Here is a list of my recent projects:
California Consumer Privacy Act (CCPA)Developed and managed project consisting of multiple workstreams for firm-wide implementation of the California Consumer Privacy Act requirements (Raymond James Financial).
Compliance PMO Framework and Build-outDeveloped Compliance PMO standards, procedures, and processes for project communication, documentation, monitoring, controlling, and reporting of Raymond James Compliance initiatives (Raymond James Financial).
Compliance MonitoringImplementation of a compliance monitoring program and systems for monitoring and testing various compliance risks (Raymond James Financial).
Compliance Action Plan Tracking and MonitoringMonitored and controlled completion of action plans for Compliance’s strategic transformation program, including Governance, Regulatory Change Management, Regulatory Exam Management, Issue Management, Metrics and Reporting, Risk Assessment, Testing and Controls, and Compliance Training projects (Raymond James Financial).
Fraud Alerts for Debit and Credit Cards2-way text alerts for debit cards and credit cards, allowing CU members with cell phones to receive fraud alerts via text (Suncoast Credit Union).
Apple Pay ImplementationImplemented Apple Pay for credit and debit cards for improved CCU member experience and support of digital initiatives (Suncoast Credit Union).
Suncoast Online Banking EnhancementRedesigned and implemented new online banking and bill pay applications to improve delivery of online account management and bill pay for CU members (Suncoast Credit Union).
Data Warehouse for Credit Union ReportingImplemented Advanced Reporting for Credit Union (ARCU) system, replacing existing data warehouse with system compatible with new Core transaction system. The new ARCU system employs SQL Server Reporting Services (SSRS) for reporting, SQL Server Integration Services (SSIS) for data loading, and SQL Server Analysis Services (SSAS) for analytic cubes (Suncoast Credit Union).
Lobby Tracker ApplicationElectronic lobby tracking for branch wait list for CU members, creating efficiencies, allowing accurate reporting for member wait experiences, reporting on transaction types, better resource management, and improved security and confidentiality (Suncoast Credit Union).
ACH Notice of ChangeAutomated notice of change process for ACH credits and debits for handling exceptions due to incorrect account information (Suncoast Credit Union).
Debit Card ConversionConversion of debit and ATM bin processing, ATM driving service conversion from to new vendor for 237 ATMs and over 450,000 cards (Suncoast Credit Union).
Interactive Teller Machines (ITMs)Implemented NCR interactive teller machines (ITMs) for CU members to interact with "virtual tellers" via real-time video for banking functions historically done inside of a branch by tellers. With ITMs, tellers are stationed at a call center, allowing expansion of service hours and lower branch costs (Suncoast Credit Union).