SUMMARY:

• Twenty years’ experience working in all areas of the IT lifecycle
• Specialties: business requirements elicitation/analysis/classification/documentation, Pega Lead Business Architect, Business Rules Business Architect/Decision Architect/Rules Analysis (ILOG/ODM, Blaze), Business Data Modeling (Enterprise Architect), Decision Service Request/Response Modeling/Documentation (XMLSpy), 360o requirements consideration, Analysis of large volumes of data to detect rule patterns
• Direct business area experience: mortgage origination/underwriting/risk analysis/scorecard, home equity lending, small business lending, marketing offers, mortgage insurance, health care claims, small market commercial insurance, transaction disputes, contract job processing (drilling), incident reporting, Automotive Work Order analysis, credit insurance
• Agile - 7 years, Iterative, Waterfall; Software: Rally, DOORS, RTC, Jira, Pega Project Management
• Familiarity with industry standard data models, e.g. MISMO, ACORD, XSD/XML modeling
• Business Architect, System Architect, Methodology Black Belt, CPM Architect
• Prior development experience and teaching experience
• Detail-oriented but cognizant of wider scope; passionate about designing business-aligned solutions that provide long term benefit and ease of change. Extensive use of abstraction. Quick learner/lifelong learner. Constant process improvement. Proactive, structured. Willing to learn and use new tools.

JOB HISTORY:

Confidential

Pega Lead Business Architect

Responsibilities:

• Able to start contributing the second day
• Leading requirements detailing in user stories/PMF
• Asking detailed questions of product owner; consulting technical architects on design
• Co-leading stand-up meetings
• Suggesting improvements

Confidential

Senior Rules Analyst

Responsibilities:

• Analyzed impact to existing rulebase and created rule specifications for ongoing business requirements
• Refactored rules according to decision decomposition and inferencing/forward chaining principles
• Suggested documentation and process improvements
• Worked closely with rule developers on rule packaging/flow and XSD design changes
• Agile methodology; 2 week development-only sprints; Sharepoint/Rational Team Concert/Jira/ALM tools

Confidential

Lead Business Architect

Responsibilities:

• Documented complex requirements for conversion of credit insurance claim transactions from legacy system to replacement system abstracting to templates and rules
• Led requirements elaboration for mortgage insurance underwriting application for implementation in Pega 7
• Synthesize, translate and document results - process flow, user stories (adapted for Pega specification)
• Used Rally to manage user stories
• Worked with developers and test team to answer questions, create mock-ups and review implementation
• Mentored BAs through topical sessions to show and have them use Pega features and feedback of user stories
• Agile methodology

Confidential

Lead Pega Business Architect

Responsibilities:

• Led requirements elaboration sessions for auto repair order analytics applications with client SMEs
• Synthesize, translate and document results - rules spreadsheet, process flow, use cases, user stories
• Managed requirements in Project Management Framework tool to inclusion in sprints
• Worked with developers and test team to answer questions and review implementation
• Presented high level flows/overviews to executives
• Transitioned incremental methodology to agile

Confidential

PRPC Business Analyst

Responsibilities:

• Credit Transaction Dispute Process - Analyzed Confidential Smart Disputes Framework for gap analysis
• Analyzed proprietary interview flow, automatically calling paths from different dispute reasons
• Consolidated 3 dispute reason interview paths reusing sub=flows
• Created internal condition code assignment to provide configuration of post-interview activities
• Created specification and test plan (over 500 test paths) using names of questions
• Specified question meta data
• Working with business line team members to harvest requirements and specify action process flow in use cases

Confidential

Business Rules Analyst

Responsibilities:

• Transformed business rule requirements into business rule specifications for implementation in IBM ODM (formerly JRules).
• Abstracted out separate business concepts, balancing execution efficiency and ease of modification by a business person in Decision Center.
• Identified misalignment of single vs. multiply occurring attributes within rule requirements, clarified business intent and wrote definitional rules to represent business concepts.
• Assisted with data/class model modifications, XML response definition.
• Wrote VBA macro to cross attributes with rule groups (risk factors).
• Wrote queries in Decision Center for business users.
• Reviewed verbalization from business user perspective.

Confidential

Sr. Business Architect Professional Services Consultant

Responsibilities:

• Professional Services Consultant to clients implementing applications in Confidential ’ Pega Rules Process Commander (PRPC) platform working with business teams using highly interactive methodology to facilitate the transformation to working application by directly capturing business requirements and application objectives into an Application Profile in the platform.
• Led DCO sessions with clients using profile process flow created from preliminary requirements.
• Facilitated scrum with Project Management Framework. Created custom reports.
• Assisted sales team with writing Statements of Work and generating effort estimates for engagements with customers.

Confidential

Consultant

Responsibilities:

• Analyzed rules within several decisions across business processes determining common data and rules to be shared in ILOG JRules implementation.
• Created rule specifications.
• Established rule project and rule naming conventions.
• Contributed to design of business object model.
• Assisted other analysts reconciling domain values from different legacy systems.
• Presented results of rule analysis to client.
• Presented business rules methodology to client.
• Mentored client analysts in business rules methodology/analysis.
• Wrote business rules governance proposal including rule states and user groups/access for Rule Team Server.

