Sergio A. Fuentes

  • Business Systems Analyst
  • Simi Valley, CA
  • Member Since Mar 15, 2023

Candidates About

 

Sergio A. Fuentes

 

Business Systems Analyst

 

 

SUMMARY

·         Business Systems Analyst with over 30 years of experience in a wide variety of applications including financial, banking, insurance, vector check processing/item processing, annuities, DP services and PegaSystems

·         Experienced in managing all aspects of technology relating to detailed requirements gathering and systems analysis for complex, enterprise-wide applications development projects

·         Strong experience writing use cases, atomic use cases, BRD's, BCD's, HLD's and LLD’s

·         Established a team SharePoint site that served as a central document repository, housing key operational artifacts that include system documentation, P&P and training material.

·         Advanced proficiency in MS Office Suite (Access, Word, Excel, Outlook, PowerPoint and Visio)

·         Excellent communication skills with the ability to interact with change management and PMO.

·         Contributed, Supported, and actively participated in all phases of testing. QA, CIT, SIT, UAT, Regression, and Integration testing. 

 

 

EDUCATION

·         Bachelors Degree, Business Administration - Technological University of Mexico, Mexico City

·         Associate in Science, Computer Programming- Los Angeles Pierce College, Woodland Hills, CA

·         Management Information Systems, Undergrad Studies - California State University, Northridge, CA            

 

TECHNICAL SKILLS

Technologies

IBM Mainframe 3090, iSeries AS400, .NET, SQL Server (Stored Procedures and SSIS Packages), PegaSystems, HP-Quality Center and SharePoint, IBM Jazz Rational Lifecycle Project Administration (Agile tool) – Requirements Management, Change and Configuration Management, and Quality Management.

JIRA,MetaCenter, and Collibra.

MS Applications

Microsoft Office Suite (Access, Word, Excel, Outlook, PowerPoint and Visio), Visual Studio and Team Foundation Server (TFS), MS SQL Queries.

Languages

COBOL, Assembler and SQL Queries

IBM UTIL

CICS, IMS DB/DC, DB2, CLIST, DYL280, JCL, TSO, VSAM, Expediter, Panvalet, Librarian, Data-Expert, IDCAMS, File-Aid, Eztrieve and RES-Q

 

 

EXPERIENCE

MUFG Union Bank, Irvine, CA                                                           August 2017 – November 2017

Lead Business Systems Analyst

Taking the lead in researching, analyzing, developing and updating documentation, processes, and controls related to the Deposit Business Glossary for a new Deposit system replacing an old one. Consulting with users and SMEs to analyze business specifications, workflow, system upgrade elements in the Deposit System (upstream/Downstream) ensuring no negative impacts and all deposit elements are considered with the new Deposit System.
Accountable for interviewing stakeholders and SMEs.
Accountable to managers and PMO for the project new Deposit System analysis and research efforts.
Participate in the functional designs and implementation for the Deposit System Business Glossary for metadata management platforms (MetaCenter, and Collibra Data Governance Center) and making sure information is completed, updated, and/or corrected in Data Warehouse and using JIRA.

 

 

 

Zions Bank, Salt Lake City, UT                                                             September 2015 – June 2017

Lead Business Systems Analyst

TCS (Tata) developed banking applications called BaNCS.  Zions Bank decided to use and implement 3 major BaNCS applications:

Release 1 Consumer Lending, Release 2 Construction Lending, and Release 3 Deposits.

For Release 3 – Deposits - Lead the Statements & Notices team to write requirements documents from Functional Specs and upload them into IBM Jazz Rational Requirements Management. Coordinating meetings discussing requirements with users and stakeholders. Analyzing and researching Functional Specs and make decisions on requirements. Produce mockups of statements & notices using Snagit as part of the requirements documents.

Using Collibra, Metadata, JIRA and Agile tool IBM Jazz Rational Management

Developing test cases and uploading them into Rational Quality Management. Approve Functional Specs from the Statements & Notices workstream stand point.

 

For Release 2 - Commercial Lending - Part of the team to write requirements documents from Functional Specs and upload them into SharePoint.

Analyzing and Researching Functional Specs and make decisions on requirements. Produce mockups of statements & notices using Snagit as part of the requirements documents.

Produce and provide test cases for the testers.

Approving test scripts uploaded by testers in Quality Management in Rational.

 

PennyMac, Moorpark, CA                                                                         June 2014 - March 2015

Business Systems Analyst

Coordinated efforts for the Loan Administration Follow up Application (LAFA), a web based .NET application with SQL Server that provides loan administration process for PennyMac Mortgage Company. Activities include writing BRDs, change of requests, conducting QA testing, writing SQL queries, participating in UAT and Integration testing.

·         Worked as a part of a team of System Analysts that provided support to LAFA (Loan Administration Follow up Application) related to mortgage loan activities. Web based application with .NET, SQL Server, Stored Procedures, SSIS Packages and TFS.

