Human Resources Business Analyst

Ernesto E. Weisson

San Antonio, TX ***** 210-***-**** *******@***.***

Business Planning & Analysis Project Management Program Management

Operations specialist and business analyst with expertise in all facets of administrative duties, significant management and negotiating skills. Proven ability developing, prioritizing, collaborating and executing strategic plans sustaining operational effectiveness and driving financial improvement. Strong communication and leadership skills, attention to detail and ability to deliver presentations and communicate information effectively. Results-focused project management professional with strength in problem solving, process alignment and team work. Bilingual (English/Spanish).

Excel, Outlook, Power BI, Visio

Tableau, Salesforce, SharePoint

Six Sigma, Agile/Scrum

Risk Assessment/Management

Contact Center Experience

Back Office/Quality Assurance

Project Management/CRM

Project Planning/Coordination

Process Mapping/Modeling

Professional Experience

AllSTEM at J.P. MORGAN CHASE, San Antonio, TX 11/2023 – 05/2024

Sr. Business Analyst – Contract

Responsible for requirement analysis, testing and providing solutions for SPG-Initiate Team Customer Service improvement division using First Assist (FA), Customer Assist (CA), OneView (OV) and C3/TSYS.

Gathered business requirements, which addressed all aspects of the life cycle and documented them as business requirements gathering, business process flow, use case modeling, data analysis, and mapping.

Conducted thorough editing of technical documents, ensuring clarity, accuracy and compliance with industry with bank standards.

Conducted PowerPoint presentations, leading/improving service levels and Average Handle Time (AHT).

KFORCE at WELLS FARGO, San Antonio, TX 06/2022 - 03/2023

Sr. Technology Business Analyst – Contract

Supported and maintained ServiceNow training, budget forecasts and coordinated new users onboarding.

Used Clarity as a behavioral analysis tool to understand and implement user interaction with ServiceNow to enhance the platform for our internal members.

Used SAP for system monitoring and tuning, to ensure optimal system performance, efficient resource utilization, and quick identification and resolution of potential issues maintaining stability and reliability.

Managed Gantt charts maintaining and producing reports, project schedules and spreadsheets for presentations.

Produced weekly project status reports and led the project team through all phases of the project life cycle through the use of project resource management strategies, such as kanban boards, project tasks/calendars.

PEYTON RESOURCE GROUP at USAA, San Antonio, TX 12/2019 – 02/2022

Business Program / Project Manager – Contract

Managed, developed and implemented multiple small and large significant projects which had a major operational impact to the organization.

Gathered documentation and requirements providing operational support, working with stakeholders at various familiarity levels with JIRA/Confluence performing analysis of workflows and functionalities.

Used Rally as an agile tool to monitor project schedules, milestone tracking, and test cases to support projects using Atlassian tools.

Implemented the Scale Agile Framework (SAFe) within Jira to enhance agile practices, streamline workflows, and improved to team collaboration.

Used Clarity framework to provide structure to the project giving it purpose, responsibility, authority, information and objectives.

Assigned work requests daily across all BBIA work teams and ensured all new requests were promptly expedited, including items related to Real Estate, Omnichannel, AML/KRI research assignments.

Maintained the remediations & executions wiki page increasing better and easy access to archive data, improving efficiency, reducing costs and decreasing the turnaround times on KPI/KRI items.

Helped manage data governance for security, control and optimization of information, compliance and privacy programs implementing data cleansing, Agile/SCRUM principles.

ROBERT HALF at EASTERN BANK, San Antonio, TX 02/2019 – 11/2019

Project Conversion Analyst / Project Manager – Contract

Coordinated and supported implementation of new Bottomline platform involving the small business sector and the utilization of the bank’s Fiserv platform for payments, deposits, and loans processing.

Captured and extracted customer data using pivot tables and charts in Excel as well as SharePoint and Power BI in preparation for online business presentations expanding, reading and speaking data.

Improved business process flows by implementing lean and six sigma methodologies and negotiated internally to communicate management reports to senior management, recommending next course of action.

Demonstrated analytical skills and ability to use information into practical strategies utilizing federal laws, rules, and regulations, including NAIC, FINRA, NACHA, Reg Z, Reg E, FCRA, UDAAP, BSA/AML.

SIGNATURE CONSULTANTS at WELLS FARGO, San Antonio, TX 02/2018 – 10/2018

Technical Project Coordinator / Business Analyst – Contract

Launched special projects to provide a good understanding of system issues through the use of Visio, SaaS, SQL and PowerPoint to access, manage, analyze and report on data.

Responsible for managing 5 different teams, coordinating activities and resources in support of technical projects impacting multiple departments and branches across the country.

Maintained, tracked and reported project and budget status; ensured completion of assigned actions; identified project issues and worked with project teams to provide solutions using MS Project Management.

PAX FINANCIAL GROUP, San Antonio, TX 02/2017 – 09/2017

Client Services Manager / Project Manager

Oversaw all policies and procedures are in place to ensure operations run within the highest quality standards, Fraud and Regulatory Risks are minimized, and customers have a positive experience.

Implemented compliance rules and regulation practices enforcing investment guidelines and procedures including Reg Z, Reg E, UDAAP, ECOA and FCRA.

Led the transition and transformation of the company’s entire portfolio from LPL into TD Ameritrade involving IRA accounts using Salesforce and SharePoint utilizing an agile approach.

THE HARTFORD INSURANCE GROUP, San Antonio, TX 03/2008 – 10/2016

Project Manager Loss Control

Responsible for Commercial Insurance, Property, GL and WC inspections and P&C claims.

Gathered, documented and analyzed business needs and requirements using SharePoint and Siebel as a collaborative platform, data management and storage system.

Developed and executed comprehensive strategic plans to achieve organizational goals and contributed in the improvement of our commercial business sector in New York state by emphasizing customer service and compliance increasing support and rate optimization.

Provided support editing and distributing product communication for major high-level presentations, promoting and implementing new guidelines and actions.

CHARLES SCHWAB FINANCIAL SERVICES, San Antonio, TX 01/2005 – 02/2008

Registered Financial Representative / Financial Services Manager

Communicated and analyzed data connecting the various departments within the company to identify opportunities for business operation improvement processes and quality assurance.

Handled disputes involving credit card charges in connection with mutual funds money market accounts, including ACH disputes with dispute applications involving Dispute Command Center (DCC).

Designed and delivered documentation and presentations, including performance reports outlining best investment funds and executive level presentations for IRA, Roth, Simple IRA and 401k retirement plans.

Followed compliance rules and regulations enforcing new investment guidelines and procedures including Reg Z, Reg E, UDAAP, ECOA, NAIC, State, FINRA, and FCRA

Education & Certifications

Master of Business Administration in International Finance, University of the Incarnate Word, 12/2010

Bachelor of Business Administration in Management, University of Texas at San Antonio, 12/2006

Certifications/Licenses/Skills

Financial Series 6 & 66, Six Sigma, Lean Six Sigma, Six Sigma Green Belt, Tableau, Agile, SCRUM, JIRA, Salesforce, MS Project Management, Time Management, Chain Management, Business Process Modeling, SharePoint, Siebel.

Good working knowledge of US GAAP, Bank Secrecy Act, USA Patriot Act, Proficient with Microsoft Office platforms: Word, Excel, Slack, Zoom, Access, Outlook, Skype, Teams, Snowflake, Netezza, SQL

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