Date: April 2023

Project Highlights

Each of these projects demonstrates my ability to plan, implement, and support complex technical solutions in real world environments. From upgrading IT infrastructure for a multi building facility to completing a job simulation in aerospace systems engineering, these experiences reflect my focus on security, efficiency, and reliability. The expected outcomes included stronger network performance, improved communication systems, enhanced data protection, and refined engineering and problem solving skills. These projects also emphasized hands on execution, clear documentation, and a strong commitment to supporting both users and organizational goals.

Church IT Infrastructure Upgrade Project
Volunteer Technical Lead Bloomington, CA for Jehova’s Witnesses Kingdom Halls

  • Designed and deployed a secure wired and wireless network infrastructure covering multiple buildings, ensuring reliable connectivity for administrative offices, classrooms, and public areas

  • Installed and configured a firewall with content filtering and intrusion prevention to safeguard sensitive data and provide secure internet access for staff and guests

  • Implemented a VoIP phone system to streamline internal communications, reducing monthly costs and improving call quality and reliability

  • Set up user accounts, permission controls, and shared drives using a local NAS device to manage files securely and support multi-user access

  • Created and enforced basic cybersecurity policies, including strong password protocols, regular data backups, and training for staff on phishing and email security

  • Provided ongoing support for software updates, printer setups, and troubleshooting hardware and connectivity issues

  • Documented network layout, login procedures, and equipment inventory for long-term sustainability and future volunteers or staff

GE Aerospace Explore Electrical Engineering Job Simulation on Forage

  • Completed a job simulation involving electrical system design and troubleshooting navigation issues under adverse conditions, enhancing skills in aerospace systems engineering.

  • Acquired technical proficiency in electrical distribution planning, circuit breaker selection, and compliance with aerospace standards using industry-standard tools and methodologies.

  • Developed critical thinking and problem-solving abilities to diagnose and strategize solutions for avionics reliability in challenging environmental conditions, employing simulation software for environmental impact assessment.

  • Strengthened technical documentation and reporting skills, creating comprehensive design proposals and assessment plans that adhere to rigorous aerospace engineering protocols and safety requirements.

Date: May 2025

Date: March 2024

Home SOC Lab – Threat Detection & Response Simulation.

Designed and maintained a home-based Security Operations Center (SOC) lab to gain hands-on experience with tools and workflows used by Tier 1 SOC Analysts. The lab included SIEM configuration, attack simulation, log analysis, and incident response exercises using free and open-source tools. Key Responsibilities & Achievements:

  • Monitored logs and created alerts in Splunk Free to detect brute force, phishing, and port scanning attempts.

  • Conducted threat simulations using Kali Linux and tools such as Nmap, Hydra, and Metasploit.

  • Used Wireshark to capture and analyze suspicious network traffic, identifying common Indicators of Compromise (IOCs).

  • Built and maintained Windows 10 VM as a victim machine for endpoint logging and system behavior analysis.

  • Documented incidents following basic SOC ticketing workflows, including triage, prioritization, and response.

  • Wrote Python scripts for basic log parsing and automation of repetitive analysis tasks.

  • Followed security best practices and frameworks such as NIST, MITRE ATT&CK, and ISO 27001.

  • Practiced detection and mitigation strategies using Atomic Red Team techniques.

    Skills: Network Security · Linux · Penetration Testing · Log Analysis · Threat Detection · Wireshark · Cybersecurity · Windows Even Log · Incident Response

Electronic Arts Product Management Job Simulation on Forage

  • Completed a job simulation where I developed a solid understanding of different KPIs, and selected the most appropriate KPIs for measuring and assessing specific business problems related to a strategy RPG mobile game.

  • Demonstrated my knowledge of key performance indicators within the video game industry.

  • Broke down tasks for creating a data-driven video game presentation.

Date: May 2025

Tools, Trackers & Systems I've Built

Below is a consolidated inventory of the tools, trackers, job aids, and operational systems I've created or significantly upgraded at Orange County's Federal Credit Union. Each entry includes what the tool does and what it accomplished, organized the way a Project Manager would look at a body of work: by the problem it solved.

Member Follow-Up

1. Membership Follow Up Tracker

Tracks new memberships and scheduled follow ups at 2 weeks, 30 days, and 60 days, including Team Member ownership, follow-up status, and email support.

  • Built follow-up formulas, overall follow-up calculations, and due date tracking
  • Laid the foundation for automated Team Member email notifications
  • Developed conversation scripts for the 2-week, 30-day, and 60-day Member touchpoints

Sales & Opportunity

8. Lending Leads Tracker

Tracks lending opportunities from initial lead through follow-up and funding.

  • Rebuilt the Master Tracker to consolidate multiple Team Members' lending activity in one place
  • Added tracking for open leads, days open, follow-ups, funding percentage, loan type, and aging
  • Introduced average time-to-funding as a performance metric
  • Moved the workbook closer to a lightweight branch CRM

10. MLP Note Taker & Account Review Tool

A planned all-in-one Excel tool for documenting Member interactions, account reviews, and products or services discussed or opened.

  • Designed around radio buttons, dropdown selections, and one-click Copy/Clear buttons
  • Built quick links to frequently used internal sites directly into the interface
  • Products selected in the tool are designed to auto-populate the final Member note

22. Lead Management System

A broader process for capturing opportunities, assigning ownership, following up, and measuring results.

  • Established the foundational concepts that evolved into the Lending Leads Tracker and other follow-up tools
  • Increased visibility into open opportunities and Team Member accountability

Operational Controls

2. Rate Exception Validation Tracker

Central tracking system for CD and Money Market rate matches and exceptions: who requested it, who approved it, documentation, status, and follow-through.

