Product Solutions Consultant Manager

• Aug 2019 - Present

Product Solutions Consultant

• Apr 2011 - Present

•In-depth knowledge and ability to demonstrate and discuss all of Symitar Episys Core Platform features and all Jack Henry Assoc. add-on features along with Third Party software applicable to existing clients and prospects •Work closely with Symitar Product Solutions Consultants and Executives to formulate sales strategy, work sales pipelines and coordinate initiatives •Provide product information and support for completion of RFPs, RFIs, proposals, training and… Show more •In-depth knowledge and ability to demonstrate and discuss all of Symitar Episys Core Platform features and all Jack Henry Assoc. add-on features along with Third Party software applicable to existing clients and prospects •Work closely with Symitar Product Solutions Consultants and Executives to formulate sales strategy, work sales pipelines and coordinate initiatives •Provide product information and support for completion of RFPs, RFIs, proposals, training and marketing •Conduct product presentation to new core prospects, existing client base and conference’s •Maintain demo environment and peripherals

Product Solutions Consultant

• Sep 2006 - Jun 2011

In-depth knowledge and ability to demonstrate and discuss all of FIS MISER Core Platform features and all MISER Special/Add-on features along and Third Party software applicable to MISER clients and prospects • Work closely with MISER Solutions Consultants and FIS Executives to formulate sales strategy, work sales pipelines and coordinate initiatives • Provide product information and support for completion of RFPs, RFIs, proposals, training and marketing • Conduct new sales… Show more In-depth knowledge and ability to demonstrate and discuss all of FIS MISER Core Platform features and all MISER Special/Add-on features along and Third Party software applicable to MISER clients and prospects • Work closely with MISER Solutions Consultants and FIS Executives to formulate sales strategy, work sales pipelines and coordinate initiatives • Provide product information and support for completion of RFPs, RFIs, proposals, training and marketing • Conduct new sales, existing client and conference presentations • Maintain demo environment and peripherals

Senior Loan Business Analyst

• Feb 2001 - Sep 2006

Provide analysis related to system data conversion for financial institutions wishing to implement Miser Banking System. Collect pre-conversion information on current processing methods and procedures from clients. Analyze incoming data and complete data mapping using various conversion tools. Complete system to system balancing for each conversion run. Prepare test data and test conditions, conduct tests and verify results. Resolve any problems with… Show more Provide analysis related to system data conversion for financial institutions wishing to implement Miser Banking System. Collect pre-conversion information on current processing methods and procedures from clients. Analyze incoming data and complete data mapping using various conversion tools. Complete system to system balancing for each conversion run. Prepare test data and test conditions, conduct tests and verify results. Resolve any problems with test results with programming and client staff members. Verify post conversion-generated reports for accuracy to ensure successful conversion results. Ensure successful implementation, train and familiarize customer with all aspects of Miser system functionality and usage. Act as liaison between customer and Miser to develop specific system design needs. Assist in training new Loan Business Analyst. Travel up to 50% domestically.

Business Systems Analyst Specialist

• May 2000 - Feb 2001

Provided analysis related to Lending/system data conversion for financial institutions wishing to implement CBS Banking Software. Analyzed incoming data and completed data mapping using department methodology and tools. Completed system to system balancing for each conversion run. Verified conversion program results and correct and/or assist programmers with identification of adverse code results. Assisted with the support and/or training of the client prior… Show more Provided analysis related to Lending/system data conversion for financial institutions wishing to implement CBS Banking Software. Analyzed incoming data and completed data mapping using department methodology and tools. Completed system to system balancing for each conversion run. Verified conversion program results and correct and/or assist programmers with identification of adverse code results. Assisted with the support and/or training of the client prior to, during and after conversion. Prepared reports and logs as required. Provided input into the project plan for future CBS development for the US business unit. Examined parameters and data output with client to ensure system is performing as desired. Assisted in training new banker analyst. Traveled up to 40% domestically. Show less Provided analysis related to Lending/system data conversion for financial institutions wishing to implement CBS Banking Software. Analyzed incoming data and completed data mapping using department methodology and tools. Completed system to system balancing for each conversion run. Verified conversion program results and correct and/or assist programmers with identification of adverse code results. Assisted with the support and/or training of the client prior… Show more Provided analysis related to Lending/system data conversion for financial institutions wishing to implement CBS Banking Software. Analyzed incoming data and completed data mapping using department methodology and tools. Completed system to system balancing for each conversion run. Verified conversion program results and correct and/or assist programmers with identification of adverse code results. Assisted with the support and/or training of the client prior to, during and after conversion. Prepared reports and logs as required. Provided input into the project plan for future CBS development for the US business unit. Examined parameters and data output with client to ensure system is performing as desired. Assisted in training new banker analyst. Traveled up to 40% domestically. Show less

