SUMMARY:

• 20+ years experience as an Information Technology Consultant in roles of Project Manager, Integration, Vendor solutions, Technical Lead and Senior Level Business Analyst
• Heavy experience in Electronic Document Capture with ICR, Electronic Document Management (EDM), Middleware, EDI and Workflow technologies
• Extensive work with Vendor Solutions, System Architectures, Work Process and Functional Requirements definition.
• Excellent knowledge of Mortgage Loan Origination, Healthcare and Financial Servicing processes, technology and banking regulatory issues.
• Excellent in understanding business requirements and translating to technical solutions
• Excellent in analyzing business processes in and re - engineering those processes via automation and policy changes.
• Experienced in analyzing data streams from databases and interfaces to provide transformation and mapping to other systems
• Heavy Lending experience in both Information Systems and Business positions on Loan Origination (LOS) and Servicing
• Very successful as a liaison between technical personnel and business users
• Excellent at troubleshooting and supporting users once new systems are placed into production
• Very strong business acumen

TECHNICAL SKILLS:

Operating Systems: Windows, Linux, Unix - Solaris and AIX

Imaging Vendor Solutions: FiServ Unifi, ImageSource, Hyland OnBase, Plexus, Alogent, Computhink Viewwise, BancTec, Filenet, Eastman, Kofax Ascent, SER Capture, Brainware and Jack Henry Synergy, EMC Captiva, Documentum, Capsilon, IBM DataCap

Databases: DB2-Informix, Oracle, MS-SQL Server

Office Tools: Microsoft Suite - Word, Excel, PowerPoint Visio, Access, Exchange, FrontPage, Visio

Development Environments: C/C++, VisualBasic, HTML, XML,.NET,Java

Process Modeling: Visio, IBM Workbench (Formerly Holosofx)

Project Management: Microsoft Project, Word, Excel, PowerPoint

Methodologies: SDLC, OOAD, Agile

Workflow: Plexus FloWare, FiServ ImageSoft Nautilus (Hyland OnBase)

Application Servers/Middleware: IBM Websphere, BEA WebLogic, WebMethods

Confidential, Atlanta, GA.

Document Capture and Imaging Architect

• Solution Architect and Technical Lead - Image and Capture for Wholesale Lending and Small Business
• Provide Technical leadership, process facilitation and operational direction for Image and Capture Shared Services within the Bank
• Solution Architect - Analyze current Document Capture and processing requirements, design conceptual and technical architecture for capturing and storage of documents in distributed environment based on business requirements
• Serve as Imaging architect on Enterprise - Wide Imaging initiative involving multiple Lines of Business within the bank.
• Analyze and document and design business and system solutions, technical architecture strategies, automation opportunities in and interfaces to both internal and 3rd Party vendor systems.
• Analyze work process strategies for the purpose of recommending new strategies and automating tasks and re-engineering technical solutions.

Confidential, St Louis MO.

Lead Imaging Architect

• Analyze current processing requirements, developed business requirements, technical architecture and design architecture for capturing and storing 14,000,000 images per month in a distributed environment for capture, and centralized system for storage and retrieval of images for 5000 users.
• Serve as lead system imaging architect on Enterprise - Wide Imaging initiative involving both internal resources and multiple vendor teams.
• Act as consultant to the Internal Project Management Office (PMO), Technical architecture and business teams.
• Developed an RFI and scoring matrix system for selection of vendor software and solutions to address capture of documents.
• Analyze and document technical architecture strategies, automation opportunities in and interfaces to both internal and 3rd Party vendor systems.
• Analyze work process strategies for the purpose of recommending new strategies and automating tasks and re-engineering technical solutions.

Heath care system Provider, Ft Worth, Texas

This project involved a complete a re-write of Legacy systems utilizing Microsoft SQL Server Integration Services (SSIS). Framework and workflows to Extract, Transform and Load (ETL) data.

