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Jorge
Lead Technology Business Systems Consultant at Wells Fargo
Contacto
Competencias
Expertise in analyzing complex data sets to drive informed business decisions and improve operational efficiency.
Proficient in identifying, assessing, and mitigating risks within financial and operational processes.
Skilled in managing projects using Agile methodologies to ensure timely delivery and stakeholder satisfaction.
Experienced in designing and testing controls to ensure compliance and operational integrity.
Idiomas
Resumen
Experienced in leading cross-functional teams, managing projects, and analyzing data to optimize operations in the banking and financial sector. Skilled in risk mitigation, controls testing, and Agile methodologies.
Logros Clave
- Led cross-functional teams to deliver product value through strategic planning and execution.
- Streamlined data collection and analysis processes, improving branch and ATM operational efficiency.
- Reviewed and mitigated risks in mortgage documentation, reducing discrepancies and errors.
- Collaborated with technology and business units to enhance product delivery and performance.
Experiencia
Lead Technology Business Systems Consultant
Lead cross functional teams within product type to plan, strategize, and execute delivery of our product value in close collaboration with Technology and line of business departments., Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and business execution., Define requirements (writing epics, features and user stories) based on business analysis, agile development (as product owner), coordinate testing support (SIT and UAT), production rollout and Change enablement., Collaborate and consult with team leaders in developing project plans, policies and procedures., Communicating issues identified and delivering reports to leadership for effective implementation.
Project Manager
Executed daily tasks along with scrum team to research branch and ATM effectiveness., Reviewed incoming data and compiled data logs with branch traffic and ATM usage., Ensured logs maintained reported expectations and divided results into daily, weekly and monthly logs for research before turning into scrum master., Received complex data and utilized Agile methodology to secure timeframes and work organization.
Mortgage Processor
Collected documents from our customers while working directly with other teams from different stages in the mortgage process., Reviewed income documents and mitigated risk due to discrepancies that could be found on the documents and verified property information.
Banker
Daily duties included assisting customers with handling their accounts and monetary transactions.