Successful Lead Business Execution Consultant with demonstrated track record consulting. Exceptional program, team, and project manager. Skilled at mentoring staff, integrating ideas, and customizing approaches to support specific means and goals.
Overview
11
11
years of professional experience
Work History
Concept Analyst
Wells Fargo
07.2023 - Current
Conceptualized and developed features and concepts for a new product using FIGMA, collaborating with cross-functional subject matter experts
Accountable for overseeing feature intake and managing demand activities
Collaborated with content, design, and engineering teams to craft messages to navigate end users effectively, enhancing the user experience
Designed and introduced new JIRA filters and dashboards to monitor the overall pipeline and support managers for regular supervision of team performance
Led cross-functional teams in strategic planning sessions to provide alignment and visibility to define the best approach for new and existing systems
Partners with process owners to modify existing processes to align with new functionality.
Business Execution Consultant
Wells Fargo, CRCOE
05.2022 - 07.2023
Directed teams of professionals to perform multiple tasks to meet designated deadlines for customer remediation efforts
Delivered comprehensive support to senior personnel in efficiently managing pipeline activities for new assignments and intakes
Produce Power BI dashboard proof of concepts to share manual procedures, effective utilization of all resources, and usage of data of different systems
Coordinated with new Teamworks site to oversee execution of multiple activities for key internal visibility
Supported peers in operating JIRA and utilization of demand management process
Business Execution Consultant
Wells Fargo
01.2019 - 05.2022
Prepared and shared multiple reports (KPI's) with senior management, related to project plans, scope of work, resource analysis, risk assessment, and project status
Planned and initiated general process improvement activities within the department to minimize potential risk
Coordinated with new Teamworks site to oversee execution of multiple activities for key internal visibility
Played a key role in developing and introducing Power BI dashboards to manage the internal pipeline as per team and individuals' requirements
Successfully established new MS teams for the department to ensure timely completion of designated tasks outside of JIRA
Developed and presented requirements related to Power Bi dashboards for internal and customer-facing (in wells) to obtain real-time information during submissions
Business Systems Consultant
Wells Fargo
11.2015 - 01.2019
Headed activities of business portfolio across different business units and cross functional teams, while transitioning from SharePoint Intake to JIRA
Created numerous documents, such as test scripts, end user training manual for new / existing internal web applications, business objects universes, and reporting
Oversaw complete management of department portfolio implementation reviews for risk assessment / mitigation, while collaborating with staff members on overarching department activities
Formulated and presented JIRA methods for external users to provide easy access for self-service documentation, training information, and intake assignments to align project activities
Reviewed and updated demand management process for internal team members and external users on business objects projects
Managed business continuity planning (BCP) for the department
Created a new process for tracking updates and development a standard communication process related to incident information and actions through SharePoint Development
Servicing Analytics Consultant
TEKsystems Wells Fargo
06.2014 - 11.2015
Created and implemented new process to administer performance of more than 30 procedures to ensure compliance with annual certification requirements and risk standards
Planned and organized training session for low-performing staff members to support applications, while developing new department procedures
Spearheaded all phases of designing new internal customer portal by initiating Teamworks leading project for transformation to support internal SharePoint and external customer portal
Education
Master of Arts - Leadership & Management
Concordia University
Bachelor of Science - Business & Project Management
Capella University
Skills
Documentation and reporting
Timeline
Concept Analyst
Wells Fargo
07.2023 - Current
Business Execution Consultant
Wells Fargo, CRCOE
05.2022 - 07.2023
Business Execution Consultant
Wells Fargo
01.2019 - 05.2022
Business Systems Consultant
Wells Fargo
11.2015 - 01.2019
Servicing Analytics Consultant
TEKsystems Wells Fargo
06.2014 - 11.2015
Master of Arts - Leadership & Management
Concordia University
Bachelor of Science - Business & Project Management
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)