Information Technology Executive
Extensive background in service-driven environments encompassing responsibility for the management of strategic planning, budgeting, staffing, Computer Operations, Applications Development, Quality Assurance, PMO, Database, Data Warehousing, Network Administration, Technical Support and Telecommunications. Thorough understanding of Information Technology trends coupled with excellent interactive skill result in a proven ability to transform business visions into effective IT solutions.
Competencies
Organizational Leadership
Strategic Planning/Leader
Regulatory Compliance
Decision Making
Mentoring and Coaching
IT Infrastructure
Collaboration
Finance/Accounting
Team Building
Global Operations (ERP)
Consensus Building
Analytical Skills
Communication
Process Optimization
Budget & Finance
Sarbanes Oxley
Quality Improvement
Resource Management
Education
California State University, Fullerton, CA
BA - Business Administration/Computer Science
California State University, Fullerton, CA
Various IT/Management courses
Certifications
IBM/Microsoft Process Improvement/Quality
Six Sigma Green Belt Project Management (Certified)
Professional Development
Textron University - Corporate Management, Corporate Accounting, Business Process Re-engineering, Excellence in Business, EEOC/Human Resources, Leadership, Organizational Effectiveness
IBM/Microsoft - Data Center Operations, Network Management, System Design, Object Oriented Design/Development, Database/Knowledge Management
Professional Summary
Strong consumer finance, insurance, banking and technology background (15+ years)
Manages Applications Development, Database, LAN/WAN, Desktop, QA, PMO and Telecom
Works with Executive management to define Strategic plans, budgets and forecasts
Knowledgeable in information technology trends, able to present realistic cost/benefit analysis
Extensive exposure to Corporate acquisitions/divestitures and systems integration
Migrated systems from legacy (mainframe or client server) to client server and web based applications
Compliance experience; Sarbanes, Gramm-Leach-Bliley, HIPPA, Federal, State, OTS
Expert in process improvement and project management (SDLC)
Professional Experience
Triad Financial Corporation (Ford Motor Co.) 2000 - 2005
Systems /e-Commerce Director
As the technology manager (CIO) for the newly created direct lending unit (RoadLoans), worked with Executive management to define, construct and maintain an infrastructure and operational components needed to conduct business in a B2C and B2B e-commerce environment. RoadLoans was profitable six months prior to plan. Within three years of startup, monthly loan originations exceeded 55 million and growing with total receivables outstanding of well over one billion dollars.
Conceived, designed, and built an E-commerce based direct lending company (RoadLoans). Loan origination system consists of an Internet based loan application, underwriting (with applicant scoring), customer service, and loan funding. This is a large-scale integrated online application utilizing a relational database across multiple hardware and software platforms. Highly scalable and easily changed to accommodate business growth. RoadLoans was profitable within sixteen months and is now a major component to Triad’s success.
Defined and implemented system and business process changes to accommodate new products: Refinance, Person to Person and Lease Buy-out. Infrastructure designed for an uptime of over 99%.
Implemented Project Management Office (PMO). Defined policies and procedures. Interfaced with Executive team to establish business priorities and status. Managed and tutored Project Managers in the development and implementation of hundreds of successful computer technology projects.
Created IT Policies and Procedures for all infrastructure and software related activities including budgeting, cost/benefit analysis, estimating, benefit tracking, project initiation and prioritization, systems development, disaster recovery, business resumption planning and ongoing maintenance. Emphasized documentation in support of process/functionality, architecture, audibility and regulatory compliance such as Sarbanes Oxley, Gramm-Leach-Bliley, OTS, IRS and bank/insurance examiners. Worked with Ford Motor Co. compliance staff to define compliance with Sarbanes-Oxley (SOX for direct lending operation process. Led a team to develop all required documentation and implementation of process and system changes.
Defined corporate data warehouse strategy. Developed RFP, obtained funding and initiated projects to construct a data warehouse in support of the Executive (Dash Board), Risk Management (Score Cards/Product Pricing), Business Operations (Performance), Accounting/Finance (Financial Performance) and Marketing (CIF/CRM). Directed the project team made up of in-house staff and Price Waterhouse consultants to develop and implement an operational data warehouse for the U.S. and Canadian Consumer Finance/Insurance operation. Among the benefits were improved Loan quality (FICO) by 25 to 30 basis points and loan volume by $5 million monthly.
Effectively used business process re-engineering to restructure process flow improving productivity by 30%. Key components; the development of application software in support of inbound/outbound collection calls utilizing Davox and Concerto hardware/software as well as elimination of paper flow through effective use of FileNet technology. Managed the effort to implement the FileNet solution. Resulted in the electronic handling of all loan origination and servicing documents. Significant reductions in loan collection costs, headcount and floor space recovered the $1.7 million project cost in the first year of operation.
