Tackled persistent instability in the credit union's online banking platform (Wescom Resources Group). Troubleshot logs, performed testing, and modified configurations, often working directly with the vendor. Identified a misconfigured hosted server causing intermittent credit card display failures for members and coordinated resolution with IT and the vendor. Also resolved edge cases around charged-off account display requiring custom code due to non-standard core configuration.

Reduced organizational risk by compartmentalizing data across the document management system, defining document storage types, and implementing credit union-wide processes. Addressed root problems: inability to locate records, lack of access controls, no standardization for file storage, and absent destruction records, an NCUA-flagged requirement.

Significantly reduced risk exposure in the Symitar core by migrating to role-based security. Years of ad-hoc permission grants, often for one-off projects and never revoked, had left some branch users with privileges to disable key systems. Delivered centralized oversight, user change control logging, and a formal change request process.

Designed and automated FTP-based report and file retention from Symitar, working with IT and Programming to define procedures, permissions, and a helpdesk workflow for departments to request retention of new reports. Prior to this, reports were inconsistently named with no reliable tracking. Automated nightly migration to Synergy using OpCon.

Improved loan file retention rates by partnering with lending leadership to track loan packets signed at branches, via mail, and electronically. Created automation for electronic imports and barcoding for branch scanning. Evolved to include automated identification of missing files and elimination of carrier delivery across all branches.

Co-developed a custom Symitar application with the programming team enabling ID scans at the branch, automatically routing images to the document management system. Later iterations added expiration reminders for member IDs and a custom 360-style member relationship view.

Resolved server instability caused by an aging check image database storing records going back decades with no retention policy. Worked with JHA database developers to architect a two-tier solution: a fast database for recent images and a slower long-term archive with nightly automated migration. Developed cutover plans and resolved member-facing issues after several months of testing.

Stepped in on Temenos with no prior experience — reverse-engineered processes and self-taught the proprietary document mapping tooling, eventually becoming the credit union SME. Promoted to Sr. Systems Analyst and tasked with re-implementing a system that had been rushed and poorly configured. Supported it until MeridianLink Origination replaced it.

Promoted diversity, inclusion, and belonging at the DC office by organizing and leading in-office and off-site social events and happy hours, building community in a consulting environment where team cohesion can be hard to sustain.

Mentored and coached interns: writing feedback, answering questions, providing professional guidance, and helping them find their footing in a fast-moving consulting environment.

Co-founded and led a sustainability group within the organization. Researched and mapped strategic value to the business, resulting in a revised corporate CSR statement and the formation of a consulting arm identifying convergent sustainability wins for client engagements.

Recruited to a team of specialized payment processors tasked with resolving a botched migration for a client financial institution. Payment files were transposed, resulting in Member A’s mortgage payment going to Member B’s payment account — leading to months of work contacting payees, adjusting and recovering funds, and issuing credit report correction letters on behalf of the client’s customers.

Actively applying AI tooling across consulting operations and client deliverables. Automated invoice processing workflows for clients, reducing manual entry and improving accuracy. Built and launched several client websites. Developed this interactive resume using Claude Cowork to build a self-contained, interactive web resume, showing how AI tools can produce real deliverables.