Experience

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  Continental Bank

  • AVP Operations

    • Jul 2022 - Present

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  Henry Schein One

  • American Fork, Utah, United States

  • Senior Product Analyst

    • Aug 2020 - Present
    • American Fork, Utah, United States

    • Primary contact/lead for all company custom coding requests.• Managed commercial and government projects through project lifecycle.• Solved customer problems and issues.• Gathered requirements for all commercial and government clients.• Oversaw product planning and production from inception to delivery.• Wrote test scripts for new features and reports.• Owned the backlog for 2 Agile development teams.• Collaborated with product managers and all other stakeholders.• Managed user acceptance testing.• Delivered iterative product features in an Agile environment.• Clearly defined and recorded customer requirements in technical specs.• Trained new and existing co-workers and development teams.• Created project documentation, user stories, and technical requirement for new features.• Performed system testing for new features and reports.• Conducted analysis of current processes and improved efficiency.• Prepared technical reports after collecting external information.• Interfaced with large government clients to develop massive features.• Developed and upgraded software features according to specific client requests.• Monitored project progress by tracking activity and resolving problems.• Prioritized and defined backlog and user stories for multiple teams.• Performed research and analysis for technical requirements for customers and compliance.• Designed, tested, and modified new features, modules, and reports for Dentrix Enterprise.• Project Manager for the Application Product Interface team.• Led all 5 Scrum events for multiple Agile teams.• Presented weekly sprint demos to clients, stakeholders, and management.• Advised and assigned projects to junior product analysts.

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  Zions Bancorporation

  • Salt Lake City, Utah

  • Lead Subject Matter Expert Core Business Analyst

    • Mar 2015 - Jan 2020
    • Salt Lake City, Utah

    ● Supervised a team of 7 Business Analysts in creating a new core banking system ● Trained all employees on processes and procedures ● Coached employees in job and career development ● Provided support for all of Zions affiliates for users of TCS BaNCS ● Designed and built all statements and notices for commercial and consumer lending ● Performed extensive process improvement on all consumer flood notices ● Conducted performance reviews of all of employees ● Served as primary point of contact for all statements and notices in 3 releases ● Trained testers on the functionality of commercial loans ● Participated in risk forum with project management teams ● Verified and approved all technical specifications for system functionality ● Advised vendor on business requirements for system design and functionality● Developed and tracked all change requests for my team and implemented approved changes ● Worked with teams from 6 different affiliate banks to consolidate business requirements across the ban corporation ● Developed timelines for multiple projects at the same time ● Led my team thru 3 separate software releases ● Developed requirements for an industry first syndication and participation notification UI ● Developed governance documents for global delivery system for all lending statements ● Reviewed and approved test scripts and test cases for system integrated testing ● Trained multiple employees and contractors ● Worked with project managers to develop timelines to meet board approved dates ● Verified and proved vendor templates for customer facing statements

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  Celtic Bank

  • Construction Finance and Credit Manager

    • Jul 2007 - May 2015

    ● Managed a $100 million construction and development loan portfolio ● Reviewed all loan documentation for commercial and consumer construction loans to ensure compliance with company policies ● Developed strategies and procedures for construction loan department ● Closed both consumer and construction loans ● Managed a $15 million line of credit for manufactured homes broker ● Administered bank policy and compliance laws and regulations ● Audited and boarded over 400 brokered manufactured homes ● Distributed over $23 million of construction checks per year ● Audited and analyzed each loan for accuracy, detail, and completion ● Produced new COGNOS database query reports required by SVP ● Developed and maintained daily, weekly, and monthly portfolio reports for CEO ● Trained new employees on procedures, software, and compliance rules ● Handled all levels of loans from inception until payoff ● Acted as primary point of contact for all parties mentioned ● Performed underwriting and tax analysis for prospective clients ● Analyzed credit reports, and personal and business financial statements ● Underwrote residential construction loans

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  MagnetBank

  • Salt Lake City, UT

  • Senior Lending Processor

    • 2006 - 2007
    • Salt Lake City, UT

    ● Managed a portfolio of over 1200 commercial and residential loans ● Serviced participation loans ● Recommended new procedures, software, and protocol ● Boarded and audited loans and leases from all business partners ● System administrator for the digital storage software for the entire company ● Prepared and maintained dozens of auditing reports for upper management ● Managed inventory for the entire office

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  Zions Bank

  • Orem, UT

  • Construction Lending Loan Specialist

    • 2003 - 2006
    • Orem, UT

    ● Processed and serviced hundreds of construction loans ● Disbursed thousands of construction checks ● Prepared loan modifications and extensions ● Performed monthly audits of construction portfolio exceptions ● Managed hundreds of construction draws ● Analyzed financial statements ● Tax Analysis

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  Holladay Bank & Trust

  • Holladay, UT

  • Loan Department Supervisor

    • 2001 - 2003
    • Holladay, UT

    ● Managed a department of three people ● Audited all commercial construction projects ● Participated in loan committee decisions ● Maintained compliance lists for internal and external audits ● Trained new employees on procedures, software, and compliance rules ● Audited loans and draws for compliance