- In Real Estate locating wholesale properties in Distressed Condition for purchase, rehabilitation and sale by interested
investors.
- Took time off to take care of sick
mother and handled the preparation of selling their private house.
- Managed fact analysis to present
to management a business process that would implement the transition of
the new car inventory marketing by Internet telephone sales to the
marketing of late model used cars.
- Used enhanced in-house Customer
friendly on-line electronic loan and sales processing system.
- Took HIPAA Academy Professional
Seminars in Health Insurance Portability Accountability Act.
- Managed Multi-million dollar project
utilizing IBM Rational Clear Quest.
- Performed in depth data analysis
for Basel II Regulatory Capital of the existing the Sunguard BancWare
Treatments in the Business System on the Solaris System to identify gaps
in the process.
- Managed the production and
implementation support of the Basel II Regulatory Capital and the
implementation of the existing Business System with the Sungard BancWare
Treatments of the Business System using combined teams of SSC and Offshore
Developers.
- Worked within the IBM Rational
Unified Process Project Life Cycle being used and became familiar with the
scheduled reports of the risk based capital for institutions that was
subject to the advanced capital framework and would be required.
- Gathered requirements, translated
requirements into functional specifications.
- Analyzed fixed income investments,
performed investment accounting and order management.
- Executed test plans, wrote test
scripts and reports. Coordinated with people from people from different
levels of the organization.
- Created plans and business
requirements. Analyzed workflows and systems.
- Planned and managed a standing
daily and weekly conference calls with identified agendas, built from the
shared issue files that contained both production and implementation
issues to be addressed between SSC and the appropriate Sungard BancWare
Basel ll Vendor persons and the offshore Developers to keep implementation
to the timetable.
- Worked directly with the Vice
President of the company.
- Used Micro Focus Management
Methodology (MFMM).
- Performed in depth data analysis
based on the existing Custody Fund file definitions provided by the
Business Requirements for development of the Data Express System
Replacement. This included accurate
Fund Accounting for the files to include Payroll Product Demographic,
Contribution, Loan Payment and processing. Also required was the Sunguard
Client and Business System rules setup for the conversion of 11 Clients to
the CitiStreet Omniplus system.
- Gathered requirements, translated
requirements into functional specifications.
- Analyzed fixed income investments,
performed investment accounting and order management.
- Executed test plans, wrote test
scripts and reports. Coordinated with people from people from different
levels of the organization.
- Created plans and business
requirements. Analyzed workflows and systems.
- Developed functional
specifications in identifying the source of the data and documentation of
any provisioning that was required.
- Responsible for the hand off of
functional and detailed specifications to developers.
- Wrote and executed the test
systems test plans, wrote up test cases, performed parallel testing and
coordinated the Systems Quality Assurance. Projects were completed within
a limited time frame, meeting all project timetables with no added cost or
customer dissatisfaction.
- Used Omnistation, Microfocus
COBOL, Korn Shells, IBM Rational Clear Quest, PuTTY , Toad software on
UNIX, Linux systems on an HP Blade System in the works for the Sunguard
Business System Retirement Service Omniplus.
- Managed the development and
deployment of sales tracking in the existing Business System.
- Gathered requirements, translated
requirements into functional specifications.
- Analyzed fixed income investments,
performed investment accounting and order management.
- Executed test plans, wrote test
scripts and reports. Coordinated with people from people from different
levels of the organization.
- Created plans and business
requirements. Analyzed workflows and systems.
- Worked on realizing more revenue
growth by over 20% marketing existing inventory to Internet Sales with
electronic loan application processing included to provide a seamless and
a Customer friendly on-line System.
- Performed data analysis based on
the existing Business Requirements for development and implementation of
expanded Fund numbers to comply with on-going enhancements of the
Financial Asset Management and the electronic Payment System.
- Utilized Microsoft Excel, COBOL,
and DB2.
- Designed and implemented a new
dual Purchase Order system at two locations to be used concurrently for
Financial Trades for increases to twice the business volume and increased
transaction speed.
- Designed and implemented a new
System to allow them to monitor and maintain their customer’s margin balance
at start of trade day by transferring assets based on the definitions
provided by the Client Banks Business Requirements for Late Confirming
Trades,.
- Used MS Project, Microsoft Excel,
COBOL CICS / DB2, Excel and FTP.
- Managed building the proper loan
package (Mortgage Origination) to
be worked with by loan companies like Countrywide Financial Corporation
for a Standard mortgage an Arm with
flexibility, Fannie Mae, Freddie Mac, Radian Mortgage
Insurance if needed and a Home Equity line of credit if applicable for the
home buyer.
- These steps with the loan
applicant were from the home purchase and mortgage
application, property appraisal and applicant credit check through the
lender underwriting where the loan package would be reviewed and insurance
sought if down payment below 20% to approval. Once approved Title insurance was ordered,
loan contingencies met and closing scheduled.
