Jason Smith Email & Phone Number

Des Moines, Iowa, United States

Des Moines, Iowa, United States

Advisor Group, June 2021-January 2022.• Functioned as the Business Analyst Lead on 4 different projects• Scheduled and facilitated business requirement gathering sessions.• Developed work / process flow maps / diagrams.• Captured and produced business requirement documentation.• Presented documentation to stakeholders.• Obtained official signoff for project documentation.

Des Moines, Iowa, United States

WIM Control (Wealth and Investment Management Risk) – Risk Data, Analytics and Decision Sciences• Specialized in customer remediations: (Issues identified where customers had been negatively impacted. Tasked with building out entire process for identifying and reporting impacted clients and how much remediation was owed.)• Satisfied data lead role within multiple custom customer remediations. Solely responsible for: scheduling requirement sessions, capturing business requirements, converting business requirements to data requirements, database table and field research, building SQL and SAS query and program code, generating returned transactional and account records, performing secondary analysis on returned records, calculating remediation and interest amounts, recording and submitting step-by-step procedural documentation, producing data dictionaries, obtaining sign-off approval, presenting and defending entire process to multiple levels of internal review (stakeholders, analytic management, quality control, testing, audit), and providing final data to execution team for accurate payment to be distributed to qualifying customers.• Developed, maintained, received enterprise approval for, and managed SharePoint access for multiple different tools and processes, used for remediation purposes, across different lines of business.

Des Moines, Iowa, United States

REM (Risk Engine Management) - Rule Operational and Analytical Data• Specialized in transitioning ‘rules’ engine for mortgage decisioning system.• Functioned as only data lead within agile scrum team. Successfully transitioned from waterfall methodology to full Agile methodology. Successfully completed 30 Agile sprints and ~300 stories. Updated and optimized ~600 ‘rules’ data attributes. Presented showcase segments to stakeholders.• Specialized in horizontal data validation of data transitioning through mortgage decisioning system.• Fulfilled role of data lead on 70+ CORE and GRD projects. Operated and maintained automated product that broke down XML data files and performed initial horizontal data validation of data element values per each 29 system transitions. Ran multiple test cases of data validation testing for 3,770+ data elements. Mapped data flow and matched data elements through all transitions of mortgage decisioning system.

Des Moines, Iowa, United States

• Specialized in horizontal data validation of data transitioning through mortgage decisioning system.• Operated and maintained automated product that broke down XML data files and performed initial horizontal data validation of data element values per each 29 system transitions. Ran multiple test cases of data validation testing for 3,050+ data elements. Mapped data flow and matched data elements through all transitions of mortgage decisioning system.

Des Moines, Iowa, United States

• Specialized in determining applications required for employee replacement Win7 laptops.• Developed repeatable process to identify and gather information for active employees from a combination of SOR's with no shared key categories. Performed mapping validation on 9,000+ unique queried application titles. Provided analysis to and worked with desktop support, packaging, testing and architecture teams to further validate, test, package, and install applications on Win7 machines. Set task priority for and facilitated meetings with packaging and testing application efforts. Developed and maintained proprietary database to aid in setting up and tracking machine deployment efforts. Facilitated meetings with deployment groups.

Des Moines, Iowa, United States

• Specialized in horizontal data validation of data transitioning through mortgage decisioning system.• Operated and maintained automated product that broke down XML data files and performed initial horizontal data validation of data element values per each 28 system transitions. Ran multiple test cases of data validation testing for 2,800+ data elements. Mapped data flow and matched data elements through all transitions of mortgage decisioning system.

Des Moines, Iowa, United States

• Specialized in selection analysis of Master Data Management application vendors.• Aided in scope development. Created and maintained data attribute list. Mapped data attribute list to current and future source systems. Compiled data requirements. Completed retention project timeline and time estimates. Consolidated scattered existing and new business requirements into singular business requirement documentation. Facilitated JAD sessions. Produced, distributed and tracked internal CR surveys. Developed business case straw-man proposals. Developed business cases. Contributed to ROI documentation development. Assembled trending reports and activity lists. Compiled data dictionaries. Produced process flow maps. Gathered program information. Completed scope drafts for project tasks.

