Experience

Trellance

• United States
• Financial Services
• 100 - 200 Employee

• Episys Business Analyst

  • Dec 2022 - Present



US Navy

• United States
• Armed Forces
• 700 & Above Employee

• Navy Hospital Corpsman

  • Nov 2021 - Nov 2022

  Served as Hospital Corpsman in the Family Practice Clinit at Naval Air Station Jacksonville. Functioned as a Medical Assistant and performed nursing procedures for the comfort and well being of patients. Duties and responsibilites included: - Utilized databases to identify and manage 735 patients monthly for follow-ups, referrals, medication refills, and routine labs - Served as Infection Control Prevention Liaison, which included 2 monthly internal audits, quarterly review of Infection Prevention Manual and Trophon ERP binders to ensure adherence to hospital guidelines and bi-weekly review of Trophon ERP disinfection logs - Developed an Excel spreadsheet as the primary Department Training Coordinator to efficiently track 42 training jackets to verify certificates were not expired, which resulted in 100% of the team being up-to-date on their certifications - Served as Leading Petty Officer from January 2022 to May 2022, which resulted in 49 Hospital Corpsman ready for worldwide assignment - IV Therapy, medication admistration, patient assessment, BLS (basic life support), assisting in diagnostic/therapeutic prodecures (colposcopy, vasectomy, minor prodecures, EKGs) and takng patients vital signs



Synergent

• United States
• IT Services and IT Consulting
• 100 - 200 Employee

• Business Analyst

  • Mar 2020 - Oct 2021

  - Successfully converted 6 credit unions from other vendors to the in-house core data center (Symitar host/Episys UI), including data analysis, mapping, and software testing. - Utilized complex SQL queries to conduct an analysis of legacy data elements for data mapping to Episys - Collaborated with the Development team to provide technical guidance for programming - Gathered specifications, documented business requirements, produced delivery plans, and compiled accurate cost estimates - Implemented add-on and third-party solutions and ensured core data and parameters were accurate - Documented business requirements and translated them into functional specifications for the IT team, resulting in the successful implementation of new software and increased productivity throughout the credit union - Performed necessary steps to implement changes into production via change management with Salesforce - Delivered consultative recommendations and knowledge transfer sessions to 20 credit unions to improve operational processes



Tyler Technologies

• United States
• Software Development
• 700 & Above Employee

• Associate Implementation Consultant

  • Feb 2019 - Mar 2020

  - Managed and coordinated 40 client implementation projects and assisted clients with troubleshooting issues to gain resolution - Educated users on software functionality, data entry, system administration, user security, and user permissions - Worked with clients to identify proper data mapping processes from existing software to Tyler applications - Created and customized reports to satisfy client requirements which lead to reduced costs by $4,000+ per month - Managed and coordinated 40 client implementation projects and assisted clients with troubleshooting issues to gain resolution - Educated users on software functionality, data entry, system administration, user security, and user permissions - Worked with clients to identify proper data mapping processes from existing software to Tyler applications - Created and customized reports to satisfy client requirements which lead to reduced costs by $4,000+ per month



Synergent

• United States
• IT Services and IT Consulting
• 100 - 200 Employee

• Implementation and Training Analyst

  • May 2017 - Jan 2019

  - Authored technical documentation for end-user manuals, created 20 pre-recorded training courses, and presented 12 live webinars, decreasing the number of calls to customer support by 10% - Participated in the implementation/conversion process and provided on-site support and training for 2 new credit unions converting to the Episys platform - Successfully acted as project lead on 6 single product implementations, ensuring all deadlines were met and goals were achieved - Established a OneNote notebook that was used department-wide, reducing time spent researching by 50%



Bangor Savings Bank

• Banking
• 700 & Above Employee

• Wealth Management Group Account Administrator

  • Oct 2014 - Feb 2017

  - Acted as custody services liaison for Atlantic Financial Services 300+ client accounts and maintained client confidentiality by handling all documentation with care, resulting in no data breaches or leaks- Provided comprehensive day-to-day administrative support including customer service, preparation of presentation materials, and coordinating and scheduling appointments- Created, monitored, and analyzed various system reports and maintained accurate records of account activity and updated client information as needed

• Treasury & Payment Specialist II

  • Jun 2014 - Oct 2014

  - Successfully assisted assigned Officers with transitions of 25 new clients to the bank, increasing department’s revenue by $25,000 per month- Conducted 10 customer training and provided technical support, both on-site and via telephone, for online banking products ACH files, Positive Pay, and wire transfers- Assisted in the development, testing, and implementation of new products and services- Successfully completed set-up forms and creation of marketing and training tools within tight deadlines, resulting in increased efficiency for the team

• Treasury & Payment Specialist I

  • Apr 2012 - Jun 2014

  - Prepared documentation, service agreements, and account analysis set-up forms for clients for 75+ clients- Conducted financial analysis required for presentations to clients and prospects - Created and maintained department sales and activity reports to track sales goal progress - Worked with support staff, management, and all business lines within the bank to identify, prioritize, and resolve complex client servicing issues, training, and client transitions - Designed spreadsheets to encompass up-to-date and accurate data for ongoing projects



Optima Bank & Trust

• United States
• Banking
• 1 - 100 Employee

• Deposit Operations Specialist

  • Feb 2011 - Apr 2012

  - Successfully lead Synergy implementation for paperless filing and imaging documents, reducing physical storage by 85% - Responsible for monitoring and processing ACH transactions, ATM reports and card usage, online banking transactions, sending and receiving large dollar return notifications, processing ACH returns, check returns, and NOCs - Sent out monthly account analysis statements to over 50 clients and reviewed exception items with them - Successfully lead Synergy implementation for paperless filing and imaging documents, reducing physical storage by 85% - Responsible for monitoring and processing ACH transactions, ATM reports and card usage, online banking transactions, sending and receiving large dollar return notifications, processing ACH returns, check returns, and NOCs - Sent out monthly account analysis statements to over 50 clients and reviewed exception items with them