CHRISTINE MATOKA

Cell: 714-***-**** Email: adtvev@r.postjobfree.com

Accomplished career highlighting sustained advancement with a combination of consultant level business, technology, and finance skills in the financial services industry. A team player with a proven track record as a self-motivated learner with ability to establish relationships easily. Expertise with financial applications, CRMs, and customer master data with both business and technical groups highlighting the following skills:

Financial Aptitude

Requirements Solicitation and Documentation

Functional Specifications and Use Cases

Business Process Analysis

High Level Data Modeling

Data Analysis/SQL Querying

Agile, Iterative, and Waterfall Methodologies

Risk Management

Project Management (PM) and SDLC Practices

Attention to Detail – Accuracy focused

Application Training, Testing, and Support

Application skills: MS Excel, Word, PowerPoint,

Visio, Access, Toad for Oracle, SQL Server Mgmt

Studio (SSMS), HP ALM, JIRA, SharePoint,

Enterprise Architect

PROFESSIONAL EXPERIENCE

WELLS FARGO BANK, Charlotte, NC 1997 – Present

Product Manager/Product Owner: 2019 – Present

Relationship Pricer Commercial and Corporate and Investment Banking Pro forma Profitability Application

Commercial Banking Strategy and Shared Services

Legacy Wholesale Banking application used for pro forma (projection based) profitability for Credit, Treasury Management, and other products including incremental product relationship-based profitability

• Responsible for the strategy, planning, prioritization, and delivery for business as usual (BAU) maintenance and enhancements for the credit products area of the application. Includes: ad-hoc, monthly, and annual rate/factor update used to calculate profitability and any enhancements for usability and metrics methodology updates.

• Stepped into the role due to team member attrition. Unassisted, developed subject matter expertise for credit metrics methodology inside of six months in a complex, fast-paced environment. Established relationships and trust with finance and treasury partners not previously established by predecessors over the past seven years.

• Provide education/training how to use application and advanced metrics methodology to over 1,000 Wholesale Relationship Managers, level 1 and level 2 support teams, over virtual skype conference calls and email with a professional and service-oriented focus

• Assisted with Relationship Pricer a risk rated 1 certified model documentation, supported model validation testers, and resolved outstanding model risk findings Key Projects o LIBOR index rate transition to the replacement Alternative Reference Rates (ARRs) indexes. Single handedly managed project for the introduction of LIBOR replacement index rates in Relationship Pricer. Single point of contact to the program manager and project manager for necessary application changes for the transition. Established relationships with finance, treasury, product, project, and technology teams to successfully validate and implement changes to support the IBOR transition. o 2020 and 2021 Basel Risk Factor Updates. Instituted updates to comply with the Commercial Graded Basel model (Quantitative Model) used to assign probability of default (PD), loss given default (LGD), and exposure at default (EAD) rates to the Wholesale credit portfolio used to calculate expected and unexpected credit losses and equity allocations. o 2020 LOB Cost Factor Update. Partnered with finance team to implement and perform validation for the annual cost updates for 38 levels of the Wholesale hierarchy, and 470 scaling factors based on commitment amount.

Business Systems Consultant Manager: 2016 – 2019

ProfitView Wholesale Profitability Application

Wholesale Business Solutions

Customer and Product Profitability application for Wholesale Banking segment that provides accurate and timely information to drive business decisions while meeting customer needs.

• Managed User Acceptance Testing team (span of control up 4 FTE’s and 2 contractors) to ensure enhancements delivery and accurate risk-based profitability data in the ProfitView Application

• Responsible for capacity planning and distributing work across the team to confirm the team is on track to maintain project schedules

• Responsible for approving SDLC artifacts (PDDs, BRDs, FSD’s, CR’s) and creating testing artifacts (Test Plan, Test Cases, Traceability Matrix, Test Summary)

• Increased team effectiveness by stabilizing team through a reduction in turnover, defect creation standards, partnership with Enterprise Quality Engineering (EQE) team to reduce testing overlap between EQE and UAT, reduction in defects deferred from releases.

• Reputation as a successful relationship builder across teams. Establish partnerships across PV functional teams: Requirements/BA, Development, Project Management, QA/SIT, Strategy, and Management.

Key Projects

o 2018 Delivery of Matched Maturity Cost of Funds (MMCOF) Implementation. Finance initiative for improved cost of funds methodology with increased granularity on capital allocations for improved profitability reporting accuracy.

o 2018 ALM Common Template Migration. Served as primary contributor on task force responsible for the migration to the ALM Common Template from the prior PV customized ALM template to support enterprise efforts to reduce overhead by implementing a standard template.

o 2017 Base Level Metrics Report. Delivery of a five to seven financial metric hierarchy layers to provide increased levels of exposure to revenue and expense drivers.

