Dallas, TX

Senior CRM Architect / Administrator / Developer
2019 to Present

  • Ensure data integrity and accuracy of all CRM systems.
  • Act as company liaison to internal staff for all things CRM.
  • Build reports and other data exports as needed.
  • Support accounting systems and software as needed.
  • Design and architect CRM systems, upgrades, and future features.
  • Provide other general technology support as needed for other company designed and off the shelf software and hardware.
  • Subject matter expert and tier three support for CRM systems.

Dallas, TX

CRM Functional Architect / Administrator
2018 to 2019

  • Work with numerous lines of business and IS team members to identify the best technical solution for a given problem.
  • Prioritize and negotiate scope for release management.
  • Gather and document business and functional requirements from Business owners and SMEs.
  • Manage and prioritize ongoing support requests and administrative needs of CRM users.
  • Collaborate with development team to determine best options to meet requirements and schedule reasonable release dates.
  • Troubleshoot and resolve issues in a timely manner.

Ryan, Inc.
Dallas, TX

Team Leader, Applications Administration
2014 to 2018

  • Lead development and administration efforts for Microsoft Dynamics CRM 2016 and SharePoint.
  • Administer and Develop Microsoft SharePoint 2010 applications and CRM 2016 customizations.
  • Administer Ultimate Software’s UltiPro Application.
  • Administer in-house web applications, including Content Management Software.
  • Develop Microsoft Power BI reports. 

Applications Administrator
2008 to 2014

  • Administer Microsoft Dynamics CRM 4.0.
  • Administer Microsoft SharePoint 2010.
  • Administer Ultimate Software’s UltiPro Application.
  • Administer in house web applications.
  • Analyze user needs, gather business requirements and design solutions to meet the user requirements.
  • Use Microsoft Dynamics CRM workflow functionality to put in place business logic and rules given by users.
  • Using JavaScript, develop and configure screens and views to meet user needs.
  • Conduct upgrades and install patches as needed.
  • Work with Ultimate’s technical staff to solve technical issues.
  • Install custom solutions developed by Ultimate technical staff to meet company needs.
  • Analyze data in both CRM and UltiPro and make necessary updates in the systems using SQL and Access queries.
  • Generate reports using Access and SQL Report.
  • Developed company intranet site using Microsoft SharePoint 2010. 

US Home Systems, Inc.
Lewisville, TX

Applications Analyst
2005 to 2008

  • Sage Accpac CRM Application Analysis / Development, Data Mapping, and Administration (Application and SQL Server Database).
  • Sage Accpac Advantage Series Application Support and Administration (Application and SQL Server Database).
  • Using ASP, MS Access, and MS FrontPage 2003, created a Web Application for the sales force to report their numbers along with giving the Sales Director the ability to administer the application and analyze the data submitted by the sales force.
  • Maintained and administered loan servicing application called LoanBase.
  • Developed reports for users and management using Report Writer, Crystal Reports, and MS Access.
  • Administered and configured the Loan Origination software called Appro LoanCenter Consumer.

First Consumer Credit, Inc.
Lewisville, TX

Information Technology Manager
2004 to 2005

Systems Administration, MS Access and Reports Development, and Technical Support

  • Maintained and administered loan servicing and loan origination applications.
  • Developed application using MS Access to calculate Debt to Ratio specific to the way the company does business.
  • Developed interface between the web and the loan origination application using XML.
  • Created multiple loan origination documents and modified them to include fields from the loan origination application for faster delivery to customers.
  • Developed a way for users to update booked loans from the loan origination application to the loan servicing application using .NET and SQL.
  • Administered Windows 2000 domain and fax servers.
  • Administered Exchange Server 2000.
  • Configured GFI FaxMaker.
  • Developed reports for users and management using Report Writer, Crystal Reports, and MS Access.
  • Administered and configured the Loan Origination software called Appro LoanCenter Consumer.
  • Responsible for daily backup of data on the server using Veritas Backup Exec for Windows Server.
  • Created a Contact Management tool using MS Access for the Vice President to track dealer details for marketing and sales.
  • Conducted weekly and monthly maintenance of end user workstations.  Updated it with the most recent Windows security updates, ran virus scans, deleted temporary files and made sure the performance is up to par.  Added any additional hardware, software or replacement of computers to satisfy business need.  Clean up ad spam using Ad-Ware.
  • Used MS Access to manipulate data in the loan-servicing database.  This helped cut the company data entry efforts to more then half by developing queries in MS Access to update the loan servicing system with large amounts of data.
  • Responsible for researching, presenting, and purchasing products and services for implementation of projects and daily tasks.
  • Troubleshoot end user technical problems.  This included solving computer and printer related issues both hardware and software.  Installed and supported Windows 95, 98, 2000, XP, MS Office 2000, Report Writer, LoanBase, Appro LoanCenter Consumer, FaxMaker, Outlook, and Citrix.

