Experience

ClareMedica Health Partners

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Manager, Data Analytics

  • Sep 2021 - Jul 2023

  Miami, Florida, United States An MSO/ACO healthcare organization. • Direct reporting to CEO/COO/CIO for firm wide reporting suite for the entire health care company. • Snowflake Database Administration and Development. Create tables/view, report development, data models. • Responsible for all reports to the Board of Directors and Operations to help execute strategic initiatives • Managing data team and third-party vendors to move the reporting enhancements forward • Oversight and Tableau… Show more An MSO/ACO healthcare organization. • Direct reporting to CEO/COO/CIO for firm wide reporting suite for the entire health care company. • Snowflake Database Administration and Development. Create tables/view, report development, data models. • Responsible for all reports to the Board of Directors and Operations to help execute strategic initiatives • Managing data team and third-party vendors to move the reporting enhancements forward • Oversight and Tableau administration for all users, create, publish, maintain users, etc. • Vendor procurement for additional software and license needs to support the data team efforts • Reporting on various health care domains, payer data, Medicaid, Medicare, enrollment, Quality, HCC’s, ICD-10, CPTs, Hedis, NCQA, Case Management, Pharmacy, Disease Management, Claims, Encounters, Admissions, HIE, Utilization Management, KPI’s, CRM, HL7 etc etc. • Admin, Stand up, create and maintain independent Snowflake (cloud DB) and SAS servers for reporting and analytics • Contract negotiations with third party vendors for additional software license agreements • Build data sets and dashboards end to end to support the entire reporting suite • Build warehouse tables, dashboards, reoccurring and ad-hoc reporting • Independently build reporting in Tableau, Power BI or Microsoft Excel (pivot tables, filters, slicers etc) using SAS and SQL server to optimize performance. • Oversight and maintenance production server SAS libraries to support firm wide reporting needs • Primary point and contact and SME for all reporting needs firm wide • Leading the data teams EMR migration efforts supporting data exports, implementation etc. • Ad-hoc reporting and trouble shooting. Show less



WellCare Health Plans

• United States
• Insurance
• 700 & Above Employee

• Senior Business Technical Analyst / Data Analyst III

  • Feb 2017 - Sep 2021

  Tampa, Florida, United States • Job responsibilities include design, build and maintain data warehouse tables for reporting. • Normalize data and aggregate for downstream reporting • Build data sets that feed dashboards driving business needs • Build warehouse tables, dashboards, reoccurring and ad-hoc reporting • Independently build reporting in Tableau or Microsoft Excel (pivot tables, filters, slicers etc) using SAS and SQL server to aggregate the data feeds. • Oversight and maintenance production… Show more • Job responsibilities include design, build and maintain data warehouse tables for reporting. • Normalize data and aggregate for downstream reporting • Build data sets that feed dashboards driving business needs • Build warehouse tables, dashboards, reoccurring and ad-hoc reporting • Independently build reporting in Tableau or Microsoft Excel (pivot tables, filters, slicers etc) using SAS and SQL server to aggregate the data feeds. • Oversight and maintenance production server local SAS l libraries to support reporting needs for other team members. • Reporting on various heath care domains, payer data, Medicaid, Medicare, enrollment, Quality, HCC’s, ICD-10, CPTs, Hedis, NCQA, Case Management, Pharmacy, Disease Management, Claims, Encounters, Admissions, HIE, Utilization Management, KPI’s, CRM, HL7 etc etc. • Primary point and contact and SME for case management reporting for Senior director level questions. This included the creation and modification of all care model changes. • Create BRD’s to document reporting to ensure business transparency and accountability. • Work directly with the business and Senior leadership to solve complex business needs and provide in-depth reporting solutions. • KPI and Utilization management reporting • Ad-hoc reporting and trouble shooting. • Wellcare was purchased by Centene in 2020 Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Credit Risk Technology Oversight and System Support - Risk

  • Sep 2012 - Feb 2017

  Tampa, Florida, United States • Primary responsibilities include design, build and maintain Decision Integrity reporting. A report independently monitoring all mortgage parameters against production volume used in the mortgage rules decision engine • Project management for systems enhancements, new builds, BRD/FSD oversight and creation, testing etc • Reporting creation and dashboard development in Tableau and Excel • Explain reporting findings to Senior level management • Additional responsibilities include… Show more • Primary responsibilities include design, build and maintain Decision Integrity reporting. A report independently monitoring all mortgage parameters against production volume used in the mortgage rules decision engine • Project management for systems enhancements, new builds, BRD/FSD oversight and creation, testing etc • Reporting creation and dashboard development in Tableau and Excel • Explain reporting findings to Senior level management • Additional responsibilities include data mining for the mortgage portfolio, acquisition integrations, ad-hoc SQL analysis, reporting, developing business/functional requirements and approving requirements. • Acquisitions SME, Chase acquired approximately 325,000 Metlife loans and 320,000 Seterus loans as part of a servicing acquisition my role was to analyze data, evaluate the quality of data, determine direction how to handle anomalies, mitigate repurchase risk, develop requirements for integration of data into the existing Chase infrastructure. • Information owner for the data job functions including oversight of monthly refreshes, updates/enhancements, help facilitate marketing efforts, and data mapping etc. • Reviews repurchase reports to determine root cause analysis and provide direction to cure systematic discrepancies. • Write/Review BRD’s and FSD’s for systems updates for supporting for Home lending applications. • Additional job responsibilities include reviewing and approving all home lending requirements (i.e. PRD’s, BRD’s, FSD’s) as part of Credit Risk Technology Oversight and System Support. (CRTOSS). • SME representing how the mortgage decision engine (Zippy) functions and providing guidance how to handle acquisition data, Dodd Frank updates, various enhancements. • Knowledge and experience in full development life cycle SLDC, ETL, XML, data warehouses, Agile, Waterfall, system design, stored procedures, relational database systems RDBMS, etc. • Lead team members for monthly processes and projects

