Candidates About

William Cohn

Work Experience

Summerwood HOA                                      Technical Project Manager

(November 2017 to Current)                                                                                                                                                  Austin, TX

§  Manage the configuration and roll-out of real estate community portal and mobile apps

§  Requirements gathering with key stakeholders

§  Vendor management

§  Conducted training and support sessions with end users

Q2 Software, Inc.                                      Technical Project Manager, Development

(February 2012 to November 2017)                                                                                                                                      Austin, TX

§  Managed configuration, testing and implementation of mobile remote deposit capture apps supporting multiple vendor APIs

§  Configured, tested and deployed mobile apps to Apple and Google Play stores

§  Managed online banking beta testing and production upgrades for commercial banks and credit unions

§  Projects utilized both Agile and Waterfall methodologies

§  Coordinated project work across Development, Web Services, Product Management, Marketing and Network Operations teams

§  Implemented the following product/projects: Personal Financial Management, Consumer Fraud Monitoring, Text Banking, Bill Pay, Intuit Direct Connect, Online Banking and Mobile Banking Apps for commercial and retail domains, SMS short code cutover, Real-time ACH/Wire Risk and Fraud Analytics

Pinnacle Financial Strategies                          IT Project Manager  

(October 2002 to October 2011)                                                                                                                                        Houston, TX

§  Led project to develop and deploy Reward Checking product

§  Presented technical sales demonstrations.

§  Managed the implementation and support of overdrawn account collection and reporting software for 200+ banks and credit unions in 40 states

§  Implemented LAAPC's CLM (Construction Loan Manager) with custom docs, multiple budget templates, core system interface, and monthly interest billing or payment from draw

§  Negotiated contracts for voice, data, remote support and presentation tools, and various other services resulting in savings of 15-50%

§  Managed IT support of network, MS Exchange, MS SQL, IIS, Cisco VPN, DNS administration, tape & MozyPro backups, Barracuda, SonicWall, and Sage Saleslogix CRM database

BISYS                                                              Implementations Project Manager

(October 1992 to October 2002)                                                                                                                                        Houston, TX

§  Configured interface of data and monetary transactions to core banking platform generated by Fiserv EasyLender, Baker Hill ONEPOINT, LAAPC Loan Grader, Harland LaserPro, and others

§  Managed a lending software implementation pipeline averaging 15 clients coordinating the installation and training of software with bank employees, vendors, contractors, and internal support staff

§  Installed, trained, and supported 7 different loan origination and servicing systems in Novell, Microsoft, and Citrix server environments

§  Supported and trained Teller and New Accounts Platform software installed in over 200 banks nationwide requiring travel to over 15 states

§  Led core conversion of conventional and FHA/VA mortgage portfolios and customer training for 10 banks in 2 years

§  Provided customer support for escrow analysis, property tax and insurance tape processing, adjustable rate product analysis, and custom statement generation

Certified Federal Savings                                   Vice-President Loan Operations

(September 1985 to October 1992)                                                                                                                         Georgetown, TX

§  Managed servicing of FNMA/FHLMC and private investors’ mortgage portfolios requiring investor reporting, custodial account reconcilement, and remittances

§  Directed servicing of consumer, commercial, and mortgage loans

§  Implemented Low Balance Escrow analysis resulting in 60% drop in customer complaints and greater staff satisfaction and confidence

§  Provided analytical support for pooling and sale of mortgage loans to FNMA and FHLMC

§  Monitored investor sale and servicing agreements, loan documents, and regulatory code to ensure compliant and profitable servicing practice

§  Prepared quarterly regulatory reports

§  Performed monthly variance analysis for general ledger accounts

Education

§  Bachelors, Economics, University of Texas at Austin

o   Minor in Electrical Engineering

 Certification    

§  Project Management Professional (PMP®)

Associations

·         Member Austin, TX, chapter of PMI

·         HOA Board Member

Technical Proficiencies

§  MS SQL, Stash, Jira, Salesforce, Concur, Postman, Charles Proxy, Apple and Google Developer accounts, Confluence, slack, hipchat, MS Office & Access, BI Query, MS Excel, RDP tools, HTML, XML, Webex, GoToMeeting, GoToAssist, Cisco VPN, Lifesize and Zoom, Windows 8.1/10, Windows Server 2012, MS SQL Server 2005/2008/2012, Barracuda, SonicWall