• Produced functional requirements document for use in system design
• Analyzed data structures and mapping for ETL processing streams
• Compiled test scripts and use cases for system testing components and interfaces.
• Supported the beta, Integration and user testing of the SSIS package deployment and data integrity of the ETL systems and database.
• Supported system transition into production along with knowledge transfer to users

Confidential, Jacksonville FL

Mortgage Enterprise Document Management Consultant

• This project entailed the assistance with Request for Proposal (RFP) creation and solicitation of vendor product solutions for use in deployment of an Electronic Document Management System (EDMS) in the Loan Servicing Area of the Bank. The analysis also entailed the understanding the business process for rollout to the Business unit. Additional requirements included the mapping of proposed solutions to the technology roadmap and goals of the bank for enterprise wide deployment of the solution.
• It also entailed documenting the entire Loss Mitigation process to understand the areas of improvement to best utilize the EDMS system. Tim also worked with the vendor resources to assist with Project planning and timelines as well as ensure the Banks’ requirements were met.
• This process resulted in the bank’s selection of a single source vendor for this technology.

Confidential, Jacksonville FL

• This Project involved the implementation of the above mentioned EDMS system with Image Capture (Scanning), Electronic document capture (Non-scanning), automated workflow and Electronic Document storage and retrieval. This project was implemented in compliance with home mortgage Loss Mitigation rules and the Home Affordable Modification Program (HAMP) in Loan Servicing.
• Tim assisted the implementation team with design of indexing structures, taxonomy and workflow process redesign relating to the Loss mitigation process, loan modification workflow and loan approval systems. This design also included interfaces with data among third party data systems (systems of record for data as opposed to straight document indexing and retrieval). The system was implemented and is currently in production at the bank and is being utilized as the company wide platform system for EDMS.

Confidential, Cincinnati, OH

• Acted as System architect in a project oversight position to ensure system technology and business process aspects of project solution meet with Banks business goals. Review system solution recommendations for Electronic Document Management and Document Capture processes for gaps or risk in system components and process efficiencies.
• Assist with configuration, implementation of proposed system solutions and components including hardware, software and customized application software as it pertains to the Electronic document system.

Confidential, Columbus OH

Served as Senior Business Work Process analyst concentrating on the process improvement aspects of Mortgage and credit servicing area of the bank. This role specifically was responsible for documenting the workflow processes and mapping them to the Document management workflow system for system improvements.

This project entailed the delivery of process improvement and Electronic Document management technologies relating to loss mitigation systems resulting in higher customer retention and asset retention rates.

• Analyzed and documented automation opportunities and potential gaps in existing Loan Servicing system, EDMS and interfaces to both Servicing and 3rd Party systems.
• Compiled test scripts and use case for system testing components and interfaces.
• Supported the beta, Integration and user testing of the servicing application and interfaces between the systems

Confidential, Chicago, IL

Confidential is the largest independent thrift in Illinois and 11th in deposit market share in the Chicago area and 5th largest in the Milwaukee area with assets of $ 11.1 billion and 82 retail banking offices throughout Chicago and Milwaukee and their surrounding areas. These skills include business and work process analysis, data analysis, functional design and technical architecture and as well as management and deployment of integrated financial business solutions. The system consisted of an integration of Fiserv Imagesoft (Hyland OnBase) Document Imaging with several in-house and other vendor solutions.

Project Manager and Lead Consultant

• Directed an Integrated enterprise Document Management project for Loan Origination System (LOS) and integrated utilizing both internal systems and multiple vendor solutions and applications.
• Analyzed and document automation opportunities in existing Loan Origination system utilizing Hyland OnBase Document Imaging and customer interfaces interfaces to both Servicing and 3rd Party systems.
• Schedule, facilitate and Lead meetings with business stakeholders and technical development staff to develop cohesive functional and technical design.
• Manage Vendor Relationships and resources.
• Assisted in analyzing technical approaches and troubleshooting during testing phases.
• Assisted with creating training documentation and assisted with Training of the bank’s users and IS staff on the new Imaging and Workflow system.
• Provided end user support and training during the initial roll-out of the new system.

