 Designed, deployed, and maintained a suite of programs, integrations, and reports that enhanced the functionality of the core banking system, resulting in optimized data processing speeds and improved report accuracy.

 Engaged with vendors to facilitate the seamless integration of new technologies into existing systems, including the adoption of custom API’s and programs as well as other process improvements across internal systems and member-facing platforms.

 Collaborated closely with the senior leadership team to identify and translate business needs into actionable and innovative technological solutions, involving the automation of manual processes which reduced operational costs.

 Coordinated with cross-functional IT, Finance, and Customer Service teams to ensure technology implementations aligned with organizational goals.

 Developed and conducted training sessions for end-users on new systems and updates and provided ongoing support and troubleshooting, ensuring smooth transitions and minimal downtime.

Key Accomplishments:

 Spearheaded the development and implementation of multiple internal programs to facilitate a credit union merger, resulting in the import of over 300 members and approximately $5 million in assets with minimal disruptions to member service.

 Analyzed the existing member onboarding workflow, identified inefficiencies, and redesigned the process to include custom applications and streamlined Know Your Customer (KYC) and decision-making flows which reduced the need for additional staff.

 Identified and remediated gaps in the ECM import process, developing a custom program that enabled the system to import only necessary changes, reducing the import times from 3-4 hours to under 10 minutes.

 Oversaw the planning and implementation of a critical migration project to overhaul the company’s technological infrastructure, utilizing Microsoft 365 to transition from legacy systems to a modern, scalable, and secure cloud environment.

 Managed and optimized CRM systems, including KEAP and Salesforce by conducting analyses of existing business processes, identifying inefficiencies, and developing customized Power Automate flows.

 Leveraged advanced analytics tools within CRM systems to monitor and report on system performance and user engagement metrics which enabled data-driven decisions that contributed to strengthening customer relationship management capabilities.

 Created and delivered training materials for end-users on new processes and tools introduced during the infrastructure migration and CRM system enhancement, facilitating smoother transitions and empowering users to leverage new technologies.

 Maintained documentation in all project phases from initial assessment to final implementation to ensure processes complied with industry best practices and company policies, serving as a reliable reference for future audits and compliance checks.

 Collaborated directly with pharmacists to facilitate smooth pharmacy operations, ensuring timely prescription processing, regulatory compliance, and effective communication with healthcare professionals and patients for seamless medical records management.

 Implemented workflow improvement plans across the district to enhance operational efficiency and streamline processes within the pharmacy environment, contributing to smoother day-to-day operations and better patient care.

 Led the end-to-end development of a comprehensive lawn care management application utilizing Firebase, orchestrating frontend and backend development, real-time database management, user authentication, and cloud hosting, ensuring seamless scheduling, invoicing, and customer management functionalities.