Peter M. Brown

** ******** ****

Unit ***

Edgewater, NJ 07020-2415

Cell 201-***-****

acyiiw@r.postjobfree.com

Qualifications Summary: Professional with cross-functional expertise as a seasoned Commercial /Consumer Lending Operations Manager/Business Analyst/ Project Manager with experience in all aspects of Commercial /Consumer Banking Operations including: Strategic Planning, Mergers and Acquisitions, Vendor Management, System Conversions of Commercial and Consumer Products, Reporting, Document Imaging, Payment Applications & Tax and Insurance Administration. Portfolios managed include commercial R/E, syndications, participations and construction loans. Accomplishments include creating strong business relationships with internal staff and outside clients providing end user support, training, implementing upgrades, design enhancements, requirement gathering and managed project plan creation. Skills include direction on straight through processing, User & SIT testing along with troubleshooting loan portfolios. Experience includes performing task related SDLC process.

Member of the Mortgage Bankers Association of New York (Commercial Real Estate & Residential Real Estate Organization)

Hardware: Mainframe - CICS environment - Citrix

Software: CLCS (Construction Loan Control System) Vendor – Data Select

LIQ (Misys) - AFS (Automated Financial System) 8.3.1CRE & Paralender & BBO –Baker Hill- Mantec Financial System (MTI) – SHAW - ACBS -FIS-Systematics-Metavante Loan System (M&I) – Fiserv –ApplicationXender Imaging System – TCS Bancs

Infolease Vendor (Decision Systems) - DataLink (MortgageServ) Open Solutions IND financial system & DNA platform-Calyx Point –Front End System - File Aid - Winrunner - View Direct-Test Director -Vedit- Beyond Compare –

CPI Alltel- Jack Henry Assoc Silverlake Release 13 - Lotus Notes 6.5 & Microsoft Outlook -Word & Excel

Core Banking Skills:

Have developed processes for ACH payment interfaces to core banking from lending applications including Commercial and Consumer

Setup of fee processing interfaced with accounting systems tied to core banking front end.

Worked on the development of processing branch payments through OSI deposit system for the commercial lending application AFS.

Created records on LIQ that had deposits being pledged for collateral purposes.

Project tasks have been performed using various types of Waterfall and Agile.

Professional Experience:

PMB Financial Services LLC - Independent Contractor -Business Development –Current engagements – 01/2015 -

Broker Agreement with Professional Assets LLC – Business Facilitator /Development and Consulting

Data Management Broker Agreement with DTG Consulting Solutions – Developing Data Governance and Cyber Security Platform for all Banking Platforms including Retail/Consumer and Commercial

Business Development Broker Agreement with Capstone Funding – Creating business funding relationships

Solomon Edwards Group 09/2014 – 1/2015

Contract – Senior Consultant/SME –Citibank

Senior Consultant assigned to Conversion Team to create a Test Strategy framework for the line of business partners including Retail – Commercial and Private Banking to use as a guide to test and validate all pending conversions.

Working with Commercial Lending business partners to develop business requirements to migrate to a new platform.

The RWC Group 11/2013 – 1/2014

Contract - Senior Consultant/SME

Project Lead to gather and prepare business requirements for Construction Lending platform as part of core banking system implementation. Partner with business users to establish best practices developing required data to be installed within the Construction Lending module.

Liaison with software developers in defining system specifications as a subject matter expert.

Israel Discount Bank of New York 3/2011 – 9/2013

VP Operations -

Liaison and Project Manager between Loan Operations and Information systems group for Loan IQ system enhancements and modifications.

Monitor all system defects related to Loan Operation through the vendor portal.

Gather and prepare requirements for all Loan Operation initiatives.

Detailed and defined with software developers the system specifications.

Loan Operations Project Coordinator for Loan IQ version 7.1 release including strategic planning, management of project plan creation and testing coordination. Managed the project scope with Business Unit and maintained the issue management during the project.

Project Manager assigned to vendor support (Misys LIQ) as part of upgrade process along with monitoring the budget related to vendor hours.

Attended Misys user conference representing the bank with issues related to design and solution issues.

Member of user group defining for Misys LIQ the FATCA system requirements needed to handle the regulation pending 2014.

Hudson Highland Group, NYC 8/2010 –12/2010

Senior Business Analyst

Contract – Flagstar Bank – Troy, Michigan

Assignment: Completed implementations of various AFS commercial lending modules. Assignment included working with the IT staff and the business unit to efficiently install the modules based on the client needs. Additionally, I was assigned the Project Manager to build a Middle Market lending group within the Flagstar organization.

Notable duties:

Review of requirements with business units to interface OSI Deposit system for branch payments to AFS commercial lending system.

Create and document test case scenarios for AFS Tax and Insurance Escrow Module with step by step plan for testing SIT & UAT.

Managed process to execute test plans based on requirements and follow up with the client.

Coordinate with developers any workflows required to run for testing purposes.

Attend weekly meetings with client to review all outstanding issues or defects.

Matlin Silver 4/2008- 7/2009

Senior Business Analyst

Contract - Fusionapps - Secaucus, N.J.

Assignment: At Fusionapps was dealing with integration and defect resolution on the Web Based OSI-IND Deposit System for retail investment product. Responsibilities included working with the vendor and client on testing all system changes and mapping of current file layouts for daily workflow reports. Essential to this process is QA requirements prior to running live files through the development environment or staging environment. Payments were entered the web based IND Deposit system and tests performed to validate all calculations. I collaborated with developers on various system enhancements, defects and requirements to improve the performance or efficiency of a specific piece of functionality.

