SAMEER SHAIK

Client: City National Bank
Project Profile: KYC
Description: Know Your Client (KYC) is one of the three main processes required to establish business relationships with a client. KYC takes place after Client Onboarding that converts a prospect into a customer. KYC risk assessment needs to be completed to enable Product Onboarding.
The proposed target solution is to adhere to the new KYC Standard, gather KYC information via dynamic form which will be common across LOBs, leverage previously captured prospect data in Salesforce, and support Periodic Review capability.

Roles & Responsibilities:
Designed Dynamic forms using LWC as per Business requirements.
REST Services for CIS Inquiry using Composite API framework.
REST Services for Customer Relationship enquiry.
Extensively worked on Apex Triggers and Lightning Flows to automate Business Process.

Client: City National Bank

Project Profile: Business Manager Portal

Description: Business Manager Portal is a Site designed exclusively for Managers to maintain High-volume Customer’s related Transactions for products such as Credit Card, Deposit, Debit, Commercial Cards etc., As City National Bank is having many High-volume customers who maintain Managers to maintain their Transactions, we have come up with a solution to build a very beautiful user-friendly Community using Enhanced LWR Templates involving Composite REST APIs for Payments, Balance, Statements, Posted Transactions, Auto Payment of Cards using Batch Apex etc.,

Roles & Responsibilities:

• Exposure to Enhanced LWR Templates.
• Designed LWC components as per Business requirements.
• Developed Some LWC Components using Java script/ html/ CSS libraries to overcome LWR limitations with LWC.
• Exposure to Lightning Chart.js
• REST Services for Real Time Payment Gateway
• REST Services for Posted Transactions
• REST Services for Statements
• Extensively worked on Apex Triggers and Lightning Flows to automate Approval Process for New Cards/ Accounts
• Worked on Batch Apex and REST API to implement AutoPay process for all types of Cards.
• Developed LWC components which gives ability for Business Managers to Download Statements in any format.

Client: Key Bank

Project Profile: Small Business Lending Experience

Description: As part of Small Business Lending Experience implementation, KeyBank digitizes the Loan Application process for different types of Products such as Term Loan, Credit Card, Line of Credit etc.,

• Small Business Lending Experience contains implementation of 2 channels.
• Digital – Client can apply online in Loan portal after being invited by SBWA.
• Retail – SBWA’s can directly enter applications into BLX on behalf of client or continue applications that client’s start themselves in digital portal.
• These applications brought into Life cycle of Loan Processing in different stages.

Roles & Responsibilities:

• Exposure to nCino Customer Portal
• Customized pages in nCino Customer Portal using LWC as per Business requirements.
• Developed Components which gives ability for Retail users to apply for new Applications for different types of Products and upload Documents for each Application.
• Developed a framework on SOAP Integration to get a new Credit card number for any Credit Card Type Loan customers using Third party system TSYS which is the Source of truth used by KeyBank.
• Extensively worked on Apex Triggers and Lightning Flows to automate the Conversion process of Application into Loan.
• Exposure to Electronic E-Signature in DocuSign.
• Developed a LWC component which gives the ability for Retail Users for uploading the set of Documents needed for Loan Approval.

Client: Husky Energy

Project Profile: Heavy Oil & Gas Operations

Description: Husky Energy is a Canadian-based integrated energy company

• It has two core businesses.
• Integrated Corridor operates in Western Canada and United States.
• Offshore, Company has operations in Asia Pacific and Atlantic regions.
• Husky Salesforce HOG applications have integrated to legacy systems like SAP, Spotfire for Master object data feed and reporting purposes.

Roles & Responsibilities:

• Integrated HOG Fluid Management application with SAP for Master data movement such as Equipment, well locations etc., using SOAP Web services.
• Developed framework using Apex programming to automate Salesforce User Licenses Cleanup activity for deactivating unused User licenses across all Salesforce Platform Licenses who are not actively using salesforce.
• Different Licenses have different number of days of inactive period as condition.
• Pre notification will be triggered to user’s prior deactivation and Report will be published after successful execution of Every Month with deactivated user's details and count each License Type.
• Involved in LWC development of Electronic Logbook which is legal document that is required by Power Engineers regulation to record such activities as maintenance work, inspections, test, repairs and other pertinent data.
• Involved in REST API Integration of Vendor Time Tracking to give vendors ability to access work orders via Salesforce.
• Involved in development of Fluid Management application to manage movement of produced fluids in Heavy Oil and Gas Cold Operating areas.
• Exposure to new Release Management tool using DevOps by integrating Salesforce with GIT and GIT Lab.
• Profile: Enterprise Commercial Credit Platform, Key Bank is one of largest bank-based financial services company in United States in which have used nCino Product for their Loan and Treasury process.
• It has been connected to various legacy systems for their customer data.
• nCino Enterprise Commercial Credit Platform includes Life cycle of Loan Processing in different stages.
• It is integrated with many third-party systems in its Loan Life Cycle such as
• MCA: ECCP is integrated with third-party system known as CIU for Master Compliance Check of Loans.
• Credit Bureau: ECCP is integrated with interface known as BRX is real time integration which submits credit bureau requests for different types of customers/ businesses.
• Based on request BRX decide to which third-party (Transunion or Equifax) request is supposed to be sent over

Roles & Responsibilities:

• Integrated nCino application with CIU & BRX using SOAP Web services.
• Developed a framework using REST API to automate data management of all nCino managed package objects related to Loan from one sandbox to another sandbox which reduced time consumption as used to load data manually every time any sandbox is refreshed.
• Customization according to Project requirements
• Working on Integration Enhancements
• Worked on Batch and Schedule Apex
• Worked on nCino Loan & Product Package related UI configurations
• Worked on Configurations such as Workflow Rules, Validation Rules, Process Builders, Flows etc., as per Project requirements
• Exposure to new Release Management tool COPADO.