Business Systems Consultant Lead: 2012 - 2016

Wholesale Customer Information System (WCIS) Customer Master Data Wholesale Information Services Master Data Management (MDM) system for the Wholesale Bank’s Customer System of Record (SOR) that uses “legal entity” as the common definition for a customer. Used to maintain legal entity data attributes, legal and credit hierarchies, linkages to 100+ Wells Fargo systems, and enriched with third party external sources to provide a comprehensive “golden” customer definition that ensures accurate customer information throughout the division.

• Created and managed a team of up to five senior technical BSC’s responsible for creation of design documents for net new functionality, enhancements, and defect corrections. Documentation includes Functional Specification Documents (FSDs) or other solution documentation if scope of work if smaller. Complete FTE performance reviews, managed resource forecasts to finance, and timecard approvals.

• Responsible for capacity planning to determine resource availability against partner’s prioritized work stream to support on time delivery in the project lifecycle.

• Partnered with the Business Analyst (BA) team to improve quality of business requirements provided, and the removal of solution design elements resulting in clearer business requirements to allow the technology/development team the ability to provide improved solutions to meet business needs.

• Partnered with the Technology Project Manager to revise release milestones to incorporate solution documentation and improve development/QA sizing occurring after solution documentation is completed and reviewed

• Business Continuity Administrator (BCA) for WCIS. Responsible for required Business Continuity Planning (BCP) activities and recordation to LDRPS application. Activities include training, BCP maintenance, BCP team distribution and review, completion of two application fail-over events to back environments, et al. Key Projects o 2015 Oversaw team delivery for major roadmap deliverables o 2014 Legal Entity Management Requests – delivered new functionality resulting in improved operational efficiency by providing a centralized system solution for users to submit one of five primary change requests types to be processed and tracked replacing the manual process of existing phone calls and emails to the Client Operations Group to process the change requests. Includes complex logic for an automated method to determine approvers for specific request types and dynamic email templates. o Managerial Training: Organizational Savvy, FLSA, Affirmative Action, Workplace Harassment, I-9 Form and E Verification, Compensation Essentials, recruiting processes, Interview training, Summarizing Performance and Evaluating Results, transitioning to a Manager Role, and On-boarding new staff

2013 Consume Low Scrub Match and enhancements – A nightly process that attempts to match a subset of clients (clients where less regulatory/compliance oversight is needed) to an external third-party vendor’s (Dun & Bradstreet World Base) client data set to retrieve and apply enriched data for the client.

o 2013 Coordinator Process and Re-point from Profit ax to CDS – Process created which aggregates all account details for a customer entity, prioritizes the account details, and chooses and winning account to determine Line of Business (LOB) and Relationship Manager (RM) ownership of the entity. This Coordinator assignment is used to determine responsibility for completing administrative tasks for the customer and handling customer communications. Account data source was re-pointed from one data source to another later in the year requiring large mapping and transformation effort.

Business Systems Consultant

Customer Relationship Management Tools (CRMTools) CRM System 2011 – 2012

Technology Operations Group/Business Banking Group Creation, Enhancement, and Support of a new web-based CRM application for Wells Fargo Business Banking Group

• Coordinated all work stream sizing, prioritization, and production support issues for CRMTools

• Established business process improvement between business analysis and technology teams to define workflow and assignment roles for each group to increase overall work efficiency and reduce redundant work efforts

• Performed role of Systems Analyst for net new design and system enhancements, creation of FSDs for changes, and initiate systems testing

Key Projects

o 2012 Merchant Services Referral Enhancement – Worked with business and technology partners to deliver customer referrals from Business Bankers to Merchant Services Bankers

o 2012 Sales Team Application Pipeline View – Enhancement to existing sales pipeline module for a new view. The view shows adjusted product amounts and referring sales participants based on data supplied by the Sales and Reporting team for product compensation percentages and sales team participants

o 2011 Contact Ratios – New development of a screen to increase banker to customer contact opportunities. A customizable screen provides bankers the ability to view customers that are contacted (and not contacted) during the year by customer annual revenue amounts or customer ranking tiers for specific time durations for the past year to dedicate their focus. o 2011 Functional Specification Design Standardization Template – Collaborated with the team System Analysts (SAs) and Developer to create an FSD template to be used for all application enhancement efforts