Project Management and Business Analysis

  • Project Manager and Business Analyst for the implementation of a Fax Server called GFI FaxMaker.
  • Project Manager and Business Analyst for the implementation of a Loan Origination software called Appro LoanCenter Consumer.
  • Developed a workflow narrative from loan origination to funding and designed a process flow diagram using MS Visio 2003.
  • Created training material and user guide for the new application.
  • Created Documentation for the Information Technology department including IT security policies and procedures.
  • Part of the project team working on meeting the new Sarbanes-Oxley act requirements with respect to Information Technology.

Eagle Distributors, Inc.
Los Angeles, CA

Business Analyst / Web Developer
2003 to 2004

  • Analyzed client website needs. Presented proposal to President detailing potential hosting companies and design structures.
  • Obtained business requirements and converted them into technical requirements to develop an attractive, creative, effective and profitable website.
  • Designed and developed a user-friendly e-commerce website using FrontPage that gives the client’s customers the ability to view an online catalog, request a catalog, register their name to obtain promotional material, and gives the client the ability to accept orders via the web.
  • Used MS Access as the back-end database where all the product and pricing information is stored, as well as to capture information inputted by customers such as demographics, registration, and orders. Home officing from Texas; provide follow up services such as training staff on how to update product and pricing list, leading to cost savings.

TXU Communications
Irving, TX

Software Engineer II – Systems Analyst
2002 to 2003

  • Analyzed each business project, determining degree and nature of impact on any systems in a department, Informed and educated impacted employees, smoothing transitions, leading to cost savings.
  • Generated “Level of Effort” document for senior management related to new projects that impacted specific applications, including Informatica, Billplex and TBS, enabling more informed decision making related to best use of available resources.
  • Prepared “High Level Approach” documents for each impacted application per project, including project timelines, milestones and the man-hours associated with them.
  • Mapped customer, order and pricing data using the Oracle database and MS Access, ensuring successful integration from TBS to Billplex via Vitria.
  • Maintained and enhanced the MS Access database used for price and product mapping, enabling some automation, increasing efficiency of the maintenance and updating processes.
  • Generated reports for EAI using MS Access that detailed data related to pricing, orders, customers and products, enabling senior management to make sound, strategic decisions. 

Software Engineer I – Production Support
2001 to 2002

  • Followed up on tickets – using Remedy, resolved issues due to human error or middleware problems occurring during entering of customer and order data.
  • Application Administrator for Siebel 6.3 CRM for customer service and sales force. Liaison between users, developers, system administrators and senior management, ensuring smooth implementation and enhancements.
  • Created technical, functional and training documentation required for the successful use of the Siebel application. Attained Certification of completion in Siebel e-Business Essentials training.
  • Analyzed ACT! Database for import into Siebel and imported data using Siebel Contact Import functionality, streamlining contact management methods used by sales force.
  • Streamlined and automated sales process using Siebel, achieving buy-in from sales force.

Candle Corporation
Dallas, TX

Systems/Application Administrator
1997 to 2000

  • Administered CRM, providing MS Access and Informix support for system modifications and additions along with the use of SQL for queries and ad hoc reports for management.
  • Conducted GOLDMINE database management, backup, maintenance, and support. Managed data imports and marketing databases for customer service representatives and sales force.
  • Provided and supported mechanism producing mailing lists for marketing campaigns used by the marketing manager.
  • Supported and administered systems that impacted the Closed Loop Lead Process, eliminating down time.
  • Created marketing and training databases, as well as a data cleanup application using MS Access to gather new customer information.
  • Attained Certificates of completion in Siebel Foundations and Siebel Call Center.
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