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RssThe Miracle Worker of Business Analysts

Experienced business/systems analyst and consultant with exceptional consulting, business process, implementation and project management skills. Over 15 years in the banking industry along with full software implementation and database design experience including writing business requirement documents (BRD), technical specifications and test plans. Expert MS Access skills, MS SQL, full cycle database design, data management and report design. The ability to tackle any challenge with strategic and creative problem solving techniques. Exceptional leadership abilities and a natural motivator. Effective and precise oral and written communication skills with classroom facilitation and instructional design work experience.

Business Analyst

Midland, PA

About Me


Information Technology


Business Analyst


Created several supplemental database solutions including a best execution rate model for mortgage rates, rules based pricing engine, prototypes for online registration and locking program. Created supplemental databases for Wells Fargo for employee tracking and loans not workable through their main frame software.Wrote an interface with Federal HMDA software and company's loan operating system with successful submission in 2 weeks.Without prior experience wrote a front-end system (registration through servicing) for a start up mortgage company, inluding interfaces, exports, imports, hedging and other secondary marketing functions. Software is still in use almost 10 years later.In 1990, managed the disaster recovery plan for the mortgage unit. The first to pass audit inspection.

Ideal Companies:

Morgan Stanley, Washington Mutual, Exelon/Com Ed, McDonalds, State Farm, Countrywide

Education level:


Will Relocate:



Midland, PA

Major Responsibilities

Lead the first successful software upgrade initiative with zero error rate. Created prototype of help desk software used as a development tool for web based in-house software for the Help Desk.

Work Experiences

5/2006 - Present



  • Directly manage 7 systems analysts and 2 business analysts providing full lifecycle project implementation and software changes to all areas of the bank. Analysts provide project discovery, business requirements documents, technical documents and report design. They also perform ROI analysis, all user testing scenarios and workbooks, proctor testing, and confirmation that projects push live. They provide all materials to the training department for classroom facilitation or memos as appropriate. Systems include Miser (mainframe), Fiserv/UniFi loan operating systems, Nautilus imaging software, proprietary client-server programs like the Help Desk software, intranet and internet applications.

11/2004 - 5/2006

Baytree Lending


  • Designed and implemented a best execution rate model in MS Access/MS Excel with an SQL back end that combined investor rate sheets into one database running through analysis code that resulted in the best price offer. The model also generated rate sheets and exported the current rates our loan operating system. Created an interface from our loan operating system to our external warehouse line provider enabling us to automatically send daily loan setup files. Successfully created the business process around HMDA reporting requirements and created the interface between our loan operating system and the HMDA required software. Experience 2 two OCC audits including both technical and operational. Implementation manager and lead developer for an interface with 2 outside document preparation companies. I successfully mapped the application and closing MISMO DTD’s with our loan operating system, created the SQL views and functions used in creating the MISMO xml. Managed the xml programmer, external programmer, and provided all of the business processes and changes to the loan operating system to support the interfaces. Designed a product rules and pricing engine to be used internally to lock/price loans and the technology as part of our lock online initiative. The engine’s front end allows for registering, locking, updating critical loan parameters, and will run scenarios to find the products based on loan parameters. Provided the business logic, VB script, front end screen shots, and acted as the business lead on our lock online initiative. Developed and implemented the original loan operating system for this company 6 years previous (see Mortgage Service America in employment history)

11/2002 - 11/2004

Wells Fargo

Individual Contributor

  • Collection, compilation and analysis of all daily and monthly volume for management reports including Quality Control, Compliance, Training, Employee and Volume Capacity. The analysis and development of all outside databases and/or spreadsheets for data collection outside of Wells Fargo mainframe systems. This includes links when necessary to any outside software. Installation, creation and maintenance of all Wells Fargo corporate systems macros. Project manager for any projects for the Lombard site. Local project manager for the XP migration, TAB/FileTracker and other large site-wide projects. Tracking all computer assets (and some limited support pre-help desk or service ticket.) Perform and maintain all server backups and tape restores and am accessible as the Lombard contact for any computer or server related maintenance. Provide assistance as needed for process flow analysis, database design, and sharing of Lombard databases or process flows with other Wells Fargo sites, branches or projects. Learning and Development Consultant Partnered with the Lombard Wholesale Site Operations Manager to identify learning opportunities for the 200+ mortgage staff members. Worked closely with managers and supervisors to develop on-the-job training (OJT), manuals and best work practices. Provided instruction, instructional development, consultant, and project manager services to the Lombard Wholesale Site, Wholesale Branches, and the newly developed Premier Broker Wholesale Site along with Wells Fargo Training Academy projects. Trained mortgage processing software system (a $40M project), and online resources to wholesale branch employees nationwide. Project manager for the implementation and training of TAB/FileTracker and TAB label making software system for 2 wholesale facilities. Tutored site employees in MS Access and MS Excel. Facilitated classes in the site and branches on subjects ranging from OJT to customer service, computer basics, new employee orientation and mortgage software. Designed, trained and implemented MS Access databases, one to track employees, security cards, network id’s, asset information, employee training, and capacity and incentive reporting, and another to track loan decisions and provide accurate reporting.

2/2001 - 5/2002

Superior Bank

Individual Contributor

  • Designed computer programs that acted as intermediary between the Suerprior Bank mainframe databases and the user community. Programs were written in VB6.0 and MS Access. Provided data analysis and assisted with data transfers to the FDIC. Designed and facilitated classes in the MS Office suite as part of the outplacement services.

5/1998 - 8/1999

Amerin Guaranty

Individual Contributor

  • Developed and implemented an MS Access database and other ancillary systems to support contract-underwriting services. Provided project management and secondary systems designs for other departments of Amerin. Contracted to develop and implement a secondary system for a merger with a company based in Pennsylvania.

6/1995 - 5/1998

Mortgage Service America

Individual Contributor

  • Project manager, designer, implementation manager, maintenance and training of a mortgage front end system in MS Access for a start up mortgage company. Designed and implemented beta system within the first 6 months of operation. Functionality included loan registration, secondary marketing operations, operations/processing, underwriting, closing, reporting capabilities, and interfaces with outside systems. The software I developed remains to this day, and I returned to support it at Baytree Lending some years later.

1/1989 - 6/1995

First Chicago Mortgage Services

Individual Contributor

  • Managed the training program for a mortgage site of 200+ employees. Developed all class materials. Scheduled and tracked evaluations including reporting Facilitated all classes including WordPerfect, Lotus 123, FoxPro, MS Office Suite, and mortgaged –related software and employee orientation. Project manager for TAB/FileTracker training/implementation. Designed and implemented systems in FoxPro for storage tracking and loan analysis.