep knowledge of commercial card, virtual card, and treasury management payment solutions. Jonathan is a proven self-manager who consistently exceeds performance goals while maintaining the flexibility to work in traditional and virtual teams. Jonathan has a track record of rapidly adapting, innovating, and implementing data driven process improvements. Jonathan has successfully spear-headed multiple treasury management conversion projects as the lead technical liaison.
Overview
19
19
years of professional experience
Work History
Treasury Management Systems Specialist
Wells Fargo Bank
03.2013 - Current
- Spearheaded 4 product transitions as lead technical liaison.
- Implemented process improvements to reduce overhead and expedite database maintenance.
- Triaged, tracked, and resolved complex technical issues.
- Collaborated with product stakeholders, developers, and quality assurance teams during product development cycles.
- Analyzed large customer engagement data sets using data mining techniques for quarterly review.
- Developed comprehensive documentation outlining system architecture, functionality, and troubleshooting procedures.
Senior Treasury Systems Consultant
Western Corporate Federal Credit Union
01.2005 - 12.2010
- Founded WesCorp's technical support team and hand-crafted its procedural and training materials.
- Planned and deployed multiple system migrations.
- Subject matter expert in treasury management products and services such as: ACH payments, wire transfers, securities safekeeping, positive pay, lockbox, Check 21, and image capture & retrieval.
- Served as primary liaison between software customers and development team, relating feedback and concerns for future releases.
- Streamlined workflow by automating manual tasks and integrating software solutions.
Education
Bachelor of Arts - Management Science
California State University - Fullerton
Fullerton, CA12.2012
Skills
- Client Support
- Software Installation
- System Analysis
- Hardware and Software Repair
- Production Validation
- Employee Onboarding
- End-User Training
- Diagnostic Testing
- Hardware troubleshooting
- Root Cause Analysis
- Incident Management
Timeline
Treasury Management Systems Specialist
Wells Fargo Bank
03.2013 - Current
Senior Treasury Systems Consultant
Western Corporate Federal Credit Union
01.2005 - 12.2010
Bachelor of Arts - Management Science
California State University - Fullerton