- Managed detailed analysis to
estimate the time/tasks/cost using MS Project to keep the projects
timeline to develop and implement Automated Straight through Corporate
Action Processing for Custody Funds with accurate Fund Accounting
eliminating 20 process failures per day.
- Managed analysis of the company
wide information exchange to upgrad LAN across 17 global locations
enhancing the Corporate Action Customer Notification process to provide
clients with their real-time positions.
- Managed project by estimating the
time/tasks/cost using MS Project to the implementation of the latest SWIFT
Securities Message System. This included the removal of 31 category 5
Securities Market messages for the latest SWIFT Release and the addition
of 11 new message types with 5 in category 3 Treasury Markets, Foreign
Exchange, Money Markets and Derivatives and 6 in category 5 Securities
Market messages.
- Used MS Project, Microsoft Excel,
Microfocus COBOL CICS / DB2, MQ-Series Mercator and UNIX systems plus
SWIFT, Telex and Fax delivery systems.
- Managed three Projects at
different stages of the project life cycle, during the client
customization of the Custody Funds to the latest version of Sunguard
Business System Retirement.
- Enhanced Omniplan with a client
Server using Unix communicating using Visual Basic and Oracle SQL Database
on a Unix System with COBOL CICS / DB2 on the mainframe system.
- Performed technical analysis of
the impact of Y2K on the Customer Information System and McCormack and
Dodge Financial System software finding 90 SAS utility Reporting Jobs in
the production JCL that were not ready for Y2K saved costly repairs and
protected revenue stream.
- Gathered requirements, translated
requirements into functional specifications.
- Executed test plans, wrote test
scripts and reports. Coordinated with people from people from different
levels of the organization.
- Created plans and business
requirements. Analyzed workflows and systems.
- Limited legal liability by
designing a database to consolidate 25+ years of critical information
using COBOL and DB/2 to identify members of a Class Action lawsuit from
more than two million different insurance product records across different
IBM Mainframe and PC systems.
- Significantly increased On-line
Property and Auto Claims Entry System efficiency and reduced costs by
improving system design to accelerate policy verification process.
- Managed multi-million dollar large
scale projects.
- Managed team on the conversion and
implementation of the Corporate Action Controlled Disbursements System and
the Negotiable Collateral System.
- Used Applied Business Technology.
- Enriched customer service, quality
and efficiency by creating fully integrated test system to evaluate new
system applications.
- Implemented Accounting Ledger
System.
- Reviewed general ledger
functionality of the accounting system.
- Performed project analysis and
design.
- Managed increased revenue by
addition of the First National Bank of Chicago to Putnam’s Sunguard
Business Retirement Service Omniplan.
- Worked on enhancements to DCX
change in both processing and record keeping of Corporate Actions.
- Defined contributions Retirement
Plans, interfacing with multiple mutual funds, including placements,
settlements and reconciliation of their trade activity.
- Managed, working with the users,
the analysis to report and identify required changes to the Metrics
Reporting System to interface with the new Systems Applications and
Products System to deliver a seamless Customer friendly system.
- Managed sales systems and directly
worked with stakeholders/end-users.
- Boosted cash/sales systems
profitability and cash flow by online automating price changes.
- Worked closely with the users
throughout the project. Rectified inventory/general ledger inconsistencies
by revamping software application and purchasing process by improving Genesis
Merchandising System to capture/analyze seasonal sales.
- Modernized operations by creating
database linkage to connect the Walker Interactive General Ledger
accounting System and the Integral Human Resources and Payroll System.
- Improved patient safety after
devising detail-oriented reporting systems to minimize errors to safeguard
the volunteers.
- Managed multi- Million dollar
worth of large scale projects.
- Implemented General Ledger System.
- Reviewed general ledger
functionality of the accounting system.
- Managed Consulting team of eleven
people during this Project analysis design and the management of the
implementation of the Corporate Cost Accounting Application System
redesign to meet both the new corporate accounting requirements and those
of the new Walker Interactive Database System.
- Managed the review of the
Corporate Cost Accounting redesign plans.
- Incorporated a new more efficient
common validation database system, while meeting both the requirements of
the conversion to the Walker Interactive Database System from the
McCormack and Dodge Accounting system.
- Bachelors of Science in Political
Science, Suffolk University, Boston, MA.
- National Social Science Honor
Society
- Massachusetts Licensed Real Estate
Agent
- Control Data Institute, Inc.,
Computer Programming and Operations
- Client Server Programming and Web
Design
- Project Management Professional
Training by Keane Inc.
- Programming Management
Professional Training by W.A.R.E.
- Professional Training in Life
Accident and Health Insurance
- Professional Seminar in Real
Estate Principals and Practices by Lee Institute.
- HIPAA Academy Professional
Seminars in Health Insurance Portability Accountability Act
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