Phone: 972-251-0441Little Elm TX, 75068

KEY SKILLS

ñ       Industry context: Implementation and management of teams, processes, and technology in Banking and Financial Services (Mortgage, Auto Finance, and Commercial Loans). Focus on industry-agnostic Data Management skillsets.

ñ       Data management: Architecture, modeling, integration, warehousing, reference/master data, quality, metadata, and governance.

ñ       Data risk management: Discovery, source cause analysis, action planning, regulatory response, remediation, and security.

ñ       Business intelligence: Data profiling, analysis, and sourcing. Report development, automation, and ad-hoc query/research.

ñ       Process development & improvement: Analysis and design of intake, workflow, change management and control processes.

ñ       Relational database management systems: Oracle SQL Server, Microsoft SQL Server, Sybase, Teradata, PostgreSQL

ñ       Programming, querying, and scripting languages:  Ansi SQL, PL/SQL, T-SQL, VBA, VBScript, Powershell.

ñ       Data management software: Crystal Reports, Cognos TM1, SAS, Talend Enterprise and Open Studio, HP Quality Center.

ñ       Technical Infrastructure: Creation, installation and administration of virtual and physical DW/BI development environments.

ñ       Formal consultation and communication experience delivering training material, project proposals, analyses and responses.

ñ       Creation and execution of end-to-end analytics processes, including supporting project management and SDLC.

EXPERIENCE

Citigroup10/2014-Current

MIS Support & Strategy – Global Consumer Bank Operations and TechnologyVP – BP&A Sr. Manager

As a BP&A Sr. Mgr., I am architecting, designing and leading development and implementation of centralized data management processes and application frameworks, enabling analytic process consolidation. Migration results in operations resource expense save, improved operational risk controls, and sunset of legacy analytic processes. I perform or lead the following aspects of this program:

ñ       Creating enterprise architecture and design for evolving, conceptual, and unstructured business and data requirements.

ñ       Sourcing, developing, and leading resources with skillsets conducive to developing the framework tools and processes.

ñ       Design and build of technical infrastructure including virtual and physical servers and applicable software packages.

ñ       Upstream operational system, data lake, and warehoused data inventory, accessibility, profiling, and analysis.

ñ       Integrated Meta-modeling, data modeling, data mapping, ETL (normalization and de-normalization), DDL, and DML framework, schematics and diagrams that systemically synchronize and retain metadata in real-time.

ñ       Utilization of several normal forms and data storage methods to solve structural and temporal business and data challenges.

ñ       Construction of a centralized data hub with modular and immutable structures, and associated data management processes.

ñ       Construction of an OLTP data management and system administration application to orchestrate and execute system and human interactions with the hub for diverse data development, governance, and quality interaction models and use cases.

ñ       Integration of data science modules that include systemic and manual insight/knowledge creation processes.

ñ       Machine-learning based data quality, financial and operational performance measures, and forecasting models.

ñ       Integration of Dimensional OLAP, Ad-hoc querying, data visualization, and other consumption tools and methods.

Cognizant Technology Solutions10/2012-10/2014

Enterprise Data Management – Banking and Financial ServicesManager – Projects

As a manager of projects, I advise high-growth banking and financial services clients regarding information management improvements necessary for business development, perform and supervise various on-demand roles during end-to-end project execution, including:

ñ       Built enterprise data management/governance frameworks and implementation plans in partnership with senior and executive leadership to achieve business process optimization, increase responsiveness to regulatory oversight, increase investor confidence, and support mergers, acquisitions, and organic growth.

ñ       Advised on conceptual and practicable data architecture, leveraging industry standard frameworks, including in CobiT, Common Warehouse Metamodel, and the Data Management Body of Knowledge.

ñ       Provided recommendations toward data process and project standardization, definition of maturity models and responsibility matrices, and forging cross-functional alliances necessary to overcome observed operational and technological challenges.

ñ       Leading project planning and delivery of business analysis, data analysis, design and testing efforts on data-centric applications.

ñ       Advising on opportunities within the enterprise and industry. Assisting with project initiation and resource placement strategy.

