Coordinate, moderate, and lead functional requirement gathering workshops with technical team and other business stakeholders, including Senior IT Leadership members.Proactively communicate and collaborate with internal customers to analyze and interpret user questions, needs, and functional requirements.Responsible for business process documentation,supporting reference documents, traceability, and business & functional requirements.Participate in testing by creating and executing test cases, logging defects, and working with Development team to resolve and re-test.Collaborate with multiple businesses & IT stakeholders to design, develop, and deploy new enhancements or improved application processes.Assess the business environment to define the scope of the business problems, capturing business requirements, designing value solution approaches, and ensuring that the defined scope meets the customer's needs, goals, objectives, and expectations.Participate in solutioning workshops and execute requirement elicitation methods in effort to understand and document the needs of all business areas.Review and verify business deliverables submitted as a part of each phase of the project requirements and development.

• Act as a liaison among business and technical stakeholders to elicit, analyze, communicate, and validate requirements for changes to business processes, policies and systems for the Distribution, Accounting, Sales, Marketing, and Dealership business areas of Southeast Toyota..• Collaborate with technical teams to define, verify and document the existing system processes. • Create process maps, data mapping, and diagrams for “As-Is and To-Be” documentation, screen mockups, and process flows.• Prioritize work and meet deadlines while delivering high-quality outcomes supporting 2-5 concurrent projects ranging in size, scope, and complexity; for example: Real-Time Messaging, Pipeline Protection, Dealer Portal (Sharepoint), Salesforce, Salesforce Foundation, Invoicing, Allocation, and Accessorization on Mainframe and Distributed systems• Work hand-in-hand with both business users and technical development team to formulate functional requirements.• Work closely with Quality Assurance analyst to ensure traceability from business requirements, use cases and business rules to test plans and test scripts.• Work with the Solutions Architects on review of the solution and design to ensure that the requirements are met.• Own and manage User Acceptance testing including the Test Plan, Test Cases and execution and management of UAT activities.• Foster successful partnerships to ensure a high level of trust between the business and technical teams, including executive leadership in a sales-oriented environment.

• Collaborated with leadership and SMEs to consolidate and document business processes among three teams within Special Situations Group to adhere to Wells Fargo policies and standards.• Lead the initiative to implement scanning capability for over 400 users across 25 locations to adhere to Corporate Compliance policy.• Created guidelines and procedures for SSG for Iron Mountain, Document Content Management (DCM), and a shared network drive for housing all documentation needed for Records Retention. Performed training for the users.• Worked with technology to create the SSG Sharepoint repository.• Performed audits of documentation to ensure Bank Secrecy Act and Flood Insurance policies were enforced. • Represented SSG as the leader for Wholesale Records Management, Wholesale Vendor Management, FACTA, Exit Recommendations, and Business Continuity Planning teams.• Created the SSG BCP and AlertFind documents and procedures. • Performed research and work with SMEs to document SSG procedures and risks in the Risk Control Self-Assessment (RCSA) tool.

• Part of a project team to implement a new workflow tool in a .NET environment for the Fulfillment Teams within Commercial Credit, Treasury Services, Commercial Real Estate, and Large Corporate areas. • Conducted interviews with applicable SMEs to capture and document product-specific business rules and obtain business rule sign-offs• Created high- and low-level process maps from the documented business rules.• Assisted with testing of the business rule logic in the new workflow tool.• Assisted with documenting the UI screens and mock-ups to create test scripts for UAT.• Performed business rule and UI testing in the SIT environment

• Lead initiatives in analysis and design activities; gather business and functional requirements for projects in support of IRA, Command Asset Program (CAP) accounts, and other brokerage products.• Acted as the Lead BA on the creation and development of the Charter Distribution application which distributes customer balances across multiple bank charters to optimize FDIC coverage for customers and increase the bank’s liquidity to meet business process rules and federal regulations for over $65 billion of customer deposits.• Gained understanding of GL processing and entries for the Charter Distribution application for both the bank and brokerage side of the ledger.• Collaborated with a large cross-functional project team in creating and maintaining the required deliverables for a large-scale project to streamline and automate the new account opening and account maintenance processes into an online application, which enforced business rules and processes.• Served as a back-up for the project manager in facilitating meetings, researching answers, follow-ups on action items, and administration of project deliverables.• Created and maintained Requirements Specification Documents, Functional Design Documents, Process Diagrams (As-Is, To-Be), and Use Cases based on research, analysis, and discussion with business partners to ensure requirements are thoroughly and correctly documented; collaborate with development and infrastructure partners during functional design analysis and design approach.

