Represent the business needs to drive feature development and implementation through collaboration with stakeholders and IT delivery teams.Possess intimate knowledge of the product(s), including value proposition, key features, process flows, business goals, and KPIs.Support the business by applying cross-functional subject matter expertise of business processes, systems, and integration to facilitate continuous improvement and innovation.Build and leverage working relationships with stakeholders, other Product Owners, and IT to achieve strong buy-in and facilitate successful feature implementation.Lead requirement gathering efforts by consulting with IT and internal stakeholders.Define user stories and acceptance criteria clearly.Configure, maintain, and support the organization’s third-party software instances.Provide product-specific reporting to stakeholders and users.Maintain and prioritize a backlog of user stories based on ROI, alignment with product strategy, and resource capacity – understand value, complexity, and timelines to prioritize decision-making.Provide clear guidance for the development team during Program Increment (PI) planning by identifying dependencies and understanding business priorities.Coordinate system release timing, communication, and training. Daily administrate and end-user support of Salesforce applications including but not limited to: managing multiple user setups, profiles and roles, customization of objects, fields, record types, page layouts, formulas, validations, data backups, writing requirements, design solutions/configurations, and communicating Salesforce functional updates to users.Create and manage custom reports, complex workflow rules, approval processes and data validation to support business processes.Collaborate with the Product team and internal stakeholders to develop & implement business requirements, best practices, process flows, configuration and testing.

Occasional session singer - tenor

Made Salesforce the intuitive single pane of glass simplifying multi-app processes, reducing employee training, reducing customer request fulfillment from three days to 4.5 minutes, satisfying mortgage compliance, and creating visibility through dashboards, reports, and monitoring alerts. Example: Integrations and applications involved one single processSalesforce CRMMarketing CloudMulesoftLoanServ, COBOL mortgage mainframe by SagentAnyQueueLRS PageCenterXEDMS PDF document archival solutionEvents monitoringRPA/botVenture Solutions - TaylorActing Agile Scrum Master six months, all ceremonies Backlog requirements gathering, story writing, grooming, pointing, prioritizing, and dependency coordinating in JiraQA, UAT, regression, load testing, business signoff, deployment, and Prod validationCoordination with release management in Service Now High Flyer award recipient for high performancePresent, demonstrate, train the trainer, and document new functionality

Session singer until business closure

Excel - VBA, advanced formulas, data manipulation, pivot tablesMortgage - process improvement, process digitization, automation

Design and generate reports, create custom objects, provide support to users and executives, build and customize processes.

Design process and customize software model aggregating data from multiple sources to direct daily activities of users and leadership.Create and customize reports summarizing critical data for leadership. Coordinate across multiple departments and external businesses. SME for specialized product offerings and government entities. Train end users. Heavy utilization of advanced Microsoft Excel, Ellie Mae Encompass, and CRM platform. Moderate SharePoint implementation and administration.

Create reports. Advise leadership of trends and projections. Support end users. Consult with technology department to optimize software platform.Heavy Microsoft Excel and Ellie Mae Encompass utilization.

Went to Mooresville to team with one of the top BMO Harris branches in the country, to learn from one of the top producing managers in BMO Harris, and to partner with the #1 banker in all of BMO Harris. Exceeded top tier goal in my first month. Consistently exceeding 200% of goal and maintaining a strong mortgage pipeline.

Acted as branch manager for one quarter, and increased every banker's and teller's sales during that period. Developed a residual source of purchase mortgage business Quickly became a leader among retail banking centers in mortgage generation activityImproved the branch's customer confidence score that was previously declining steadily Trained staff on sales skill and compliance mattersHeavy dependence on Salesforce and reporting utilities

Tripled the previous year's mortgage related activityExceeded all monthly goalsIncreased the revenue and bonus frequency of team matesTrained an associate so he could earn a promotionBecame the "go to" man when leadership was unavailable

A mortgage loan origination company recognized by Lending Tree as the #1 lender in Home Equity requests specializing in online lead clients • Originate mortgage loans - Conventional, FHA, VA, and Reverse. • Establish clientele through prospecting, cold calling, and networking• Analyze credit reports and determine general credit-worthiness of applicants• Identify and achieve customer goals through financial planning and advising • Licensed in CA, FL, GA, IN, MO, PA, TX, (NJ pending)• Reconstructed the email marketing campaign in collaboration with in-house staff and outsourced website management contractor• Assisted in the customization of software and company-wide technology tools

"Endurance Consulting Group aids small business and medical practices in web development and ecommerce. Our typical client wants an easy-to-use web solution with content they can manage on their own. We set up their website and provide training and support using the skills of web designers, database architects, graphic designers, etc."

At Edwards I brought the dealership into compliance with General Motors' Standards For Excellence (SFE) by developing and managing the Edwards Automotive website, managing all ecommerce, and providing solutions for more timely and efficient communication with customers in accordance with GM's goals. As important was my role as a Sales Consultant.

• Created a cross-discipline academic major coordinating multiple departments and personnel• Interviewed and managed adjunct faculty• Taught Curriculum Design and guided professors through scope and sequence projects• First administrative choice to chair the “Committee for the Development and Implementation of Critical Thinking Skills” due to my example, initiative, and implementation• Identified recruitment deficiencies, created a recruitment model prototype embraced by the recruitment department and president, developed teams, and personally led recruitment efforts throughout the US and Canada• Created graduate survey to assess systemic strengths and deficiencies in my training plan (only instructor on record to have done so)• Wrote a business plan identifying and addressing fiscal advances and ecommerce opportunities for Northland Recordings • Pioneered the use of distance education technology for classroom use• Secured business donations for establishing the first music technology lab • Heavy dependence upon LMS for training enrichment and management• Consultant, Performer, Clinician