Qualifications Summary:
Agile Certified Scrum Master
Business process re-engineering and analysis; matching business requirements to systems solutions.
Schedule, budget and deliverables management and follow-through independently and in a supervisor role.
Experience with SDLC Methodology.
Experience in Microsoft Word, Microsoft Project, Microsoft PowerPoint, Microsoft Visio, Microsoft Excel, Microsoft SQL Server, SharePoint, VersionOne.
Professional Experience:
CoreLogic/First American, Irvine/Santa Ana, CA. (October 2008 – Present)
Solutions Partner (2015-Present)
Work directly with Product leaders and Finance to generate new product proposals for Executive Management. Partner with the Architecture Review Board to ensure that all new technologies conform to the technology roadmap. Create projections for revenue, cost savings, labor and infrastructure. Generate forecasts for profit and loss, initial rate of return, net present value and EBITDA.
Accomplishments:
Created an executive level proposal for the Capital Markets Single Platform product.
Worked with Pivotal Labs on a technology proof of concept, discovery and framing and estimation of a UI proposal.
Currently seeking approval on a minimum viable product phase.
Sr. I.T. Program Manager (2011-2014)
Manage the Capital Markets program consisting of multiple project teams of varying size (5-25) utilizing Agile and Waterfall methodologies. Facilitate the creation of revenue-producing products, from proof-of-concept, potential vendor selection, implementation and post-production support. Work closely with Legal and Finance for contract reviews and accounting of project financials. Liaise with Corporate Information Technology Group on procurement and installation of small, medium and large product infrastructures. Partner with Product teams to clearly define project scope, timelines and product roadmaps.
Accomplishments:
Managed the data center migration of all Capital Markets infrastructure from the Santa Ana to Dell’s data centers. Migrated over 280 servers supporting production, development and quality assurance. Worked closely with customers to ensure proper testing was in place. Worked with Client Services and Marketing on generating customer communications.
Managed the launch of the Loan Level Market Analytics product. Worked closely with servicing data providers utilizing anonymized data contributions.
Managed the launch of the Borrower Credit Insights product. Worked with Trans Union to generate a monthly data feed of anonymized credit data.
Member of the PMO Standards team. Generated processes, templates, worksheets and best practices that were implemented across the organization. Created communications for standards changes and auditing to ensure adherence.
Sr. Technical Project Manager (2009-2011)
Accomplishments:
Managed the RiskModel product through multiple product releases. The RiskModel generates $7.5M annually and is used by large banks (Wells Fargo, Chase, BofA, FHLB’s) to analyze their portfolios. RiskModel combines the industry’s most comprehensive mortgage databases with advanced predictive modeling technologies and forecasts the likely future behavior of mortgage portfolios as well as individual loans. RiskModel focuses on prepayments, defaults, and losses to predict changes in mortgage status, probability of default and loss given default
Managed the creation of the Bond Analytics Platform – The Bond Analytics Platform generates reliable analytics and pricing by deriving results from actual current risk and projected risk, to the value of assets that compose portfolios and securities. These assessments incorporate the most current loan-to-value ratios, market conditions and performance models.
Coordinated projects with third-party vendors MicroStrategy and Vichara to deliver technology updates to existing product platforms.
Partnered with Microsoft and Amazon to provide Cloud-based solutions to optimize delivery times while reducing overall project costs.
Won the Kennedy Excellence Award in 2011.
Technical Project Manager (2008-2009)
Accomplishments:
Managed the TrueStandings Securities application which generates $1.35M annual revenue. The TrueStandings Securities application is a Business Intelligence tool that is combined with the industry’s largest and most comprehensive mortgage securities database. Provides portfolio analysis by tracking collateral default, prepayment and credit risk.
Managed the creation of the Vector Securities application generating $800K annual revenue in the first six months of production. The Vector Securities application is a next generation Business Intelligence tool that utilizes loan level RMBS data to analyze collateral default, prepayment and credit risk.
Worked with Experian and Trans Union to integrate “anonymized” credit data into the CoreLogic dataset.
Partnered with Microsoft and Amazon to provide Cloud-based solutions to optimize delivery times while reducing overall project costs.