·         Starting a Data Governance program (with Collibra) to ensure that high quality data exists throughout the complete lifecycle.

·         Supported the IVR Call Center for all phases of SDLC cycle

·         This is a fast-paced environment with scheduled 3 to 4-week releases and deadlines. 

·         Managed expectations and worked on weekends or late evenings to complete work to meet releases and deadlines.

·         Worked with Black Knight MSP loan servicing and document repository.

·         Interviewed LOB for gathering requirements and preparing change of request documents.

·         Conducted weekly status meeting with IT and Dev Group.

·         Used Word, Excel, SQL, Access, Visio, PowerPoint on a daily basis

·         Responsible for DEV and STG testing and coordinating UAT with users.

·         Monitored and managed changes implemented into production on releases and deadlines.

 

Bank of America, Simi Valley, CA                                                                  April 2013 - February 2014

Business Systems Analyst 

·         Provided support to PegaSystems Default Work Flow (UI Application for Underwriters), supporting all activities to CIT/SIT/UAT/integration test/production efforts throughout the different project phases.

·         Conducted Interviews with LOB for functional requirements and preparing business requirements documents or business solutions. Walkthroughs with LOB and Developers for sign offs on business requirements. Default Work Flow (PegaSystems) uses information from bank's iSeries AS400 Stored Procedures, SSIS Packages.

·         Gathering requirements for the Call Center Telephony IVR and wrote the BRD’s

·         Responsible for leading the project team to identify the business needs.

·         Prepared business requirements, functional requirements, feasibility studies, program specifications, users test plans, user documentation, and user training plans.

·         Prepared and modified based on requirements; atomic uses cases and rules tables.

·         Supported sourcing the data from AS400 system using COBOL and CICS.

·         Conducted JAD sessions and weekly status meeting with LOB, IT and AppDev Group in-house and offshore.

·         Wrote use cases, atomic use cases, BRD's, BCD's, HLD's and LLD’s.

·         Used QC HP for analyzing defects, engaging triage with LOB and app dev team, providing assistance to QA team.

·         Coordinated and participated actively in AppDev, QA, CIT, SIT and UAT testing.

·         Assisted the control room in recording issues and opening QC defects during all phases of testing.

·         Conducted triage with LOB and app dev team for appropriate solutions on defects.

·         Coordinated all AppDev, QA, CIT, SIT and UAT efforts to support default workflow.

·         Established a team SharePoint site that served as a central document repository.

 

Bank of America, Agoura Hills, CA                                                                June 2011 - November 2012

Business Systems Analyst 

·         Worked as a part of a team of System Analysts that provided support to 5 different applications, all related to Mortgage Servicing Legacy and supporting BAU (business as usual) activities. Applications were .NET, SQL, Stored Procedures, SSIS Packages and PegaSystems.

·         Assigned primarily to Mortgage Credit Loss Mitigation Strategy Unit and responsible for leading web-based Accounting System oversight NCL/TDR team and responsible for the project queue.

·         Interviewed LOB for functional requirements and prepared business requirements documents or business solutions and conducted JAD sessions.

·         Conducted weekly status meeting with LOB, IT and Dev Groups.

·         Gathered requirements for business requirements documents and atomic use cases.

·         Analyzed, supported and modified based on requirements and atomic use cases and rules tables.

·         Involved with different source of records in an AS400 environment using COBOL and extracting data for refreshing SQL tables. Project estimates, project plans, functional design requirements, data analysis and mapping.

·         Participated in QA testing

·         Involved with QA, CIT and SIT Teams. Using HP-QC for tracking defects and fixing issues during testing.

·         Used SQL, Access, Word, Excel, Visio, and PowerPoint

·         Stored requirements using SharePoint and Discovery.

·         Provided a complete, detailed and vetted requirements document.

·         Mentored and coached Junior Associates when they were new to the team.

·         Aligned team goals with executive management strategy and objectives.

·         Participated in SA standards round table discussions in order to improve completeness of requirements document.

·         Established a team SharePoint Site that served as a central document repository, housing key operational artifacts that include system documentation, P&P, training material.

 

Union Bank, San Diego, CA                                                                              March 2010 - March 2011

Business Systems Analyst 

·         Led the DDA project team and responsible for DDA queue for business as usual projects.

·         Prepared EPM documents such as: statement of work, work order, or business solutions; project estimates, project plans, functional design requirements, data analysis and mapping, feasibility studies, alternative solutions analysis, program specifications, test plans, conversion plans and implementation plans.

·         Reported to Systems Support Manager and responsible for working with users, developers and business analysts to ensure stability of production systems.

·         Coordinated group sessions with developers and business users to define requirements and JAD and Q&A sessions and responsible for UAT and SIT testing.

·         Wrote requirements documents as well as functional specs documents.

·         Monitored changes implemented into production are adequate and on time.

·         Responsible for the most complex systems and projects.

·         Managed the implementation of assigned system projects.

·         Applied specific knowledge of business and knowledge of systems technology capabilities such as SDLC cycle to business problem solving.