Notable duties:

Review requirements with developers

Create and document Test Case scenarios

Execute test plans based on requirements and follow up with the client

Coordinate with developers any workflows required to run for testing purposes

Attend weekly meetings with client to review all outstanding issues or defects

Morgan Holland & Co LLC (Consultant) 8/2007 to 11/2007

Director, Commercial Lending Services

Assignment: The role as Director of Commercial Lending Services was to create a practice and develop business relationships. Specific task to manage both the relationships and the contractors assigned to each project. The goal was to bring IT solutions to our clients in order to reduce risk and streamline all their processes related to Commercial/ Consumer lending services. Consulted with application vendors, financial institutions and IT professionals with the goal to partner and achieve success.

Key Assessments:

Front End system analysis

Assessment of credit risk standards on current system v. new system

Compatibility to interfaces for processing G/L, Escrow and payments

Assessment of current functionality meeting the standards of AML and SOX

Performed analysis/compare of commercial / consumer applications –CLCS –AFS – SHAW – ACBS - LIQ

M&T Bank (Buffalo NY) 1/2007 to 8/2007

Contract - Senior Business Analyst Consultant (Testing Project Manager)

Assignment: Contracted to represent the Commercial Loan Operations in the 8.3.1 CRE Implementation Project. The project included the testing of all specification documents related to the implementation and validate all results. Managed the completion of testing the AFS Paralender front end system, Test scripts and screen designs included all the new credit risk requirements required. In addition, retest remainder of 8.3.1 functionality which had defects that needed complete testing prior to installing 8.3.1CRE. The new functionally includes Escrow, Libor, REAM, Event Driven Fees, and Scheduled Balance Processing. My role included representing operations when dealing with the vendor (AFS) and with the project management team at M & T Bank.

Additional daily tasks:

Held daily team meetings with testing unit.

Attended all Project meetings and JAD sessions.

Reviewed with Project Leader all outstanding budget issues.

Bank of America (NYC) 9/2005-10/2006

Contract -Senior Business Analyst Consultant

Assignment: The assignment involved being part of a team directed to convert Commercial Loans residing on M&I to the AFS Commercial Loan System. The portfolio of 10,500 loans consisted of SBA loans, construction and term loan products to be migrated to AFS in a semi-automated process. Assignment included data mapping along with creating translation tables and specification documents for this conversion. The position also called for travel to on-site data mapping sessions, project team meetings prior to conversion. In addition, the role was to assist in the creation of a strategy to reduce the cost of this conversion.

4/2004 – 12/2004

Huntington Bank

Columbus Ohio

Contract - Senior Business Analyst Consultant

Assignment: Columbus, Ohio with Huntington Bank. (Commercial Loan Conversion)

Assignment includes the following, data mapping, creation of system translation tables, system testing and the development of procedures and requirements needed to complete a Commercial Loan conversion from Jack Henry Assoc Silverlake Release 13. In addition, the review of specification documents submitted to convert Commercial Loans to AFS. The portfolio was comprised of Commercial Loans, Construction Loans, Real Estate loans, LOC and Participations. In addition, I was instrumental in bringing the conversion process to the Loan Operations staff. Addressed all issues that would have customer impact on operations and managed the process to monitor and find solutions to each critical issue. The conversion process was conducted under the guidelines of Sarbanes/Oxley requirements.

Porchlight Mortgage Corp. 8/2003 – 12/2003

Rutherford N.J.

The position duties were to originate residential mortgage loans based on internal and external leads. Process the application and gathered all documents needed for closing based on the requirements of lenders used by the broker (Porchlight)

ABN-AMRO 4/2002 – 2/2003

New York, NY

Contract -Senior Business Analyst

Interfaced with the Wholesale Commercial Loan and Mortgage user group to address issues related to the following:

Daily system errors causing delay in processing of workflow. Maintained a daily log of conditions being addressed and resolved. Advised the responsible area of the errors to be corrected and documented the response.

Reviewed Commercial Loan Dept documents based on the Business Unit request. Reviewed the request for validity and time needed to complete the project.

Prepared specification documents for enhancements or system design changes and presented to the programming staff for review.

Prepared test scripts for the Commercial Loan Business Unit.

Presentation of all changes and enhancements to the QA area for compliance to the standard system practices within the environment. Testing technology was Winrunner.

Reviewed Commercial loan documentation to ensure enhancements where meeting the proper audit standards.

Met with Commercial Business Units monthly to address the status of all projects and communicate any issues needing resolution.

Fleet Bank (formerly United Jersey Bank/ Summit Bank) 9/1987-8/2001

Hackensack, NJ

AVP /Manager Commercial Real Estate Servicing Department

Designed a Commercial Real Estate Servicing area: End to End Processing

Supervised staff of 34

Managed portfolio of 20,000 commercial mortgage and construction loans.

Managed Customer Service Department that included collateral releasing on commercial mortgages.

Managed the Escrow Administration function on 8000+ loans.

Conducted month end reporting for Commercial Real Estate division consisting of management reports for portfolio monitoring and corporate accounting.

Automated a process to advise loan officers of collateral release requirements and reporting.

Liaison between Loan Operations and Information Systems Group for system enhancements, conversion and modifications.

Performed system automated and manual loan conversions including data mapping and system translations. Applications CLCS -AFS – SHAW –ACBS – FIS-Systematics

Organizations:

Mortgage Bankers of New York

Do Good House Student Support Group – 501c3

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