Des Moines, Iowa, United States

• Specialized in global seed field management product development.• Worked extensively with international business analysts and users gathering seed life cycle information, (Austria, Croatia, France, Hungary, Italy, Romania, Turkey, Chile & North America). Developed business and technical requirements for existing seed life cycle processes. Documented interface requirements from multiple legacy systems to interface with new product. Documented master data and conversion chart information, (units of measurement, language translations, etc.). Refined life cycle business requirements and verified accuracy with international business analysts and users. Melded regional requirements into a single requirement document utilized for development. Worked with development to fill functional and non-functional requirement gaps. Provided technical requirement documentation to development team. Wrote and performed phased test cases throughout application development.

Des Moines, Iowa, United States

• Specialized in horizontal data validation of data transitioning through mortgage decisioning system.• Created and maintained business and technical requirements for loan applicant qualification process. Implemented fifty-four new data elements into existing legacy data transfer process. Designed, developed, implemented, tested, operated and maintained a new automated product that broke down differently structured XML data files and performed initial horizontal data validation of data element values per each 20 mortgage decisioning system transitions. Ran multiple test cases of data validation testing for 1,600+ data elements. Mapped data flow and matched data elements through all transitions of mortgage decisioning system. Created supporting HDV documentation and informed team members of updates.

Des Moines, Iowa, United States

• Specialized in insurance policy system transition.• Developed commercial umbrella, farm umbrella, and excess 'lead' products and positions. Reverse engineered existing commercial umbrella insurance policy raters and processes, and captured existing rating functionality. Elicited business and user requirements, and goals from SMEs. Performed gap analysis to check compatibility of existing system infrastructure with new business requirements. Converted business and user requirements to functional and technical requirements and rate steps. Prepared prototype and led data flow and sequence of events presentations with end users and stakeholders. Conducted requirement and open/pending issue JAR and JAD sessions with management, SMEs, vendors, users and stakeholders. Tested application general functionality against business, user, functional and technical requirements. Assisted in preparation of test plans and test cases. Developed architectural solutions. Resolved open issues, bugs and change requests. Developed proof of concept to add table of contents and bookmarks to policy form combinations. Aided the 'print' team in developing variable forms.

Ankeny, Iowa, United States

• Specialized in development of school wide data warehouse platform.• Interviewed existing and future data warehouse platform SMEs and recorded existing and desired functionality. Captured business, user, functional and technical requirements. Developed multi-stage assessment plan for converting 3 data warehouse platforms to 1 Microsoft data warehouse platform. Provided smooth handoff to account executive.

Des Moines, Iowa, United States

• Specialized in insurance policy system transition.• Reverse engineered recreational vehicle and motorcycle/snowmobile policy raters and processes to capture existing rating functionality. Elicited business and user requirements, and goals from SMEs. Performed gap analysis to check compatibility of existing system infrastructure with new business requirements. Redesigned and recoded recreational vehicle and motorcycle/snowmobile policy raters. Developed business, user, functional and technical requirements for: (annual updating of the municipality tax codes, premium increase letters, new boat association discount, and recreational vehicle). Drove uploading of municipality tax code updates into mainframe. Reviewed rate tables prior to implementation. Documented existing defects and bugs.

Des Moines, Iowa, United States

• Specialized in application development and general project support.• Conducted JAR and JAD sessions with project stakeholders, SMEs, QA analysts, and project management to develop requirements and identify/resolve issues. Documented and delivered JAR and JAD session results. Utilized SDLC methodology RUP and UML frameworks to create process and procedure diagrams, BRD's, and URD's. Created use cases, wire-frames, supplemental requirement documents, business rules, sequence and activity diagrams to supplement existing requirements. Documented current business and information workflows to identify processing, operational, procedural and policy issues. Created and managed project templates, use cases, requirements and traceability relationships. Elicited business and user requirements, and goals from SMEs. Performed gap analysis to check compatibility of existing system infrastructure with new business requirements.

Des Moines, Iowa, United States

• Specialized in creating Basel II Accord data mapping.• Utilized BusinessObjects and SAS to design reports and review data mapping items. Analyzed report items falling outside validation rules. Identified errors within existing information and provided correction suggestions. Conducted JAD sessions and interviews with project stakeholders, SMEs, QA analysts, and project management to drive out requirements and identify/resolve issues. Documented and delivered JAD session results. Elicited business and user requirements, and goals from SMEs. Performed gap analysis to check compatibility of existing system infrastructure with new business requirements.