Defined the first standard Internet based communication protocol for loan application handling within a B2B direct lending environment through collaborated with the CIO’s of various prime-lending financial institutions. Currently in use with over 25 lending partners. Implemented STAR standard interface with Dealer Track and RouteOne.
Downey Savings 1999 - 2000
Consultant
Operating as the CIO, defined strengths and weaknesses of the technology staff, hardware, software, network, telecom and documentation. Identified and implemented numerous areas of process improvement, organizational performance, and risk mitigation resulting in an extremely positive response from the business and Office of Thrift Supervision as well as a 20% reduction in on-going operating cost. Implemented organizational changes and procedures resulted in the successful implementation of the previously failed Eastern Empower project.
Avco Financial Services/Balboa Insurance Group 1982 – 1999
Vice President/Director
Systems Development Manager, Executive Office Applications
Systems Supervisor
Information Systems Analyst
Business Systems Analyst/Programmer
Managed the technology needs of Avco’s global corporate executive management. Business areas included Finance/Accounting/Treasury, Human Resource/Payroll, Consumer Lending (mortgage, auto, unsecured, credit card), Insurance, Corporate Management, Marketing, Operational Services, Risk Management, Tax, Legal and Planning. Departments included 86 employees and contract staff with an annual budget of $13.5 million.
Successfully implemented technology projects ranging in cost from $25,000 to $15 million. Developed and implemented various systems development life cycles (SDLC) utilizing approaches ranging from Waterfall to RAD. Extensive experience in defining system requirements, system design, development, testing, training and implementation. Implemented project management software and project cost/time tracking which provided executive management access to project status/cost thus enabling improved prioritization of IT projects and control of IT spending.
Developed IT governance related processes based on ITIL (IT Information Library) including;
Strategic Processes: Business/IT Alignment, IT Strategic Planning, IT Service Support/Delivery, Customer Management, Vendor Management.
Tactical Processes/Service Delivery: Service Level Management, Financial Management, Continuity Management, Capacity Management, Availability Management, Incident Management, Change Management, Configuration Management, and Release Management.
Highly skilled at management of distributed workforce. As a member of the acquisition and mergers team, functioned as program manager for the startup of consumer lending/insurance operations in Australia, New Zealand, Hong Kong, Japan, United Kingdom, Ireland, Puerto Rico and Spain. Managed the development of computer software, operating/accounting procedures, and corporate reporting. Managed numerous business and portfolio mergers and acquisitions for both the finance and insurance companies.
Directed the conversion of corporate systems software for the year 2000 using offshore (TaTa, India), Infosys, Interim Technologies and in-house staff. Over 10 million lines of code were converted and re-implemented into the production environment with zero defects. Effort completed within the $15 million budget and 3 months ahead of planned completion date.
Significantly reduced operating cost and processing time through collaboration with the General Managers of Avco’s global operations. Initiated the development of Internet based applications to facilitate sharing of business systems. Obtained funding and managed the replacement of legacy mainframe systems through the implementation of enterprise-wide Oracle Financials, PeopleSoft ERP, and Hyperion applications. Project cost was $8.2 million, involving seventeen project members from the Systems and business community. Resulted in annual savings of over $720K.
Technology Summary
Methodologies: E&Y Navigator, HIPO, Rational, Object Oriented Development, RAD, Prototyping
Applications/ ERP’s: PeopleSoft, Oracle Financials
Tools: MS Project, MS Word, PowerPoint, Excel
Compliance: SOX, Gramm-Leach-Bliley, OTS, IRS, State Banking, HIPPA
Industries supported: Finance, Insurance, Banking
Databases: MS SQL Server, DB/2, Oracle, VSAM
Data Warehouse: RS6000, Compaq, Microsoft Windows, NT/2000, SQL Server, TSQL, DB/2,
Oracle, MicroStrategy, Cognos, Business Objects and Crystal reports
Web/Application Servers: BEA, Weblogic
Web technologies: FrontPage, WebLogic, .NET
Awards/Recognition
Received Avco’s TORA Award for outstanding commitment and service (1995, 1996, and 1998). Award is given annually to individuals who demonstrate ‘Total commitment and effort’, ‘outstanding customer service’, ‘Respect for employees’ and ‘Attractive stockholder returns’.
Awarded Avco’s Excellence Award for best demonstrating excellence in management. Based on employee satisfaction, turnover percentage, and customer satisfaction and employee development. |
