Anna K Hocker Email & Phone Number

Buffalo, New York, Us

Banking Support Services

Hanover, Md, Us

* During a 14-month contract leads an Agile scrum team of eight.* Coaches Product Owner, Analysts, ETL developers, QA testers and Solution Architect on and offshore through requirements gathering to sprint deployments.* The project goal is to improve the quality of the provider directory; responsible for implementing two provider data cleansing services and enhancing the print directory process.* Began in a waterfall environment and transitioned project team and activities to Agile. Follows established Project Delivery Office methodology and completes all required documentation (e.g., Charter, Communication Plan, Planview PPM Pro, Microsoft Project Plan, maintains Wiki page and Jira).* Diagrammed current state and future data flow solutions using Visio.

Buffalo, New York, Us

* Began tenure working as a compliance systems project manager to create and maintain documents for five+ releases of a multi-year $400MM change-the-bank programme.* Coordinated all compliance regression system testing efforts for the initial release.* Using raw information from multiple contributors, created standardized Functional and Technical Design documents detailing changes to externalized compliance deliverables across multiple releases. * Facilitated discussions to resolve design challenges and communicated evolving scope and directives from programme management to the core application technology team.* Transferred to the Programme Delivery Office, where responsibilities include defining and documenting standards/ best practices; monitoring programme technical teams adherence to project standards. * Responsible for maintaining programme level dispensations, working with compliance, privacy groups and resource procurement managers for all countries engaged in the programme.* As Access Custodian for a multi-platform test region, grants requests for access based on need. * Monitors tester and programmer activities using reports created for that purpose. * Communicates with senior management regarding suspicious activity in all secure environments for the programme. * Provided guidance to global teams to enhance and strengthen existing security tools.* Documented tools and processes to assist others in the identification of security related issues.

Toronto, Ontario, Ca

* Responsible for multiple Treasury Management technology projects ranging in cost from $250K to $676K with the software vendor, WAUSAU Financial Systems, for the Remote Deposit Capture and Lockbox applications.* Early adopter of bank’s newest project methodology and provided feedback and suggestions to the project management office. * Coordinated and completed proof of concept infrastructure build and testing within three months to validate assumptions.

Toronto, Ontario, Ca

Account Analysis Upgrade Project (2010-2011)* Completed $2.6M project in 14 months from inception through closure on time and within budget.* Synchronized activities between Cash Management business, U.S. and Canadian technology teams and two FIS business groups to replace existing infrastructure and commercial billing software. * Responsible for completing technology project documentation (e.g., project summary document, system requirements specifications, meeting minutes, project plans and status reports) following established project methodology and ensuring compliance with technology risk management and information security guidelines.* The team re-defined all service pricing structures and accomplished the conversion of customers, accounts and billing records with the implementation of the new application.Account Analysis Integration Project (2011)* Managed successful completion of a four month $238K project.* Directed technology project to integrate commercial billing information and creation of repeatable process for merging accounts, balances, activity counts and pricing with the existing billing data.* Facilitated communications between banks’ cash management technology groups in the U.S. and Canada along with the software vender, Fidelity Global (FIS).Commerce Integration Statements Project (2008 - 2010)* Successfully satisfied goals of 18-month $4M project leading business and technology resources through the implementation of a new eStatement archive and three sub-projects. * Team selected vendor, built infrastructure and installed/upgraded software to provide capacity for producing five million statement pages per month. * Primary point of contact for change activities and testing of the entire deposit statement creation process. * Designed and tested new combined statement formats for converted deposit and escrow accounts. * Coordinated testing in five regions for online banking access to new and legacy statement archives.

Stamford, Ct, Us

* Six month project to identify system and cost to replace the consumer loan origination system supporting approximately 5,000 internal users. * Authored request for proposal after interviewing all stakeholders and departments impacted to identify needs and document system requirements.* Created process flow diagrams detailing existing automated and manual tasks.* Researched and qualified prospective vendors; coordinated vendor demonstrations and guided business and technical team through product evaluations.* Consistently updated management on status.* Prepared an executive report that recapped the selection metrics and assigned weights; features and benefits for the recommended system; pricing and high level technical assessment.

