Jorge Martinez
Senior Business Analyst @Waterstone Mortgage Corporation
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WORK HISTORY
Senior Business Analyst @Waterstone Mortgage Corporation
Winter Park, FL, US
PROJECT 1: LOAN PROCESSING AUTOMATIONPROJECT 2: SALESFORCE CRM TRAINING INITIATIVE• Led requirements elicitation workshops with cross-functional stakeholders to define and document business needs for automating the loan processing system.• Utilized Salesforce CRM to manage stakeholder communication and expectations through regular updates and risk assessments, ensuring alignment with project goals.• Conducted cost-benefit analysis using Tableau for an AI-driven credit analysis tool, which projected a 15% increase in loan approval rates and a significant revenue boost.• Designed, executed and lead UAT plans within Salesforce and Encompass, validating end-to-end process flows and ensuring zero critical defects post-implementation.• Wrote and executing test cases in designated test environments to validate the software functionality, performance, and reliability prior to deployment to production.• Tested the implemented functionalities within the production environment to ensure operational effectiveness and reliability, optimizing the end-user experience and aligning with business requirements captured in JIRA.• Directed Salesforce CRM training for teams, significantly enhancing their proficiency and improving client management processes.• Implemented post-training assessments within Salesforce to track and measure the improvement in CRM usage, leading to a 30% increase in team efficiency.• Successfully launched the new loan origination system, resulting in a 25% increase in processing speed and enhanced customer satisfaction.
EDUCATION
Bethune-Cookman University
Bachelor's degree
Other Schools
Business Analysis Certificate
ABOUT JORGE MARTINEZ
I am an experienced IT Business Analyst with six years of proven expertise in Agile and Waterfall methodologies, specializing in driving successful project implementations that align with organizational goals. My career has been dedicated to optimizing operational efficiency and enhancing stakeholder collaboration, ensuring projects meet business objectives while delivering high-quality results. I possess a strong background in requirements elicitation and documentation, having led workshops and interviews with cross-functional teams to capture clear, actionable requirements. My proficiency in business process reengineering and cost-benefit analysis has consistently driven improvements across various projects, from automating loan processing systems to implementing student performance tracking tools. Throughout my career, I’ve been adept at managing relationships with key stakeholders, ensuring alignment through effective communication and regular status updates. My experience spans across industries, including mortgage finance and education, where I have led IT transformation initiatives that resulted in significant operational efficiencies and improved outcomes. In addition to my technical skills, I bring a commitment to continuous improvement and a passion for leveraging technology to solve complex problems. Whether leading UAT processes or delivering training programs, I strive to empower teams and enhance their capabilities through technology adoption. With a strong foundation in CRM and ERP systems like Salesforce, SAP, and ServiceNow, and a deep understanding of IT governance and change management, I am well equipped to tackle the challenges of today’s dynamic business environments. I am excited to continue leveraging my skills to drive impactful change and deliver exceptional results. CORE COMPETENCIES 🟢 Retail Expertise 🟢 Salesforce CRM 🟢 Business Analysis 🟢 Project Management
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