BUSINESS ANALIST Resume

Title
BUSINESS ANALIST

Primary Skills
managerial, unit leader

Location
US-PA-Clifton Heights

Posted
Jan-21-09

PROFESSIONAL PROFILE

An accomplished and results-oriented Business Specialist with over 20 years of success in the financial services and banking industries. Recognized for providing effective solutions to problems and working cross-functionally to meet and exceed company goals. Flexible and adaptable, able to translate knowledge and expertise in various areas of operations and work well independently to achieve objectives. Known for possessing vast industry and product knowledge and the ability to build strong relationships internally and externally while promoting the company's core mission and values.

PROFESSIONAL EXPERIENCE

ALLIANZ LIFE INSURANCE, Berwyn, Pennsylvania 1995-2008
New Business/Commission Specialist (2003-2008)
* Monitored daily workflow processing in New Business, Agency and Commissions areas; served as resource to agents and over 25 back-office employees to resolve problems and provide expertise in financial services processing.
* Coordinated month-end processing, trail commissions and monthly client billing. Monitored Automatic Investment Plan (AIP) system on monthly basis and performed analysis and reconciliation reporting for senior management.
* Collaborated on development and testing of new systems and system enhancements; worked with corporate offices to design and test web-based processing system for internal and external rollout.
* Served as Interim Supervisor/Manager of New Business, Agency and Commissions during absences.
* Functioned as Business Analyst to coordinate implementation and monitor special programs affecting New Business, Agency and Commissions divisions.
* Knowledge transfer for SOX and BCM documentation for front end business areas; completed SOX audits monthly.
* User Acceptance Testing (UAT) end-to-end. Validating that both online functionality and supporting business processes operate as specified
* Writing test conditions and test scripts, executing test cases, documenting results, re-testing if needed. Document test conditions as well as track any defects. Produce testing reports based on test results.

Unit Leader (1998-2003)
* Monitored daily workflow of Commission and Agency departments.
* Reviewed and approved all processes and correspondence and provided direct supervision, scheduling, and evaluations for nine employees.
* Applied in-depth knowledge of systems as well as agency and commissions operations to authorize exceptions; monitored servicing of business for up to 1,000 broker dealers and registered representatives.
* Acquired proficiency with the operation of VS10/ACCENT system.
Senior Annuities Administrator/Commissions Administrator (1995-1998)
* Processed and reconciled weekly broker dealer commission payments, advances and adjustments in excess of $1 million; served as primary liaison to over 1,000 broker dealers to research and resolve commission-related problems.
* Audited processing of broker dealer agency affiliations to ensure accuracy and compliance.
* Reviewed, verified and processed agency and/or broker changes to existing accounts using Reflections Image Excel system; maintained complex Excel-based commission spreadsheets.
* Interacted regularly with clients and agents to service accounts and process transfers, withdrawals, disbursements and other types of transactions.
MERIDIAN MORTGAGE CORPORATION, Wayne, Pennsylvania 1993-1994
Team Leader
* Supervised staff of four specialists and delegated tasks within department to maximize operational efficiency and meet production requirements.
* Reconciled discrepancies on mortgage payoffs, processed mortgage satisfaction documentation and prepared defense documentation for cases in litigation.


MAIN LINE FEDERAL SAVINGS BANK, Villanova, Pennsylvania 1988-1992
Insurance Specialist (1999-1991)
* Maintained computerized records, and processed payments of homeowners, flood, default and P.M.I. insurance premiums; established files for new loans.
* Prepared escrow paperwork for satisfied mortgage loans and processed P.M.I. refunds.
Payoff Specialist (1988-1991)
* Calculated and prepared payoff documentation for mortgage, student, commercial and installment loans in accordance with FNMA, FHLMC and PHFA requirements.


EDUCATION

Penn State University, Lima, Pennsylvania
Completed Coursework in Paralegal Training

Bucks County Community College, Newtown, Pennsylvania
Completed Coursework in Business Administration/Management

TRAINING & DEVELOPMENT


Human Potential Initiative Program
Harassment in the Workplace
Distinctive Customer Service
Lotus Notes
Records Management
Team Works and On Base
Sarbanes-Oxley Act
Leadership Skills Training
Money Laundering
Anti-Fraud


COMPUTER AND EQUIPMENT

Team Point Microsoft Office
MAJAC VS10 Reflection
OLI Sisco Agent
Unisys VLS

Certifications
See above


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