Jordan Heller

Experience

• 

  Community National Bank

  Jun 2014 - Aug 2014

  Loan Administration Intern

  • Discovered complications and inefficiencies in new Fiserv system; made corrective recommendations to management such as data validation remedies to improve efficiency • Assured Fiserv system was producing accurate loan payment schedules prior to reaching clients, persistently researching and correcting system problems as they arose• Entered manual loan data into Fiserv system for over 200 loans ranging from $2M-$50M, enabling customers to receive a detailed loan breakdown, while notifying bank when required government agency payments were due Show less

• 

  Broadridge

  Nov 2015 - Oct 2022

  Product Owner/Business Analyst

  • Led product demonstrations for clients on new and enhanced functionality to obtain sign-off for releases• Leveraged user feedback to strategically prioritize new and improved features within the product backlog to increase customer satisfaction and product engagement• Designed and refined ACH Search screen wireframes in collaboration with clients, expediting delivery timelines by building client confidence and enhancing usability for Financial Advisors• Conducted training sessions on new Wealth Management Platform features with clients (UBS), internal QA teams, external QA teams, developers, business analysts, and product managers• Facilitated requirement gathering sessions with our clients to create user stories within JIRA for our development team to code from, and our QA team to test from• Spearheaded an off-site QA team to deliver feedback that prevented user story failures, reduced turnaround time, and increased sprint velocity through detailed reviews and validation• Directed a team of six through complex initiatives, including a critical code merge for the flagship project, resolving key development issues and providing timely updates to senior management.• Collaborated with product and development teams to create enhancement guides used during implementations at the client site to maximize training and increase change effectiveness • Analyzed Functional Requirements Documents on multiple products including FX orders, settlements, and task processing to consult with SMEs to proactively identify and mitigate potential development and testing challenges.• Planned, created, executed and maintained test scenarios to assure coverage for a variety of front-to-back office solutions leading to reduced business cost and lower required effort from implementation team Show less

• 

  BIP.Monticello

  Oct 2022 - now

  • Analyze large scale data sets of trades using SQL to find commonalities to define rules for over 100 Equity products and underlying assets at a Tier 1 bank to refine and finalize said rules with the Business and Technology• Lead meetings with high-level stakeholders such as trading desk heads to secure sign-off on automated financial product rules• Build custom, streamlined reporting dashboards based on defect density within JIRA to save testing managers, project managers, and project leads 30+ minutes daily; dashboards shown to Project Sponsor • Collaborate on PowerPoint slide decks for presentations to middle and upper management, including the Executive Management Team, ensuring clarity and strategic alignment• Research and write promotional marketing material on financial technologies published to over 30,000 followers Show less

  • Associate Manager

    Jan 2025 - now

  • Senior Consultant

    Oct 2022 - Mar 2025