CU Direct Corporation
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7/11 – Present
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(Credit union servicing organization)
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Project Coordinator (10/16 - Present)
- Serve as the Scrum Master for software development efforts, helping development and product teams deliver product enhancements more effectively and efficiently
- Provide coordination support for Engineering projects / initiatives
- Assist with the coordination or execution of special projects (e.g. Software Development Capitalization, Research and Development Tax Credit Audit)
Senior Business Analyst (6/15 – 9/16)
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- Managed the introduction and development of a new loan funding process that processes over $30M in Automated Clearing House (ACH) transactions per day
- Registered CU Direct with the Federal Reserve Bank as an ACH Network - Third Party Service Provider, eliminating the funding financial risk CU Direct previously bore
- Developed, prioritized and managed the completion of the funding ACH file, user-interface and client-facing reports
- Facilitated the enrollment and migration of over 300 credit unions onto the new loan funding process
- Served as Product Manager for CU Direct’s Customer Relationship Management system, implementing multiple system enhancements
- Served as Product Manager for CU Direct’s enterprise reporting system, implementing multiple report enhancements and multiple new reports
- Configured project collaboration tools (Confluence and JIRA) and assumed the Administrator role, critical in facilitating the Agile software development method CU Direct utilizes
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Release Analyst, Senior Release Analyst (1/13 – 5/15)
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- Worked directly with Product Owners, Development, Quality Assurance and Engineering teams, to plan and coordinate product releases
- Monitored and reported on product development progress
- Managed release deployments, ensuring all needed resources were available
- Maintained and enhanced Release Management policies and procedures as needed
- Regularly monitored Release Management processes for potential improvements
- Served as Agile Advisor for various Agile Product Development teams
- Provided project management / coordination support for non-product specific efforts (e.g. accounting, marketing)
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Senior Business Analyst (7/11 - 12/12)
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- Served as liaison between business users and development teams, across multiple products, capturing and communicating system requirements
- Provided product development support for multiple CU Direct products / teams
- Facilitated regular product enhancement status meetings
- Coordinated and supported multiple product-release deployments
- Contributed to the development and implementation of product release status reports
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Mosaic Inland
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1/09 - 7/11
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(Faith-based non-profit organization)
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Community Service Coordinator
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- Located non-profit organizations in need of project assistance (e.g. foster homes, advocates for the homeless, Red Cross, Habitat for Humanity, food banks, etc.)
- Managed service projects: project announcements, material management, volunteer coordination and project scheduling and execution
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The Capital Group Companies
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5/97 - 7/09
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(Investment management firm)
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Business Systems Analyst (10/06 - 7/09)
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- Conducted end-user interviews and system analysis to ascertain current business issues and process flow inefficiencies
- Composed requirements documents for software enhancements
- Facilitated regular stakeholder meetings to communicate system enhancement status
- Provided ad-hoc report generation for internal operations personnel
- Developed application testing and rollout-strategy plans, improving application deployment / implementation
- Analyzed third-party vendors products for major trading system initiative, participating in vendor product evaluation discussions
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Application Programmer, Programmer / Analyst (5/97 - 9/06)
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- Developed Windows-based software application using PowerBuilder and Sybase database stored procedures
- Participated in software development design (database, business logic, user-interface)
- Designed and coded system reports
- Worked with end-users, analysts and developers to provide cohesive system solutions
- Conducted system testing
- Worked closely with external partners (e.g. banks, brokers, third-party vendors) to facilitate the successful completion of development efforts
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