Resume of Business, Technical Analyst

Title
Business, Technical Analyst

Primary Skills
SQL, Project Manager, Visio, CRM, Web Applications, SalesForce, Crystal Reports, E-commerce, Java, Citrix, HIPAA

Location
US-FL-St Augustine (will consider relocating)

Posted
May-19-08

Executive Summary:
Self-motivated and well organized individual ready to make an impact toward organizational success. Resourceful team-oriented business executive recognized for exceptional analytical talents and problem solving abilities.

Professional Experience:

Business/Technical Analyst
Allegro Funding Corp - 10/2007 - 04/2008
• Provided analysis and guidance to ownership group on company's strategic business and technology goals. Assisted in development and maintenance of Citrix based application system and Internet/Intranet based SalesForce & Sugar CRM applications, marketing, product pricing/eligibility, vendor tracking, data integrity and work flow applications.
• Coordinated IT projects and analysis to ensured company resources were utilized at optimal efficiency. Identified system and resource requirements. Delivered status reports & schedules. Conducted project meetings, and identified and resolved technical problems.
• Developed/delivered pipeline management and ad hoc reporting via Excel, Access and SQL applications.
• Overseeing the evaluation, selection and on-going management of all vendors as well as the negotiation of purchase contracts or service level agreements.
• Served as a liaison between development teams, end users and business unit managers to ensure the needs analysis goals were achieved.
• Managed and conducted application integration/training. Developed training documentation, including user guides, application exercises and best practice procedures.

Business Development Manager/Consultant
Lendia, LLC - 4/2007 - 10/2007
• Provided consultative analysis to both potential & established client base. Collected and analyzed client work flow & business practices to evaluate existing and potential efficiencies.
• Developed and managed SalesForce CRM applications. Enhanced layout and date capture, while leading training and integration efforts.
• Managed, participated in, and conducted technical training sessions. Determined user group training objectives. Developed training plans, user data samples, reporting data outputs, and designed end user session exercises.
• Conducted on-site/web conference presentations, data conversions, system implementations and end user training. Provided on-going user assistance, enforcement of technical policies, software releases, system upgrades and resolved software related problems.
• Created/published on-going business critical reporting via Crystal Report Studio and multiple data sources.
• Analyzed web portal traffic to recognize user patterns and trends. Conducted and hosted JAD sessions, providing data analysis to systems personnel to help formulate effective enhancements and best practice procedures.
• Improved client business processes through implementation, and maintenance of Java based web portal. Delivered reductions in manual processes, electronic document management, EDI work flow and connectivity to industry third-party services.
• Recognized as top ranked sales person in company's COS division.

Inside Business Development Representative
GE Money Bank/WMC - 10/2006 - 2/2007
• Developed, solicited and maintained new account base within assigned territories. Worked in collaboration with back office/support team members to ensure the execution of business growth strategies.
• Sales Logix CRM administrator/user. Developed automated campaign programs and on-demand reporting functions.
• Added 40+ new producing accounts to company's customer base. Increased production pipeline an average of 20% per month, while maintaining a pull through rate 30% above the company average.
• Participated and completed Six Sigma training sessions, including business management strategy, improvement in business processes and cost reduction/profit increase.

Mortgage IT/Project Manager & Secondary Market Delivery
Prosperity Bank - 12/2003 - 4/2006
• Provided analysis and technical guidance to company's EVP/SVP team on technology enhancements and long-term e-commerce strategies. Identified and analyzed systems requirements and defined project scope, requirements, and needs analysis objectives. Publishing requirements & plans via Microsoft Visio.
• Communicated and collected required data from internal/external development teams, executive management and end user groups. Delivering project status reports via Microsoft Project, coordinated schedules, managed project meetings, and identified/resolved technical problems.
• Managed long-term enterprise level data & application conversion projects. Converting DOS based data systems into efficient SQL, Java and Microsoft Terminal Server based applications. Resulting in integrated reporting and data management systems for enhanced information delivery.
• Managed consolidation of multiple Excel/Access reporting systems. Created on-demand reporting templates within Crystal Reports 9+, as well as ad hoc report request/queries within three managed data bases. Queries written within legacy systems, Access & SQL data sources.
• Managed, participated in, and conducted technical training sessions. Determined user department training objectives. Developed training plans, user data samples, reporting data outputs, and designed end user session exercises.
• Leadership role in the evaluation and recommendation of all vendors as well as the management service level agreements. Managed vendor relationships and maintained department IT budgets.
• Supervised IT functions within retail lending division, enforcing organizational policies and goals. Ensured proper functioning of lending IT systems and installed upgrades/enhancements as necessary. Assisted corporate IT department & SVPs in on-going improved efficiency.
• Tracked and managed retail/wholesale pipeline, publishing daily rate sheets, maintain pricing and margins, on-going research of new products and investors, resolve pricing issues and daily monitor/report on competitor pricing.
• Oversaw electronic banking applications, including corporate website, MortgageBot and third-party web services. Developed policies and procedures for e-banking processes to ensure compliance with established standards and regulations.
• Administration & development of CRM applications, including reporting and automation within SalesForce and other web services applications.
• Efficiency improvements resulted in 35% increase in 2005 annual sales goals. Set new monthly records for individual & team production throughout '04,'05 & '06.

