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Business Analyst Financial Services

Location:
Houston, TX
Posted:
January 23, 2024

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Resume:

Kelly Moore

Houston, TX *****

240-***-**** ad21b2@r.postjobfree.com

Operational Effectiveness Business Analyst

Summary:

Business and UAT Analyst with over ten years’ financial services industry experience working in cross-functional teams in the development and execution of user acceptance testing, the documentation and delivery of software processes and leading effectual system changes in the form of user enhancements and upgrades.

Loan origination testing experience includes performing UAT relative to Encompass360, Empower, Finastra, Tavant, Velocify and Salesforce.

Comfortable investigating user errors and logging issues and triaging based on level of severity and escalating to IT.

Experienced running “dummy loans” through Finastra and Encompass360, leveraging administrative privileges to manipulate loans to various states to conduct required testing.

Proven experience utilizing business and functional requirements to develop user acceptance test scripts for production environment. Quality Assurance, ( QA ) tester.

Available as required for monthly builds and releases and customizing user acceptance test scripts to support new builds and their respective servicing annexes.

Skills:

Business Administration Core Skills:

User Acceptance Testing

Data Mining/Analytics

Risk Management

SAP/SAS Solutions

Project Management Skills

Training/Development

Agile

Script Testing

Business Process Analysis

System Integration

Financial Acumen

Presentation Skills

Teamwork/Collaboration

Technology Strengths & Methodologies:

UAT, Agile, Visio, SharePoint, Word, JSON, Visio, Spotfire, Microsoft Access, Microsoft TSF, ITIL, Advanced MS Excel, PowerPoint, LOS, PowerPoint, WebEx/Skype, SDLC, MS Project, Outlook, TSF Experience, XML

Education:

Bachelor of Science, Business Administration

Fayetteville State University

Experience:

BlackKnight Financial Services, LLC, Houston, TX

Technology Business Consultant II March 2022 – Present

Serves as liaison between end-users and the information technology organization consultants during IT and technology consulting projects

Expertly researches and documents client needs, ( technologies, regulations for system design )

Analyzes marketplace, industry, company, technology trends and best practices

Assists clients in writing test plans and test cases to ensure enhancements made to applications meet needs

Conducts a variety of tests such as system integration, readiness and acceptance tests and relays information to clients

Developed procedures, flowcharts, and consulting materials to enhance efficiency and solve complex problems related to clients products

Prepared and delivered comprehensive project reports to clients, including observations, recommendations, completed work, pending tasks, and ongoing responsibilities

Manages UAT performance testing and provides training and guidance on UAT testing guidelines and practices

Pentagon Federal Credit Union, Houston, TX

Senior IT Business Analyst / UAT Tester Nov 2020 – Jan 2022

Interfaces with business stakeholders to understand business needs, requirements and priorities

Serves as the liaison who bridges the gaps in communication between the business and development teams

Maintains a comprehensive trail of requirements and actively contribute to the project change control process

Manages the companywide implementation of new URLA requirements

Utilizes Encompass loan origination software for everyday tasks and completing job functions

Manages UAT performance testing and provides training and guidance on UAT testing guidelines and practices

United Airlines, Houston, TX

IT Business Analyst (Project) 12/2019 – 03/2020

Position focused on in-flight Wi-Fi functionality or accessibility involving three technology vendors including Fiserv, Panasonic and Viasat.

Executed documentation, transition, migration, integration and improvement of technical business system processes associated with a high functioning in-flight Wi-Fi experience.

Met with stakeholders to discover existing business process requirements and scope.

Mapped current versus desired business process state with specific emphasis on hand-off points.

Carried out analysis of current state processes and identified opportunities to enhance processes.

Facilitated analysis and improvement workshops with cross-functional stakeholders and SME’s.

Developed training materials associated with the transition and improvement of technical business system processes.

Utilized experience with developing process-oriented training materials for end-users while effectively communicating with both business and technical level teams in verbal and written formats.

Experienced in TFS (Team Foundation Server), as well as Agile environment

Lyondell Basell, Houston, TX

Business Analyst 07/ 2019 to 12/2019

Served as a Business Analyst gathering vendor requirements and performing stakeholder management.

Position governed companies’ global intranet including internal bulletins hosted on various software platforms including Salesforce.com, IBM and Citrix among others.

Duties included but were not limited to hands on IT regulatory compliance, security, privacy standards and data standards to increase asset value of enterprise data associated with technology vendors.

Worked with Senior Management as well as SharePoint and social media management.

Amegy Bank, Houston, TX

Business Analyst 05/ 2018 – 05/ 2019

Created user acceptance test (UAT) script for system changes for Encompass360.

Served as lead Business Analyst in the ongoing execution and tracking of UAT.

Ran “dummy loans” through Encompass360 loan pipeline end-to-end to test updates.

Overall UAT process intention was to “fool-proof” the automated functionality of the loan pipeline and the respective modules by conducting workshops to establish consensus Processor needs and leveraging technological loan checklists that were written into E360.

o Partnered with in-house IT Developers who were certified by E360 to implement customization.

Maintained, developed and oversaw reporting requirements from internal requests as well as external contractual requests and audits.

Organized, facilitated and lead meetings with business units to coordinate the development of business requirements documents and reporting requirements documents.

Duties encompassed the capture and coordination of various business units’ enhancement requests.

Determined and implemented customizable features based upon the client need and created client specific configuration profiles and workflows.

Created a solutions guide recommending tools to solve commonly unsolvable E360 issues / errors by leveraging system workaround workflows.

Participated in the design and development of system enhancements and tools critical to the proper execution of departmental needs as needed.

Developed requirements relative to new products including performing project implementation, workflow optimization, operational strategy creation and operational performance alignment.

Provided support for product configuration and workflows.

Acted as the administrative system subject matter expert for user privileges and user roles by title.

Envoy Mortgage, Houston, TX

Business / UAT Analyst 02/ 2016 –05/ 2018

Communicated the most effective way to utilize the loan origination system (LOS) Finastra to satisfy business requirements including both standard and / or custom functionality.

oFinastra had been go-live for 6 months prior to hire.

Investigated user errors and logged issues leveraging a ticketing system labeling issues by level of severity and escalated them to Finastra third party technology partners and IT.

Leveraged PhaseWare for issue tracking, project status, ticket prioritization and escalation.

oUser errors and initial UAT findings were reported by the help desk team, looked for signatures and conducted independent UAT to reconcile help desk findings.

Ran “dummy loans” through Finastra, leveraging administrative privileges to manipulate loans to various states to conduct required testing.

Utilized business and functional requirements to develop user acceptance test scripts for production environment.

Finastra pushed out monthly builds, customized user acceptance test scripts to support new builds and their respective mortgage servicing annexes.

Developed mobile applications used to take mortgage applications.

oWrote program for mobile applications using JSON script and Microsoft Visio and integrated with Finastra as a landing page / application repository.

Served as liaison between the business and development teams to track and report status of system changes.

Provided analysis of customer requests for system modifications.

Held sessions with project team to build business and functional requirements documentation.



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