Client: Key Bank

Project Profile: Enterprise Commercial Credit Platform

Description: Key Bank is one of the largest bank-based financial services company in United States in which they have used nCino Product for their Loan and Treasury process. It has been connected to various legacy systems for their customer data.

nCino Enterprise Commercial Credit Platform includes Life cycle of Loan Processing in different stages. It is integrated with many third-party systems in its Loan Life Cycle such as

· MCA: ECCP is integrated with a third-party system known as CIU for Master Compliance Check of Loans.

· Credit Bureau: ECCP is integrated with an interface known as BRX is a real time integration which submits credit bureau requests for different types of customers\businesses. Based on the request BRX decide to which third-party (Transunion or Equifax) the request is supposed to be sent over.

Roles & Responsibilities:

· Worked on nCino Loan & Product Package related UI configurations.

· Integrated the nCino application with CIU & BRX using SOAP Web services.

· Developed a framework using REST API to automate data management of all nCino managed package objects related to Loan from one sandbox to another sandbox which reduced time consumption as we used to load the data manually every time any sandbox is refreshed.

· Customization according to Project requirements.

· Working on Integration Enhancements.

· Worked on Batch and Schedule Apex.

· Worked on Configurations such as Workflow Rules, Validation Rules, Process Builders, Flows etc., as per Project requirements.

· Exposure to new Release Management tool COPADO.

Client: Key Bank

Project Profile: Payments on boarding Platform

Description: nCino Treasury Management Onboarding Project to implement Treasury Management System with end-to-end process flow i.e

• Onboarding and fulfillment of new and existing Treasury Management customers and products (core business process) while integrating with the Sales process by using electronic sales and client information, focusing on pricing/Proforma enhancements and integrations, accelerate time to revenue by automating manual, paper-based implementation processes

Roles & Responsibilities:

• Involved in Design and development of Configurations and customizations according to Project requirements
• Designed & developed the Visual force page & Apex controller
• Integrated the nCino application with a third-party system known as GTM using SOAP Web services
• Exposure to Electronic E-Signature in DocuSign which is core functionality of nCino
• Involved in installing and configuring nCino Managed Package upgrades
• Worked on nCino Treasury related UI configurations
• Involved in development of Process Builders, Flows other customizations with Salesforce.com
• Responsible for developing complex Custom Approvals processes
• Developed and designed various Custom objects, Tabs, Entity-Relationship data model, validation rules
• Configured user Roles, Role hierarchies, Profiles and Sharing settings to ensure that the protected data is available only to the authorized users
• Configured dashboards to provide daily forecasts and track opportunities, deal registrations and customer engagement
• Configured Reports to track usage for productivity and performance of business centers and their sales teams.

Client: Honeywell – ACS

Project Profile: Attune Operations

Description: Honeywell HBS is previously using ITSM system for monitoring and controlling alarms from customer sites

• The previous ITSM system is built with Legacy framework consisting of MS SQL server, Siebel based applications
• These applications are increasingly getting incompatible with the growing demand and adaptability for the latest technology advancements
• In order to address this Honeywell considered different ITSM scalable applications and finalized on the Cloud based Salesforce.com application solution to meet with this business challenge

Roles & Responsibilities:

• Responsible for Creation of objects and fields
• Created Roles, profiles and sharing rules
• Data Mapping and Data migration into SFDC using Data Loader
• Created Triggers, Workflows, Visual force, Validation rule, Apex Class, Schedulable class
• Created Reports & Dashboards.

Client: Honeywell – ACS

Project Profile: Automation and Control Systems

Description: Honeywell ACS stands for Honeywell Automated Control Solutions

• The Sales application is used to manage Honeywell Worldwide Sales Operations
• The Sales Application Offers CRM features like Account/Contact management, Opportunities management and Activities management
• It also provides the Web response forms to register new users, modification of user profile etc
• As a part of Client’s requirements, we had developed Salesforce CRM Application to suit its business needs all over the regions where they are doing business

Roles & Responsibilities:

• Entrusted with the responsibility of Configuring/customizing the Salesforce CRM application in accordance with the client’s requirement and specification
• Hands on expertise to develop applications on Force.com Platform
• Worked on APEX Classes, Triggers, Test methods and Visual force pages to implement custom functionality
• Written Triggers to achieve functionality
• Deployed components from Developer Sandbox to higher level Sandboxes and from there to Production using Change Sets and Eclipse (Force.com IDE tool)
• Experience in developing SFDC custom objects and work-flow business rules
• Written Validation Rules, Workflow Rules and Approval processes
• Hands-on experience in building Reports, Reporting dashboards
• Worked on Data Loader tool
• Expertise in data modeling and user interface development principles.