Business Analyst

PATTY KIRWEN

ARLINGTON, TX *****

972-***-**** ac0diq@r.postjobfree.com

https://www.linkedin.com/in/pattykirwen

SUMMARY

An Operations/Business Analyst with current experience in Project Management/Business Analysis in mortgage financing, QA, Audit, Compliance in auto finance, the health insurance industry and pharmacy benefit management, Medical procedure codes (ICD-9) and pharma drug codes (NDC) knowledge, Mainframe benefit coding capability, User Defined code testing in Model Office (test environment), UAT Testing (creation, management and issue resolution), Report tracking, SQL query execution and SISS job query syntax error resolution.

PROFICIENCIES

Project Management

• Process/Procedure research for the creation of test scripts, Project Plan Updates

• Facilitate meetings for data gathering, workflow processes, project progress

• Documentation of relevant project data, management of storage repository

• Gap Analysis and remediation, Creation of Process Policy documents

• Waterfall Methodology proficient, Agile knowledgeable

Report Creation

• Full reports, dashboards, summaries via MS Excel pivots, charts, V-Lookups, Cognos

Business Line Interaction

• External and Internal Lines of Business, Data owners, Reporting Analytics, Upper Management, Executive management

Compliance, Quality Assurance and Audit

• Manual review of mainframe comments retention, ensuring policies are followed

• Testing of coded Pharma benefits, departmental processes

• Ensuring Corrective Actions are determined and implemented

• Creation/Management of Audit Reports

• Interface with Management for Audit results and rebuttals

UAT Testing

• Script running for Pass/Fail script management in Quality Center

• Creation/Management of Test Plan, test scenarios, Progress Log, Daily Dashboard

• Running testing and daily scums, issue resolutions

Coding

• Basic SQL querying and SSIS development (SQL Server 2008), health insurance benefits coding (mainframe), MS Toad

Mainframe Knowledge

• AS400 (i -Series), RXClaim Pharmacy System, Fiserv Loan System, ERISCO Claims

MS Office Suite applications

• SharePoint, Access (database creation, utilization and expression (code) writing), Excel, Word, Outlook, Power Point

Soft Skills

• Possess strong analysis, organizational skills, fine attention to detail, task oriented

• Take initiative, results driven, meeting deliverable deadlines

• Focused on learning new skills/functions to enhance job performance

PROFESSIONAL EXPERIENCE

US BANK, IRVING,TX Oct 2015 – Mar 2017

Operations Analyst IV

Analyzed Business Line process Documentation, created UAT scripts for new rules implementation, facilitated daily scrum meetings for test analysis and corrective action for code changes or script re-writes, mentored associate analysts, provided action plans in test creations (sampling percentage versus whole population), presented solutions in time and resource requirements based on workload to Project Manager, facilitated data gathering meetings with internal partners, created reporting and dashboards for routine project progress checks.

• Validated Invoice Management System business rules based on current BL documentation, state, federal regulations

• Provided corrective action to BL, post test results and documentation in shared drive for user accessibility

• Added response and corrective action from daily/weekly meeting results for Project Manager’s UAT log

• Facilitated meetings with Business Lines, Third Party Invoice Management team for data gathering, UAT test remediation

• Managed small projects from data gathering, creating test plans and test scripts

• Managed testing/implementation of new vendor enhanced Bankruptcy processing application

BANK OF AMERICA (COUNTRYWIDE), FORT WORTH, TX Oct 2008 – 2015

Consumer Product Strategy Analyst II 2011 – 2015 Creating waterfalls (reports) in MS Access, SQLplex for Service Transfer Releases of loan bundles to new servicers for the Deal Managers; creating Transfer Overview report (high level view of the waterfall for the Transfer team), maintaining internal dialogue with Deal Managers when waterfall changes are required prior to release to achieve successful bids/sales of transferrable loans; creating/distributing the weekly Waterfall Priority List for the Loan Boarding team.