Wholesale (B2B) Account Executive
4/2002 - 12/2003 First Banc Home Mortgage
• Developed, solicited and maintained national account base. Worked in collaboration with back office/support team members to ensure the execution of business growth strategies.
• Provided hands on training for new & existing brokers, in the areas of product selection, underwriting procedures/best practices and software.
• Maintained 80%+ pull through percentage, while managing a 5-7MM production pipeline.
• Tracked and maintained production pipeline within GoldMine CRM applications.

Project Manager/Technical Analyst
5/2000 - 2/2002 - Meyer Technologies/Work Smart MD
• Managed multiple aspects of product design and end user analysis objectives for WorkSmart MD Java based medical practice management & HIPAA compliance applications. Provided medical clients work flow analysis and automation to improve management of patient encounter from patient appointment scheduling to payment fulfillment.
• Managed teams of 3-5 internal analyst and developers, with 10-15 out-sourced development team members, as well as the negotiation of out-sourcing contracts & agreements.
• Delivered enhanced EDI systems. Coordinated EDI testing and integration via on-site client sessions. Coordinates all aspects of implementation, design, and maintenance of applications, to improve clinical office practices.
• Conducted end-user analysis for product optimization, work flow and business needs requirements. Coordinated on-site network conversions & installations. Transfer of DOS based billing system data to SQL hosted database.
• Automated marketing efforts through SalesForce, delivering reporting and campaign analysis to key management.
• Provided executive manage business forecasting analysis and reporting on all budgeting, time-lines, funding needs and cost analysis.

Technical Support/Sales Associate
5/1997 - 4/2000 - PCFL Internet Services/Earthmax Technologies
• Deployment and integration of proprietary ASP Hosted billing and e-commerce processing systems. Provided clients data capture and CRM capabilities via proprietary web services applications.
• Provided Technical support for internet access, networking, hosting, web design and e-commerce client base. Identified, researched, and resolved day to day technical problems.
• Level II HTML & Graphic design. Management of out-source development team for more advanced e-commerce/flash animation projects.
• Coordinated/Attended presentations & develops proposals, acting as the technical expert. Assigned installations/implementations and monitored deliverables to ensure client needs are met successfully and in a timely fashion.
• Gathered client feedback and suggested new products/services for improvements to existing IT systems.

Sales Associate/Jr. PC and Network Technician
04/1996 - 4/1997 - CompuNet America, Inc
• Developed, new networking services clients, generated sales quotations, and handled customer service needs. Worked with team members in the field including field technicians generating Novell & Windows NT, billable consulting hours for local school districts local Police departments and B2B area clients.
• Coordinated installation, maintenance, and management of LAN/WAN integration into the network. Analyzed client LAN/WAN needs, providing upgrades/changes enhancement recommendations.
• Provided retail/business clients Windows/Novell desktop support and troubleshooting of end user technical issues and needed installation/upgrades.


Education & Related Experience:
Associates Degree 3.86 GPA, Chicago School of Business 1998
Technical Experience: Microsoft desktop applications Windows 3.11 through current OS systems, Microsoft NT, 2000, 2003 and Vista Servers, Novell Netware/Groupwise, Microsoft Office Suites, Microsoft Project, Access, Microsoft .Net, Visio, Rational Rose, SalesForce.com, SalesLogix, Sugar CRM, Crystal Reports

Certifications
See above


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