Lisa L. Carter, Capm, Popm, Ssm, Sp Email & Phone Number

Florida, United States

United States

• I’ve supported the successful implementation of a digital solution to allow plan sponsors and consultants to make changes to their investment plan lineups “menu” offered to Client participants. Plan Fiduciaries are able to add new investments, replace existing investments and update allocations. • I acted as a product owner to support 4 scrum teams implementing a proprietary digital solution to provide plan sponsors and consultants a customized experience to create Target Date model… Show more • I’ve supported the successful implementation of a digital solution to allow plan sponsors and consultants to make changes to their investment plan lineups “menu” offered to Client participants. Plan Fiduciaries are able to add new investments, replace existing investments and update allocations. • I acted as a product owner to support 4 scrum teams implementing a proprietary digital solution to provide plan sponsors and consultants a customized experience to create Target Date model solutions that are tailored to their plan’s unique demographics. This solution allows total customization of the attributes which make up the models including investment strategy, asset allocation & glide paths.• I’ve provided mentorship to mentor of junior level Business Analysts and product owners.• I’ve created a cross ART collaboration group which brings Product Owners, Business Analysists and Product Managers together in an informal setting to discuss work we are doing and share tools which will support that work.• I’ve created a SharePoint list with multiple views that scrum teams across two trains leverage to capture open questions that need to be reviewed in various forums with our UX and/or business partners.• I’ve acted as the key analytical resource and/or software developer supporting major applications within Accounting & Finance, Anti-Money Laundering, Fraud Detection & Executive Metrics reporting; Batch Deposit Chek (Early Warning), Actimize (anti-money laundering solution), Deposit reconciliation and Brokered deposits. Show less

Jacksonville, Florida, United States

• While continuing my responsibilities at the bank, I also volunteered to worked on the Solution Counsel at TIAA supporting the transition of an existing manual process to a digital experience which would increase the number of clients and participants utilizing the proprietary solution offered by the company. I volunteered for this because our company was transitioning from waterfall to Agile and I wanted an opportunity to immerse myself in the Agile environment.• I wrote capabilities… Show more • While continuing my responsibilities at the bank, I also volunteered to worked on the Solution Counsel at TIAA supporting the transition of an existing manual process to a digital experience which would increase the number of clients and participants utilizing the proprietary solution offered by the company. I volunteered for this because our company was transitioning from waterfall to Agile and I wanted an opportunity to immerse myself in the Agile environment.• I wrote capabilities and features for the implementation of this new strategic initiative.• I reviewed and refined the features with the product teams financing the initiative. Show less

Jacksonville, Florida Area

Jacksonville, Florida Area

• Responsible for documenting business requirements, defining scope and objectives and formulating systems to parallel overall business strategies as well as completing mapping documentation and gathering data dictionary information.• Provide coding requirements for the design and implementation of major projects. • Responsible for developing mockup reports and SQL requirements for the Reporting and Analytics team to deploy for use by the various business units• Design,… Show more • Responsible for documenting business requirements, defining scope and objectives and formulating systems to parallel overall business strategies as well as completing mapping documentation and gathering data dictionary information.• Provide coding requirements for the design and implementation of major projects. • Responsible for developing mockup reports and SQL requirements for the Reporting and Analytics team to deploy for use by the various business units• Design, develop, modify and write requirements and specifications of software programming requirements• Follow established standards as well as the software development and project management lifecycles• Successfully implemented and deployed a Deposit Reconciliation project which is utilized by multiple business units within the bank including regulatory requirements.• Successfully implemented and deployed a brokered deposits identification project which is utilized throughout the company and will be especially helpful for Treasury, regulatory and auditing requirements.• Actively support 3 major applications within Accounting and Finance including Deposit Reconciliations, Loans & Leases Reconciliations and a SAS model for Allowance for Loans, Leases, & Losses Show less

