Jeff Metcalf Email & Phone Number

Anaheim, Ca, Us

Irvine, Ca, Us

Costa Mesa, Ca, Us

My team managed prospecting products for the Experian consumer bureau. This included consumer data, sales support, technical partnership integrations, inter-BU coordination, governance review & approvals, go-to-market planning, portfolio tracking & quarterly business reviews. I led the design bureau specific & inter-BU data configurations for go-to-market use cases supported by both API & flat file delivery. I supported strategic clients, sales, business development, & technical partners in areas such as data integration, data & user flows, & regulatory compliance. I internal supported teams working on the Cloud lift to Experian Ascend.• Supported clients & integration partners during technical integration with regulated bureau data.• Provided sales support with full client portfolio including national creditors / FinTechs / credit / CUs / & banks.• Ensured compliance with regulatory standards & retained business approvals for per-deal allowances.

Irvine, California, Us

I was responsible for APIs, AVMs, & Property Data in DaaS & flat file. I worked directly with Data Scientists on the AVM clustering methodology, cloud developers for the Azure-based DaaS solution features, the API framework developers for direct property data pulls, & the flat file delivery team. My charter included market analysis, business strategy, sales support, product feature development, & marketing message.• Provided cross-product sales support as the SME for support, training, & sales seminars.• Worked with Data Scientists who created & maintained the AVM clustering algorithms for property value assessments.• Authored business requirements for the DaaS & API platforms, & technical requirements supported by platform developers.

San Diego, California, Us

Organized & led the design & development of a new Loan Management System (LMS). I provided leadership in the areas of product management, scrum master, systems analysis, and technical product ownership culminating in a successful deployment. The JSON API interface was designed for partner integration during loan initiation review, & internally for underwriting review.• Performed discovery and documentation of functional requirements.• Coordinated with leadership aligning business & functional requirements to market needs.• Authored user stories, led SCRUM ceremonies, & facilitated backlog.• Worked directly with development team, performed UAT, and participated in issue resolutions.

Santa Ana, Ca, Us

I managed Product Owners, BAs, PMO, & the Scrum disciplines. My team designed and worked with development to build tools for automotive finance companies. These SaaS tools streamline lending decisions while reducing cost per acquisition, & are used for loan entry, pre/post credit filtering, risk scoring, & insertion into an LOS. JSON APIs were developed for LMS integration.• Leadership collaboration on the business plan, 60-month financial projection model, product roadmap reviews.• Product team leadership & development team collaboration on the SaaS software iterations.• Implementation of Agile Scrum disciplines and team culture.

Buena Park, California, Us

I was responsible for FxOnline, the point-of-sale platform into which all products were integrated, including cash transfer, check cashing, bill pay, ID verification, & more. Used globally to move trillions of USD annually, I led UI/UX per-transaction averaging a 40% decrease in use time as tracked by Adobe Omniture KPI reporting. This was achieved while maintaining compliance, 14 different language profiles, & interaction with on-site devices including signature pads, ID scanners, OCR, and card swipes.• US and European usability reports based on in-person research with branches and agent locations, & Omniture web metrics.• Alignment to strategy through backlog management, user stories, UX requirements, information architecture, & screen comps.• Delivery of FxOnline feature and functionality iterations with internal & vendor technology to US, Europe, and Latin America.

Minneapolis, Mn, Us

I designed & led the development of a new SaaS based data platform for Tax. This integrated multiple service areas for enterprise clients such as payroll tax, paycheck services, withholdings, & more. I was also responsible for all ETL interfaces to enterprise resource planning (ERP) platforms for payroll data including Oracle, PeopleSoft, JDE, Lawson, SAP, Kronos, and more. These systems support hundreds of in-house processes, compliance with over six thousand tax jurisdictions, service thousands of SMB to Enterprise clients, and move billions of dollars annually, with stringent security standards.• Authored business requirements & supported by development teams for technical requirements.• Integrated KPI tracking as part of the designed internal platform.• Delivered multi-threaded Cloud-based processing that replaced a legacy single threaded mainframe system.• Deployed a Cloud-based adaptable ETL platform that was replacing ETL point solutions.

Los Angeles, Ca, Us

I defined the requirements for a marketing & e-commerce solution that supports their vast global network of direct sales agents.

On the residential side I was responsible for all web-based Excel properties. This included a complete overhaul of their flagship website as well as thousands of localized SEO “feeder sites” in key markets, all with KPI performance tracking using Google Analytics. This also included the credentialed user area for account & payment management. Commercially I managed & coordinated with the network operation center’s (NOC) technical team to maintain Excel’s wholesale portal that tracked use of our feature group D infrastructure by brand name telecom carriers including Verizon, AT&T, Level 3, & more. • Performed discovery, UI/UX assessment, & authored requirements for the flagship & “feeder” websites.• Designed “Excel Analytics” that showed nationwide performance with planned extension to a client-facing tool.• Ensured development by web & NOC teams met business requirements & delivered the correct reporting.• Responsible for maintaining telecommunication compliance requirements we present in all client facing assets.

Us

Responsibility for: The VoIP based web communication & mixing application, technical requirements / information architecture, & integrations with telecom & web-based deployments. I led deployment efforts with several major telecoms across the US, Canada, & Europe including TELUS, Embarq, Lucent, Time Warner Cable, IP Unity, UT Starcom, & LogicaCMG. Our team won the “Most Innovative Voice Service” award from the International Voice Messaging Association.

Us

Responsibility for: The web based communication application, technical requirements / information architecture, project management, executive team coordination, & all distributor integrations & deployments. I led deployment efforts with several distributors including AARP & the Red Hat Society. Our team won the Fall 2005 DEMOgod Award & 2005 “Inny” Award for innovation from the Tech Museum in San Jose.