Jan 2021 – Mar 2023 · 2 yrs 2 mos · Hicksville, New York, United States · On-site

• This project modernized commercial lending operations, improved data integrity, and strengthened regulatory compliance by replacing a legacy loan servicing platform.
• Delivered an enterprise commercial lending solution through the AFS Level III to AFS Vision migration, enabling scalable origination, servicing, escrow, and syndicated lending workflows.
• Key Responsibilities:
• ✔ Led end-to-end migration from AFS Level III to AFS Vision for commercial loan servicing and syndication.
• ✔ Defined functional and system requirements across origination, servicing, escrow, and syndication workflows.
• ✔ Performed data mapping, reconciliation, and logical data modeling to ensure accurate data migration.
• ✔ Coordinated with ETL and BI teams to validate ELT pipelines and downstream reporting accuracy.
• ✔ Streamlined loan workflows, reducing manual effort and improving straight-through processing.
• ✔ Managed SIT/UAT cycles, embedded regulatory controls, and supported post-go-live stabilization.

Oct 2018 – Dec 2020 · 2 yrs 2 mos · Coppell, Texas, United States · On-site

• Project 1: BI Solutions for Mortgage Operations
• This project improved mortgage origination and servicing visibility, enabling data-driven decision-making and operational efficiency.
• Developed enterprise Power BI dashboards consolidating mortgage data to track loan performance, workflow efficiency, and compliance metrics.
• Key Responsibilities:
• ✔ Designed and delivered Power BI dashboards for mortgage origination and servicing KPIs.
• ✔ Integrated data from multiple mortgage systems using SQL and cloud-based platforms.
• ✔ Defined reporting metrics and data models in partnership with Operations and Risk teams.
• ✔ Automated operational and compliance reports, reducing manual effort.
• ✔ Built executive scorecards highlighting exceptions and workflow bottlenecks.
• ✔ Supported Agile delivery through user stories, sprint planning, and Scrum ceremonies.
• Project 2: FDIC Reporting Automation (UDIRP)
• This project streamlined FDIC regulatory reporting and improved data accuracy through automated ETL and reporting workflows.
• Automated quarterly FDIC UDIRP submissions using Informatica and SQL, ensuring compliant and audit-ready reporting.
• Key Responsibilities:
• ✔ Automated FDIC UDIRP reporting using Informatica ETL and SQL pipelines.
• ✔ Defined AS-IS / TO-BE data models, mappings, and validation rules.
• ✔ Conducted data profiling, reconciliation, and quality checks for regulatory accuracy.
• ✔ Embedded data governance, lineage, and control checkpoints into reporting workflows.
• ✔ Supported AML and One KYC reviews by analyzing wire and account activity.
• ✔ Managed SIT/UAT defects and coordinated issue resolution through Jira.

Oct 2016 – Sep 2018 · 1 yr 11 mos · Manhattan, New York, United States · On-site

• This project modernized a legacy mortgage loan origination platform, improving automation, data accuracy, and regulatory compliance.
• Supported the implementation of a scalable origination system streamlining application intake, underwriting, and document management.
• Key Responsibilities:
• ✔ Gathered and documented business and functional requirements for mortgage and home equity origination.
• ✔ Performed process mapping and gap analysis to identify automation opportunities.
• ✔ Defined business rules and validation logic for underwriting and exception handling.
• ✔ Authored BRDs, process flows, and user stories supporting development teams.
• ✔ Supported data mapping, reconciliation, and SIT/UAT testing activities.
• ✔ Embedded regulatory controls and supported post-go-live stabilization.