• Provided the functional specifications to build the components of a Business Process Management utility to increase efficiencies• Rapidly gained in-depth knowledge of business processesin translating tasks into measurable requirements; conducted JAD sessions• Supported a Six-Sigma Greenbelt project to increase efficiencies through compliance procedures• Designed prototypes of the user interfaces• Using Business Process Modeling standards, created As-Is High- and Mid-Level Process Maps for 120 Low-Level processes• Collaborated with SMEs and Business Area Managers to identify and obtain advanced knowledge of those functions, as well as their regulatory and legal implications in areas such as Anti-Money Laundering, Due Diligence Investigations, Fraud Investigations, and Incident Response.• Performed a Voice of the Customer (VOC) survey, analyzed and aggregated the responses via an Affinity Diagram, and used the results to devise the Critical to Quality (CTQ) metrics to align with Hoshin goals• Created documentation required in the Define phase of an SSCP project, such as the Business Case, Failure FMEA, Stakeholder Analysis, and Current Environment Assessment• Consulted with business areas to recommend areas for process improvement; influenced participation and decision-making• Formulate detailed Test Plans and execute Test Cases; performed UAT• Created and maintained documentation as required by a Six Sigma Methodologies project, such as Project Plans, High-Level Design, Business Requirements, Use Cases using UML standards, and Master Test Plans; hit target deadlines for project with aggressive deadlines and immovable go-live date• Obtained in-depth knowledge of approximately 45 applications used in the Wealth & Investment Management group and created detailed documentation• Managed project to migrate over 7000 Quick & Reilly brokers into the Bank of America system for the Insurance Sales Group, affecting the allocation of commissions paid

• Developed business plans to achieve the organizational strategic goals by acquiring in-depth knowledge of the customer’s operational processes in order to best meet their workflow objectives• Influenced customers to make process changes that most effectively met business objectives while maintaining excellent customer service to the patient and satisfied federal HIPPA regulations• Led team to strategize, plan, and implement a Business Process Management (BPM) / workflow system (Tibco/Staffware) for a complex set of workflows to increase efficiency, streamline productivity, reduce costs, significantly decrease revenue cycle, and provide a reusable framework for future process automation initiatives using creative methods while maintaining the project scope and timeline• Gained a 68% reduction in process cycle time while decreasing redundancy by creating customized intelligent forms and efficient process flows• Analyzed data integrity and trends gathered by the workflow system by creating Crystal Reports and generating SQL queries and stored procedures• Created Use Case documents using UML standards to ensure that the system properly met the defined future-state process objectives• Integrated workflow solution with existing systems to provide real-time data and integration between applications• Actively seek and display knowledge of customer’s key users, business processes, and objectives• Devised creative methods and strategies to achieve workflow and reporting deliverables that best meet the business objectives while maintaining the project scope and timeline• Cross-trained teammates on area-specific expertise; train and mentor new hires on process improvement, design scope, data mapping, and best practices• Interacted with software vendor for implementation plans, upgrades, requests, and issue escalation

• Provided Electronic Report Management (ERM), Imaging, and WorkFlow (Staffware) consulting, project management, and implementation services to large, corporate customers in various industries, including banking, insurance, healthcare, shipping, and manufacturing. • Created Functional and Technical Requirements documents, Use Case documents, Statement of Work documents, BRDs and RFPs.• Developed and presented training materials for new product lines to customers and teammates in a classroom environment or at customer locations, seminars, and workshops.• Proactively monitored and learned software application functionality for an emerging technology in a rapidly-changing environment