Jared L. Email & Phone Number

Jersey City, Nj, Us

Jersey City, New Jersey, United States

Greater New York City Area

Greater New York City Area

• Assisted with user acceptance testing of a major international automobile manufacturer’s retail system, which was an independent assessment of FCRA compliance. Was engaged to perform a detailed review of furnishing operations and related system processes, which ultimately resulted in the creation and submission of Metro 2® files to the CRAs. This review entailed end-to-end process walkthrough of Metro 2® submissions, data analytics, and a review of a sample of accounts to determine root… Show more • Assisted with user acceptance testing of a major international automobile manufacturer’s retail system, which was an independent assessment of FCRA compliance. Was engaged to perform a detailed review of furnishing operations and related system processes, which ultimately resulted in the creation and submission of Metro 2® files to the CRAs. This review entailed end-to-end process walkthrough of Metro 2® submissions, data analytics, and a review of a sample of accounts to determine root cause and provide remediation recommendations for inaccuracies found. • Assisted with current state assessment and conducted trade line testing for Home Equity Line of Credit and Installment Loan products for a large national bank. This review entailed end-to-end process walkthrough of Metro 2® submissions, data analytics, and a review of a sample of accounts to determine root cause and provide remediation recommendations for inaccuracies found. • Assisted with mortgage loan testing to ensure proper cancellation of private mortgage insurance for large national mortgage originator and servicer. Was part of a team that managed an off-shore testing team to review 4000 standard and adjustable rate mortgage notes and modifications utilizing Mortgage RX.• Assisted in the Project Management Organization for a 60 person global banking monitorship and compliance project. Coordinated information requests and receptions from client PMO. Scheduled meetings and interviews for team with client. Handled project financing responsibilities, including: invoicing, billing, collections, and forecasting, while auditing team professional fees and expenses. Show less

Greater New York City Area

Worked on a variety of projects encompassing... Business Analysis – Requirements, SOPs, Vendor Evaluations, Project ManagementBusiness Intelligence – Dashboards, Operations Metrics, KPIs, etc. Process Analysis – Audit Preparation, Improvement Business Development Support – Research, RFP Responses, White Paper Writing, Presentation Development A sample of some of the accomplishments:-Helped implement and create business operations plan for a new specialty… Show more Worked on a variety of projects encompassing... Business Analysis – Requirements, SOPs, Vendor Evaluations, Project ManagementBusiness Intelligence – Dashboards, Operations Metrics, KPIs, etc. Process Analysis – Audit Preparation, Improvement Business Development Support – Research, RFP Responses, White Paper Writing, Presentation Development A sample of some of the accomplishments:-Helped implement and create business operations plan for a new specialty healthcare plan entering a new state with a Fortune 1000 health insurer.-Assisted a Fortune 100 life insurer improve profitability on several disability insurance product lines through the creation of a management reporting operating system.-Assisted a Fortune 100 life insurer project management organization to increase efficiency of the internal operating system by improving financial and human capital allocation among the projects in the active portfolio.-Assisted a Fortune 100 life insurer to develop and manage requirements for the migration of an internal contract development platform, and assisted with a vendor analysis to handle the migration. -Assisted regional health insurer to implement their health plans on several state and federal health exchanges through system requirements gathering and management.-Assisted Fortune 100 life insurer migrate claims management systems through requirements stage, including assistance on migration vendor selection. Show less

Sleepy Hollow, Ny

- Provided research and creative input toward designing a customer service dashboard application “Service Portal”- Worked to wireframe and design New York Life mobile app for Client-side “Service Portal” future vision- Helped create and manage naming scheme for “Service Portal” web analytics- Researched and delivered executive presentation on industry and technological trends in customer service - Designed wireframes for GLI and Fixed Annuity e-App, while working with business… Show more - Provided research and creative input toward designing a customer service dashboard application “Service Portal”- Worked to wireframe and design New York Life mobile app for Client-side “Service Portal” future vision- Helped create and manage naming scheme for “Service Portal” web analytics- Researched and delivered executive presentation on industry and technological trends in customer service - Designed wireframes for GLI and Fixed Annuity e-App, while working with business team to maintain edits- Provided feedback during Service Portal visioning session. Show less

New York City, New York

- Researched and contributed relevant news to create quarterly competitive landscape report - Managed marketing collateral in-house and with the warehouse for both agent and bank channels- Analyzed research reports and created executive briefings- Researched competitor annuity products to support product design and communication- Inventoried online collateral portals and managed content refresh for the Retirement Market, Lifetime Annuity, Variable Deferred, Fixed Deferred, and… Show more - Researched and contributed relevant news to create quarterly competitive landscape report - Managed marketing collateral in-house and with the warehouse for both agent and bank channels- Analyzed research reports and created executive briefings- Researched competitor annuity products to support product design and communication- Inventoried online collateral portals and managed content refresh for the Retirement Market, Lifetime Annuity, Variable Deferred, Fixed Deferred, and Annuity-Tax Qualified Plan pages- Assisted in design overhaul of Guaranteed Life Insurance Resource Web Page- Created product rollout client kits (Secure Term II, Retirement Income Annuity); compiled/tested Laser Apps - Presented findings of cross-functional teamwork to create incentive system for employee volunteer program Show less

Bachelor Of Science (Bs), Marketing, Accounting

Activities and Societies: Founding father of Phi Sigma Kappa fraternity - served as Scholarship Chairman and PR Chairman Worked.

Education record