Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
19
19
years of professional experience
Work History
Implementations Manager/Client Success Manager
BeSmartee Digital Mortgage
07.2021 - 10.2023
As a Senior Implementation Specialist, PM, BA, SME, in this FinTech company specializing in a digital online
mortgage application, point of sale software my responsibilities are four fold – Implementation, Project
Management, Business Analyst, and Subject Matter Expert from kick off to going live
Configuring, and implementing the POS software for lenders in the mortgage industry, offering a
variety of products from 1st liens, NonQM, Reverse Mortgage, and HELOCs
Integrations include various Loan Operating Systems, IE
EnCompass, Mortgage Director, LQB
Mortgage Cadence, etc., as well as credit, product & pricing, fees verification of assets/employment
vendors, etc
Work extensively with clients and at times maintain up to 10 implementations simultaneously
Use a consultative approach to onboarding new clients that is both empathetic to pain points and
objectives
Developing strategies that are uniquely and highly organized for their individual company
model
Liaison between clients, product owners, and development – high use of JIRA ticketing system
Provided expert guidance and consulting to customers, leveraging BeSmartee to meet and exceed
their goals resulting 30% customer satisfaction ratings
Secondary in customer retention which went from 40% churn to 10% while fulfilling the role of Client
Project Manager /Scrum Master
PNC formerly BBVA Compass
01.2019 - 07.2021
Forefront on MBO prequalification project where MBO’s can prequalify or send DIY path to the consumer via digital application
Project management for white label roll out for HELOC that replaced in house system and streamlined to reduce days to close from 46.0 to 29.71
Serve as an escalation path for both internal and external problems until resolution is validated
Worked as a team to plan, estimate
Budget and release committed features and delivered all commitments while role as Scrum and Project Manager
Ensure that new and existing components being released are reliable and function as documented
Providing accurate testing and test planning estimates as input into the entire software development life cycle
Communicated with, coached and co-ordinated team employees
Clearly analyze and communicate problems and progress to upper management both verbal and written
Analyzed then effectively strategized in regards to business goals, deadlines, schedules, budgets, needed resources and team member coordination
Lead team through conversion of Agile to SAFe agile
Execute automated scripts and perform script execution result analysis (Selenium)
Documenting software defects, using a bug tracking system, and report defects to QA Manager and project managers
Business Analyst/ QA Engineer
PNC formerly BBVA Compass
02.2017 - 01.2019
Small agile team executing full replacement of major banks indirect auto loan platform
Project went live on time and under budget with less than 5% bugs and all minor issues Day 1
Responsible for tracking all associated Epics, Stories and tasks in Jira for project
Vendor integrations for DealerTrack DMS, Route One and Defi
EContracting functionality
Write ATDD tests using Jira/Gherkin for new dealer facing integration
Participating in all phases of the development life cycle
Perform thorough regression testing until all bugs have been resolved
Verify problem fixes in a detailed, efficient, and timely manner through Black Box testing
Participate in customer acceptance testing of the applications
Recommending process improvements that will facilitate the software development process
Constantly in close contact with Product Owners, Developers, Vendors, and Sr
Management both internally and externally to resolve roadblocks, and complete QA, UAT, and Production testing, training, and rollout.
Quality Assurance Engineer Team Lead/Agile Scrum Master
ADP Dealer Services/CDK Global
05.2004 - 02.2017
Serve as Project Lead on CRM application creation and deployment, working closely with developers to ensure smooth delivery
Implementation of payroll, remote training and setup for clients, including review of all processes from payroll to tax preparation
Participate in Scrum Daily stand-ups, Product backlog, Sprint Planning, Sprint Review, and Sprint
Retrospective meetings
Support and coordinate onsite/offshore teams
Provide test statistics and metrics to Managers
Perform Functional, System, Regression Testing
Serve as a Subject Matter Expert for Payroll, Accounting, Financials and CRM applications to determine changes; including level of severity, when and how to deploy them
Responsible for coding changes and deployment of all manufacturer financial reports
Performed
Functional Automation Testing using HP UFT 11.5
Create DASH application test cases, perform test case maintenance by modifying existing test cases according to changes in applications, execute test cases
Prepare defect logs and assign severity levels
Track defects/bugs in the Defect Control System through resolution (HP ALM 11.52)
Skills
SAFe Intermediate
HP UFT Intermediate
Selenium Intermediate
Microsoft SQL Server Intermediate
Agile Methodologies Extensive
JIRA Extensive
Scrum Method Expert
ADP Services/CDK Global (various) Expert
Team Leadership
Salesforce Management
Project Management
Key Performance Indicators
Business Planning
Verbal and Written Communication
Time Management
Negotiation
Complex Problem-Solving
Cross-functional Teamwork
Effective Communication
Conflict Resolution
Customer Relationship Management
Resource Allocation
Project Planning
Customer Service
Timeline
Implementations Manager/Client Success Manager
BeSmartee Digital Mortgage
07.2021 - 10.2023
Project Manager /Scrum Master
PNC formerly BBVA Compass
01.2019 - 07.2021
Business Analyst/ QA Engineer
PNC formerly BBVA Compass
02.2017 - 01.2019
Quality Assurance Engineer Team Lead/Agile Scrum Master