Ben Castillo Email & Phone Number

Orange, California, Us

Developing publicly facing website facilitating health insurance quoting and enrollment.

New York, Ny, Us

• Served as lead business liaison for functional requirements in support of publically facing online insurance premium calculator enhancement project.• Served as the primary vendor relationship management contact for closing cost data provider in support of centralized title processing business unit.• Resolved data and service provision issues between title operations and vendor.• Established plain language guidelines used to improve usability of title insurance rate manuals, resulting in document standardization, and improved clarity of critical product pricing calculations.• Facilitated the development of configuration and calculation documentation for title premium calculator.• Developed high level value-based title insurance pricing framework for direct operations.• Conducted production data quality study to assess feasibility of pricing modeling.

Developing IT Applications service desk and resource management processes using ITIL framework. Provided novel department operational data by increasing the functional utility of the existing proprietary service request management tool.Conduct technical resource activity analysis using interviews, questionnaires, and observation. Developed a service request classification application in Excel using advanced functions and VBA Analyze and document workflow, tasks, and procedures using Visio. Generate activity data to support management departmental budgeting and strategic planning. Create novel standard operating procedures.Competent in a chaotic operational environment.

Santa Ana, Ca, Us

Supported software development life cycle (SDLC) for the implementation and development of proprietary title rules engine and fee calculator.Wrote system configuration requirements documents for statewide title fee calculations.Resolved service tickets through document analysis, configuring rating engine logic, and UAT.Improved project-wide requirements document template by expressing logic for easy SME validation and efficiency for off shore technical teams, thus reducing follow-up delay and errors.Developed UAT cases and lead UAT meetings with business stakeholders.Reviewed and analyzed rates requirements documents and rate manuals to validate fee calculations and test cases.Conducted requirements validation meetings with business owner subject matter experts.Performed system configuration gap analysis between title rate manuals and fee calculation system.Supported QA Team by conducting manual functional testing.Participated Agile scrums.Created methods tables for rating engine using MS Access.Developed fee calculation models in Excel.Used TFS to manage tasks, bugs, and issues.

Researched and developed Kinecta’s first Fair Lending analysis methodology to monitor indirect auto dealer pricing behavior.Creatively overcame technical and dataset challenges using basic statistics and Excel to achieve fair lending compliance.Built Fair Lending database in MS Access to perform and catalogue indirect lender monitoring activities.Validated automotive lending data across loan servicing and underwriting platforms by querying and comparing legacy to new data warehouses during enterprise data warehouse upgrade.Performed data construction and attribute derivation from underwriting platform data extracts to review indirect auto lending underwriting decisions. Supported troubleshooting activities with Business Intelligence team during database restructuring.Addressed interpretation questions from business customers on various dashboards.Streamlined daily reporting via partial automation using VBA, Excel, and Access reducing task time from 10 min. to 1 min. while improving accuracy and sustainability.Trained new team member in Excel and other business applications.Wrote multiple report procedures which improved process sustainability and transferability.Performed ad hoc reports and queries as requested.

• Served as lead Service Transition Analyst (STA) supporting Disney Consumer Products datacenter migration. • Managed service transition requests, change requests, issues and deviations from policy. • Responsible for mitigating risks associated with server migration • Led meetings with cross-functional teams to identify impacts of changes to technical requirements on server delivery.• Mentored new hires for the Service Transition Analyst role.• Elicited requirements for workflow management tool for Service Transition Analyst team using interviews, wire frames, diagrams and other modeling techniques. • Reduced server procurement delays by streamlining workflow handoff between procurement and STA team using current and to-be swimlane diagrams. This resulted in a reduction of 3-5 days to bring servers online.• Provided long-term option for improved efficiency of workflow benchmarking by reducing STA to system interfacing by 20% and increasing future state procedural flexibility.

• Managed monthly event planning, logistics, food, program, and schedule.• Identify topics of interest to the Business Analysis community and secure speakers for these topics.• Manage the budget for meeting expenses.• Utilized public speaking skills while presenting professional development and networking events.• Liaison with guest speakers to orient them for chapter professional development presentations.• Collaborate with chapter VPs, volunteers, and external stakeholders to execute chapter events.• Developed Events Committee operational documents and processes.• Established Events Committee document repository using Google Documents.

• Supported IIBA executive leadership in execution of monthly event planning and logistics.

• Utilized analytical skills to create and operate Office of Foreign Assets Control compliance program. The Office of Foreign Assets Control (OFAC) of the US Department of the Treasury administers and enforces economic and trade sanctions based on US foreign policy and national security goals.• Developed use cases to generate compliance program business and functional requirements.• Performed review of Federal Code and US Treasury Dept. documents to develop business requirements for compliance program. • Conducted OFAC risk analysis for tax credit acquisition and syndication, as well as multifamily lending business model.• Applied BSA and AML rules and guidelines as applicable to tax credit acquisition and syndication, as well as multifamily lending business model.• Collaborated with internal and external stakeholders, including counsel, AIG corporate compliance, and AIG corporate audit. • Performed screening of Specially Designated Nationals, reported results to AIG corporate compliance.• Collaborated with local and AIG corporate IT to build OFAC program database using MS Access.• Trained colleagues in OFAC program processes.

• Responsible for financial and real estate analysis of $2 billion in multifamily Housing Tax Credits for the Debt Advisory Group.• Consistently met strict weekly Investment Committee deadlines with multiple underwriting and background analyses.• Improved financial analysis model by using ActiveX controls and VBA, eliminating redundant data entry, incorporating additional analysis functions, and standardizing narrative format.• Completed over 250 credit and background reviews tor COO and Investment Committee.• Developed and documented the Credit and Background Check Policy used by the Debt Advisory Group.• Created background investigation Release and Authorization forms, which resulted in fewer errors, reduced investigation time, and better client experience.• Responsible for data analysis support to Debt Advisory Group for over $130 million of loan sales and syndications.• Responsible for reviewing loan documents and limited partnerships for conformance with approved debt terms and real estate transaction conditions.

• Maintained Acquisition Officer’s transaction files used for real estate and tax credit acquisition. • Provided administrative support to the Acquisition officer.

Bachelor Of Arts, Philosophy

Business Analyst Certificate