Jonathan Iverson

Experience

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  Village Trust Mortgage and Financial Services Inc.

  Jan 1997 - Jan 2007

  President, CEO
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  Wells Fargo Home Mortgage

  Jan 2007 - Jan 2010

  Loan Documentation Specialist III

  Effectively oversaw loan pipelines within a specialized loan ownership processing team in a fast-paced customer call center environment. Served as a key point of contact welcoming clients and educating them on the loan process.Key Accomplishments:• Accurately managed the loan transfer from the originator and relationship manager ensuring that all pertinent documents were included. Additionally, informed the client of the loan status along the way.• Consistently liaise with other professional such as the Home Mortgage Consultants (HMC), real estate brokers, attorneys, title companies, appraisers, flood certifications, credit bureaus, documentation compliance specialists, underwriters and closing/post-closing contacts.• Regularly answered all funding questions regarding the process, as well as coordinated the closing package and ensuring the loan was salable to the secondary market. Show less

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  PrimeLending, A PlainsCapital Company

  Jan 2010 - Jan 2014

  Technology Product Analyst

  Actively supervised the document department, serving in an “on-call” capacity 24 x 7 for critical support issues. Additionally, coordinated all enhancements with vendors and managed the active director with specific permissions for each of those clients. Additionally, built strong relations with both internal departments and outside vendors.Key Accomplishments:• Shepherded the testing of enhancements or bug fixes alongside vendors, managing the process and ultimately signing off on a release when the test had been completed or fix resolved. Typically worked midnight hours.• Regularly diagnosed “unsolvable problems” through perseverance by creating workarounds.• Employed the use of standard software development lifecycle including: Planning, Defining, Designing, Building, Testing and Development. Often used the “Agile Model” breaking steps into incremental builds.• Selected to work on the CFCB requirements slated for the 2014 fiscal year. Developed changes and in the exploratory meetings as part of the Steering Committee alongside senior stakeholders and executives. Show less

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  Pacific Union Financial, LLC

  Jan 2014 - Jun 2018

  Business Analysis Manager/Enterprise Application Support/Product Management

  Effectively implemented an array of process and personnel management enhancements directly responsible for streamlining operations, increasing productivity and resulting in greater capacity for the department and company at large. Employ the use of a vulnerability-based trust model to bolster innovation, creativity and change.Key Accomplishments:• Drafted a comprehensive Business Analyst Handbook focused on assisting internal analysts in software development direction and requirements gathering elicitation.• Successfully managed and maintained workarounds for the DataTrac platform for over 3 years. Additionally, gleaned exceptional knowledge on the system and the use within other Pacific Union’s proprietary systems.• Engaged with the QA/QC department, suggesting enhancements that improved daily communication. Additionally, instituted Test Scripts and Testing Plans that were subsequently adopted by all Pacific Union departments.• Oversaw the Capacity Planning spreadsheet, highlighting the potential for work overload in a given department. Adopted by both the CEO and SEVP’s, this document establishes bandwidth and resource availability.• Created and implemented SharePoint Production Issues tracker measuring the time spent on matters such as escalations and bug fixes for each vendor. The tracker utilizes a score card comparing performance to preset service level agreements.• Overhauled the BRD Template providing senior stakeholders with more intuitive information.• Designed and instituted an status report generator, recapping business analytics on a weekly basis. It was automatically sent a folder on the desktop of key personnel. Show less

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  Farm Credit Bank of Texas

  Aug 2018 - Dec 2018

  Senior Business Analyst

  Performed a comprehensive analysis of the District Sales Process to fine tune a single process that all associations will follow for Ag Lending. This established the baseline for which all associations will work from. Worked with the PMO to get the Microsoft Azure DevOps system vetted by doing a system capabilities task and a Gap analysis. Key Accomplishments:• Imposed a new thought process behind the ‘Plug-In’ that will be used by each Association to differentiate themselves from other businesses. The ‘Plug-In’ will be used to validate a step in the process that may be solely impacted by that Association. • Created a heatmap of the associations showing which businesses are most like the District Sales Process.• Mapped the Business Process by creating a model in Bizagi that gives the overview of the District Sales Business Process• Created a Business Process Model for the Encompass System which shows the District Sales Process for Consumer Loans• Performed a Gap Analysis and Business Capabilities spreadsheet for the Azure DevOps System. This system is to replace the Visual Studio Team Foundation Server used by all of IT.• Completed the 2 Phased BRD in record time with no project plan. The BRD was out for approval for Phase 1 and Phase 2 will follow.• Introduced a new way to keep track of the BRDs you are working on. The State at which your BRD is in will be directly shown in the version of the document. By versioning the document based on mile stone you will always know what needs to happen next by just looking at the version of the BRD.• Wrote Business Process Model for the affected departments; PM, BA, Dev, DBA, and QA roles. From the analysis came the AS-IS and TO-BE workflows for the new Azure DevOps system. Show less

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  Wells Fargo

  Mar 2019 - now

  Executive Director, Data Managment and Controls

  Work with top performers who conduct data management activities. These activities include creating data dictionaries and working with the data to conduct quality controls assessments. These assessments look to make sure that the data has the proper detective and or preventative controls in place depending on if the application is a system of origination or system of record.-Review and track data management policies and procedures to create a domain phrontistery for keeping all working docs and training materials in one place. Train new and existing employees on new supplemental guidance, policy changes, and procedures. -Create a status report tracker that uses update links to populate other reporting spreadsheets where pivot tables and comparative analysis can be conducted.-Contact risk and controls self-assessment to document process and procedures to establish a baseline for each control. Show less