Bank of America03/2012-08/2012

Data and Reporting Advances and Analytics – Real Estate ServicesAVP – Reporting Analyst III

As a senior strategic reporting analyst, I designed and recommended uniform Reporting Standards and Quality Improvement framework and control structures for key Mortgage Servicing reporting teams. Advised on data risk management and improved responses to regulatory inquiry. Partnered with reporting teams to implement processes to validate data quality and retain critical information assets for ~1500 reports across Mortgage Servicing. Acted as advisor, liaison, and facilitator of governance initiatives related to reporting process improvement and control, data management, and report data quality control. Spearheaded design, approval, and implementation of Reporting Standards and Quality Assurance initiatives. Methods include:

ñ       Lead cross-functional teams to improve mortgage reporting processes. Documented via LiveLink Discovery.

ñ       Create and socialize expectations for reporting process control and transparency. Used Visio and Powerpoint.

ñ       Build partnerships with various reporting teams and ensure standards are applied in reporting processes.

ñ       Guide existing quality assurance and quality control teams to align efforts across mortgage servicing.

JP Morgan Chase08/2010-03/2012

External Reporting – MortgageAVP – Business Analyst II

As an AVP, I designed, implemented and supported regulatory reporting program management and SDLC processes. Built and managed teams to execute and liaise on these processes, as well as external inquiries, Internal and External Audit research, response, and remediation, data governance, and engage in full-cycle enterprise data warehousing initiatives.

ñ       Build, lead, and develop the Reporting Process Control, Quality Assurance, Research and Audit teams.

ñ       Collaborated in creation of Oracle PL/SQL reporting, SDLC work-flow, and project/change management processes.

ñ       Socialize these improvements and reinforce acceptance via mentoring, leadership, and encouragement.

ñ       Integrated Research and Audit team into Internal and External Audit processes. Maintained artifacts via Sharepoint.

ñ       Design and facilitate processes for audit response, including root cause analysis and action planning.

ñ       Led Research and Audit team participation in Oracle-to-Teradata enterprise data warehouse conversion.

ñ       Determine and act upon opportunities for mortgage servicing process improvement. This includes data quality and exception analysis of transactional underwriting data across several loss mitigation solutions.

ñ       Primary success: Control, Research, and Audit team successes improved reporting processes and increased responsibility to audit findings and action plans. Audit Data Integrity increased from 85 percent to a record high of greater than 98 percent.

ñ       Secondary success: Provided end-to-end guidance in Enterprise-level data warehouse initiative, including ETL logic, BRD/FSD, development guidance, UAT and data quality rules and testing that allow increased Data Integrity across regulatory reporting programs, increasing MIS visibility into operations data.

ñ       Tertiary success: Championed business process improvement opportunities, starting several initiatives that improve borrower experience and regulatory compliance across several mortgage programs.

In summary, as AVP, I developed, championed and facilitated initiatives that strengthened the Data Integrity, Process Effectiveness, Policy Adherence and Audit Compliance of mortgage loss mitigation programs.

External Reporting – MortgageOfficer – Business Analyst

As a Lead Analyst, I designed and developed the MHA reporting process control pipeline, change management strategy, and supporting teams. This improved business and reporting production and change management process control/governance. I also participated in cross-functional remediation and process improvement planning, and developed requirements for changes such as underwriting application enhancements.

ñ       Improved exception resolution processes using Oracle PL/SQL, Data Marts, and Excel reports. Trained and guided a servicing process task force to increase capacity and effectiveness. Coordinated enhancements to reporting processes. These efforts reduced the impacted population by an additional 87%.

ñ       Created a Control Self Assessment regiment by which key internal controls are tested on a semi-annual basis.

ñ       Updated SQL logic for program reporting processes to increase accuracy in sourcing Net Present Value (NPV) calculation transactional data. Documented logic via Visio and Powerpoint, and created BRD/FSD.

ñ       Researched and recommended improvements to Oracle data warehouse for optimal SQL performance.

Prior, as a Senior Analyst, I developed requirements for, and advised implementation of, improved reporting processes and data architecture to meet changing regulatory demands. Performed, documented and communicated impact analyses and requirements to business process and tech application owners. Performed impact analysis on new MHA Administrative and Compliance guidance. Developed, documented, and communicated new requirements to implementation teams to ensure MHA Program policy, process, and data retention requirements compliance. Developed and implemented reporting process improvement strategy that takes into consideration Compliance Audit, CSA, quality assurance and business process action plans. This included:

ñ       Perform ad-hoc analysis, data mining, ETL, and reporting via Oracle PL/SQL and Excel.

ñ       Create BRD/FSD and perform UAT to ensure new requirements are implemented correctly and timely.

ñ       Raise requests for clarification to executive leadership and the MHA Program administrators.

