Well-qualified in consulting and project management with cross-functional stakeholders to gather requirements, define scopes, and effectively manage product development timelines. Utilizing methodologies, such as Waterfall, Agile, and Scrum, effectively making important team decisions focused on moving products through planning, pre-production, and production phases. Ability to lead and manage complex, high-visibility technical projects.
● Worked with Salesforce's nCino platform, assisting the implementation and any enhancements for various features, within the lending, and leasing space of financial institutions
● Communicated project needs and remained flexible as priorities and deadlines shifted. Raised and tracked any bugs and enhancements with JIRA tickets, until resolution of ticket
● Facilitated meetings, including gathering updating, and sharing the status decks and other related materials. Created user guides, and various other
BAU items, for the end users
● Created Test scripts and participated in QA and UAT testing
● Main point of contact for customers, from large financial institutions, to support implementation/integration of platform and exceeded individual quarterly system implementation goals by over a 100%
● Performed gap analysis with set data mapping controls according to company policy, while taking Dodd-Frank, CCAR, MiFID, FACTA, Basel, WORM and GDPR regulations into consideration for enterprise SaaS platforms
● Provided a seamless onboarding experience for new customers post-sale to support any questions, issues, enhancements, and integration. Liaised between customer and internal cross-functional teams to advance business priorities
● Tracked and facilitated resolutions of issues and enhancements using JIRA and SharePoint with an SLA of 3 days
● Acted as program manager for the go-live of a vendor management system from a third party; assisted in selecting vendors, negotiating contracts, controlling costs, reducing vendor-related risks and ensuring service delivery
● Created service delivery reports, provided analysis, shared results, and prepared for daily check point calls with key stakeholders
● Train and educate 50+ employees on utilizing new platform post go live
● Defined scope and requirements to create project plan and roadmap, with the Financial Crime teams, based out of Americas, EMEA, and APAC
● Developed knowledge for regulations, such as AML/KYC/BSA, to ensure due diligence for red flags to generate appropriate alerts and reporting
● Worked with Aladdin-based development team (Aladdin Product Group) to ensure progress of initiative based on technical requirements. Created and organized comprehensive content on SharePoint such as Gantt charts, project plans, and data-mapping diagrams
● Directed an end-to-end User Acceptance Testing (UAT) catalog for Compliance workflows on the Aladdin Dashboard
● Implemented OFAC based initiative from end-to end to enhance and automate upload processes and data capturing (smart capture) of post-trade transaction invoices. Managed inventory of captured key nouns to enhance application in order to automatically capture nouns as triggers for alerts
● Created four Excel based Macros to capture and upload KOFAX OFAC data into back-office systems which resulted in improving efficiency and reduce operational risk leaving