Carol Marotti

Design and implemented a Salesforce / SAS platform for Commercial Sales. The solution was developed using the following technologies:
=>PLATFORM
Salesforce Performance Edition
Sales/Service Cloud
SAS MA/RTDM
SAS DQ
SAS Credit Scoring for Banking
SAS Visual Analytics
MS Power BI
=>DEVELOPMENT
MS SSRS/SSAS/SSIS
SAS DI
Python
APEX
=>DATABASES
SQL Server 2017
… Show more

Design and implemented a Salesforce / SAS platform for Commercial Sales. The solution was developed using the following technologies:
=>PLATFORM
Salesforce Performance Edition
Sales/Service Cloud
SAS MA/RTDM
SAS DQ
SAS Credit Scoring for Banking
SAS Visual Analytics
MS Power BI
=>DEVELOPMENT
MS SSRS/SSAS/SSIS
SAS DI
Python
APEX
=>DATABASES
SQL Server 2017
Oracle 12
=>OS
Windows 2012
RedHat Linux
=>CORE SYSTEMS/DATA SOURCES
Silverlake
Credit Quest
LDAP
Digital Insights
Lexis/Nexis

BUSINESS PROBLEM: The operations team performed manual reconciliation of internal loan data with MERS each month for over 2,000 mortgages. As our bank continues to grow our loan portfolio, this manual process started to become difficult to manage. The reconciliation process required someone to manually extract information from Silverlake and MERS each month and investigate each loan for discrepancies. The discrepancies would be corrected in the source system. The process was time-consuming, prone to error, and unable to scale for growth and growing regulatory requirements.

BENEFITS REALIZED: The process to merge Silverlake and MERS for comparison was automated. The operations team can track and trend their progress and create automated reporting to support audits. Show less

Completing development an analytic solution to automate the reconciliation of our internal Loan system with MERS (Mortgage Electronic Registration System). The solution was developed using the MB BI stack with automated integration from Jack Henry Silverlake Loan system and MERS.

BUSINESS PROBLEM: The operations team performed manual reconciliation of internal loan data with MERS each month for over 2,000 mortgages. As our bank continues to grow our loan portfolio, this manual process… Show more

Completing development an analytic solution to automate the reconciliation of our internal Loan system with MERS (Mortgage Electronic Registration System). The solution was developed using the MB BI stack with automated integration from Jack Henry Silverlake Loan system and MERS.

BUSINESS PROBLEM: The operations team performed manual reconciliation of internal loan data with MERS each month for over 2,000 mortgages. As our bank continues to grow our loan portfolio, this manual process started to become difficult to manage. The reconciliation process required someone to manually extract information from Silverlake and MERS each month and investigate each loan for discrepancies. The discrepancies would be corrected in the source system. The process was time-consuming, prone to error, and unable to scale for growth and growing regulatory requirements.

BENEFITS REALIZED: The process to merge Silverlake and MERS for comparison was automated. The operations team can track and trend their progress and create automated reporting to support audits. Show less

Completed development on a fully automated branch analytics solution. The solution was developed using the MB BI stack with automated integration from Jack Henry Vertex Teller System.

BUSINESS PROBLEM: The operations team performed a manual cash reconciliation each day for each teller drawer. The reconciliation process required pulling three different PDF reports from the document store, manually recording the totals in Excel, and reconciling the discrepancies. The process was… Show more

Completed development on a fully automated branch analytics solution. The solution was developed using the MB BI stack with automated integration from Jack Henry Vertex Teller System.

BUSINESS PROBLEM: The operations team performed a manual cash reconciliation each day for each teller drawer. The reconciliation process required pulling three different PDF reports from the document store, manually recording the totals in Excel, and reconciling the discrepancies. The process was time-consuming, prone to error, and unable to scale for growth and growing regulatory requirements.

BENEFITS REALIZED: The process was fully automated with 100% accuracy and auditability. The operations team can track and trend their progress each day and create automated reporting to support audits. The solution also delivered branch activity analytics allowing the business to have insight into customer branch and ATM visits, transactions performed for any hour of the day. The reporting also provides productivity of each branch and teller. Show less

Completed development on a fully automated financial reporting solution. The solution was developed using the MB BI stack with automated integration from Jack Henry Silverlake General Ledger.

BUSINESS PROBLEM: Monthly reporting was performed in Excel through highly manual processes, reconciliation was manual and prone to error, executives unable to trend peformance metrics or drill to details to investigate business drivers, and Excel processes were unable to scale for growth and… Show more

Completed development on a fully automated financial reporting solution. The solution was developed using the MB BI stack with automated integration from Jack Henry Silverlake General Ledger.

BUSINESS PROBLEM: Monthly reporting was performed in Excel through highly manual processes, reconciliation was manual and prone to error, executives unable to trend peformance metrics or drill to details to investigate business drivers, and Excel processes were unable to scale for growth and growing regulatory requirements.

BENEFITS REALIZED: Streamlined processes, high level of accuracy, GL data delivered daily down to the transaction level, trend capabilities for financial performance KPIs, regulatory compliance, automation of manual reporting processes, and information transparency. Show less