Des Moines, Iowa, United States

• Specialized in call center application development.• Elicited business and user requirements, and goals from SMEs. Performed gap analysis to check compatibility of existing system infrastructure with new business requirements. Converted business and user requirements to functional and technical requirements. Prepared prototype and led data flow and sequence of events presentations with end users and stakeholders. Conducted requirements, and open/pending issues JAR and JAD sessions with management, SMEs, vendors, users and stakeholders. Combined production and testing environments into one application. Transferred all processes into VBA and SQL code. Added more functionality to the application. Tested general functionality against business, user, functional and technical requirements. Assisted in the preparation of test plans and test cases. Conducted JAD sessions to develop an architectural solution for the application. Resolved open issues, bugs and change requests.

Des Moines, Iowa, United States

• Specialized in product/state policy application development: (200 Million Dollar project deemed a 'Success' by stakeholders in June of 2006.)• Added commercial, farm and personal insurance products in "Geographical Eastern Expansion" states. Documented new product back end system requirements, (billing, claims, bureau reporting, etc.), and commercial and farm insurance 'package' information. Collected business, user, functional and technical requirements, and conducted JAR and JAD sessions. Created use case scenarios. Created project templates, use cases, requirements and traceability relationships. Conducted requirements and issue identify/resolution JAR and JAD sessions with project stakeholders, SMEs, QA analysts, and project management. Documented and delivered JAR and JAD session results. Resolved issues and obtained requirements sign off. Tested applications and documented defects/bugs. Liaison between business and IT resolving testing and development roadblocks. Conducted open/pending issue JAD sessions with management, SMEs, vendors, end users, development team and stakeholders. Brought existing mainframe code errors to product manager attention. Maintained business, functional and technical requirement documents and detailed revision histories. Prepared and provided knowledge transfer documentation to product support team. Alleviated system testing issues. Transferred forms and rates from testing to production environment. Mapped data conversion fields. Created process and procedure diagrams along with prototypes, BRD's, and URD's. Improved ability to choose company pricing options when preparing a customer quote for a customer. Developed ability to customize regional, state and product level agent options. Identified differences among products and proposed solutions allowing products to conform to one functional concept. Created functioning visual prototype models.

Des Moines, Iowa, United States

• Specialized in application development and default mortgage vendor management.• Elicited business and user requirements, and goals from SMEs. Performed gap analysis to check compatibility of existing system infrastructure with new business requirements. Converted business and user requirements into functional and technical requirements. Conducted requirements and open/pending issues JAR and JAD sessions with management, SMEs, vendors, end users and stakeholders. Automated existing and new processes. Tested functionality of applications. Prepared test plans and test cases. Conducted JAD sessions to develop architectural solutions for applications. Resolved open issues, bugs and change requests. Developed internet and non-internet based automation projects. Developed program to identify and request hazard insurance cancellation refunds. Developed USFN industry vendor report card. Eliminated representation of inactive council. Developed program to process bulk funds. Developed process to grade active council. Developed internet based program to track and report on FHLMC loan changes. Produced automated systems to interact with WFHM database. Cut telecommunication expenses and resource costs through development of internet based program for automation of loan tracking process. Developed MS Access multi-user databases for automating and tracking departmental procedures. Nullified high-risk errors by implementing error report review systems and multi-use single-action controls.

Des Moines, Iowa, United States

• Specialized in maintaining college student records and school operations.• Maintained mainframe data and functions. Transitioned data from legacy UNIX mainframe system to Visual Fox Pro system. Customized sections of mainframe system to be more user-friendly. Maintained crucial accreditation reporting. Raised student retention by providing and leading weekly reports and JAD sessions.

Redfield, Iowa, United States

• Specialized in life and small group health insurance sales.• Obtained Iowa life and health insurance licenses and sold individual life and small group health insurance. Built long lasting relationships with clients and co-workers.

Bas, Computer Information Systems

Graduated with honors

Aas, Computer Technology