Eashma Bhasin Email & Phone Number

San Francisco, Ca, Us

San Francisco, Ca, Us

Championed PL Verification re-platform with target to enhance UX, increased AI usage and new tech to assist product scaling and manage costs

San Francisco, Ca, Us

Lead and contributed to Personal Loans cross-functional efforts- Onboarded new Institutional Loan Investor with unique Direct Mail relationship & Loan Management Requirements ( multi-mil, strategic gains) - Authored and led strategic planning for re-platform & UX redesign strategies Borrower user journey (I.e. Listing to Loan Management)

San Francisco, Ca, Us

Led Loan Borrower strategies and execution for EU origination growth, User engagement, Loan management, personalization, Servicing-Operational workflows, and Virtual Assistance InteractionsNotable Accomplishments:Led user engagement tests for funnel, email pre-approval campaigns, next-day loan originations, educational blog posts, credit score education to bring in a 2-6% (multi-mil) origination lift, per initiative. Brought in around 20% origination lift worth initiatives per year.Led Biz Ops efficiency, Online Account Management initiatives for payment reduction, loan maturity extension, changing of payment Due-Date, hardship relief, fractional loans integration, recovery strategy enhancements. These brought in an average of saving of 20-40 BPS loss rate and decrease Agent-call-handling by an average of 2000 hours per year, per initiative.Equipped and enabled Prosper to run a 24/7 call-center by leading integration for Interactive Virtual assistant that can handle the highest volume call asks like Loan and Payment information, Making a payment. These led to a noticeable improvement in call operational metrics: 250% reduction in hang-up rates, 20% reduction in transfer rates, and sizable operational cost savings and hence revenue.Owned success metrics, and outcomes on origination lifts, ARPU, and cost-saving initiatives.Conducted Opportunity assessments, drove outcome-oriented product prioritization decisions.Led experimentation (A/B, multivariate tests), data-driven decision-making (CTR, user segment).Accomplished Operational readiness, Go-to-market planning for new features, and roll-out campaigns.

San Francisco, Ca, Us

Provide innovation and leadership in product strategy, management, project execution and product launch for Financial Services Industry requirementsNotable Accomplishments:Developed executable product roadmap by applying client input gathered via usability studies, market analysis, client, and banker surveys.Offer improved Digital Banking to our customers, leading the product development lifecycle to launch both in-house PFM (Personal Financial Management) products and external aggregation integrations.Collaborate and facilitate with the platform technology, application vendors, data providers and industry partners (like Fiserv, FIS, Intuit), to drive middleware product enhancements and defect resolution.Enhanced features for Transactional History, Deposit Check Images, and Wealth products integrations.Instituted Tableau based product usage metrics dashboard to keep stakeholders informed.

Oakland, California, Us

Product Owner in Digital Foundations responsible for core projects for KP.org customers Notable Accomplishments:Orchestrated the digital experience for Members and Non-Member caregivers for Kaiser Permanente, expertly transforming the roadmap vision into delivered experiences and products.Collaborated with the SME for Identity Management to understand the business processes, creating an MVP for the project, developing High-level Business process flow, and creating a backlog with flourished user stories divided up by functional areas/ epics.Expertly captured the needs of users and stakeholders through user stories, acceptance criteria, and acceptance test scenarios which drive the development of quality products.Co-led the Scrum team effort towards the product vision by participating in all scrum team sessions.Expert application of agile best practices improved project results through backlog prioritization, grooming with the team, exploratory testing, accepting stories post-testing, defect triage, and prioritization.Recognized by management for expediting the delivery of a schedule for the 'Forgot Password' project, converting roadmap into capabilities to MVP to prioritized stories into Rally in 8 days.Oversaw the capture of business processes for the on 'Shop, Quote and Enroll’ project, presenting a compelling overall product vision to various stakeholder groups including regional teams, business owners, product strategy teams that became a product roadmap for Identity Management.Conducted and led external business stakeholder demos as the APO (Product Manager) of a 12-14-member cross-functional scrum team responsible for front-end, API, and server-side development.Served as the product SME for Identity Management, providing critical feedback, guidance, and actionable insights on functionality and capabilities to facilitate integration with other KP.org projects.

Entrepreneurial initiative in India designed to provide a road trip assistance website for travelers. Notable Accomplishments:Conducted Initial research and setting up of foundational Product and process framework. Hired initial team to start dev cycles and conducted integration sessions with travel companies.

Santa Clara, Ca, Us

Spearheaded complex international and domestic projectsNotable Accomplishments:Negotiated MVP and phase one deliverables for Recurring Transfers, Cross Currency Transfers, and Sequential Transfers projects, interacting with solutions team to deliver an acceptable product to the end users while detailing a strategy for the rest of the roadmap. Convinced Senior Management to do user testing and prototyping to clarify end-user needs, which gained positive reviews from customers and instilled confidence that they would get the tool they needed.

San Francisco, California, Us

Notable Accomplishments:Leveraged exceptional work for Digital Channels Group to take on a wide range of strategic roles.Performed scope sizing, Gap and Impact Analysis, scope definition and refinement for projects impacting Mobile Banking application, Text Banking, Online Banking, Account Management, Electronic Documentation, and Money Movement Services. Demonstrated leadership skills by managing conflicts, building consensus, and delegating logical work units managing a team of 6 BAs ensuring that standards were met on critical bank merger projects.Championed cross platforms best practices for 100+ BAs in 6 groups to gain valuable efficiencies.

San Francisco, California, Us

Notable Accomplishments:Demonstrated expertise on multiple large scale Mobile Channel efforts acting as internal Product owner or Business Analyst (BA) lead on high visibility projects for Wells Fargo including Wachovia merger projects.

San Francisco, California, Us

BA lead on major project initiatives for the BankNotable Accomplishments:Spearheaded Leadership team’s special assignments like championing cross platforms best practices for enterprise BAs in 6 groups to gain valuable efficiencies. Superior performance led to promotion to the Practice Lead role.Led a team of five BA mentees/ colleagues for eighteen months and guided them to produce exceptional quality requirements. Function owner on 5 web pages with extraordinary daily volumes including pages like Account Summary and Account Activity (primary high-traffic areas of retail banking secure session).

Chicago, Il, Us

Worked on two projects simultaneously. One was in ‘Testing’ phase and another was at ‘Analysis/ Design’ phase. Both the solutions were vendor products and project scope included implementing the solutions in UAL environment with customizations. Teams had resources transitioning from technical roles to Business Analyst role; thus, I was responsible for coaching and guiding them to follow industry standards, best practices, and process improvement strategies.

Westlake, Texas, Us

The Project team was a part of Schwab Institutional Technical group. The objective of this large, multiphase project was to improve Schwab Institutional Clients (around 5000 Investment Advisors) operational efficiency with a consistent online experience that integrates the functions in Schwab-Link (then 15 years old desktop application), schwabinstitutional.com and the Web Trading Applet. Additionally, to provide account grouping capabilities to give Advisors more choices to organize and manage accounts in ways that more closely represent the relationships they have with their clients.

Austin, Tx, Us

The project involved building this repository on Wiki application which links in all their client projects in Financial, Pharmaceutical and Technology industry. Client Managers could update and maintain their client information, sales details, significant milestones, team-member information, health of the project, and project reports on this system. This repository provided a window to client information that is required by the executives, sales, project management, development, and maintenance without any dependence on any other system.

Certificate Program, Product Management

Msis, Information Systems

Pgdba, Finance (Main Concentration) And Systems

Bachelor Of Technology (B.Tech.), Electrical Engineering

Education record