Milwaukee, Wisconsin, Us

* Responsible for overall design and integration of CRM and commercial analysis services functionality into the legacy core software for large, progressive credit unions.* Gained stakeholders’ trust, cooperation and confidence quickly to simplify and speed approval for objective, scope, and deliverables.* As Scrum Master, facilitated concept discussions, gathered requirements, wrote functional specifications, edited documentation, and validated testing of completed software after sprints for functionality and ease of use.* Conducted bi-weekly stakeholder web meetings and daily scrum meetings with development and testing team.* Created presentations for sales meetings and training.* Met with management bi-weekly and prepared various reports to communicate project status.

* Created business to satisfy the increasing needs of community bankers for innovative, cost effective and reliable one-off business solutions.* Managed teams of experienced consultants to collaborate with banks’ project teams.* Independently identified, developed, and implemented successful projects ranging from mergers and acquisitions to application upgrades.* Developed task-specific process improvement tools and third-party interfaces.* Communicated effectively with domestic and international clients whether remote or on-site.* Consistently provided personal support with attention to detail.* Creatively employed a variety of tools in the design and delivery of presentations materials for utilization in sales and training.

* As Consulting team leader assisted bankers to facilitate changes in systems and processes. * Responsible for managing branch acquisition projects and converting data from mainframe systems to a client-server environment using MS Access. * Assessed training needs, developed customized training materials integrating clients’ policies and procedures. Performed operational and EDP audits. * Created and conducted training classes for bankers on the Kirchman Bankway system on the following topics: Managing Account Analysis, Deposit Product Design, Bank Level Controls, Managing Customer Information, Retirement Account Processing, System Security, and Safe Deposit Box Processing.

Milwaukee, Wisconsin, Us

* Performed data mapping and verification of data migration for the primary deposit applications (Checking, Savings and Certificates), and deposit related sub-applications (Account Analysis, Account Reconciliation, Sweeps, Safe Deposit Box), and customer information. * Wrote design specifications to enhance the applications functionality.* Assisted clients with the verification of conversion output and the development of post-installation procedures. * Updated user and technical documentation to incorporate changes. * Designed procedures, workflow and forms that were incorporated into the 9001 level of the International Standards of Operation (ISO).

* Initially employed as a Senior Quality Assurance Specialist for a service bureau processing over 70 financial institutions.* Responsible for verifying the completeness and clarity of enhancements of the proprietary software applications. * Promoted to Product Manager for Customer Relationship Management (CRM). Responsible for implementing the system; and writing design specifications to enhance the CRM application. Conducted multi-client train-the-trainer classes and on-site customized training. * Performed data mapping and testing. * Provided support; researched client issues; and wrote user documentation and procedures.

* Managed technical writing staff responsible for documenting on-line software for municipal governments and utility companies. * Interfaced with clients, writers and software development teams; performed quality assurance testing, and developed a standardized format for printed user manuals and on-line help files. * Trained staff on hardware capabilities and software applications including: Utility Billing, Accounts Receivable, Occupational Licenses, Fixed Assets, Building Permits, Fleet Management and Cash Receipts. * Developed methodology and data files to facilitate responding to requests for proposals to simplify responses for six software partners and IBM hardware specifications into a combined “Total Solution” response. * Created presentation materials including slide shows, scripts and videos, in addition to coordinating print advertising and conferences.

Us

* Installation Team Leader for a leading banking software vendor, responsible for implementing 18 installations, supervising teams comprised of application designers, programmers and banker analysts. * Successfully completed 16 installations in a 14-month period. Developed a 20-week project plan to convert 13 applications and hardware in a single weekend. * Conducted planning meetings at 28 client sites while assessing each bank's business requirements and conversion preparedness. * Designed and taught accredited training courses.

Education record

Banking And Financial Support Services

Education record