Business Systems Consultant

Customer Relationship Management Tools (CRMTools) CRM System 2011 – 2012

Technology Operations Group/Business Banking Group

Creation, Enhancement, and Support of a new web-based CRM application for Wells Fargo Business Banking Group

• Coordinated all work stream sizing, prioritization, and production support issues for CRMTools

• Established business process improvement between business analysis and technology teams to define workflow

and assignment roles for each group to increase overall work efficiency and reduce redundant work efforts

• Performed role of Systems Analyst for net new design and system enhancements, creation of FSDs for changes,

and initiate systems testing

Key Projects

o 2012 Merchant Services Referral Enhancement – Worked with business and technology partners to deliver

customer referrals from Business Bankers to Merchant Services Bankers

o 2012 Sales Team Application Pipeline View – Enhancement to existing sales pipeline module for a new view.

The view shows adjusted product amounts and referring sales participants based on data supplied by the Sales

and Reporting team for product compensation percentages and sales team participants

o 2011 Contact Ratios – New development of a screen to increase banker to customer contact opportunities. A

customizable screen provides bankers the ability to view customers that are contacted (and not contacted)

during the year by customer annual revenue amounts or customer ranking tiers for specific time durations for

the past year to dedicate their focus.

o 2011 Functional Specification Design Standardization Template – Collaborated with the team System Analysts

(SAs) and Developer to create an FSD template to be used for all application enhancement efforts.

Relationship View (RV) Customer Relationship Management (CRM) System 2010

Wholesale Technology Services

• Creation of a new enterprise scale CRM application for Wells Fargo Wholesale Bank

• Consulted on a net new Microsoft Dynamics CRM in an Agile software development environment. Responsible for leading analyst JAD sessions, driving consensus among the LOB, business process documentation, gap analysis, functional requirements gathering, and use cases

• Involved in on-site user group feedback solicitation and training sessions. Recorded and consolidated feedback to incorporate necessary application updates. Provided historical process knowledge comparisons to future state

• Awards: 4Q2010 prestigious Gold Coin Award of Excellence; 4Q2010 Integration Rock Star

Key Projects

o 2010 Relationship View Legacy CRM Data Conversions – Worked with legacy application (A+, Target Tracker, GIB Pipeline, and RMTools), business and technology partners for data conversion to RV. Led business data discovery meetings. Modeled business process approach to accomplish data conversion. Provided data conversion translation recommendations to Business Consultants (BCs), which were generally accepted, including 300+ financial product mapping to new Common Product List (CPL). Identified 25+ data conversion defects during testing behind a dedicated QA team that enabled the project to react prior to go-live and help deliver a quality product.

Systems Analyst, Assistant Vice President: 2004 - 2009

RMTools RAROC/ROE Pricer Risk Based Profitability Engine 2008 – 2009

Commercial Technology Solutions

SME for Risk Adjusted Return On Capital Engine used to maximize the Wholesale Bank’s Profitability

• Served as the technology Subject Matter Expert (SME) for the Wholesale Pricer, an intranet risk-based profitability

tool, providing Relationship Managers (RMs/Bankers) with loan structure, loan pricing, sensitivity/scenario analysis

guidance and formal training on varied Wholesale bank product proposals ranging $500k up to $125 million and

the impact of proposals to existing customer and relationship profitability

• Established relationships with senior level finance and treasury partners to ensure regulatory compliance, reduce

risk on application enhancements, and ensure correct financial reporting across the hierarchy on behalf of the LOB

partners

• Perform Pricer finance rate maintenance for: term premiums, market indexes, equity credit, product cost, coupon,

and capital updates. Improved business process operational efficiency by automating a monthly credit capital grid

factor load, reducing load time from two weeks to one day, allowing bankers to make pricing decisions with the

most current rates

• Provided analytical support to LOB partners, to drive business decisions by performing extensive data querying and

ad hoc reporting, SQL procedure evaluation, and financial calculation validation/testing

• Provided directional assistance to a junior team member for an enhancement to support Pricing results from the

Athena Blast Application. Enhancement entailed: Business Process Workflow Analysis, modification of existing

screens, new input data requirements, XLM transaction to support data transmission, and pricer results validation

Key Projects

o 2009 Wholesale Pricer Conversion – Managed the conversion of the legacy Wachovia Bank, Risk Adjusted

Return on Capital (RAROC) methodology to the Wells Fargo Return on Equity (ROE) and Return on Assets