·         Used HP-QC for tracking defects and fixing issues during testing.

·         Stored requirements using SharePoint.

·         Participated in design, installation and maintenance of complex system projects.

·         Participated in preparation of test cases with the ability to intuitively assess impact of issues and escalate issues as and when needed.

·         Responsible for ensuring that all batch jobs are run on time without incidents and collaborate with development team to fix any problems or incidents encountered in production and design Long term solutions to enhance the production environment.

·         Participated in annual DR site testing and environment maintenance/setup.

·         Worked as a Technical Writer preparing statement of work, project estimates, project plans, business requirements, functional requirements, feasibility studies, alternative solutions analysis and test plans, conversion plans and implementation plans.

·         Assisted in coding of mainframe programs, changing JCL for DDA jobs, define/replace EFT forms for Web Ammo as well as third-party vendor FSSI Forms.

·         Supported mainframe applications using COBOL, VSAM, CICS and DB2.

·         Planned and implemented bank operations unit, the elimination of report hardcopies for DDA application and Warehouse those reports in Web Ammo.

 

AIG Alico Insurance Company, Wilmington, DE                                           September 2009 - March 2010

Business Systems Consultant

·         Supported technical development and business analysis staff, involving instructing, directing, guiding and validating other associates and consultants work deliverables.

·         Made decisions, directed and monitored team members, developed and completed technical, project, and informational deliverables.

·         Involved in technical and business logical analysis, problem solving and business solutions involving cross-platform, multi-program language and internal/intranet/internet environments.

·         Documented business functions, processes, applications, systems, procedures and results of analysis, work sessions and related information, including business cases and reference manuals.

·         Functioned as a Technical Writer to support business documentation requirements.

·         Provided business consulting across organization on complex projects involving use of technology.

·         Involved in primarily SQL work - main work was to navigate within the databases.

·         Issued simple queries against database, built simple database structures, relationships and manipulated data in the database.

·         Acted independently and in cross-team projects.

·         Developed, established, modified and supported technical analysis, development, problem resolution and implementation procedures to solve complex Actuarial issues.

·         Assisted Production Support on an AS400 with CL, COBOL, DDS, on daily activities with a valuation extract Policy Master Files coming from 150 plus countries.  Received data from these sites into Wilmington IT Center, then processed and extracted information for Actuaries.

·         Helped a group of SunGard Consultants to write models for Actuaries on a new system called "Prophet Professional".

 

AIG Sunamerica Financial, Woodland Hills, CA                                              May 1997 - March 2009

Business Systems Analyst/Project Leader

·         Worked directly with users, programmers and vendors to develop and provide production support of our electronic document management for daily confirms and quarterly statements among other legal financial documents/letters.

·         Supervised, contributed, and participated in the activities of generating financial statements sometimes working on weekends on a 24/7 schedule.

·         Oversaw enhancement projects following company standards, system design and life cycle methodology processes and internal procedures.

·         Responsible for developing system design specifications and processing procedures.

·         Established and maintained effective working relationships with management, users and vendors.

·         Communicated effectively at all levels and provided on-call production support.

·         Utilized problem-solving techniques to resolve production problems.

·         Used 3090 Mainframe with COBOL, VSAM, JCL, CICS and DB2.

·         Used HP-QC for tracking and fixing testing issues.

·         Performed data extraction and analysis - analyzed data sources and designed queries to extract data for operational reporting utilizing SQL.

·         Created technical documentation on data models and query logic with the ability to query relational databases.

 

Alltel Information Services, Walnut Creek, CA                                              September 1996 - May 1997

Business Systems Analyst/Consultant

·         Responsible for developing a leasing vehicle interface to Alltel Systematics Mainframe COBOL and CICS Online Collections System at assignment at Bank of the West.

·         Conducted weekly user meetings and prepared the project Gantt charts, analysis, research, program specs, coding and testing.

 

 

Farmers Insurance Group, Los Angeles, CA                                                 August 1995 - September 1996

Business Systems Analyst/Consultant

·         Led a group of contractors involve in a one-time-conversion project to convert Homeowner Policies main file into DB2 structure using Mainframe and COBOL. Conversion project included analysis, research, developing the conversion rules, writing program specs, coding and testing.

 

Ralph's Grocery Company, Torrance, CA                                                      November 1994 - August 1995

Project Leader

·         Modified G/L, A/P and A/R production programs, performed systems tests.

·         Developed new COBOL II programs using Mainframe SAM and DB2.

·         Modified production procedures, analyzed and researched all phases of development cycle.

·         Developed MS Access procedures, programs and queries.

 

Transamerica Financial Services, Los Angeles, CA                                     October 1990 - November 1994

Computer Specialist

·         Responsible for systems development and implementation for a major TABLEbase conversion project.

·         Directed a team of programmers involved in various major enhancements projects for Consumer Finance System, HR Systems and Bank Reconciliation System.

·         Developed and taught overview document for a Mainframe COBOL II and for TABLEbase