Acting in the role of Business Analyst/Project Manager/Business Systems Consultant within Wealth, Brokerage and Retirement’s (WBR) Client Information and Analytics (CI&A) team within the Data Information and Infrastructure group. Primarily responsible for business analysis which includes analysis of business requirements, analysis of functional designs and design of complex data management activities. Acting as a liaison between the business partners and the technical development staff. Interpreting, sourcing, managing and documenting data requests and data warehouse projects of varying size and complexities. Working collaboratively with the business partners and their shared services group. Partnering closely with various the technology teams in support of the infrastructure and hosting of databases and business intelligence applications. Also partnering with both the business partners and various technology partners in managing and supporting their testing efforts.

Manager of a team of Business Systems Consultants that support the UAT business testing effort for Home Equity/Mortgage Lending projects with a primary business focus of sales, originations and fulfillment of Home Equity/Mortgage lending systems. Effectively perform staff resource allocations at both the project and the enterprise release level. Perform documentation reviews and provide approvals at the project level for various project documents including business requirements, functional design documents, project test plans and test scripts. Provide business sign-off of the UAT testing efforts for Home Equity business line at the project level. Monitor staff performance against established testing milestones and performance goals. Complete staff performance evaluations.

Effectively managed a team of Business Analysts responsible for documenting business requirements, test scripts, performing business testing as well as performing and tier two support for consumer loan systems that perform origination, pre-disclosure generation, pricing, fulfillment processing, preparing closing documents, funding and booking to the servicing system.Worked directly with internal and OCC auditors to conduct periodic system overviews to provide detailed information related to functionality and controls. Partnered with technology teams to develop and implement solutions based on audit findings.Served as system owner and subject matter expert for user access requests and changes to corporate data security procedures impacting the loan origination systems.Documented system enhancements for training teams so that new system functionality could be incorporated into the existing training curriculum.Monitored staff performance against established testing milestones, performance goals and production support goals. Completed staff performance evaluations.

Performed daily production support and completion of configuration requests for loan origination and closing documents systems. Effective liaison between business partners/user groups and technology groups to document business requirements for production support/maintenance requests for the loan origination system. Documented test plans, test scripts and performed business testing.Provided tier two support for call center personnel related to the loan origination and closing documents systems. Partnered with technology partners to perform root cause analysis, identify workarounds, quantify impacts and provide final resolution. Responsible for drafting communications to be sent to impacted user groups, business partners and call center support sites.

Managed a staff of underwriters, processors and closers that supported all aspects of consumer lending with a primary focus on Home Equity lending for the Retail Bank and the Phone Bank Channel. Managed the successful implementation of the initial centralized Retail Credit Fulfillment Team for the Retail and Phone bank channels. Monitored and managed daily pipelines for volumes of applications received, processed and closings to insure established service level agreements were met. Monitored staff performance and performed staff evaluations against established performance goals. Managed partnerships with external vendors that provided title search and evaluation products to established service level agreements.Performed credit underwriting for various consumer lending products with a primary focus on Home Equity lending for the Retail Bank and the Phone Bank Channel. Additionally assisted Bankers and Junior Underwriters with structuring, processing and underwriting of consumer lending applications.

Completed reviews of both high-side and low-side credit exceptions for compliance to Fair Lending standards for Retail Credit Products.Performed monthly, quarterly and annual reporting of Fair Lending reviews of both high-side and low-side credit exceptions for compliance to Fair Lending standards for Retail Credit Products.Provided significant input in to the design, development, testing and implementation of the initial automated Fair Lending Analysis Tool for Retail Credit Products.Completed the design of the initial manual Fair Lending Compliance Tool that assisted bankers and underwriters in documenting their high-side and low-side credit exceptions.