Roles and Responsibilities:-

• Maintained strong client relationships, keeping them informed about project progress.
• Contributed to process improvement initiatives, refining methodologies.
• Mentor junior team members, fostering a collaborative learning environment.
• Lead functional testing in the development environment for a reliable product.
• Assisted creating comprehensive FRDs aligning with business objectives.
• Reviewed API documentation provided by the API provider or development team to ensure it meets the business requirements and is understandable to stakeholders.

Modeling existing and future business processes impacted by API integration to understand the flow of data and interactions between systems

The integration of the agent portal with hub spot CRM via API will empower agents with the tools and information they needs to deliver exceptional customer experience while optimizing internal processes and data management practices. Enable real-time synchronization of customer data between the agent portal and Hub Spot CRM, ensuring consistency across platforms. The primary focus was on seamlessly connecting the Agent Portal with Hub Spot CRM, leading to a synchronized flow of critical data related to Agency and Agents.

Roles and Responsibilities:- 

• Analyzed financial information, credit reports, and other relevant data to assess risk.
• Developed Functional Requirement Documents (FRDs): Helped to create detailed FRDs outlining the functional specifications, serving as a guide for development.
• Analyzed requirements: Evaluate gathered requirements to identify challenges, dependencies, and opportunities for informed project planning.
• Conducted functional testing in Dev environment: Execute tests in the development environment to identify and address issues early in the development phase.
• Liaise between business users and technical teams to facilitate communication and ensure that the solution meets the business needs.
• Documentation: Documented business requirements, functional specifications, and process flows to ensure clarity and alignment among stakeholders.

The loan origination system (LOS) is a software solution designed to streamline and automate the entire loan application process, from initial application submission to loan approval and funding. The primary purpose of a loan origination system is to facilitate the efficient processing of loan applications, ensuring compliance with regulatory requirements and internal policies while minimizing manual effort and errors.

Roles and responsibilities:- 

• Gain a thorough understanding of client requirements to define a precise project scope.
• Developed Functional Requirement Documents (FRDs): Created detailed FRDs as a roadmap for development, outlining functional specifications.
• Evaluate gathered requirements to identify challenges, dependencies, and opportunities for strategic project planning.
• Provided regular updates, address concerns, and maintained client involvement throughout the development cycle.
• Proactively identified and implemented enhancements to internal processes and client interactions to optimize efficiency and effectiveness.
• Collaborated with stakeholders including business users, loan officers, IT teams, and management to understand business needs and objectives.
• Ensured that the documentation accurately reflects the business needs and requirements of the loan management system

The loan management system is a software application designed to automate and streamline the process of managing loans within a financial institution. The system typically includes features for loan origination, approval, disbursement, repayment tracking, and reporting. The prototype focused on streamlining processes for greater efficiency and precision. Key features include an intuitive dashboard for quick insights, seamless integration with the Loan Origination System, robust payment management, a secure document repository, enhanced customer relationship tracking, advanced reporting, automated workflows, and stringent compliance monitoring.

Roles and responsibilities:-

• Collaborated with stakeholders to gather and documented business requirements for the data migration project. This involves understanding current data structures, business processes, and desired outcome
• Worked with technical teams to map data fields from legacy systems to new systems, ensuring that data is accurately transferred and mapped to the appropriate fields in the target system.
• Facilitated communication between business stakeholders, technical teams, and project Managers to ensure alignment on project objectives, timelines, priorities
• Documented business processes, data mappings, and migration procedures to serve as a reference for future projects and to ensure knowledge transfer within the organization.
• Analyzed the existing data to understand its quality, structure, and dependencies. This helped in identifying potential challenges and risks associated with the migration and informs decisions about data cleansing and transformation requirements.
• Contributed to the development of test cases and participate in testing activities to validate the accuracy and completeness of the migrated data. Worked closely with QA teams to identify and resolve any data-related issues during testing.

A data migration project involves the movement of data from one system or storage location to another. This can occur for various reasons, such as upgrading systems, consolidating data sources, or moving to a new platform. The project typically follows a structured approach to ensure the successful transfer of data while minimizing disruptions to ongoing operations