KLipscomb

Keith Lipscomb

(h) 919-***-**** (m) 919-***-****

E-mail: ***********@*****.***

PROFESSIONAL SUMMARY

A seasoned Financial Services Industry Professional with over 15 years of experience, including 7 years working in Business Analyst roles. Well-versed in full systems development life cycle projects and has worked in Six Sigma/DMAIC environments. Experienced in creating functional and technical requirements, use cases, business process analysis, data analysis, test plans and test scripts. Experience performing manual and automated testing, UAT testing, with 4 years of SQL experience. Adept at interfacing with the line of business, technology teams, and middle/back office operations. Worked in leadership roles and is experienced at developing production schedules, assessing staffing requirements, managing costs and meeting deadlines.

SKILLS

• Project Planning & Development

• Project Forecasting & Estimating

• Strategic and Tactical Development

• Communication Liaison

• Training Instructor

• Training Manual development

• User Requirements Gathering

• User Acceptance Testing

• Vendor Management

• Office Design and Set-up

• Credit Management

• Collections & Recovery

• Customer Service

• Consumer and Commercial Loans

• Online (E-commerce) banking

• RAD/JAD (Rapid Application Development & Joint Application Development) Sessions

Software: Microsoft Office, Windows, Lotus Notes, Web Meeting, PowerPoint, Access, Excel, Project, Visio, Network Operations (NetOp), WEB Meeting, SQL

Hardware: ALS (Advanced Loan Systems), CTS (Collateral Tracking System), BOL (Banking on Line), E-Commerce, LINX (Locate Index Navigate Extract)

PROFESSIONAL EXPERIENCE

BB&T (Raleigh) North Carolina 01/2008 – 01/2009

IT Business Analyst Lead / Process Optimization Services

• Collected, assimilated, evaluated and disseminated information from various sources (i.e. SQL, system evaluation, data files, one on one interviews) for analytical purposes

• Serves as the liaison between business users and Information Systems to elicit, analyze and document business requirements

• Worked with customers (Lines of Business) and IT on the development, testing and deployment of system applications

• Analyzed and assessed data usage and product performance for maintenance prioritization

• Collaborated on product launch plans and servicing requirements

GlaxoSmithKline (RTP) Durham, North Carolina 08/2007 – 11/2007

Business Analyst (Contractor) Supply Chain IT

• Researched and analyzed production specifications submitted by business unit.

• Identified gap analysis resulting in the creation of a new prototype.

• Used SQL Server to mine data and filter specific chemicals from biological database.

• Worked on Use case analysis and traceability matrix

• Used Web-based Service to share information thru UK based team

Wachovia Mortgage 08/2006 – 08-2007

Business Analyst (Contractor)

• Analyzed business requirements for testing phase during execution of loan origination system.

• Used SQL to extract data from previous mortgage software and build queries for new system

• Assist in the testing, creation and/or distribution of system updates.

• Assist in the creation/distribution of documentation, security administrator.

• Researched and documented detailed transactions, compositions and system structures; created and distributed documented work components for inter-departmental training.

• Develop work components and tools for inter-department training and conducted training for end user staff.

• Development of business, functional and technical requirements.

• Developed (UAT) User Acceptance Test plans to validate the installed configuration and operation against detailed technical specifications; reviews test results

• Member of deployment team providing field support and issue resolution for new mortgage systems- LOS and LPS.

• Proactively and intuitively report and resolve major and minor issues.

• Coordinate problem resolution efforts with the programming support staff, client support staff, technical writers and procedural team.

• Maintain awareness of state specific changes, procedural changes, software functions, enhancements and customer issues.

• Maintain software/technical issues, testing issues, training issues, etc…within the software applications and the department and effectively communicate pertinent information to teammates.

• Periodically travel overnight for projects, customer visits, seminars and conferences.

• Lead Subject Matter Expert during on-going user acceptance testing.

• Trained end user staff as needed

• Used Web Service (Net–op) to incorporate field support to Loan Officers

RBC Centura Bank 03/2006 – 08/2006

Business Analyst (Contractor) - Operation & Service Delivery

• Analyzed business requirements for testing phase during execution of loan origination system (LOS).