Jacksonville, Florida Area

• Responsible for creating technical solutions for management reporting needs as part of the Reporting & Analytics Department in Default Servicing.• Developed multiuser MS Access Database to track and report on Compensatory Fees received. This database has assisted the Default Recovery team track delays, document correspondence, track third party billing and produces daily reports for management.• Developed a seating database which is utilized daily to maintain an accurate… Show more • Responsible for creating technical solutions for management reporting needs as part of the Reporting & Analytics Department in Default Servicing.• Developed multiuser MS Access Database to track and report on Compensatory Fees received. This database has assisted the Default Recovery team track delays, document correspondence, track third party billing and produces daily reports for management.• Developed a seating database which is utilized daily to maintain an accurate account of available space for new and existing employees. This database is utilized to produce a MS Visio report that maps out open and occupied seats. It assists management with capacity planning.• Developed a multiuser MS Access database for Document Tracking for the Look Back team. This database is used daily for Document Task Tracking, Document Complaint Tracking and Quality Control Tracking.• Developed a Loss Mitigation database to allow for streamlining and automation of the process of sending various Loss Mitigation Solicitation Letters to NCP for processing.• Developed a Letter Tracking database to allow for tracking of changes of online letter writer letters as well as manual letters. This database will also track month to date cost and year to date cost of producing each letter. It has been developed to maintain the criteria for each letter as well as the recipient type, etc. for all letters.• Responsible for facilitating end-user support and training for the databases. • Developed forecasting and trending model for management utilizing MS Excel.• Daily production of multiple reports utilizing Passport, MSP, MS Excel and MS Access. Show less

Vero Beach, Florida, United States

• Full application programming using RPG, RPGLE, SQL and FREE• Developed RPG application that allows users to enter and print transaction memos into one database reducing time resources by at least 30%. This application is used by two departments and has become an integral part of daily work improving accuracy and efficiency of each department’s job.• Developed Excel application that uses VB Script, Pivot Tables and macros to track and report monthly investment contribution… Show more • Full application programming using RPG, RPGLE, SQL and FREE• Developed RPG application that allows users to enter and print transaction memos into one database reducing time resources by at least 30%. This application is used by two departments and has become an integral part of daily work improving accuracy and efficiency of each department’s job.• Developed Excel application that uses VB Script, Pivot Tables and macros to track and report monthly investment contribution checks.• Developed RPG application that allows users to enter and view personal or business recurring or nonrecurring reminders in one database. Current reminders are displayed at login each morning• Responsible for maintenance of existing programs used for account overview, portfolio management, performance management, performance calculation, reporting and billing• Daily use of data import and integration, report generation and analysis• Responsible for IBM iSeries system maintenance and user pc maintenance• Work one on one with end users to develop solutions to questions and plan possible enhancements• Review all data for accuracy and efficiency of systems Show less

Wilmington, North Carolina, United States

• Automated various office procedures which contributed to an increase number of orders that were able to be input into the system daily, an increase in the number of cartons shipped daily and an increase the number of invoices processed• Developed and implemented detailed training manual for Product Support/Marketing Analyst position• Developed and managed Access database for end users to enable them to quickly and accurately update and query the D3/Pick Database• Set… Show more • Automated various office procedures which contributed to an increase number of orders that were able to be input into the system daily, an increase in the number of cartons shipped daily and an increase the number of invoices processed• Developed and implemented detailed training manual for Product Support/Marketing Analyst position• Developed and managed Access database for end users to enable them to quickly and accurately update and query the D3/Pick Database• Set up new employee accounts to allow access to database applications and provided instructions regarding database and other applications required for position• Supervised progress and training of new employees• Worked with end users with database issues (D3/Pick); correcting login failures, killing processes, etc.• Ran end of day procedures to protect data integrity Show less

Wilmington, North Carolina, United States

• Executed changes in cost and pricing structures that allowed the business to position itself to be more competitive in the industry which contributed to a 70%-95% increase in sales• Insured that the integrity of the gross profit was maintained on a daily basis• Researched marketplace to gather data regarding our companies competitiveness; price comparisons, minimum sale quantities, quantity breaks, etc.• Created a new, more efficient Access database to enable users to… Show more • Executed changes in cost and pricing structures that allowed the business to position itself to be more competitive in the industry which contributed to a 70%-95% increase in sales• Insured that the integrity of the gross profit was maintained on a daily basis• Researched marketplace to gather data regarding our companies competitiveness; price comparisons, minimum sale quantities, quantity breaks, etc.• Created a new, more efficient Access database to enable users to access and update data in a user-friendly environment while supporting end-users with the use of an older existing Access database• Maintained all costs and pricing for products offered using Access database for mass updating• Worked closely with the Marketing department preparing and maintaining monthly product promotions• Implemented a process to track the success of product promotions and price structure changes through monthly monitoring Show less