Email: david_crabtree@yahoo.com
OBJECTIVE
Managing projects related to Electronic Content Management (ECM), Business Process Management (BPM), Imaging and Workflow
SKILLS & QUALIFICATIONS
- Working with business clients and business partners to ensure all requirements are accounted for.
- Documenting business requirements using tools such as MS Word, Excel, Power Point, and Visio.
- Determining development impact to current system processing.
- Working with technical staff and business users to ensure accuracy of enhancements.
- Planning and implementing system enhancements and conversions.
- Ensuring system enhancements follow the appropriate IT guidelines and Project Life Cycle methodology, meet or exceed user requirements, and were completed in a timely fashion.
- Ensuring that resources assigned to the project had all the tools and information needed to perform their project tasks.
- Evaluating multiple project inter-dependencies.
- Facilitating project team meetings, managing agendas and meeting recaps to ensure all project tasks and goals are accomplished as expected.
- Leading projects and providing tactical input.
- Developing project schedules, work assignments, target dates and other aspects of assigned projects.
- Preparing and presenting proposals, status reports, and other information to senior management and/or end-users.
- Monitoring issues within projects and assisting in resolving project conflicts.
- Managing operations teams.
- Excellent written and verbal communication skills
- Public speaking and presentation skills
- Over 20 years of financial services experience
- Extensive knowledge of financial services products
WORK HISTORY
2008-Present: Sr. Business Analyst
Gathering and documenting requirements, design, testing, and implementation of business processes and workflows for Financial Services operations business units.
2004-2008: Project Manager
Managing client implementation projects and interacting with all levels of the client organization as part of an imaged document B2B transmissions program with an annual budget of over $300k.
2000-2004: Operations Manager
Lead operations teams of up to 25 processing associates. Conducted performance evaluation, goal setting, and corrective action sessions. Managed business initiatives such as workload balancing between operational sites, daily work distribution, and deposit/account reconciliation.
1996-2000: Compliance Specialist (Branch Manager Delegate)
Reviewed and approved correspondence (new account applications, letters, and complaints) from customers to insure firm’s compliance with all industry and regulatory agency requirements as well as firm’s policies and procedures. Other duties included overseeing departmental processes; distributing work and assigning representatives to various tasks as needed; coaching and training reps on new policies and procedures.
1987-1996: Financial Services Representative
Positions included Branch Rep.; Sr. Trader; Brokerage Representative; and Mutual Fund Service and Sales. Responsibilities included acting as knowledge based resource to phone reps on issues ranging from customer service inquiries to complex equity and index options trading procedures; accepting escalated calls regarding customer’s dissatisfaction or complaints with the firm’s level of customer service; selling a full range of financial products and services through a needs based sales approach.
EDUCATION
1981-1986 Bachelors Degree, Western Kentucky University
LICENSES & CERTIFICATES
AIIM Certified ECM Specialist
