Brittany Varga Wheeler Email & Phone Number

Ventures Lending Technologies is a wholly owned subsidiary of CDC Small Business Finance

• Works with internal and external stakeholders to gather requirements• Creates user stories with acceptance criteria in Jira (features, defects, and tasks)• Prioritizes backlog for payment processing system, borrower application portal, and core cloud system• Negotiates with development and management team on realistic deliverables and release dates• Leads Scrum ceremonies for development and product team• Creates and coordinates sprint release notes for customers, training documentation, and marketing communication2020-2022• In addition to my role as Customer Success Specialist, I am Product Owner for payment processing module• Creates Payments+ new client implementation plans and oversees onboarding• Conducts Payments+ webinar training and creates Payments+ training material

• Provides technical support and training for cloud-based business loan software product to clients in all stages of loan production, closing, servicing, and payment processing • Works with clients via email, phone, and live chat to troubleshoot product and governmental policy issues• Lead role in developing interface and feature updates for payment processing module• Assists in new client onboarding and implementation plans for payment processing module• Assists in sale of software with presentations, conference attendance, and with current accounts• Identifies feature improvements and creates software requirement documents for development team • Identifies defects and creates defect report for development team• Assists in QA / testing of defects and feature software updates• Hosts live webinar training • Creates training material (knowledge base articles) for software product

San Diego

• Consulted on user interface and as a beta tester for developing internal payment processing software• Solely responsible for servicing Morgan Stanley 504 Loan Program Portfolio• Initiated and oversaw 7A Community Advantage portfolio loan sales to investors• Assisted in rate changes and re-amortization of portfolio• Performed loan payment processing and Month-End reporting/reconciliation• Continued/Amended/Terminated Uniform Commercial Codes (UCC) -all programs• Responded to Lender and Borrower inquiries regarding loan payment, note agreements, interest calculations, and payoff procedures• Provided SBA (7A, 504,etc) and Morgan Stanley payoff demands• Released Collateral for SBA and Morgan Stanley loans, including Deeds of Trust, Mortgages, UCC's, etc.

San Diego

• Department’s business contracts for state, lottery, and insurance specific transfers that require court approval • Processed Contract and Disclosure packages needed to purchase annuity contracts and lottery payments • Reviewed completed documents, verifies client’s eligibility and financial position (credit report, Uniform Commercial Codes and Bankruptcy searches), and verifies client policy/lottery information• Coordinated between Sales Team and Legal Team to facilitate transfer of financial transactions including business arrangements and handling legal issues• Funded financial transactions and perform loan-boarding procedures worth millions of dollars• Cross-collaborated with Accounts Payable, Legal, Deposit Operations, and Loan Servicing divisions within bank• Communicated with lottery boards and insurance companies to retrieve documents and deal specific information • Used banking applications such as Salesforce and Silverlake Browser Interface• Completed quarterly online training on federal banking, mortgage, lending, and privacy regulations

San Diego

Candidate and Campaign Services Election Worker:• Conducted candidate filing through obtaining, processing, and verifying legal documents from Candidates to run in major federal, state, and local elections• Explained filing information, regulations, and procedures to candidates• Researched and educated public and candidates on CA Election Code • Processed, reviewed, and edited legal financial disclosure documents from candidates and elected officials • Proofed and reviewed Candidate Filing Guide, Sample Ballot, and Official Ballot materials• Prepared and formatted Proposition text for Sample Ballot• Utilized computer systems/database (Data Information Management Systems) • Answered inquiries from general public via telephone, email and in-person about campaign/candidate services, election code, general election information, and petitions Vote-By-Mail Election Worker:• Determined appropriate voting procedure for each walk-in voter• Updated and maintained voter database, which contained sensitive information • Processed undelivered mailed ballots from Presidential General Election and processed VBM (vote by mail) applications

San Diego

• Designed and processed invoice, contract, estimate, and job costing documents• Maintained job costing records and billed vendors • Gathered and organized information on investment funding program

Cape Town, South Africa

• Observed and monitored sub-Committees in South Africa’s Parliament• Generated objective and accurate reports from Committee meetings which were published on PMG website used by the government, advocacy organizations, analysts, journalists, academics, and the general public• Edited and reviewed Committee meeting reports from other Monitors• Researched and created graphs for organization’s website• Regularly interacted with high level government officials who had different perspectives and interests, furthering my ability to adapt to different political cultures and procedures• Developed strong report writing skills and met demanding deadlines