Technical Analyst

Technical Analyst

• Added two new fields to the Savings/Time account master to support the bank's eStatement initiative.
• Coded and tested various ST batch modules to process eStatement enrollment fields.
• Modified Savings/Time SDR’s, ICR’s, and Parms to allow online maintenance of eStatement fields on STDC custom screen.

Technical Lead

• Technical lead on the Fidelity 2003 and 2004 Tax release installs.
• Enhanced IM funding process to support client system customization in ALS.
• Modified ALS conversion engine to fit RBC’s merger/acquisition master file conversion suite.

Programmer

• Retrofitted IMPACS and Savings/Time custom code for release upgrade projects in 1997, 1998 and 2000.
• Installed ST991 release changes for Parms, Data Dictionary, and TS Control records.
• Developed IM backend programs for new Internet product allowing customers to enter stop payments for checks online.
• Wrote IMPACS and Savings/Time global access routines that permitted non Fidelity applications to access IM and ST master files.
• Modified ALS to allow batch execution in a segmented 24/7 environment.
• Installed, customized, and supported the Alltel Tax Reporting System from 1998 thru 2002.
• Coordinated GN change control for ALS Parms, Data Dictionary and TS Control record updates when Allfirst acquired Dauphin Deposit Bank.
• Installed/executed IMPACS and Savings/Time data aging programs for Y2K certification testing.

Programmer

• Supported and maintained COBOL financial software licensed from Alltel, Sterling, and CheckFree Corp.
• Assisted with GL conversion when Chase merged with Chemical Bank in 1996.
• Modified IR application to receive and process new Official Checks interface file.

Programmer

• Member of rewrite team that converted VSE-DOS legacy system to a Client/Server system utilizing Oracle7.
• Designed and developed Powerbuilder application that allowed evaluators to individually price corporate bonds.
• Developed Unix shell scripts that executed SQL loader to process vendor tapes.
• Wrote SQL, SQR, and COBOL programs to compare VSAM and Oracle municipal bond databases
• Enhanced COBOL online pricing programs for foreign securities, municipal bonds, and mortgage backed securities.

Client Account Manager

• Clarified and resolved account issues through extensive contact with clients, brokers, and custodian banks
• Responded to client queries concerning FX conditions, settlement procedures, and corporate actions

Account Liaison

• Acted as liaison between foreign equity traders, broker-dealers, and custodian banks
• Coordinated the transfer of funds and securities via Custodian Banks, DTC, Euroclear, and Cedel

Reconciliation Desk

• Reconciled the Bank's trading and investment portfolios
• Compiled monthly general ledger account reports

Education

Available upon request