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Work Background
Kitsap BankDeposit Support Operations Officer
Aug. 2024Bremerton, Washington, United States
Novon ConsultingConsultant for Osaic Wealth Management – Business Analyst
Aug. 2023 - May. 2024Confluence experience
Worked with Business to capture requirements to create front end application that Financial Professionals would use as single point of login for all business needs
Wrote User Stories and Acceptance Criteria, maintained backlog for Planning and Sprints
First Republic BankBusiness Analyst
Jan. 2021 - Aug. 2023Experience working on Business Requirement Documents and capturing customer needs for new banking platforms.
Was part of the CORE conversion team that moved data from legacy platform to new FIS IBS platform successfully.
JIRA, Confluence and SQL knowledge.
Experience developing user stories and acceptance criteria to build new UI’s for bankers.
Subject Matter Expert and contact for 1000+ bankers using onboarding and account servicing platform.
Proficiency with FIS IBS Deposit, Bank Control and Mass Exchange.
Worked extensively w/ Bankers and Developers on Gap Analysis and provided Problem-Solving expertise.
ConsultNetContractor - Business Analyst
May. 2020 - Dec. 2020Experience working on BRDs and capturing customer requirements for new banking platforms.
Collaboratively building Modern Banking Platform for customers for new checking products.
Experience with basic SQL scripts and tables with DBVisualizer application.
Experience reading and understanding basic data models.
JIRA and Confluence exposure.
Experience working with FIS ancillaries such as Treasury Management Products, etc.
Assisted in customer check and statement mapping with 3rd party vendors (Cedar CX Technologies).
Worked closely on the Technical Team, directly with Project and Program Managers as well as FIS IT Architects.
HomeStreet BankAccount Analysis Specialist SME (XAA)
Jan. 2018 - Aug. 2019Experience with FIS IBS Deposit platform as well as the Extended Account Analysis application.
Solely responsible for maintaining all data in Extended Account Analysis for entire bank. Provide overall support of the account analysis system/application.
Involved in data migration from legacy platform to new Fidelity XAA platform at HomeStreet Bank.
Involved in mapping data and assisted in moving data over or adding new data points for accounts.
Involved in purchase of bank in San Diego, in charge of moving all XAA accounts inclusive of their data over to the HomeStreet platform.
Provided subject matter expertise to business units to aid in their understanding of the account analysis system.
In charge of implementing solutions provided by management and vendors for addressing problems or enhancements.
Provide escalation support and ownership for researching and remediating production issues.
Responsible for leading product management activities with other internal business partners to ensure synergy and efficiency.
Proactively support application upgrades and releases.
In partnership with Product Managers, lead small to moderate scale initiatives in support of product, system and application enhancements.
Develop and foster strong and continuing relationships with business partners.
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