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
El Monte, CA
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
San Dimas, CA
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