• Ran waterfalls, created design template to initiate query output; manipulated data output into Excel pivots for data presentation

• Gathered data for the ALS conversion project into SQLplex based waterfall, produced testing/review of ALS characteristics waterfall in test environment and production output, advised R & A of issues requiring resolution

• Created weekly status reports for management, LOBs (Governance meeting minutes, Waterfall Priority Lists)

• Created ad hoc reports (disaster zip code list, updated report pivots, Gantt ID updates for team)

Operations Analyst 2009 – 2011

Validating code and reports before distribution to external clients, creating RMS Requests for new recurring or ad hoc reports for departmental LOBs, tracking projects for the reporting team utilizing the RMS system for report creation and follow through while maintaining customer contact throughout the life of the report requests; tracking subsequent delivery of recurring reports.

• Ensured client requested metrics were met in validating newly created reports with FUP to assigned Analysts

• Gathered information from clients for report need to submit to analyst for research/development

• Created daily reports of all reports in process or in current delivery for management, ensured deliverables are met

• Tracked reports not sent or posted daily for management to minimize missing deliverables

• Transitioned report tracking from the I-Request (SharePoint based) system to the database oriented RMS system, provided UAT, directed modifications for a fluid, customer focused tracking system

Business Analyst/Operations Analyst 2008 – 2009

Formulating, defining and implementing improvements to business processes and operations to solve and enhance productivity/effectiveness in year-end tax form creation and distribution; analyzing data, conducting research and consulting with peers to define problems and identify solutions in accurate statement creation and disbursement.

• Conducted analysis (AS400 research and testing)

• Performed Quality Control in Correspondence letter templates, monitoring defects

• Ran test scripts in Quality Center for Pass/Fail results based upon exceptions output produced in data validation

• Manual quality review of IRS tax forms (i.e.1098, 1099-INT, 1099A, 1099C) for quality control of regulatory and format changes prior to transmission to the print vendor for production and distribution

AMERICREDIT, INC. (GM FINANCIAL), Fort Worth, TX 2005 – 2008

Strategy and Marketing Analyst 2007 – 2008

Reported lease focused initiatives in the Strategic Alliances team in the auto finance industry, which included implementing and distributing residual values and rate sheets to client dealers, running daily lease and funding reports extracted from Cognos for internal and external clients, distributing weekly sub-prime leasing reports, running ad hoc reports for upper management.

• Successfully created/maintained communications with new and updated programs for client dealers

• Researched and resolved loan application issues to ensure proper understanding and utilization of programs

• Prepared month-end reports, ad hoc reports and presentations satisfying clients’ requests

Compliance Analyst 2005 – 2007

Reviewed policies for report determination/creation for monitoring potential, audited accounts in AS400, initiated exception reporting for violations, addressed findings with affected business units (Collections, Loss Mitigation, Customer Service) in compliance with Sarbanes-Oxley guidelines. Coordinated with other departments (Collections, Internal Audit, Policy Administration, IT) in researching processes, obtaining data for monthly, quarterly reporting of policy violations.

• Submitted query requests to IT for exception reporting for random sampling or total population criteria ensuring accurate loan processing review; created/distributed monthly executive summary to report exception trends

• Reviewed audit rebuttals, completed error assessments for finalized management report with subsequent follow through on management’s corrective action plans of assessed errors

• Facilitated interdepartmental meetings as needed for report creation and development

CATALYSTRX / HEALTHEXTRAS, Plano, TX 2004 – 2005

Quality Assurance Analyst

Audited the coding of prescription drug benefits (RxCLAIM AS400) and prepared final result reports for management.

• Developed/ran online test claims to verify benefit structure accuracy based on client specific benefits

• Created test plan documentation with detailed test scenarios with pass/fail results; submitted test plan document to the business owner to acknowledge audit resolutions prior to live claim adjudication

• Met benefits plan effective date deadlines and completed multiple audit projects successfully

ADDITIONAL RELEVANT EXPERIENCE

Quality Assurance Analyst, ADVANCEPCS / CAREMARK, Irving, TX Business Analyst, ELECTRONIC DATA SYSTEMS (EDS), Plano, TX

Benefit Plan Loader, TPCM, Dallas, TX

EDUCATION

B.S., Biology, Wright State University, Dayton, OH

Contact this candidate