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Click here or scroll down to respond to this candidateCandidate's Name
Coventry, CT H: PHONE NUMBER AVAILABLE
EMAIL AVAILABLE C: PHONE NUMBER AVAILABLE
SUMMARY
Contract and documentation analyst with extensive experience with financial services products. Work cross-functionally with legal, compliance, audit, marketing and sales to produce accurate and timely contracts, certificates, and other regulatory publications. Exceptionally resourceful, deadline sensitive, and detail oriented with a complex array of products. Strong technical aptitude and focus on process improvement. Core competencies include:
DLS xPressions Duplicate Contracts Quality Assurance
Archiving Data Mapping Formatting Documents
Tax Deferred Annuities 403(b) Regulatory Documents Document Tracking
Document Libraries Scheduling Attention to Detail
KEY ACCOMPLISHMENTS
In 10 months implemented seven major conversions of employer and individual contracts, certificates, and other regulatory documents from an unsupported technical platform to a supported platform resulting in significant cost reduction.
Coordinated several large contract requests for State Audits, Compliance and Legal to meet sensitive time requirements.
Appointed Subject Matter Expert on Duplicate Contracts across product lines, with strongest expertise in Tax Deferred Annuities.
PROFESSIONAL EXPERIENCE
Voya Financial, Windsor, CT
Senior Contract Publications Analyst 2008 October 2014
Ensured timely and accurate production and distribution of contracts, certificates and other regulatory documents for over 50 financial products. Managed system maintenance, translated requirements, and implemented new specifications.
Executed contractual changes, new product launches and coordinated mass mailings, from initial phase to product launch.
Developed and modified procedures to resolve business issues. Established business needs and executed into proper system requirement specifications.
Worked closely with information technology staff, Legal, Compliance, Marketing, and Product teams to develop business requirements, enhance existing product lines, plan for new product implementations and projects, and formulate and define system scope and objectives.
Oversaw quality assurance (QA) of all duplicate contracts, ensuring accuracy and timeliness.
Formally recognized as Subject Matter Expert for duplicate contracts.
Converted multiple contracts, certificates, and other regulatory documents from an unsupported technical platform (DDM Edit) to a supported platform (DLS Expressions) resulting in significant cost reduction year over year.
Cross-trained new manager and other staff members into the department, providing technical expertise and support, sharing best practices, and fostering strong teamwork.
Candidate's Name PHONE NUMBER AVAILABLE Page 2
ING, Windsor CT
Contract Publications Analyst 1998 2008
Produced and distributed contracts, certificates and other regulatory documents for over 50 financial products. Managed system maintenance, translated requirements, and implemented new products.
Created and improved workflow processes using Six Sigma methodologies.
Provided quality assurance and testing of document coding rules.
Designed and developed regulatory documents that support retirement business products in the Healthcare, Government, Education, and Corporate markets.
Maintained multiple products in production by developing strategic criteria and business requirements.
Coordinated new product launches, contractual changes, and executed mass mailings, from initial phase to product launch.
EDUCATION
Bachelor of Science, Marketing, Central Connecticut State University, New Britain, CT
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