Payments2024
Payment Engine Integration & Go Live
Project Manager
Integrated a SaaS payment engine into U.S. money movement operations through go live and stabilization.
Result: Modernized payments with no disruption to money movement.
Selected engagements
The work, and what it produced
Scope and outcomes across payments modernization and banking operations.
Payments2023 to 2024
Canadian LYNX / LVTS Module Buildout
Business Analyst
Defined LYNX module requirements inside FIS Open Payments Framework: ISO 20022 specs, rail schedules, and static data enrichment.
Result: Rail compliant specification built to Payments Canada standards first time.
Payments2020 to 2021
Automated Factor Update: MBS/ABS Trades
Lead Architect
Architected an automated factor update system in the bank's platform and partnered with development on build, testing and rollout.
Result: Eliminated over $90K in annual market fees and removed manual daily touchpoints.
Payments2019
UMBS Single Security Exchange
Lead
Coordinated with Freddie Mac and Fannie Mae to exchange non TBA securities for new MBS bonds, including cash reconciliation.
Result: Portfolio migrated to the unified security standard by the GSE deadline.
Operations2024 to 2025
Post Core Conversion Validation
Business Analyst
Reviewed a completed core banking transition ahead of an FDIC audit, building standardized execution and testing frameworks.
Result: Conversion reached audit ready standard with repeatable validation left behind.
Operations2025
Post Acquisition Customer Conversion
Project Manager
Led Contact Center and Marketing workstreams for a customer conversion: IVR, collateral, communications, and live data triage.
Result: Customers transitioned with issues surfaced and remediated during the event.
Operations2025
System GL & Collateral Code Mapping
Data Analyst
Mapped loan servicing transactions and collateral codes across the full loan lifecycle to corresponding GL accounts.
Result: Strengthened credit accounting accuracy, audit readiness and downstream risk reporting.
Operations2022 to 2023
Centralized Intake & Portfolio Prioritization
Project Manager
Designed an enterprise development intake process around socialization, risk mitigation and technology prioritization.
Result: Leadership gained clear resource visibility and a single front door for demand.
Institutions: Capital One · FIS · EverBank · Transpecos Bank · Lendistry · BNP Paribas
Rails, platforms & tools
High value wires & RTGSLYNX / LVTSSWIFT ISO 20022FIS Open Payments FrameworkStripe and P2P payment toolsCore banking platformsLoan servicing systemsMBS / ABS securities opsJiraAdvanced Excel & data analysis