ñ       Facilitated accurate and timely implementation of Net Present Value (NPV) calculation version 4.0 and the Principal Reduction Alternative (PRA) sub-program reporting.

ñ       Redesigned the Aged Trial report and remediation process via data analysis in SQL and Excel. Documented via Visio and Powerpoint, and executed this strategy. These efforts reduced the impacted population by 68%.

ñ       Developed and championed the redesign of IR2 reporting process architecture in Oracle PL/SQL and MHA Reporting process strategy. This improved data accuracy, data integrity, process transparency, and process control.

Exeter Finance Corp.04/2008-07/2010

Data Management – Portfolio ManagementBI Analyst/Developer

Reported to the EVP of Portfolio Management and satisfied data management, data quality, business intelligence, business process optimization, and analytics needs for all business leaders and external partners. Clients included portfolio management, branch operations, underwriting, credit risk, accounting/treasury, forecasting, loan servicing, loss mitigation, state exam/audit, and investors.

Developed most reporting via SQL, Excel, and Crystal Reports. Developed ETL processes, business and reporting process automation via Talend Open Studio, T-SQL, VBA, VBScript, and Powershell in an MS-SQL, Oracle, and Access environment. Example projects:

ñ       Accounting: Data transformation and reporting for financial transaction data, forecasting, and audits.

ñ       Loan Origination: Reporting and exception alerts for underwriting and credit risk management.

ñ       Servicing: Data transformation and reporting. Analyzed and provided recommendations for business process improvement.

ñ       Collections: Installed and managed a cloud-based dialer solution. Developed ETL, data integration, and productivity reporting.

ñ       Credit Risk Analytics: Collaboratively created risk-prioritized contact solution and data warehouse for team use.

ñ       Created over 500 ad hoc reports, data-sets, and utility queries via MS-SQL, T-SQL and Excel.

ñ       "AutoJE" - Translates account status and transactions from the servicing system into accounting journal entries.

ñ       Developed over fifty production reporting suites, automated for real-time, daily, weekly or monthly distribution.

External data and report recipients include portfolio analysts for prospective lenders/purchasers, state officials for business review and licensing purposes, IT groups for data warehousing, risk management groups, and auditors.

Citigroup10/2005-04/2008

Dialer Administration – Commercial Business GroupWorkflow Coordinator II

Operated and enhanced the Aspect Unison dialer system for the Delinquency Management group, on a Unix and Sybase SQL environment. Created and maintained ETL, system health and KPI reports, and work delivery systems via Unix Shell, SQL, Access, and Excel. Performed User Acceptance and Regression Testing for IT automation initiatives. Worked with operations and IT Business Analysts to facilitate ETL improvements and credit risk segmentation strategies. Ensured peak agent effectiveness and efficiency by creating and executing strategic call campaign pacing and flows.

Delinquency Administration – Commercial Business GroupSr. Administration Rep.

Responsible for servicing delinquent accounts via bankruptcy, litigation, and liquidation research and recommendations. Coordinated inter-departmental research. Created and maintained metrics and reports regarding department performance. Documented Delinquency Administration processes and facilitated special projects. Recognized for exceptional results for eighteen months. Recognized as an Applied Curriculum Expert regarding delinquency administration processes. Primary point of contact for the trainers and managers of these processes while the department was being transferred to another location.

Verizon10/2004-09/2005

Internal Sales and SupportSales & Support Rep.

Primary sales contact for Verizon Online Business Solutions high-profile clients. Provided provisioning support for Business Sales. Coordinated escalation resolution and configured orders for executive services. Consistently exceeded expectations on flagship product by upwards of 400 percent. First achieved top Business Sales Performance, in record time, in April 2005.

Convergys 07/2003-10/2004

Internet Services Technical Support – Yahoo!Service & Resolution Rep. II

Understand, resolve, and document issues for Yahoo! Small Business Solutions. Monitor network and server performance and coordinate issue resolution. Primary overnight contact for transition to 24 hour Small Business Solutions support.

Internet Services Technical Support – Yahoo!Service & Resolution Rep. I

Primary point of contact for Yahoo! Small Business Solutions clients. Technical support for internet-based products. Established a record of quality contribution including exceptional compliance and customer satisfaction reviews.

ORGANIZATIONS

Data Management International (DAMA Intl.)  (2013-Current)Publication Reviewer

EDUCATION

Brookhaven Community College, Farmers Branch, Texas (1998-1999)Studies: General / Technology

Lewisville High School, Lewisville, Texas (1998)Diploma