Sonali Mohanty
Richmond,USA
Summary
Business Analyst & QA professional with 11+ years of experience in the US banking and financial services domain. Proven success in driving functional requirements, leading cross-functional delivery, managing core banking products, and supporting Consumer LOB systems. Strong expertise in Signature Core, Nautilus, Aperio, and SOFR-based lending workflows. Recognized for delivering large-scale features, improving product quality, and collaborating directly with business, product, and technology stakeholders.
Overview
13
13
years of professional experience
Work History
Lead – Consumer Line of Business
Webster Bank
10.2023 - Current
- Collaborated with business and technology teams to gather, analyze, and translate requirements for multiple Consumer Line of Business initiatives.
- Defined roadmaps, test strategies, test plans, and schedules for multiple projects and releases under Consumer LOB.
- Ensured on-time, quality delivery across multiple concurrent Agile initiatives.
- Managing multiple Consumer LOB products, ensuring smooth execution across business, technology and UAT teams.
- Developed agents for file comparisons and analyzed architectural diagram to optimize testing process and Test Summary Report.
Product champion/Business Analyst
Fiserv Global Services
08.2013 - 08.2023
- Collaborated with product owners to review and evaluate requirements for core banking enhancements.
- Authored use cases, ARS documents, and JIRA stories, ensuring compliance with business needs and regulatory standards.
- Identified risks, dependencies, and roadblocks across multiple features and coordinated mitigation plans.
- Supported end-to-end delivery from requirement intake to release, contributing to major enhancements in Commercial Lending and Signature Core.
- Acted as single point of contact for client queries, improving turnover time.
- Participated in backlog grooming and sprint planning for product teams.
QA Automation Engineer
Fiserv Global Services
07.2012 - 07.2013
- Functional Testing of Commercial Lending subsystem of Signature Core.
- Automating functional test suit with HP QTP 11.0 and publishing results generated by automation suit.
- Contributed to improving test coverage and reducing overall defect count.
Education
B-Tech - EEE
KIIT University
India01.2011
Skills
- Finance expertise
- US banking operations
- Core banking systems
- Prompting Engineering & Agent Creation
- Functional testing
- Automation testing
- SQL proficiency
- Problem-solving skills
- Team leadership
- Client management strategies
- Training and mentorship
Domain And Product Experience
- Signature Core (Commercial, Mortage loans), Credit Bureau processing, LIBOR & SOFR, Loans participations, NACO, Loan payments, Loan collateral , Fees, Investor lending ( Freddie Mac & Fannie Mae)
- Encompass - Loan originated system developed by ICE Mortgage Technology
- Nautilus by Fiserv
- Aperio For Signature - A multi-channel customer experience platform from Fiserv
Awards
- Webster Bank – 5 Star Award (twice) for exceptional delivery on Nautilus & MSP Payments.
- Fiserv – Living Proof Award (three times) for outstanding contributions.
- Shining Star award twice for leading and delivering entire project independently.
- Consistently rated Top Performer across multiple appraisal cycles.
Websites
Timeline
Lead – Consumer Line of Business
Webster Bank
10.2023 - Current
Product champion/Business Analyst
Fiserv Global Services
08.2013 - 08.2023
QA Automation Engineer
Fiserv Global Services
07.2012 - 07.2013
B-Tech - EEE
KIIT University