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

• 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

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

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

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

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