Pratik Rupani

CMS Rewrite Project

Project overview.

The application is used by the treasury team and contains all check-related information regarding the checks issued. This application was a legacy system, was not available in a browser version, and was able to log in only through remote desktop. This complete application was designed by the in-house IT team using agile methodologies.

This application was given all the features users use to print checks, retrieve check information, hold check payments, etc. This rewrite project benefits from reducing costs.

External vendor licensing: a simplified way of access via web browser, allowing multiple users to access check information at the same time.

Roles and Responsibilities

• Revamped check management application for treasury team, enabling browser-based access.
• Integrated features for printing checks and retrieving check information.
• Reduced operational costs through system rewrite and improved efficiency.
• Facilitated external vendor licensing to enable web browser access.
• Documented stakeholder meeting findings for future reference.
• Developed training materials for internal staff on new products.
• Analyzed systems to identify opportunities for improvement.
• Assessed risks and implemented control measures effectively.

• Evaluated business requirements to develop strategic solutions that optimize performance.
• Analyzed business processes to identify areas for improvement and enhance operational efficiency.
• Conducted comprehensive assessments to support informed decision-making and drive business growth.

Project - Frontier Application Upgrade (Overview)

Frontier, a reconciliation application, was being upgraded from the existing v5 to v8, which was the industry standard. The upgraded version of the application provides thin client features for accessing the application.

Enhanced features of the Match Pass setup help set up the reconciliation of different funds for assets and cash reconciliation. This project requires coordination with the Fiserv vendor, internal IT teams, and business teams to validate that the features of the application are working as intended and in the best possible way. Upgrading from a lower to a higher version by skipping a version in between was challenging, but it was achieved after the defects or bugs identified in UAT were fixed in a timely manner.

Roles and responsibilities.

• Successfully managed the challenging version upgrade by identifying and resolving defects during UAT, ensuring a seamless transition.
• Coordinated with Faiserv Vendor, internal IT, and business teams to ensure the upgraded application met industry standards and functioned optimally.

Overview

As a credit analyst, I assess the financial health of clients by reviewing financial statements, credit histories, and market trends to evaluate their ability to repay loans or meet credit obligations. I edit reports and risk assessments to support lending decisions, recommend credit limits and terms, and ensure compliance with internal policies and regulatory standards. Credit analysts also monitor existing credit portfolios to identify potential risks or changes in creditworthiness, communicate findings to management or stakeholders, and may collaborate with other departments, such as sales, underwriting, or risk management, to support overall business goals.

• Evaluated creditworthiness of individuals and businesses through financial data analysis.
• Assessed financial statements and credit reports to gauge risk levels for lending decisions.
• Conducted comprehensive credit analyses to identify potential risks and inform credit strategies.
• Determined suitable loan terms aligned with borrower credit profiles.
• Prepared periodic reports outlining portfolio performance and delinquency rate trends.