Charles Goldstein Email & Phone Number

Implementing Enterprise Workflow where I have designed automated solutions to streamline business processes: * HR Employee Setup – converted a manual, paper-based process to an electronic process involving nine departments resulting in faster new employee on-boarding and department changes, complete with a full audit trail * Loan Collections – provided updated technology that provides over 70% time savings for letter generation for Freddie Mac, USDA-RD, and in-house loans, allowing collections personnel to spend more time with customers and making knowledge-based decisions.* Various workflows and RPAs for Deposit Operations and Loan Servicing reducing manual, repetitive steps, freeing up personnel for high value processes.Managed conversion of Online/Mobile Banking platform from one vendor to Q2. Created automated test scripts on the Katalon Studio platform to perform automated regression testing resulting in a more stable platform with less personnel required. The very successful conversion resulted in minimal down-time for over 11,000 customers, and we are now providing a much better Customer Experience, security, and more services such as P2P, External Transfers (bank-to-bank), and PFM. One of two people who participated in the contract review/approval process and found over $25,000 in savings. Gained significant expertise in online banking, including customer support for QuickBooks and PFM.Managed core review where we evaluated vendors to replace our core software platform and digital banking platform.Managed upgrade of debit card platform to EMV (Chip) technology and implemented U-Design where customers may upload their own photo for their debit card.Chair of Xperience committee; member of IT Steering and Compliance committees.

Managing application development and infrastructure teams in the development and deployment of document centric workflows and repository solutions for accounts payable invoice processing solutions across media, advertising, health care, insurance and financial services industries. Managed development of internal software applications to manage and process paper and electronic documents throughout a process flow (Digital Mailroom, Intelligent Capture). As Information Security Officer, performed audits and responded to client-requested audits. Met with clients in person and via web conference to gather requirements, write business/functional requirements documents, design documents and user guides. Managed vendors and signed all contracts. Participated in RFP response process.

Founded company that provided office automation to small business professionals to lower cost of operations. Provided all aspects of computer technical support to the SOHO (Small Office, Home Office) segment of users.Provided computer hardware repair, upgrade services and software training.

Managed 25 employees and consultants engineering and developing Imaging, Content Management and Workflow solutions for all sectors of financial services. Co-chaired domain for all of Citi ECM technology activities, including defining standards, products and making recommendations for systems architecture across business units.Architected and engineered world’s largest remote image and data capture solution based on Kofax Ascent Capture for Smith Barney, used by 25,000 people globally: 600+ remotes sites processing 35,000 documents per day; Achieved savings of $1MM per year; Reduced account-opening process from 3-4 days to overnight.Initiated the design and implementation of a global ECM shared technology environment based on the Documentum suite of products. Enabled a lower TCO due to proper license management, capacity planning, change management and support.Served as Subject Matter Expert on Records Management, records retention policies and SEC regulatory requirements.

Responsible for the design and implementation of all subsystem architecture of document imaging systems. Interfaced with Technical Support group to provide assistance for solving customer problems. Managed the maintenance and administration of the Development/Engineering LAN and servers.

Responsible for the integration of state of the art imaging networks including scanners, laser printers, optical disk drives/jukeboxes and high resolution displays. Managed the administration and maintenance of a 100+ node network. Directed the production department, supervising three technicians working on the assembly and integration of PC’s and peripherals.