Charles Goldstein

Charles Goldstein Email and Phone Number

Financial Services IT Project Management • Digital Transformation • Process Improvement • Process Automation • IT Management @ Union Bank of Morrisville, Vermont
morrisville, vermont, united states
Charles Goldstein's Location
United States, United States
About Charles Goldstein

I am a senior IT project manager and citizen developer, but so much more. Let me lead your digital transformation journey with my knowledge in application development, infrastructure engineering, and operations in the banking and financial services industry. My skills are transferrable to many industries, particularly regulated ones.As an expert in Document Imaging, Workflow, Business Process Reengineering, Robotic Process Automation, Records Management, and Enterprise Content Management solutions, I support lines of business by lowering costs and providing automation while ensuring regulatory compliance.I have experience with the Jack Henry Banking SilverLake platform, including: • Xperience • Enterprise Workflow • Synergy • jXchange • iPay• ArgoKeys Deposits • CognosDigital Banking experience: • Q2 platform (web, mobile, voice) • MX Personal Financial Management tools • Acculynk/Fiserv P2P paymentsOther software and platforms I am skilled at: • Microsoft Office 365/Teams • Project • Visio • SQL Server • ICE (Ellie Mae) Encompass • DocuSign Electronic Signature • Stylus Studio • Katalon Studio • VB/C#Workflow and automation assignments involve business analysis with stakeholders, reengineering, coding the workflow application, test, deployment, and support. I have designed and built workflow solutions for: • Loan Collections (over 70% time savings for dept) • Mortgage Forbearance Agreements • Loan Servicing and Underwriting • Deposit Operations • HR Employee On-boardingEighteen production workflows are saving 1,100 FTE-hours per year.I am open to remote opportunities.Please reach out to me at cgoldstein@outlook.com.

Charles Goldstein's Current Company Details
Union Bank of Morrisville, Vermont

Union Bank Of Morrisville, Vermont

View
Financial Services IT Project Management • Digital Transformation • Process Improvement • Process Automation • IT Management
morrisville, vermont, united states
Website:
ublocal.com
Employees:
109
Charles Goldstein Work Experience Details
  • Union Bank Of Morrisville, Vermont
    Project Manager
    Union Bank Of Morrisville, Vermont Nov 2014 - Present
    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.
  • Image Processing Systems
    Director Of Information Technology
    Image Processing Systems Apr 2010 - Oct 2013
    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.
  • Top Pc Support
    President
    Top Pc Support Nov 2008 - Apr 2010
    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.
  • Citigroup
    Senior Vice President
    Citigroup Jan 1994 - Jun 2008
    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.
  • Salomon Brothers
    Team Leader
    Salomon Brothers Jan 1994 - 1998
  • Minolta
    Project Manager
    Minolta 1990 - 1994
    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.
  • Imnet
    Systems Engineer
    Imnet 1988 - 1991
    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.

Charles Goldstein Skills

Integration Enterprise Content Management Software Development Technical Support It Management Document Imaging Business Analysis Vendor Management Management Information Technology It Strategy Disaster Recovery Sharepoint System Architecture Sdlc It Operations Enterprise Architecture Human Resources Document Management Networking It Service Management Information Security Professional Services Enterprise Software Cloud Computing Project Management Edc Infrastructure System Deployment Saas Accounts Payable Media/advertising Amazon Web Services Software Development Life Cycle Digital Workflow Digital Mailroom Data Capture

Charles Goldstein Education Details

Frequently Asked Questions about Charles Goldstein

What company does Charles Goldstein work for?

Charles Goldstein works for Union Bank Of Morrisville, Vermont

What is Charles Goldstein's role at the current company?

Charles Goldstein's current role is Financial Services IT Project Management • Digital Transformation • Process Improvement • Process Automation • IT Management.

What is Charles Goldstein's email address?

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What is Charles Goldstein's direct phone number?

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What schools did Charles Goldstein attend?

Charles Goldstein attended Rochester Institute Of Technology.

What are some of Charles Goldstein's interests?

Charles Goldstein has interest in Outside Of Work, I Am Very Interested In Home Automation.

What skills is Charles Goldstein known for?

Charles Goldstein has skills like Integration, Enterprise Content Management, Software Development, Technical Support, It Management, Document Imaging, Business Analysis, Vendor Management, Management, Information Technology, It Strategy, Disaster Recovery.

Who are Charles Goldstein's colleagues?

Charles Goldstein's colleagues are Stacey Schaaf, Tricia Hogan, Paul Grogan, Eric Remick, Akshay Kelzarkar, Hazel Bowen, Stephie Gochie.

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