Joseph Pena Email & Phone Number

Gardendale, Alabama, United States

In collaboration with the Sales Executive the main role is to serve as the Subject Matter Expert for Digital Payments and Receivables solutions to Financial Institutions and Corporate clients. Responsibilities include preparing presentations, provide demos of products, answer technical questions, collaborate in the RFP process, participate in the implementation process and provide product feedback to Product Managers.

Birmingham, Alabama, United States

Develop and manage a suite of information reporting products and services for Treasury Management clients, including new features and enhancements.Stay informed about industry trends, competitor offerings, and client needs to ensure that the product remains competitive and relevant.Work closely with clients and internal stakeholders to gather feedback, understand their needs, and incorporate their input into product development.Develop a clear product strategy and roadmap that… Show more Develop and manage a suite of information reporting products and services for Treasury Management clients, including new features and enhancements.Stay informed about industry trends, competitor offerings, and client needs to ensure that the product remains competitive and relevant.Work closely with clients and internal stakeholders to gather feedback, understand their needs, and incorporate their input into product development.Develop a clear product strategy and roadmap that aligns with the organization's overall Treasury Management objectives.Oversee the product enhancements development lifecycle, from concept to launch, ensuring that projects are completed on time and within budget.Ensure that the information reporting products complies with relevant BAI2, MT940 and MT942 standards and mitigate risks associated with product development and deployment.Update user guides, product manuals, and technical specifications materials to help clients and internal teams understand how to use the information reporting products effectively.Provide training to internal teams, such as sales and customer support, to ensure they can effectively sell and support the product.Collaborate with cross-functional teams, including sales, marketing, technology, and customer support, to ensure a coordinated effort in product development and launch.When applicable, work with third-party vendors or partners to integrate their solutions into the information reporting products.Stay up to date with industry best practices, emerging technologies, and regulatory changes that may impact the treasury management information reporting landscape. Show less

Birmingham, Alabama, United States

Play a critical role in driving the development and delivery of strategic solutions that align with our organization's goals and objectives. In collaboration with the Sales Executive the main role is to serve as the Subject Matter Expert for multiple Treasury Management products. Products Suite included Payment origination, Payment files and channels, Account Reconciliation files and channels, Information Reporting files and channel's, Wire, ACH and SWIFT networks and FTP, SWIFT FIN and FileAct… Show more Play a critical role in driving the development and delivery of strategic solutions that align with our organization's goals and objectives. In collaboration with the Sales Executive the main role is to serve as the Subject Matter Expert for multiple Treasury Management products. Products Suite included Payment origination, Payment files and channels, Account Reconciliation files and channels, Information Reporting files and channel's, Wire, ACH and SWIFT networks and FTP, SWIFT FIN and FileAct protocols. Responsibilities include preparing presentations, provide demos of products, answer technical questions, collaborate in the RFP process, participate in the implementation process and provide product feedback to Product Managers. Show less

Birmingham, Alabama, United States

Responsible for leading and Managing projects from initiation to completion. Worked closely with cross-functional teams, steak holder and clients to define project objectives, scope, and deliverables and then create detailed project plans to guide the project to success.

Birmingham, Alabama, United States

As the head of Lockbox Operations, my role was overseeing and managing the Lockbox processing Operations within a financial institution or a company's finance department. It involved the collection, processing, and depositing of incoming payments, such as checks and electronic payments, on behalf of clients or customers. I managed a 27/7 365 days a year operation that consisted of 188 staff members processing millions of Lockbox payment using manual and automated software and technology.