David Labovitz Email & Phone Number

Lexington, Ky, Us

Tulsa, Ok, Us

Serve as a key liaison in a Nexus Scaled Agile environment at a $50B bank, bridging the gap between product and development teams.Translate complex business requirements from seven business lines into clear, actionable user stories, and drive development efforts within the nCino/Salesforce LOSLead refinement sessions, asking targeted questions, engaging relevant stakeholders, addressing blockers, and estimating work effortGuide daily standups, employing a proactive, white-glove approach to foster strong communication between product, QA, and development to swiftly resolve issuesIn addition to my main role as a Business Analyst I also act as a low-code developer on 1-2 stories per sprint to expand development capacity, focusing on non-apex configuration, managing complex multi-environment deployments (using AutoRABIT) across development, QA, and production

Stuttgart, Arkansas, Us

Led nCino/Salesforce projects (Commercial and Consumer) from concept to launch, implementing solutions to challenges that persisted for years and delivering on them within a few monthsSpearheaded the automation of key banking operations using nCino/Salesforce, including Flows/Formsgen/Alerts/Workflows/Decisioning/Data Analytics/Pricing Engine(Sherman)Developed and executed seamless integrations with nCino/Salesforce, including Imaging (Fiserv Director), Document Preparation (CSI/Simplicity/Runtime), Core (Fiserv Premier), and Financial Services CloudBuilt and implemented streamlined processes for regulatory compliance and brought them onto the platform, including (HMDA/CRA/HVCRE/Adverse Actions/Reg O/Employee Loans/Policy Exceptions/MLA)Enhanced reporting by leveraging Tableau, overcoming Salesforce's limitations in data joins and cross-object reporting, enabling the creation of custom reports from any data source, and visualization within nCino/SalesforceActed as an nCino/Salesforce Administrator with a track record of enhancing lending platforms through advanced integrations, user-centric implementations, seamless API connectivity, and training via clear/concise job aids and demonstration videos. Achieved cost savings of over $200kEngineered a streamlined customer relationship management (CRM) feature enabling lenders to swiftly add prospect calendar appointments on mobile devices and aggregate data (deposit/loan exposure, etc.) into a unified dashboard. Developed the ability to accept applications for commercial loans online Championed the resolution of significant technical debt by proactively asking fundamental 'why' questions, leading to the identification and rectification of numerous errors within the system. Implemented strategic solutions informed by these insights, resulting in substantial improvements in system stability and performance

Paddington, London, Gb

Proven success in collaborating cross-functionally with Development, Sales, Marketing, and Client Support to define product vision and prioritize requirements, resulting in increased revenue and high levels of client satisfactionGathered requirements, prioritized roadmap, and built designs and test features for Financial Institutions with up to $5B in assetsProficient in creating clear, concise, and measurable user stories that effectively capture the needs and expectations of stakeholders, to ensure alignment with business objectives and user needsDrove Agile development for the data conversion team, optimizing customer onboarding by implementing "live validation" of mapping, cutting implementation time from 6 weeks to 3 weeksContributed to developing LaserPro Analyzer, a cloud-native spreading tool, and integrated APIs with Flashspread for PDF tax return conversion, leveraging data conversion insights to introduce live validationCollaborated with internal and external stakeholders across the country, whether on-site or remotely, to implement CreditQuest, a complete business loan origination system that covers all stages of the lending process, including origination, underwriting, processing, closing, funding, servicing, covenant tracking, and renewals for over 100 clients; spearheaded internal process improvement to reduce implementation time from 6 months to 4 monthsConfigured financial spreads using relational databases and UIs, created credit memos using HTML and SQL, and generated SQL reports (pipeline/tickler/turn time etc.) for over 100 clientsDesigned and delivered results-focused training programs, tailored to the needs of clients, to maximize their return on investment in new systems, reduce costs, improve efficiency, and address ever-changing business and technical challenges

Birmingham, Al, Us

Managed all credit and market risk of a loan portfolio totaling more than 300 customersAnalyzed financial statements and underwrote complex loan structures up to $20M across a variety of industries Monitored bank's collateral position to insure proper coverage Actively called on clients and worked closely with senior lenders to identify appropriate loan structures

Birmingham, Alabama, Us

Provided financial analysis of commercial loan requests up to $400K across a variety of industriesReviewed business and personal financial statementsIdentified risks involved with the functioning of enterprises and provided advice regarding risk mitigation, best practices, operating cost reduction, and business developmentConsistently performed at the highest levels of production, customer service, turn time quality assessment, and booked ratio (earned employee of the month honor for 100% booked ratio)

Ensured jobs (roofing/painting/carpentry) complete on time, within budget, and according to specifications Supervised subcontractors (15-30) in the planning and completion of multiple simultaneous projects valued up to $500K, maximizing profitability for the companyManaged the accurate and timely processing of invoices of up to $3M per month

San Francisco, California, Us

Tuscaloosa, Al, Us

Tuscaloosa, Al, Us

Mba, Finance

Bs, Business