• Ruleset and Reporting Developer

  • Oct 2007 - Sep 2012

  Tampa, Florida, United States • Primary responsibilities included designing, modifying, building and developing sophisticated decision flows and decisioning logic in support of Chase home lending technology for Zippy. • Reporting creation and dashboard development in Tableau and Excel • Explain reporting findings to Senior level management • SME for various interfaces including Zippy, Loan Builder, Closer, CLM, MPE, CMPE and Custom Rate Quote, CRQ, Chase.com. • Additional job responsibilities include writing… Show more • Primary responsibilities included designing, modifying, building and developing sophisticated decision flows and decisioning logic in support of Chase home lending technology for Zippy. • Reporting creation and dashboard development in Tableau and Excel • Explain reporting findings to Senior level management • SME for various interfaces including Zippy, Loan Builder, Closer, CLM, MPE, CMPE and Custom Rate Quote, CRQ, Chase.com. • Additional job responsibilities include writing technical/functional specification requirements (FSD’s) including developing use cases, XML data mapping/flow, database architecture design/support, Visio diagrams, supporting UAT testing, QA testing, training, developing calculations in Java, environmental support, creating test cases, troubleshooting production issues, ad hoc reporting, impact assessments, data mining using SQL and audit support. • Team lead in various projects. • The zippy decisioning logic is tremendously complex returning multiple waterfall scenarios, upsell scenarios, strategic alternative products, FHA alternative products, VA products, Non-agency, Harp products, etc. • Decisioning is supported in collaboration with DU, LP and HUD scorecard. • Supported Zippy since the inception of the majority of front systems in addition to decommissioning legacy systems, knowledgeable of the full software development life cycle. • The Chase home lending architecture utilizes sophisticated data modeling techniques returning both products and pricing in a single evaluation, I’m well versed in all facets of mortgage decisioning technology.



Flick Mortgage Investors

• Senior Mortgage Underwriter Manager

  • May 2006 - Jul 2007

  Miami, Florida, United States • Primary job responsibility was to underwrite all large, unusual and/or complex loans for all branches of Flick Mortgage Investors. • Lending authority limit up to $6 million, correspondent lender so lending authority limited varied by investor. • Additional responsibilities included training new employees, second signing loans, post-closing auditing, answering questions on complex underwriting scenarios, managing pipeline, working directly with the Vice President of Operations and… Show more • Primary job responsibility was to underwrite all large, unusual and/or complex loans for all branches of Flick Mortgage Investors. • Lending authority limit up to $6 million, correspondent lender so lending authority limited varied by investor. • Additional responsibilities included training new employees, second signing loans, post-closing auditing, answering questions on complex underwriting scenarios, managing pipeline, working directly with the Vice President of Operations and the President to resolve underwriting issues. • Loans are underwritten either manually or by utilizing AUS software. Mortgage types include Pay-Options, Jumbo, Alt-A /Expanded, Conventional and Sub Prime. • Consistently the top producing underwriter for the entire company with up to 15 underwrites per day. • Extensive knowledge and experience with investor specific guide lines including but not limited to FNMA/FHLMC, Aurora Loan Services, Countrywide, GMAC-RFC, EMC, Credit Suisse, Morgan Stanley, UBS, Chase, Green Point, National City, Deutche Bank, Principal Bank, Vision. • I was responsible for over $200 million in loan production for mid 2006 to 2007. • Unfortunately, due to market conditions the company closed on 7/20/2007 Show less



Provident Funding Associates L.P.

• United States
• Financial Services
• 100 - 200 Employee

• AVP - Team Lead - Senior Underwriter - Principal Representative

  • May 2003 - May 2006

  Tampa, Florida, United States • Team Lead for Tampa branch managing Underwriting and Closing departments. • Travel across the US hiring, underwriting and second signing mortgage applications., • Second Signing underwriting, drawing documents, closing and second signing loans • Lending authority limit up to 5 million. • Knowledge and experience in all phases of the loan cycle. • Responsible for hiring, training, post-closing auditing, underwriting, closing, developing marketing strategies, second… Show more • Team Lead for Tampa branch managing Underwriting and Closing departments. • Travel across the US hiring, underwriting and second signing mortgage applications., • Second Signing underwriting, drawing documents, closing and second signing loans • Lending authority limit up to 5 million. • Knowledge and experience in all phases of the loan cycle. • Responsible for hiring, training, post-closing auditing, underwriting, closing, developing marketing strategies, second signing, supporting other locations with underwriting or systems issues and managing employees located in the Tampa branch. • Underwriting/second signing experience in Jumbo, Alt-A, Conventional and Sub-Prime. • A large percentage of my time was spent traveling throughout the United States supporting other locations underwriting, closing and hiring. • Experience in high volume underwriting environment with minimal staff, completing up to 20 underwrites per day. • During my employment I was the Licensed Principle Representative for the State of Florida supporting Tampa, Orlando and Jacksonville mortgage operation locations. I was responsible for underwriting and reviewing over 120 million dollars in loans for 2005. Show less