Client: Confidential, Jefferson City, Mo

Technical Project Director

• Direct the business operations of the Document Imaging project including, client service delivery, business & technical infrastructure, financial operations and Consulting for Document Capture, OCR\ICR and Data extraction of State Medicaid-Medicare Insurance Claims.
• Schedule, facilitate and Lead meetings with business stakeholders and technical development staff to ensure project timelines were met.
• Analyze and document automation opportunities in existing Health Claims system and interfaces to both Internal and 3rd Party systems.

Lakefront Consulting, IL

Partner - Lakefront provides e-consulting system integration services, strategic technology assessments and complex business solutions to Fortune 1000 companies as well as to Internet start-ups

Client: Confidential, Columbus OH

Senior Technical Consultant

• Serve as lead system architect on Loan Servicing Integration Project utilizing both internal resources and multiple vendor teams.
• Act as consultant to the Internal Project Management Office (PMO), Technical architecture and business teams.
• Assisted the Architecture group in developing an RFP and scoring matrix system for selection of vendor software and solutions.
• Analyze and document technical architecture strategies, automation opportunities in and interfaces to both loan Servicing and 3rd Party vendor systems.
• Analyze work process strategies for the purpose of recommending new strategies and automating tasks and re-engineering technical solutions.

Client: Confidential, Dallas, TX

Work Process Consultant

• Analyzed and recommended work process improvement business requirements and technology solutions.

Client: Confidential, Orange County, CA

Senior Technical Consultant

• Served as lead system architect on Optical Storage system selection and design.
• Analyzed document storage system and recommended long term storage strategies for Loans servicing documentation and forms.
• Acted as lead consultant to CTO for the purpose of creating RFP to replace system.
• Generated Request for Information to prospective imaging vendors and co-coordinated all vendor contact and demonstrations.
• Supported the client’s acquisition and implementation of new storage solution.

Environment: SQL Server, Visio, XML, Windows Server, UNIX,

Client: Confidential, Los Angeles, CA

Confidential was a Savings and Loan based in the Los Angeles, California area. Confidential was an industry leader implementing a fully automated mortgage loan decision system that was entirely paperless in 1996-1997. It provided mortgage lending services to all 50 states via its two data centers in the Los Angeles and St. Louis areas.

Technical Lead

Responsibilities:

• Responsible for assisting in management of development resources for the Imaging and Workflow applications and interfaces of the system. Development resources included both staff and contracted developers.
• Reported status to the Project Manager and provided necessary estimates for system change requests.
• Gathered requirements for Organizing documents and work process modifications for the Loan Origination
• Assisted in creating system data transformation rules to convert 1003 EDI data to be used to load 1003 application, credit bureau and appraisal data using mapping and transformation rules defined by the business users.
• Liaison to the Loan Origination System, Servicing System and Database groups to ensure changes to interfaces between the systems were consistent, necessary and would not break the downstream processes.

Confidential, Irving, TX

Senior Engineer

• Successfully held several technical positions during his 12 years at Recognition International. These positions included design, development, project management, consulting, and technical sales. Recognition is a manufacturer of workflow, imaging and OCR/ICR technologies, including hardware and software products and solutions. These solutions combine a number of technologies to integrate the workflow, imaging, document management, high volume scanning, ICR/OCR, electronic data interchange (EDI), networking and data warehousing business solutions within the insurance and financial industries.
• First Data Corp, Boston, MA (Hired as lead consultant and developer for this company that built an enterprise wide document image and workflow product for the mutual funds industry.
• Large Insurance Company Hired as lead consultant and developer for this company that built a document image and workflow system for processing in the insurance industry.
• Large Pharmaceuticals Company Joined the Professional Services Group in 1993. Served as a Senior Consultant and was a lead developer for this company that built a document image and workflow system for processing Case Report Forms.
• Product Development (November 1991 - April 1993) served as lead developer for the Plexus Software Division. The Application Development Group designed and built a document image and management application that was developed and marketed by Plexus.
• Joined Recognition in 1983 as an associate programmer. He developed multiple applications, which have been used internally to assist in contract administration, sales tracking, commission calculations as well as other functions. Advanced through various programming and development roles.