• Serves as a Subject Matter Expert on ASC X12 270/271 and 999 transaction compliance.• Attends the ASC X12 Standing Meetings with, or in place of, CMS representation.• Works with external resources such as TIBCO, ASC X12, CAQH and WEDI for EDI standard development, HETS business development, and enhancements for internal business requirements.• Manages a transparent product backlog by documenting, prioritizing, and determining acceptance criteria for stories.• Analyzes user needs to determine functional requirements for a wide variety of projects. • Performs functional allocations to identify tasks and their inter-relationships. • Researches, identifies, and assists in the formulation of recommendations about resources required for task execution and completion. • Participates in the development of new systems or updates to existing systems to meet client needs. • Identifies and recommends emerging relevant technologies that may result in improvements to current processes and systems.• Writes and updates project documentation including system procedures and training materials. • Conducts functional testing of various systems. • Maintains current knowledge of relevant technologies and subject areas.

•Attend planning meetings, JAD sessions, analysis development, test inspections, and other project meetings throughout product life cycle•Extensive experience in the creation and analysis of business and functional requirements•Facilitate peer reviews to ensure test case coverage is accurate•Work closely with the development team on defect analysis•Help train new employees, reinforcing HETS business rules as well as processes and procedures•Document process flows and developed requirements for functional improvements•Define the scope and goals of new testing projects, including Federal Operating Rules•Work with external resources such as ASC X12, CAQH and WEDI for business development and enhancements for business requirements•Active participation with various software testing methodologies.•Attend ASC X12 Standing Meetings as a member of the Eligibility Work Group.

•Attend planning meetings, JAD sessions, analysis development, test inspections, and other project meetings throughout product life cycle•Extensive experience in the creation and analysis of business and functional requirements•Facilitate peer reviews to ensure test case coverage is accurate•Work closely with the development team on defect analysis•Help train new employees, reinforcing HETS business rules as well as processes and procedures•Document process flows and developed requirements for functional improvements•Define the scope and goals of new testing projects, including Federal Operating Rules•Work with external resources such as ASC X12, CAQH and WEDI for business development and enhancements for business requirements•Active participation with various software testing methodologies.•Attend ASC X12 Standing Meetings as a member of the Eligibility Work Group.

• Worked to understand requirements of Debt Management and Debt Settlement programs to help place customer in correct program• Work with clients to assess their needs, identify and resolve their problems by offering financial advice and using judgment to modify the current plan OR recommend and assist client with alternative options• Respond to all questions and inquiries within established expediency and quality standards while providing complete, accurate, and professional service• Follow all processes and procedures to ensure compliance with internal operating procedures and external compliance requirements• Converted inbound call volume at 40%

• Received internet leads as well as referrals from past customers, and quickly established contact and built rapport with prospective clients• Developed strong relationships with various lenders and banks to understand lending requirements • Used relationships and requirement knowledge to meet customer needs regarding purchases, refinances, and home equity loans• Employed a three step approach with new customers. Verified customer information, established rapport; identifying their needs, and recommended tailored solutions to meet these individual needs• Consistently met or exceeded quota of funding $15,000 in fee per month• Ranked #2 in productivity out of 25 loan officers

• Began tenure as a loan officer, and was promoted to team lead after one year due to work ethic, customer comments and feedback, and employee relations• Developed strong relationships with various lenders and banks to understand lending requirements • Used relationships and requirement knowledge to meet customer needs regarding purchases, refinances, and home equity loans• Duties included assisting phone calls, hosting training and building team morale• Averaged personal funding of 8-10 units/month for 3 years