Tara Dotson Email & Phone Number

Florida, United States

• Understand client business needs and help design and build solutions to include requirements, configuration, and testing.• Engage with clients at all levels to ensure business needs are understood and incorporated into the design.• Support internal and external teams during development, testing and implementation phases of provided designs.• Communicate solution design plans to internal and external sponsors using prescribed functional design formats.• Review investor policy and industry related compliance regulations. Report on changes and communicate on areas of impact to CLARIFIRE.• Provide knowledge around features and functions of the CLARIFIRE Application to make necessary best practice recommendations.• Continually seek opportunities to increase efficiencies through design and implementation of new methodologies and solutions.

Tampa/St. Petersburg, Florida Area

• Reporting and Data Governance manager overseeing a team of professionals to analyze and design reporting suites for Citi’s enterprise of data controls and concerns to regulatory (OCC and FRB) examinations regarding progress of data issue management.• Project Lead responsible for remediating and closing IA (Internal Audit) CAP (Corrective Action Plan) findings.• Governance in technology integration within the FCRO (Finance Credit Risk Officer) organization.• EUC (End User Computing) monitoring and governance for ESG (Enterprise Scenario Group), ensuring all EUC controls are compliant with Policies and Procedures.• Collaborate with the DART (Data, Analytics, Reporting & Technology) organization by creating and managing Operational Procedures and MCAs (Management Controls Administration).• Champion technology changes for FCRO in relation to MS Teams and SharePoint 0365 creation and migrations• Perform Data analytics to identify gaps, accuracies, and data mining to provide robust Dashboard Reporting for ISG Operational teams, including KYC, Loan Ops, Client Onboarding, and other various Reference Data teams.• Collaborating with workgroups across ICG O&T to optimize reporting across several Citi servicing systems.• Product Owner that manages and leads business and technical project groups on the SDLC process executing activities for the entire software releases and lifecycles, both pre and post deployments.• Engaging and partnering with operations to increase automated reporting opportunities using Business Intelligence tools that reduce or eliminate FTE manual touchpoints.• Plan and manage sprints with program teams on business requirements, development, testing, and maintenance using JIRA to track velocity by refining and reprioritizing use cases based on business needs and changes.• Change agent for training and innovating current traditional project practices to adopt Agile and lean thinking methods that would increase production and product deliveries

Tampa/St. Petersburg, Florida Area

• Draft and analyze Business Requirements for Production Issues, System Enhancement and Business Process Improvements, including functional designs and process flows• Initiate and manage new projects using SDLC methodologies, including conducting health checks on project milestones ensuring deadlines are met• Document current Operating instructions and procedures regarding Business Operations and Processing • Manage and track system issues and enhancements within TFS to provide weekly reporting for software release planning and sprints• Conduct daily, weekly and Adhoc meetings with the business and IT, along with documenting meeting agendas and minutes while capturing action items• Testing software deployments for both UAT and Production sites• Assist with composing test plans and scripts for Quality Analysts to administer• Review weekly Invoice processing for client liaisons and submissions

Saint Petersburg, Fl

• Complete end-to-end testing designed for XML review and data integration with Client web sites, including vendor management of Investor reporting and Property Evaluation companies. Execute tests on client automation processes which include flat files for batch importing.• Test Web Services initiated through process automation and business rules require by Client specifications. Perform SQL queries to review software scripts, web service logs and error logs to report successful code deployments or inconsistencies and defects on software deployments. • Compose, revise, and verify quality standards and test plans for program design and product evaluation.• Compose technical specifications and functional documents for software development to ensure Business Requirements meet or exceeds client expectations.• Review new or modified programs including documentation, diagram, and flow charts to determine what new code releases are needed, according to Client and end-user requests that conform to regulatory guidelines.• Develop product expertise to facilitate and manage software implementations by providing analysis and management of processes that result in efficiency, quality and effectiveness.• Deliver superior client-support during Consultative and Pilot Implementation phases of Software deployments and consulting engagements.• Direct handling and tracking client requests for Support. Ensure timely, professional and complete response to client end-users on requests for assistance, independently resolving issues and questions when possible and routing problem incidents to the appropriate internal teams for resolution as necessary.• Published and updated Software User Guides as products and projects change with the Client’s business needs. • Using SDLC methodologies, manage the overall project coordination, including capturing meeting action items, coordinating resources, and heavy documentation for project completion and software releases.

• Responsibility as a subject matter expert to publish Foreclosure, Bankruptcy, Loss Mitigation, and Collection Policies to ensure compliance with federal and state regulations and best business practices.• Reviewed and provided compliance feedback and approval for Operational Procedures and Communications with current Corporate Policies and State or Federal Regulations.• Spearheaded projects when compliance risks were identified and needed immediate resolution.• Completed gap analysis reports for Federal, State, and Law regulations to ensure company policies and procedures were in sync with requirements.• Counseled the business and initiated executive meetings with outcomes of State examinations and findings.• Evaluated and conducted risk assessments in the production areas to document gaps between policies, procedures, and best practices.• Worked with the IT department to implement servicing system enhancements that would eliminate future state exam findings.• Built exception reporting to ensure continual compliance and developed triggers to identify immediate risks using the servicing system.