Leighann Mountcastle Email & Phone Number

Frisco, TX, US

Draper, UT, US

Farmers Branch, Texas, US

• Currently working as the sole Salesforce Admin for Pacific Union, supporting account executives and sales management. Responsible for all aspects of the Salesforce org and configuration, including user setup/security.
• Provide business analyst and testing support as needed for application development integration projects.
• Offer guidance on Salesforce solutions and best practices.
• Most recent project involves the development, implementation, documentation, and support of a Salesforce community portal for mortgage loan originations.

Dallas, TX, US

• Provide comprehensive administrative support for the Salesforce CRM application for MoneyGram’s user base, acting as primary point of contact for sales and operations teams who require maintenance, configuration, and.
• Work with business stakeholders to gather, analyze, and document requirements for enhancements to MoneyGram’s Salesforce instance – including workflows, validation rules, approval processes, email alerts, custom.
• Maintain user roles and profiles, and provide ongoing administrative support for user security and license requests.
• Support functional areas of Salesforce – including leads/lead assignments, opportunities, contacts, accounts, cases/case assignments, libraries, dashboards, and reports.
• Use Workbench or Data Loader to import, export, and update data.
• Provide assistance and support for key Salesforce integrations – namely Conga, DocuSign, GeoPointe, and Informatica.

Mclean, VA, US

• Proactively worked with peers, application owners, and users in planning, developing, testing, and implementing new or enhanced functionality to existing systems in the loan origination space.
• Collaborated with business partners and product owners to define business requirements, translating into functional design documents for developers.
• Acted as liaison between business and technical teams during all phases of each project.
• Actively participated in release planning, coordinating User Acceptance Testing with lead BSA for each release and monitoring system performance post-release.
• Worked in Lean/Agile development framework, interacting daily with onshore and offshore team members and managing team workload and priorities.

Houston, Texas, US

• Design, develop, test, and implement financial tools, including system enhancements and upgrades.
• Provide production support for internal customers/users of financial systems, including second/third-level help desk support.
• Written communications to large financial user community.
• Reconciliation of financial data to ensure data integrity for internal management reporting.
• Develop and deliver user training for financial tools.

Coppell, Texas, US

ACE Group Ex certification, Cooper Aerobic Center personal trainer certification

-Provided production support for EDS financial systems/apps, including data integrity assurance and 24x7 on-call rotations.-Managed ongoing projects for application upgrades and enhancements, coordinated system integration and user acceptance testing, frequently worked with user groups to gather feedback and improve quality of financial tools.-Coordinated.

• Worked as bank teller, provided excellent customer service setting up new accounts, processed customer transactions, verified cash drawers daily.
• Maintained legal files as required on special accounts.
• Secured bank safe and set branch alarms upon closing each evening.
• Trained new employees, often rotating to other branches.

Bachelor Of Science - Business Administration (Bsba), Marketing

Undergrad, General Studies