Business Systems Analyst Specialist

• May 1997 - May 2000

Specialized in converting Lending data for financial institutions onto the Phoenix Banking System. Responsible for verifying the set up of the System Administrator, General Ledger Chart of Accounts and Financial Reports. Provided detailed mapping for all applications as applicable for use in writing conversion programs. Balanced and audited converted data using various tools. Answered and resolved any and all related conversion issues. Participated in… Show more Specialized in converting Lending data for financial institutions onto the Phoenix Banking System. Responsible for verifying the set up of the System Administrator, General Ledger Chart of Accounts and Financial Reports. Provided detailed mapping for all applications as applicable for use in writing conversion programs. Balanced and audited converted data using various tools. Answered and resolved any and all related conversion issues. Participated in sales presentations, gap analysis and training sessions concerning system functionality. Traveled up to 50% domestic and internationally. Show less Specialized in converting Lending data for financial institutions onto the Phoenix Banking System. Responsible for verifying the set up of the System Administrator, General Ledger Chart of Accounts and Financial Reports. Provided detailed mapping for all applications as applicable for use in writing conversion programs. Balanced and audited converted data using various tools. Answered and resolved any and all related conversion issues. Participated in… Show more Specialized in converting Lending data for financial institutions onto the Phoenix Banking System. Responsible for verifying the set up of the System Administrator, General Ledger Chart of Accounts and Financial Reports. Provided detailed mapping for all applications as applicable for use in writing conversion programs. Balanced and audited converted data using various tools. Answered and resolved any and all related conversion issues. Participated in sales presentations, gap analysis and training sessions concerning system functionality. Traveled up to 50% domestic and internationally. Show less

Relationship Support Specialist

• Mar 1995 - Apr 1997

Delivered effective, responsive customer service to corporate customers related to Treasury Management and Funds Management products & services. Acted as a liaison with operations units in resolving servicing issues. Supported relationship managers and treasury management officers. Assisted in training new support specialist. Delivered effective, responsive customer service to corporate customers related to Treasury Management and Funds Management products & services. Acted as a liaison with operations units in resolving servicing issues. Supported relationship managers and treasury management officers. Assisted in training new support specialist.

Cash Management Account Manager

• May 1993 - Mar 1995

Cash Management Account Manager: Provided professional service to corporate customers, cash management officers, relationship managers and internal bank personnel in response to a full range of inquiries regarding cash management, operational, and technical issues. Coordinated the implementation of new cash management services, including operation setups and billing input. Served as Account Manager for the bank’s West Coast and Mid-West customers. Cross-sold… Show more Cash Management Account Manager: Provided professional service to corporate customers, cash management officers, relationship managers and internal bank personnel in response to a full range of inquiries regarding cash management, operational, and technical issues. Coordinated the implementation of new cash management services, including operation setups and billing input. Served as Account Manager for the bank’s West Coast and Mid-West customers. Cross-sold products including cash management and retail banking. Show less Cash Management Account Manager: Provided professional service to corporate customers, cash management officers, relationship managers and internal bank personnel in response to a full range of inquiries regarding cash management, operational, and technical issues. Coordinated the implementation of new cash management services, including operation setups and billing input. Served as Account Manager for the bank’s West Coast and Mid-West customers. Cross-sold… Show more Cash Management Account Manager: Provided professional service to corporate customers, cash management officers, relationship managers and internal bank personnel in response to a full range of inquiries regarding cash management, operational, and technical issues. Coordinated the implementation of new cash management services, including operation setups and billing input. Served as Account Manager for the bank’s West Coast and Mid-West customers. Cross-sold products including cash management and retail banking. Show less

Corporate Loan Officer Assistant

• May 1988 - Mar 1993

Accessed and handled customers servicing issues using various banking mainframe systems. Serviced commercial loans for corporate customers Fee income collections. Assisted in corporate loan closing, proposals writing, cross-sold cash management and other bank services. Assistant to five relationship managers in servicing the West Coast and Mid-West territories. Accessed and handled customers servicing issues using various banking mainframe systems. Serviced commercial loans for corporate customers Fee income collections. Assisted in corporate loan closing, proposals writing, cross-sold cash management and other bank services. Assistant to five relationship managers in servicing the West Coast and Mid-West territories.