James McKenna

James McKenna

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location of James McKennaExton, Pennsylvania, United States

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  • Timeline

  • About me

    VP, Process Management at First Resource Bank PA

  • Education

    • International Community School of Addis

      -
    • Downingtown East HS

      2004 - 2005
      HS
    • Penn State University

      2005 - 2007
      Computer Science
  • Experience

    • DNB First

      Jan 2011 - Nov 2014

      *Daily Responsibilities• Daily ACH processing (incoming files, returns, and originating files)• Process all outgoing/incoming wires (Domestic and International)• Responsible for originating wire transfer and ACH customer management• Direct support for originating customers• Process any ACH transaction disputes (Reg E)• Daily FRB and correspondent settlement• Process daily correspondent sweep wires when needed*Projects/Conversions• Creation of Wire transfer and ACH customer database. Current up to date log of all customers and authorized callers. Automatic annual updating.• New and improved monthly risk reporting (for both wire transfers and ACH)• Assistance in implementation of instant issue debit card program using Datacard and Fiserv Business process manager. Directly responsible for testing and documentation.• Implementation of FedPayments reporter for EDI reporting (additional cash management product). Show less *Daily Responsibilities•Responsible for various card deparment functions. •Ordering, replacing, closing, and status ATM/Debit cards.•Processes disputes and corresponds to customers per government regulation(Reg E) and institution policy. •Investigates disputes in an effort to reduce department cost. •Responsible for daily ATM GL settlement and ATM deposit discrepancies.•Responsible for oversight of interchange income•Responsible for system rule creation in an effort to be proactive against fraudulent activty.*Back-up Electronic Banking Administrator: •Respond to online banking issues for both customers and coworkers. •GL settlement and bill pay reconcilement. Knowledge of both Fiserv Connect3 - Ecomm and Ecorp.•Knowledge of Fiserv Checkfree for bill payment issues*Projects/Conversions•Produced reports to clean up unnecessary card accounts/Save cost (First Data STAR & IBM Cognas Viewpoint)•Cleaned up Microsoft Sharepoint Internal Site as it pertains to ATM Settlement/Card Services. Deleted multiple folders, updated forms & procedures. All relatedATM/Card related info now available (I want to add FAQ’s, create newer procedures, and examples of issues)•Completed conversion to paperless procedures. Work and testing on Fiserv Business Process Manager workflow in regards to debit card ordering and file maintenance.•Internet Banking Upgrade implementation•Internet bill pay processor conversion from IPay to Checkfree•Project/Implementation Manager for Fiserv Mobiliti product **Coordinating work within the unit as well as with other units and departments; responding to inquiries and requests from both coworkers and customers; reporting information to the immediate supervisor. Show less

      • Wire Transfer/ACH Administrator

        Jun 2013 - Nov 2014
      • ATM Administrator

        Jan 2011 - Jun 2013
    • Customers Bank

      Nov 2014 - Feb 2020

      •Manage Process Improvement ProjectsInformation gatheringProcess mappingProcess redesignCase proposalProject planImplementationReassessment•Work with multiple departments to design more efficient processesProcess ownersAudit/ComplianceIT (Networking, Application Services, Business Intelligence)Project Management OfficeChange Management•Create documentation and training on new processesIncluding technical documentationEnd user documentation/training•Identify and re-work process change impact on SOX policy and audit processes•Design both case tracking and KPI reporting as needed•Monitor and report on workflow systems•Assist the Operations, PMO, and BI departments with identified projects to enhance enterprise process efficiency.•Assist with the development/implementation of workflow systems across the Bank•Present on workflow systems and educate business units on benefits/potential applications Show less Involved daily with all aspects of the current card payments industry. Working to develop Customers Bank internal debit card department; commercial prepaid department; and mobile payments. Implementing department documentation to aid in procedure/policy compliance.Responsibilities include:KPI ReportingDebit/prepaid settlement and fund transfersEscalated transaction issuesCard profile trackingEnsuring online card transaction processingVisa/MasterCard Quarterly ReportingProjects/Implementations:Debit Card SLAsDepartmental ProceduresApple Pay/Visa TokenizationCard production vendor migrationDebit EMVCard mass issue projects (onboarding or fraud)Assisting with BankMobile initiatives (A division of Customers Bank). Show less

      • Business Process Engineer

        May 2018 - Feb 2020
      • Card Services Senior Specialist

        Nov 2014 - May 2018
    • Meridian Bank PA

      Mar 2020 - Dec 2020
      Sr Business Process Analyst

      Review business processes from end to end to identify and address operations, financial, and technological risks. Work closely with business units to gain understanding of department's business needs and requirements. Create and contribute to detailed project documentation with a focus on business process improvements and opportunities to leverage technology to generate efficiencies. Document process workflows, use cases, and manage investment priorities. Support business units in evaluating how IT can be used to automate and improve the Bank's business processes. Show less

    • First Resource Bank PA

      Dec 2020 - now

      • Independently complete and oversee small, medium and large scale projects.• Develop plans that includes goals, timelines, strategy and staffing.• Coordinate all aspects of technical projects from initiation through delivery.• Coordinate activities of project team, identify appropriate resources needed of impacted business units and develop schedules to ensure timely completion of project.• Provide oversight on project status related to scope, schedule and budget to Executive Management and the Product Committee.• Identify and manage project risk and create project risk assessment in collaboration with the bank's Chief Risk Officer, assess risk when business decisions are made, and demonstrate consideration of the Bank's reputation and safeguarding the Bank's clients and assets.• Monitor effectiveness of project processes and methodologies and implement improvements as necessary.• Full ownership of one or more processes, reports, procedures or products, and will also be considered analytical or procedural subject matter expert on processes and deliverables.• Complete and manage daily tasks related to a project/ product or service delivery, working with staff in the bank.• Participate in vendor selection, negotiation and interact with Executive Management.• Work closely with end users and third party technology vendors to understand and prioritize business goals and information needs related to the project. • Effectively manage all third party vendors or outsourced resources related to a project.• Create business processes across the enterprise to build out and manage workflows on a continuing basis.• Ensure change control is documented and executed throughout projects.• Create analytical and data reports utilizing Cognos Bl (Business Intelligence). Show less

      • VP, Director of Process Management

        Aug 2022 - now
      • Project Manager

        Dec 2020 - Aug 2022
  • Licenses & Certifications