(ROA) based methodology, including advanced financial formula understanding to create technical

requirements for JAVA & Oracle development teams, end-to-end formula validation, and a production

implementation with 100% accuracy

o 2009/2010 Private Banking Data Migration – Served as the lead analyst/project manager to migrate 800+

users, data selection, data mapping and translations, converting eight data domains with over 350,000 data

records, to the new Private Banking Client link CRM. Created and managed RMTools project schedule for

completion of all deliverables on time or ahead of schedule, creation of project library and post-mortem handoff.

o 2009 Business Banking Group (BBG) and Small Business Banking (SBB) Pipeline Updates. Implemented an

enhancement to remove RM ability to manually adjust deposit and credit deals in order to facilitate a cleaner

incentive process and align more closely with the Wells Fargo sales tracking process. Developed the test

plans/scripts, provided guidance to business in the creation of training materials, and assisted senior level

management in delivery of training to the Relationship Mangers (RMs)/sales field.

o 2009 Scorecard Redesign – Performance and Incentive Plan knowledge expert for a five-segment collapse into

one code base, provided domain knowledge of key financial indicators, weighted metrics, integrated data

sources, SQL procedures to the analyst and DEV team and performed validation in DEV, UAT, PROD and TRAIN

environments

RMTools Customer Relationship Management (CRM) System: 2004 - 2008

Commercial Technology Solutions

Support a mature enterprise, web-based CRM application with 4900+ users across nine lines of business.

• Primary liaison for the Commercial Bank segment and the Real Estate Division segment (two largest segments of the

Wholesale Division). Partnered with key leadership creating strong alliances for the collection of enhancement

requirements, ad-hoc reporting, and delivery of customized training needs

• Managed Software Development Lifecycle (SDLC) procedures for requirements approval, User Acceptance Testing

(UAT) approvals, and production release verifications for all assigned enhancements and projects

• Lead analyst for Commercial and Real Estate Scorecards – Metrics included: product group revenue tracking, CRM

pipeline and activity tracking, and key strategic initiatives reported at all organization levels from (RM through

segment) from 2006 – 2008. Annual revenues reported in 2008 of approximately $1.9billion.

• Increased efficiency by streamlining the monthly data transfer process for receiving referral fee revenue from

product partners. Accomplished by establishing a monthly deadline schedule, file template guidelines, and tracking

repository to ensure on time delivery and reporting of revenue information.

• Provided analytical support for architectural design sessions with database and online developers. Developed

functional database and application requirements serving as business expert for IT team.

Key Projects

o 2008 Margin of Victory Campaign – Created and implemented a solution to rectify incorrect reporting of a

corporate sponsored program the contributed to Year Over Year (YOY) revenue growth $69 million, resulting

in 17% correction of revenue growth.

o 2008 Real Estate Division Reorganization – Tasks included: Segment level split moving from a tiered four level

hierarchy to a five-tiered hierarchical structure, correct hierarchy rollups, Accounting General Ledger (GL)

Responsibility Center (RC) alignment to the new hierarchy structure, and ensuring historical accuracy,

o 2007 Customer Service Satisfaction Survey, Relationship Review Enhancement – Project supported quarterly

review of Relationship Managers portfolio to ensure customer address and contact data integrity to support

a third-party vendor survey mailing.

o 2007 Letter of Credit (LC) Revenue Reporting Enhancement – Identified incorrect revenue reporting based on

LC product type. The product revenue credit restated from 4.5% to 93%, resulting in over a $10million

adjustment.

o 2006 Enhanced Time Zone (ETZ) Project – Acted as RMTools Project Manager to ensure compliance for

increased production availability for Pacific time zone partners. Primary responsibility was completing

Enterprise Project Management Office (PMO) documentation.

Business Applications Analyst, Officer: 1999 – 2004 (WACHOVIA BANK)

Expanded to include Computer Operations Analyst: 2003 - 2004

Automation and Operations: Internal Support Team (IST): Wholesale Bank Support

• Wholesale application support for: CATools, SBL, Moody’s Financial Analyst, Commercial Profitability (CP), RAROC,

First Contact, RMTools, Mainframe Systems (CIS, CLAS, CES) et al. as well as system administration for most

applications.

• Expanded function to desktop support of Microsoft Windows operating systems (Win9x, WinNT/2K) including MS

Office Suite Pro, Lotus Notes, Citrix clients.

• Achievements:

o Consistently led all of IST (500+ employees) in customer survey results

o Lead team of 15 with highest customer survey results and call resolution ratings for two years.

EDUCATION

Bachelors of Business Administration (BBA), Finance The University of Nairobi– College of Business and Economics, Nairobi Kenya

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