EXECUTIVE SUMMARY

Multifaceted fintech product manager! I possess a comprehensive background in leading the development and implementation of new customized features that improve the user experience (UX)/user interface (UI), create new streams of revenue, and meet end-user expectations. I am confident that my strong leadership, organizational, communication, problem-solving and analytical skills will validate my qualifications. 

Professional Experience

Fintech Product Manager, Member Driven Technologies (MDT), Farmington Hills MI | Jan 2022 - Present

• Manage relationship with Jack Henry Digital, to oversee the testing, implementation and pricing of the Banno digital banking platform; Enabling key digital banking features including but not limited to two factor authentication, mobile deposit, language translation, video chat, screen sharing, etc.

• Evaluate and test products, establish implementation processes and timelines, and create processes for product implementation including but not limited to loan origination and member onboarding (account opening) tools.

• Partner with key internal stakeholders including but not limited to implementation analysts, marketing, programmers, IT support, project management, software developers, cloud engineering, client relations, sales digital solutions, and cloud computing to establish processes, conduct security and connectivity reviews and develop post-implementation client support plans.

• Facilitated roadmap discussions with stakeholders, emphasizing product vision and strategy while driving clarity on project priorities and timelines. Presented during formal roadmap presentation.

• Perform user acceptance testing (UAT) and quality assurance (QA) to confirm functionality meets end-user expectations; gather feedback to implement modifications as necessary.

• Manage a portfolio of partnerships with key companies including but not limited Zelle, Experian, DeepTarget and NASDAQ Verafin to provide digital banking plug-ins/software.

• Utilize Scrum methodology to successfully execute the Software Development Lifecycle (SDLC).

• Conduct market research to identify gaps, gain consumer insights, understand pricing, and create new solutions.

• Utilize key tools including Azure DevOps, Aha! And Trello for software development and project management.

• Proven ability to manage multiple and competing projects and priorities simultaneously, while working 100% remotely.

• Utilize Artificial Intelligence (AI) and machine learning insights to create strategic plans to drive member engagement, retention and new product adoption.

• Solid foundation in project, program, and product management, paired with excellent communication skills.

Key Highlights, Projects & Accomplishments:

• Custom Solutions Development: Use revolutionary technology to execute the development of custom solutions to meet credit unions’ unique specifications, while improving the user experience (UX).

  • Created and presented a business plan to the executive team, gauged client interest, and created documentation and training.

  • Conducted focus groups to validate demand and assess feasibility of feature implementation and functionally of products intended for resale.

  • Credit Unions are now able to differentiate their member experiences from other institutions using the same platform (i.e., member rewards programs, community impact initiatives, round-up savings, etc.)

• Software integration: Successfully led the migration from Microsoft HTML, a legacy foundational code base, to Chromium into flagship products.

  • This resulted in a 30% increase in customer satisfaction and a 15% boost in revenue. The Beta migration initiative affected all clients and all core product offerings ensuring preparation for EOL.

• Led a team that developed a new data analytics product which created a $100k+ revenue stream by improving client satisfaction and streamlining daily processes and interactions.

• Identified an outdated code within a Partner plug-in application; upgraded the code and created a custom integration between the application host and Symitar which resulted in a new stream of revenue for MDT. This improved user experience for MDT clients and allowed the partner to use the code with external clients, while improving the end-user experience.

• Facilitate monthly client webinars for MDT clients to introduce new partnerships, product releases, and feature enhancements, driving adoption and strengthening client engagement.

IT Training Specialist, Member Driven Technologies, Farmington Hills, MI | May 2016 – December 2021

• Led training to clients to support the transition from legacy banking systems to Symitar banking platforms.

• Served as a Business Analyst to perform quality assurance (QA) processes, including but not limited to performing user acceptance testing (UAT) to confirm functionality, gathering feedback from end-users, and working with programmers to assess feasibility of product enhancement and modification.

• Created training documentation, including standard operating procedures (SOPs) and standard work instructions (SWIs).

• Worked with key internal stakeholders including implementation analysts, programmers, and project management, as well as internal and external consulting teams, to ensure an efficient product launch.

• Proven experience in establishing work relationships across multi-disciplinary teams and multiple partners in different time zones.

Key Highlights, Projects, & Accomplishments:

• Led effort to overhaul existing legacy and dated Technology Training processes, including the implementation of remote training; collaborated with cross functional teams including, Technology, HR, and Learning Development to streamline existing processes, modernize documentation and training delivery which resulted in Improved implementation timeline and reducing travel expenses by 30%.

• Led the implementation of Absorb, a learning management system (LMS); the LMS was available for internal employee use, as well as for use by MDT’s clients, which created an additional stream of revenue.

Additional Early Career Experience 

Regional Onsite Support, Plante Moran

• Served as Regional on-site support for six out of nine Plante Moran offices (i.e., Flint, Auburn Hills, Clinton Township, etc.).

• Gained extensive experience communicating with executives by acting as the central communicator for Technology Services, translating technical information into clear, actionable updates for all levels of leadership, ensuring consistent, transparent messaging across the firm.

• Key in leading enterprise-wide digital transformation to drive process improvement and cost savings within the Michigan region.

• Developed training processes and blueprints to support the opening of the Plante Moran’s first international location in Monterrey, MX; this served as a blueprint to later open additional international offices in locations including but not limited to Mumbai (India) and Shanghai (China).

• This role provided the initial foundation in information technology (IT) including but not limited to use of Active Directory, problem-solving and troubleshooting, providing IT support, and working with cross-functional teams.

Professional Certifications & Trainings

Microsoft Certified Azure AI Fundamentals • Scrum Product Owner Certified, Scrum Study • Scrum Fundamentals Certified (SFC) • Microsoft Certified: Security Compliance and Identity Fundamentals