Confidential

Consultant

Responsibilities:

• Backfill on baseline Rule Analyst team to continue updates to legacy production rules for the system which checks mortgages that Confidential is purchasing. Analysis of applicability of Selling/Servicing Guide changes to the existing rules, writing rule specifications for new policy, updated procedures and process diagrams, prepared presentation material for decision making meetings.
• Learned von Halle/Goldberg decision modeling approach being implemented on Advantage project. Participated in transition, including analysis due to reduction of delivery of MISMO data, upcoming Guide changes and QC comparison with legacy rules.

Confidential

Business Analyst

Responsibilities:

• Created and delivered various presentations to educate people at all levels about the Business Rules Approach and its relationship to Enterprise and Business Architecture
• Created Health IT business rules guidance and business rules spreadsheet template
• Mentored Business Analysts to build Business Rules discovery and specification skills in health insurance product and claim processing domains
• Initiated project to create product architecture, collaborating with Business Architects and Technical Architects
• Introduced modifications to the software development methodology to in corporate the business rules approach, model driven business architecture (process/data); including specific guidance concerning business analyst artifacts
• Created Introduction To Business Architecture workshop including business process modeling/analysis, business data modeling, and business rules and how they relate to one another
• Conducted RFP process to assess and purchase a business rules management tool (IBM/ILOG, RuleXpress, RuleGuide)
• Collaborated across business units to create core business rules guidance document
• Modeled business data based on EDI transactions
• Reviewed business process models, business data models, business rule statements

Confidential

Vice President, Business Rules Architecture

Responsibilities:

• Worked with business teams to specify credit policy and compliance business rules for consolidated mortgage underwriting decisioning system for 3 business lines
• Mentored Rules Business Analyst team to build rules discovery and specification skills in mortgage lending underwriting domain
• Established object model architecture enabling business rules execution objectives
• Collaborated on creation of business rules methodology/process, maturity model
• Provided business rules architecture consulting to larger project-wide domain
• Championed enterprise-wide business rules approach across business processes
• Collaborated with business process architecture team to connect process and rules
• Initiated creation and collaboration on the design and implementation of a product rules architecture
• Used Blaze to review rule implementations

Confidential

Vice President, Business Rules Decisioning

Responsibilities:

• Designed enterprise decisioning platform architecture for multiple business lines (Mortgage, Home Equity, Small Business, Credit Card) and cross-business prescreens
• Participated in vendor selection for business rules management system and rules engine
• Designed suite of XML transactions, standardizing on the MISMO mortgage application
• Created Rule Specification template (Word); wrote rule specifications for several lines-of-business
• Tracked data required for each line-of-business engine and provided business knowledge to data modelers
• Designed and implemented rules in WebRules (Zoot Enterprises)
• Participated in of WebRules user interface to business line test team
• Acted as liaison to technology groups for several business groups
• Facilitated testing between modeling team and implementation team; assisted with analytics data modeling and data base design

Confidential, Washington, DC

Principal, eBusiness

Responsibilities:

• Co-creator of both business functionality and implementation of unique set of eBusiness services involving multiple phases of the mortgage loan life cycle (patent pending)
• Worked with credit policy, compliance, and legal business teams to innovate new business rules for new business channel
• Worked closely with lender partners to redesign underwriting/pricing, sales and processing phases of the loan life cycle to make it easier, faster, and less costly
• Ensured compliance of business rules and data persistence with SOX and OHFEO regulations, Reg. B, and Fair Credit Reporting Act
• Assisted with the formulation of legal agreements as regards underwriting
• Led the requirements analysis and implementation of the automated underwriting (rules-based) service based on Desktop Underwriter (DU)
• Initiated integration test process bringing together QA, analysts and developers
• Took the initiative to lead the development of a prototype for taking and approving a mortgage application on a handheld device. Presented demonstration of the prototype to the technology subcommittee of the Confidential Board of Directors and potential users
• Presented “Automating the Mortgage Process: The Business Rules Advantage” to the ILOG User’s Conference
• Initiated the creation of and led a consolidated technical specifications team across all development. Created process defining interaction of teams within the organization
• Managed $1.7M budget
• Researched technical solutions for lender partners
• Led the development team in the first implementation of a credit risk scorecard in Desktop Underwriter
• Led a team of analysts that analyzed DU data to support creation of new or modified credit policy and wrote requirements for Desktop Underwriter development team
• Worked with credit policy executive management to evaluate new directions for DU and feasibility of implementation
• Created project plans for several projects

Manager/Analyst/Developer

Confidential

Responsibilities:

• Managed expert system underwriting application analysis, development, testing and documentation
• Initiated and participated in requirements analysis of research data environment and future enhancements to the application
• Analyzed and provided specification for the integration of the first risk analysis scoring model
• Managed the development and implementation of model performance reports; Performed business and technical analysis
• Wrote business and technical requirements
• Developed testing process for business unit
• Managed the automation of the testing process so that it could be used by members of the business team
• Served as task manager for development
• Participated in the development of underwriting application data collection
• Wrote and maintained documentation of the technical implementation of the business requirements
• Analyzed manual underwriting process and translated it to business requirements
• Wrote rule requirements and coded rules in ART*Enterprise for Desktop Underwriter (mortgage decisioning)