Software Project

Marcus E. Edmonds

**** ******** **., *********, ***** Carolina, 28216 * 704-***-**** * *************@*****.***

PROFESSIONAL EXPERIENCE

NASCENT Technologies, CHARLOTTE, North Carolina

Business Analyst/Scrum Master, Feb 2018 - Present

Elicit requirements from internal and external Stakeholders

Create process flows and documentation for new software enhancements and functionality

Responsible for writing Agile user Stories to capture functionality of software

Lead Backlog Grooming Sessions to ensure Development Team can understand how to code and fix new software features

Facilitate Daily Scrum Meetings for team to give work updates and to remove and potential blockers for Sprints

Work closely with Product Owners and Client to build relationships between Client and business objectives

Provide Weekly Status Updates to Executive's on Sprint progress and trends

Document in JIRA and Confluence new stories and issues for tracking and review

Lead Requirements Gathering and Design Session Meetings

Responsible for creating the BRD for new software functionality and high level process flow

Project Manger, Oct 2017 - Present

Responsible for Issue Tracking for new Software Implementations

Lead Project Kickoff Meetings

Facilitate Daily and Weekly Client calls to provide updates on project status and deliverables

Responsible for creating final Project Plan using MS Project

Provide Ad HOC Status Reports on project milestones to Senior Management

Monitor and review Project Plan for scope changes and dependencies

Identify and discuss any potential risks to project deadlines and deliverables

Coordinate the availability of Project Resources to meet client needs and deadlines

Work with internal Fulfilment Team to coordinate the logistics and delivery date of Hardware parts to client.

MIAC Analytics, Charlotte, NC

Technical Support Analyst, Sep 2016 - Sep 2017

Perform software installations and updates for internal and external users via remote connection or on-site installations.

Create and manage software application licenses and permissions.

Create and Manage SQL databases

Use AGILE SDLC for software development grooming/sprints

Perform QA/Software testing for new fixes and updates

Operated as Jr. Network Admin troubleshooting network and server related issues.

Troubleshoot application issues and work with the Software Development Team to code and fix.

Infovisa, Cornelius, NC

Trust Accounting Analyst, Dec 2014 - Sep 2016

Provide Operational and Technical Support for small to medium sized Trust Departments.

Answer technical and trust related questions via phone or email for Trust Department Managers and Trust Analyst.

Conduct training sessions for pre and post conversion of clients to new Trust Accounting Software to ensure proper utilization of software.

Preform software upgrades for clients and patch installation for most current software version.

Perform BETA testing for newer software versions of Trust systems, to identify bugs and report to Software Developers to Code and Fix.

Create technical training manuals and training videos for Trust Personnel to use for job function training and program functionality.

Use SQL Server to query Trust databases for information to assist with data collection and troubleshooting accounting errors.

Provide Mid-level Tech Support for hosted and non-hosted Trust Department databases, serve as point of contact for Infrastructure checks and problem resolution.

Wells Fargo Advisors LLC, Charlotte, NC

Investment Client Service Rep 3, Apr 2011 - Aug 2014

Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.

Provide Customer Service on Brokerage accounts, Brokerage IRA's, ROTH and Traditional IRA's

Educate client on tax and penalties for IRA distributions and contributions. Also inform client of any updated IRS changes for IRA and related investment products.

Act as liasion between Financial Advisors and client to provide the best possbile customer experience.

Perform problem resolution on Brokerage,IRA, and related investment products. Which included research and correspondence with client to resolve issues.

Quote interest rates and and give market quotes for investment clients.

Suggest investment products to client that fit needs and goals.

Investment Operations Specialist, Oct 2010 - Mar 2011

Assist internal WellsFargo branches with IRA, Brokerage, and investment product questions and system processing.

Provide guidance to WellsFargo branches and Financial Advisors on how to convert investment products to new platform

Preform operations processing for IRA contributions and distributions and Brokerage accounts.

Help research and resolve tax corrections issues for IRA and Brokerage accounts.

Act as liasion between clients and Financial Advisors and WellsFargo Bank to ensure quality service.

VectorVest, Cornelius, NC

Stock Consultant, Jan 2009 - Sep 2010

Educate client on how to use Investment Software tool to analyze Stocks, Bonds, ETF's

Inform client of Stock Market trading conditions and help them use market information to make investing decisions.

Conduct over the phone training sessions with client to learn investing style and needs and show how investment software could get desired results.

Suggest investing products to clients that fit needs, also help retain existing users.

Performed basic troubleshooting for software issues and escalation to Senior Tech for resolution.

Carolina Premier Bank, Charlotte, NC

Loan Operations Assoicate, Dec 2007 - Aug 2008

Assisted Commerical Lenders with collecting information to complete and fund business loans.

Work with lenders and outside agencies to clear Compliance issues

Research trade publications for viable leads for Commerical Lenders

Involved in establishing protocol and procedures to make sure loan are compliant with state and federal laws

Prepare loan documentation for commercial loan closings, book commercial loans into banking system and also review loans for regulatory compliance and business procedures.

Help prepare bank for audits and reviews to ensure that all Commerical Loans are compliant with regulations.

Wachovia Bank NA, Charlotte, NC

Loan Review Specialist, Jun 2006 - Oct 2007

Review Home Equity, Prime Equity and Business loans.

Ensure loans are compliant with state and bank regulations.

Provide internal support to Wachovia Financial Specialist, Credit Decisioners, and external customers.

Review loans for errors to ensue complete booking with no client impact.

Fund and book loans to Wachovia loan booking systems with low error rate.

EDUCATION

Villanova University, Philadelphia, PA

Masters Certificate in Business Analysis & Project Management, May 2015

Chesterfield Technical College, Richmond, VA

Sep 1996 - Jun 1998

Computer Information Systems & Multimedia

Monacan High School, Richmond, VA

High School Diploma, Jun 1998

Advanced Studies Diploma

ADDITIONAL SKILLS

MS Word

MS Excel

MS PowerPoint

Public Speaking

Negotiation Skills

Project Management

SQL Server

Business Analysis

MS Access

C++

Network Adminstration

MS Project

XML

Visio

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