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Data Analysis Technology

Location:
Lake Forest, CA
Posted:
February 19, 2025

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Resume:

Eric I. Taylor

***** *** ****** **** #****, CA **69

phone: 949_391_9535 email: ‘***************@*****.*** ‘

professional profile

Strengths : advanced skills in large data structures, team collaboration, software development

Tools : SQL, VBA, ADO, MS Access, Macros, MS Excel, Stored Procedures

Industries : healthcare financial Services software development

Environments : Large companies (25,000 employees), small niche firms (10 employee)

professional experience

Apria HealthCare – Lake Forest, CA. Jun 2011 - Current

clinical systems Lead technology

Apria Healthcare is a provider of integrated home healthcare products and services with 12,000 employees. This position reports to the Vice President of Clinical Regulatory Compliance.

Primary Accountabilities:

Oversee data environment and institute data management best Perform on-going production reporting and implement reporting automation

Manage and plan team deliverables

Hands on SQL and VBA development of reporting and validation routines

Analytical support to maintain company KPI metrics on Satisfaction Reporting

Lead analysis and process definition activities with business process owners

Collaborate with Technical Writer to conceive the UAT Methodology

Maintain organization in fast paced environment

Conduct training as need to introduce new software features

Communicate and collaborate with cross-functional teams

Fact Find through research opportunities for improvement

Major Projects:

Build-out and implementation of Satisfaction Software and reporting

Advocate and implement SharePoint report delivery environment

Build-out and implementation of Government Medicare Competitive Bidding Compliance and Reporting protocol

Accomplishments:

Implemented new software to conduct telephonic surveys related to Satisfaction

Implemented enhanced software modules to manage licensing and compliance

Implemented SQL Server data storage and reporting environment

Implemented cloud PowerApps/PowerFlows solution to facilitate external data collection

Softcopy Solutions - Orange County, CA. Dec 2009 – May 2011

consultant/developer technology

Softcopy Solutions is a solution provider for regulated financial institutions who need custom software development to comply with institutional regulations using MS Access, Excel, and SQL Server on a contract basis. This is a Limited Liability Company.

planning, execution, and operating in cross functional teams for the following engagements:

LOS Database Platform

Hands-on application development using MS Access/VBA, ADO and SQL to perform underwriting analysis, pipeline management, compliance (HMDA, Reg B), Form generation, cash flow analysis, and credit quality

Loan Data Validation Database Project

Hands-on application development using MS Access/VBA, ADO and SQL to perform data import, analysis, export, and exception reporting of data between system touch points.

PCFS2000 - Brea, CA. Mar 2008 – Nov 2009

Project Manager Technology

PCFS2000 is a small software development firm specializing in loan origination and servicing software targeted for small and mid-sized banking institutions with 11 employees. The position reports to the President.

Primary Accountabilities:

Participate in Planning and Execution for all Professional Services

Participate in All System Conversions & Interfaces

Conceive and deliver Software Release Protocol

Maintain Technical specification documentation

Major Projects:

Build out of Data Dictionary (catalog) to ease user reporting

Build out of Brokerage Asset Management Module for Asset Trading and Pooling

Assemble cross-functional team to collect requirements for a new Customer Relationship Management (CRM) system

Accomplishments:

Implemented CRM solution for the firm.

Implemented new workflow model for all departments around new CRM

Conceived and delivered ‘key performance metrics’ management reporting

Lehman Brothers Small Business Finance- Lake Forest, CA. Mar 2004 –Oct 2007

SR. Technical Lead Technology

Lehman Brothers Small Business Finance is an originator, purchaser, servicer and seller of small balance commercial mortgage loans and is a division of Lehman Brothers Bank, FSB. FSB is a subsidiary of Lehman Brothers. This position reports to the Chief Information Officer with matrix reporting.

Primary Accountabilities:

Initiate Application Management & Integration activities

Oversee Application Development (Waterfall SDLC full lifecycle)

Perform IT Budgeting and Planning

Lead cross-functional Team in Project Execution and training

Major Projects:

Vendor search for new Loan Servicing system

Vendor search for Loan Origination system

Loan Securitization transactional data management

Accomplishments:

Implemented new loan securitization and portfolio analytics database

Implemented new software policy and procedures around software development and delivery

CNL Commercial Finance - Mission Viejo, CA. Oct 2000 - Mar 2004

consultant Technology

CNL Commercial Finance is an originator, purchaser, servicer and seller of small balance commercial mortgage loans and was a division of CNL Hospitality with 85 employees. This position reports to the Chief Operating Officer.

Primary Accountabilities:

Application Development (in-house)

Application Interfacing

Major Projects:

Technology feasibility study for implementation of technology around key operational functions

Full Operations analysis to identify and quantify opportunities for greater Operational efficiency

Portfolio Stratification Database build-out

General Ledger Interface (Loan Servicing to Accounting)

Accomplishments:

Implemented new Underwriting model for Credit Approval

Implemented new streamlined workflow model for Origination process

Implemented Portfolio Stratification Database with Capital Markets team

education

Bachelor of Arts. 1998 University of California State Long Beach.

MBA (Candidate). 2026 Columbia Southern University.

References Available.



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