Kate Erickson Email & Phone Number

Concord, North Carolina, United States

• Individual contributor on the IT Team managing delivery of all enhancements and support for two BPM applications built on K2 Cloud and SQL. Corridor provides Coding, Revenue Management, Education, and Consulting.
• Work with business leaders and SMEs to maintain backlogs and road mapping; create requirements and design documentation
• Create test scripts, perform unit testing, and coordinate UAT
• Oversee deployments and post-deployment testing
• Create/update User Guides and process maps; create and send release communications and training materials
• Lead daily standups with developers, testers, and leaders; prioritize and assign tasks as needed

Concord, NC

• Data, process, and administrative support of the Clinical Documentation Advisory team.
• Primary function: produce high-quality reports and presentations using Tableau, Adobe, Excel and PowerPoint to communicate the outcomes of clinical documentation audits to clients, ensuring data security and accuracy.
• Upload and assignment of audits in Corridor auditing software
• Update of audit questions and format in auditing software
• Routine internal quality and finance reporting
• Took ownership of standardizing and documenting team processes

Cheshire, CT And Charlotte, NC

• Transition Lead for 2,000+ users across six Wholesale Credit Operations business lines
• Subject Matter Expert for the Commercial Loan Servicing business line on the initial design/build for iCon, a new BPM application that would replace multiple apps used by 6 separate Wholesale Credit Operations Business.
• Took over as WCO Transition lead for icon in 2015, working as interface between all six WCO Business Lines, IT teams and Change Management
• Responsible for working with leaders and SMEs to document requirements and then working with IT to translate into a design that would work for all functional teams
• Created and facilitated training and communications for iCon deployments; worked with LMS vendor to design and create content for online learning application specifically for iCon users
• Earned Six Sigma Lean Green Belt by co-designing and implementing an Excel-based tool which determined the appropriate level of QA for any process based on average monthly volume, defect rate, and the Bank’s standard.

Farmington, CT

• Individual contributor in Commercial Loan Servicing (CLS) business line, leading or participating in process improvement and technology projects and collaborating regularly with teams in Farmington, CT, Jacksonville.
• Identified process improvement opportunity for fee billing/collection reporting process; created procedures and training materials; facilitated live virtual training for 900+ employees; within first six months of.
• Created procedures and process maps for 180+ previously undocumented processes in six months for regulatory procedure audit
• Spent 1 week in Chicago, IL learning tax escrow servicing prior to LaSalle Bank acquisition; after system conversion, performed servicing of entire commercial loan escrow portfolio while documenting escrow procedures.
• Initiated CLS Farmington employee newsletter; created all newsletters and led newsletter committee
• CLS Farmington SPOC (Security Point of Contact), responsible for building access, employee access onboarding/terminations, hardware provisioning/refresh, and coordination of site visits and events for Commercial Loan.

Farmington, CT

• Developed proficiency in all Commercial Loan Servicing (CLS) processes, including loan reconstructions (the most complex CLS request type) through shadowing and hands-on experience
• Became primary trainer & procedure writer for Commercial Loan Servicing site in Farmington, CT within 6 months of hire with no previous financial services experience
• Took in-person classes in Adult Learning and Communication Styles
• Spent 5 weeks in Gurgaon, India to stand up the first offshore team in Commercial Loan Servicing; led classroom and hands-on training for 19 new associates and two new team leaders; completed training on 9 loan.

Cheshire, CT

• Management of the landscaping and oil company office; scheduling for landscape architects; nursery material delivery/installation and oil delivery scheduling; ordering / inventory; collections
• Close large landscape design sales to high-end landscape design & construction clients; walk clients through nursery to demonstrate elements of design provided by landscape architect, answer client questions and.