Indymac Bank, Irvine, Ca. (November 2004 – September 2008)
Project Manager - AVP
Plan, direct and coordinate project activities to ensure that project goals/objectives are accomplished within prescribed time frames, budgetary constraints and in compliance with the Corporate Strategic Plan. Review and improve everyday business processes to reduce cycle times, defects and unnecessary costs and improve company bottom line. Create proposals and strategic plans highlighting timelines, scope of work, budget, and staffing requirements for all project phases. Participate in continuous technology and business process reviews and recommended updates as necessary to ensure that the company consistently meets the changing business needs and market conditions. Responsible for estimation on return of investment (ROI) as well as post- project implementation and key performance indices (KPIs) to determine project success. Developed SharePoint project portal for tracking of all projects and established a project prioritization methodology and process to engage Technology Steering Committee. Utilize strengths in communication to coordinate efforts between business stakeholders, executive management, and IT resources to facilitate the delivery of projects within prescribed timeframes.
Accomplishments:
Launched the “Go-paperless” strategy in order to maximize operational and sales efficiencies, while significantly reducing operational expenses. Solution replaced the manual/paper-based processes with workflow driven imaging systems resulting in a first year savings of $2.1 million by eliminating shipping expenses, providing secure electronic delivery of consumer and third party documents.
Implemented changes to multiple core systems enabling an affinity relationship with American Express, allowing joint qualified customers to make their monthly mortgage payment via their American Express card and thus accumulate rewards points on a monthly basis. During the pilot year, the program generated over $100 million in new loan/refinance business.
Facilitated the replacement of the credit vendor within the companies Point of Sale system, reducing business unit operational expenses by 3% in the first year.
Sr. Business Analyst
Indymac Bank, Irvine, Ca.
Responsible for analyzing business needs of various departments, specifically Lead Management Operations and Business Strategies. Act as liaison to business clients in order to develop an understanding of their business processes and technology objectives. Provide clients with information technology recommendations that address process improvement needs and achieve their prescribed goals. Document business requirements, perform analysis and create functional and technical specifications. Create business process models and system workflows utilizing MS Visio. Develop and execute test plans, including detail test cases covering all primary flows and exception flows. Successfully implement projects/products to streamline production workflows. Develop/recommend system enhancements and modifications to maximize efficiencies or insure compliance.
Accomplishments:
Designed, developed and implemented a robust end-to-end CTI (computer telephony integration) based lead management, presentment and contact management solution resulting in an 11.9% increase in marketing effectiveness and a 10.5% increase in current customer recapture.
Sr. Quality Assurance Analyst
Indymac Bank, Irvine, Ca.
Lead a team of five (5) QA Analysts responsible for end-to-end testing efforts to ensure delivery of defect free applications. Responsibilities included functional, technical and regression testing of divisional technology projects. Prepared/reviewed test cases and traceability matrices to ensure test plans met project specifications. Coordinated regular defect review meetings with project team to communicate and resolve defects. Implement a centralized defect-tracking process, utilizing Mercury Test Director.
Accomplishments:
Implemented real-time XML based data exchange interfaces with third-party service providers resulting in automation of manual processes, preservation of data integrity and reduction in cycle time. Achieved unprecedented ROI of 157% in the first year.
Software Quality Assurance Engineer
Kofax Image Products (Employment Strategies), Irvine, Ca. (July 2004 – October 2004)
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Perform comprehensive testing on the application’s user interface, verification of functional specifications, engineering requirements and documentation adherence. Testing responsibilities included creating/executing test procedures, adding ad-hoc scenarios to test recently modified code, and performed regression tests for each iteration submitted to SQA. Updated existing test cases based on feature enhancements as well as implementation of new features to conform to new requirements. Discovered, reported, verified and closed defects in the defect tracking system. Reviewed and recommended changes in product-related documentation such as user guides, online help and release notes. Trained technical support representatives in the usage and troubleshooting of the product.
Education:
Bachelor of Arts
California State University
Sacramento, CA
Agile Certified Scrum Master
Scrum Alliance
Santa Ana, CA
Microsoft Project Professional
Learning Tree
Pasadena, CA
Share Point Administrator
Microsoft
Pasadena, CA
Project Management Essentials
Learning Tree
Pasadena, CA