• Assists stakeholders in evaluating potential solutions to processes, procedures and compliance guidelines for originating loans.

• Transformed business requirements into Technical Specifications by partnering with Data Analysts while adhering to strict company processes and standards.

• Critiqued preliminary designs for user interfaces, reports, and system procedures.

• Created test scripts and use cases for end user testing.

• Primary point of contact between Lines of Business and IT.

Capital Stream 08/2005 -03/2006

Sr. Business Consultant – Professional Services

• Contracted work with clients to identify critical business issues, resolve problems and implement solutions in a timely and cost effective manner.

• Reviewed business processes and procedures focused on strategy and creating a new business structure for organizational change and business transformation.

• Extracted data from company’s current software using SQL in order to build queries for new product

• Led project team and provided the product and industry expertise needed to implement Capital Stream’s Finance Center solution; led overall implementation of the software from inception to conception.

SunTrust Bank, Durham, North Carolina 05/2004 – 04/2005

Supervisor – Loan Servicing

• Supervised, coached and trained 10 direct reports to oversee the research, follow-up and maintenance for all consumer and commercial loan documentation.

• Ensured loan documentation was in compliance with bank standards (Basel) and notified key stakeholders (e.g., Group Managers, Branch Managers) of status prior to merger

• Reduced documentation for both commercial and consumer accounts from 11,000 to approximately 2200 that were 45 days or more past due.

Atlantic Title & Escrow Company, Bethesda, Maryland 06/2003 – 05/2004

Title Processor

• Prepared commercial and consumer mortgage loan files to support refinancing or new home purchases; obtained additional information.

• Increased company’s revenue by underwriting and closing 25 mortgage loans per week.

• Obtained mortgage loan documentation by ordering credit reports, land surveys, building appraisals, titles and related information.

• Facilitated loan closings and prepared the closing statements.

Bank of America, Greensboro, North Carolina 05/1996 –06/2003

Business Process Analyst

• Reduced cycle time for new hire training by 35% and increased productivity and enhanced quality of work by 70%.

• Reviewed workflow processes and procedures for Consumer Credit Services to increase productivity and reduce expenses.

• Created web based training manual and presented and trained manager/non manager employees on bank systems and new business initiatives. Efforts resulted in immediate 50K net savings.

Process Design Analyst

• Lead Subject Matter Expert and liaison for Nations Bank between Business teams and IT department through all mergers and acquisitions.

• Provided strategic and tactical analysis for a system merger within the Consumer Resource Operations Group combining processes and procedures from bank acquisitions.

• Reviewed processes and operations for various lines of business within acquired banks – gathering business and technical requirements to aid in the design of new processing system.

Procurement Coordinator

• Managed the planning and design for office structure and set-up.

• Established vendor relationships to manage consistent workflow, control cost and savings; ensured that purchase orders were accurate and released in a timely manner.

• Maintained bank safety program to comply with OSHA regulations. Piloted on-site business continuity plan.

Dealer Financial Analyst

• Conducted on-site analysis to review floor plans to underwrite automobile and recreational vehicle dealer loans; reviewed credit risk ratings for independent and chain dealers to determine loan amount.

• Analyzed buying trends and monitored dealer’s monthly inventory.

• Designed procedures for inventory accounting.

• Established standards and procedures for sales reporting.

Recovery Analyst

• Resolved credit collection inquiries/disputes and negotiated win/win settlement offers.

• Provided customer service to business partners and attorneys by signing releases for judgments, deeds of trust and titles.

• Prepared trial documentation; traveled and served as a witness for trial cases.

Pratt Industries Raleigh, North Carolina 04/1995 – 04/1996

Credit & Collections Manager

• Directed activities associated with credit investigations and collected delinquent commercial and consumer accounts.

• Redesigned/established new credit policies with 15% profit margin; recommended portfolio acquisition of new clients.

• Produced over $10 million in gross revenue and $3.5 million in net profits.

EDUCATION

RADFORD UNIVERSITY, Radford, Virginia – Bachelor of Science, 1994

Principles of North Carolina Real Estate Sales/ North Carolina Real Estate Appraisal

Use Case Modeling – Certification – George Washington University - August 2008

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