agile scrum master usaa san antonio texas resume example with 11 years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - -

Diligent and driven finance professional who has achieved success in a variety of roles with increasing levels of responsibility. An effective communicator and team-builder with strong analytical, management and organizational skills.

Areas of Expertise
  • Certified Scrum Master (Scrum Alliance)
  • Equity I Life Insurance I Derivatives I Annuities
  • Risk Assessment
  • Client/Investor Relations
  • Excellent Communication & Presentation Skills
  • Consultative Selling
  • Business Analysis
  • Lending & Underwriting Guidelines
  • Credit & Income Analysis
  • Cash-Flow Analysis
11/2016 to Current
Agile Scrum Master, USAA, San Antonio, Texas Department Of Agriculture Ava, MO,

Working with the client - USAA, San Antonio, Tx as the Agile Scrum Master on the compliance and Sales Force project. 

  • Facilitate sprint planning, daily scrums, retrospectives, stakeholder meetings, and software demonstrations.
  • Protect development team from outside distractions, impediments or team conflicts, and maintain focus on product backlog and project timeline. 
  • Work closely with project owner in backlog management and continuous delivery of features.
  • Educate and reinforce scrum methodology and agile framework to team members and key stakeholders.
  • Direct and lead development team from project initiation through delivery of final product.
  • Tracked and managed product backlog, burn-down metrics, velocity, and task break-down.
  • Addressed problems through risk management and contingency planning.

07/2016 to 11/2016
Conventional Mortgage Underwriter Road & Rail Services Georgetown, KY,
  • Balanced the need for loan-volume growth with the equally important necessity of optimum underwriting quality to minimize risk while maximizing profitability.
  • Ensured loan submittals met internal and external eligibility requirements.
  • Gained extensive experience in underwriting conventional loans
  • Provided meticulous attention to detail in underwriting mortgages.
  • Evaluated the financial strength of borrowers to determine risk and repayment capacity.
  • Leveraged knowledge of loan products to help restructure turned-down loans for subsequent approvals.
  • Maintained compliance with lending, underwriting and government requirements.
  • Demonstrated excellent follow-through with borrowers, loan processors, loan originators and management throughout all phases of the underwriting process.
  • Worked with post-closing department on any stipulations for closed files
04/2016 to 06/2016
Loan Analyst Bmo Harris Manitowoc, WI,
  • Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
  • Adhered to all federal and state compliance guidelines relative to retail mortgage lending.
  • Performed daily maintenance of the loan applicant database.
  • Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
  • Effectively managed more than 50 client relationships.
  • Executed the loan origination process, including ordering credit reports, appraisals and preliminary title reports.
  • Researched insurance information and flood certificates.

06/2012 to 01/2014
Manager Mccoll's Retail Group Durham, , India
  • Offered Group Solution Plans to enable employers/trusts in meeting their employee benefit liability obligations (Defined Benefit/Defined Contribution) in a simple, efficient and cost effective manner and effortlessly provide their employees with both savings and financial security.
  • Administered support to employers/trusts by providing an end to end solution, right from setting up an appropriate employee benefit plan, administering the same and rendering appropriate payout post.
  • Acquired 10 new corporate clients, serviced them by handling difficult issues with professionalism.
  • Properly managed retirement and liability funds and prepared monthly, quarterly and annual reports on their statuses.
  • Interfaced closely with senior management of employers/trusts to provide them with the best group solutions.
03/2011 to 05/2012
Corporate Financial Advisor/Manager Firstbank Indio, , India

Served as Head of Mumbai region. Directed and managed a 4 member team & successfully increased business through attraction of corporate clientele; met or exceeded established sales targets.

  • Provided outstanding support to clients in managing and servicing their treasury management, Mutual Funds, Equities & Derivatives, Insurance and ESOP financing.
  • Interpreted data on price, yield, stability, future investment-risk trends, economic influences and other factors affecting investment programs.
  • Conduct seminars & trainings to businesses, clients, new team members on different products like Mutual Fund, Derivatives, Equities & Insurance
  • Increased overall annual sales by 20%.
03/2010 to 03/2011
Relationship Manager Reliance Capital Asset Management City, , India
  • Monitored daily trading and fund pricing.
  • Established strategic alliances / tie - ups with financially strong and reliable National Distributors (NBFC), resulting in deeper market penetration and reach.
  • Interacted with various departments like Legal, Marketing, Service, Sales, Fund Management team & distribution in support of mutual fund product team.
  • Monitoring channel sales and marketing activities; implementing effective strategies to maximize Mutual Fund sales and accomplished 120 % revenue targets.
  • Revived and activated 8 inactive channel partners.
  • Provide assistance to channel partners by conducting training programs for business partners, clients, operations and new team members.
06/2008 to 08/2009
Deputy Manager HDFC Bank City, , India
  • Provided financial services for HNI\'s and small businesses by conducting extensive profiling and need assessment analysis.
  • Implementation of recommendations and appropriate solutions including: personal banking, investment allocation - Mutual Funds, Equities & Derivatives, Money market,  retirement planning, wealth accumulation, and Insurance.
  • Actively managed a client base with assets over $7.5 million.
  • Managed high net worth individuals through the implementation of wealth management tools and strategies.
  • Achieved revenue growth through the sale of an extensive array of financial services including: equities, mutual funds, structured products, fixed income strategies & insurance.
  • Sourced & Acquired 20 new clients from the bank.
03/2007 to 05/2008
Management Trainee Motilal Oswal Securities Ltd City, , India
  • Facilitated trading orders of 60 HNI clients with focus on derivatives and securities listed on BSE and NSE.
  • Utilized technical & fundamental analysis and generated 3 profitable intra-day calls on Falcon for traders.
  • Analyzed multiple strategic risk assessment strategies to maximize portfolio performance and minimize downside exposure Recognized for outstanding performance by receiving 60% salary increase within few months of employment with the company.
Expected in 2007
MBA: Finance
Indira Institute of Management - Pune, Maharashtra
Expected in 2005
Bachelors of Commerce: Accounts Honors
Barkatullah University - Bhopal, MP
GPA: Accounts Honors
Technical Skills and Qualifications
Pursuing Business Analyst Certification from IIBA with expected completion in April, 2017. Acquired knowledge on various technical skillsets. 
  •  Methodologies: SDLC-Waterfall Model, Agile/ Scrum, RUP, Business Process Model Notation (BPMN), JAD;
  • UML Diagrams: Structure Diagram- Class & Object Diagram; Behavior Diagram-Use Case, Activity, Sequence and Swim Lane Diagrams;
  • Content Management Tools: Share Point, Knowledge Link, Consensus;
  • Testing tools: Mercury interactive tools- Win Runner, Test Director, Quality Centre(QC), Application Life Cycle Management (ALM);
  • MS Office Suite: MS Word, MS Excel, MS PowerPoint, MS Project;
  • Modelling tools: MS-Visio,
  • Loan Processing Software - Encompass & Byte
  • Technical Analysis Software - Falcon
  • Bloomberg

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Resume Overview

School Attended

  • Indira Institute of Management
  • Barkatullah University

Job Titles Held:

  • Agile Scrum Master, USAA, San Antonio, Texas
  • Conventional Mortgage Underwriter
  • Loan Analyst
  • Manager
  • Corporate Financial Advisor/Manager
  • Relationship Manager
  • Deputy Manager
  • Management Trainee


  • MBA
  • Bachelors of Commerce

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