  • Added dashboards for top requesters, top approvers, popular terms/rates, and open vs. completed volume
  • Streamlined the workbook by removing low-value sections and updating dependent formulas
  • Built the process around Service Events, account notes, documentation, and leader validation

3. OCFCU Email Approval Tool

SharePoint-based HTML tool that helps Team Members prepare commonly required approval and operational emails correctly.

  • Expanded from a single form into multiple approval workflows
  • Resolved SharePoint compatibility issues and Outlook/browser security behavior
  • Clarified instructions based on direct Team Member feedback
  • Built controlled email prep that keeps sensitive Member data out of URL strings

4. Subpoena & Judgment Workflow

A specialized workflow inside the Email Approval Tool for routing subpoenas and judgments to MO Account Administration.

  • Added direct routing to MO Account Administration with optional branch/department CC
  • Built in reminders to attach received documents before sending
  • Standardized physical handling: marked yellow manila envelope into the outgoing yellow bag, promptly

5. Chino Branch Transaction Limits Matrix

Quick reference for transaction limits, approvals, risk controls, and escalation requirements.

  • Progressed through four major revisions, now at v4.0
  • Consolidated branch/digital limits, ATM & debit limits, cash advances, mobile deposits, EIP/EDD controls, outage handling, and approval authority
  • Corrected the outdated flat $500 Zelle limit to the proper tiered structure and added M2M, A2A, Bill Pay, and MFA guidance

12. GL Intranet / GL Reference Library

Central reference for frequently used general ledger information and operational resources.

  • Replaced scattered documents and memory-based lookups with one central GL reference
  • Improved consistency and speed of access to commonly used GL information

13. Cash Shipment Tool / Cash Control Reference

Supports branch cash ordering, shipments, controls, and operational planning.

  • Replaced disconnected instructions with one structured process for cash activity
  • Strengthened accountability, dual control, and operational readiness

15. Business Continuity Binder / Program

Central operational reference for continuing branch operations during outages, emergencies, or system disruptions.

  • Consolidated procedures so Team Members have a defined response instead of improvising during an incident
  • Supports audit and operational readiness

16. Emergency Procedures Reference

Quick reference for branch emergencies and unusual events.

  • Organized emergency information into one accessible, easy-to-use format
  • Clarified escalation responsibilities for Team Members and leaders

17. Offline Transaction Workbook

Supports branch operations when normal systems or connectivity are unavailable.

  • Created an organized method for documenting transactions during system outages
  • Improved reconciliation accuracy and reduced the risk of missing information at re-entry

23. Exception Management Process

Operational control for documenting, approving, reviewing, and closing exceptions.

  • Built the foundation for stronger documentation, account notes, and Service Events
  • Formalized leadership validation and audit readiness
  • Evolved into the more formal Rate Exception Validation Tracker

Team Development

6. Lunch, Break & Lobby Leading Scheduler

Daily staffing tool for scheduling lunches, breaks, and Lobby Leading assignments.

  • Started as a simple team break and lunch schedule
  • Expanded to calculate the deadline for taking lunch ahead of the California fifth-hour requirement
  • Added rotating one-hour Lobby Leading assignments

11. Branch SharePoint Operations Hub

Central location for commonly used Chino Branch documents, tools, procedures, and references.

  • Eliminated the need to search multiple locations for forms and procedures
  • Organized Document Libraries, quick access resources, and operational tools in one hub
  • Became the permanent home for several other tools in this portfolio

14. DMV Tools & Job Aids

Reference material to help Team Members process DMV-related transactions and documents correctly.

  • Improved consistency around DMV forms and documentation requirements
  • Surfaced coaching opportunities, including proper handling of Form 262 and related documentation

20. Interview Preparation Workbook

Structured tool for preparing interview questions, recording candidate responses, and evaluating candidates consistently.

  • Replaced free-form notes with a repeatable, consistent interview process
  • Supported candidate evaluation and the preparation of professional HR feedback

24. Training & Knowledge Management System

A collection of branch job aids, reference tools, procedures, SharePoint resources, and coaching material.

  • Connected isolated documents into one interconnected library Team Members actually use daily
  • Supports training, consistency, coaching, and succession planning

Leadership Reporting

7. Chino Branch Team Activity Tracker

Tracks Team Member activities and Member interactions while giving management a real-time view of branch activity.

  • Added editable dropdowns, a setup sheet, and formula-driven dashboards
  • Built activity trend, Team Member, and visit-reason analysis
  • Added data quality alerts and daily/overall BCR reporting
  • Fixed workbook layout and merged-cell issues for cleaner data entry

9. Morning Business Brief / Daily Huddle Tool

A structured daily meeting system connecting branch activities with goals, staffing, appointments, coaching, and Member opportunities.

  • Built the "5 Rs" framework: Recognition, Recap, Review, Role Play, and Real Commitments
  • Integrated scorecard numbers across memberships, lending, credit cards, referrals, direct deposit, and appointments
  • Continually updated with current branch results and live role-play scenarios

18. Follow Up Dashboard

Management-level view of Member or sales follow-up activity.

  • Shifted follow-up from individual memory to measurable ownership and visibility
  • Its concepts now live on in the Membership Follow Up Tracker and Lending Leads Tracker

19. Branch KPI / Scorecard Dashboard

Management dashboard for monitoring major Chino Branch performance indicators.

  • Consolidated Membership growth, lending, products & services, deposits, investments, and Member satisfaction into one view
  • Feeds directly into the Morning Business Brief for daily leadership visibility

21. Branch Budget Workbook

Planning and monitoring workbook for branch expenses and financial activity.

  • Replaced separate manual records with one structured budget workbook
  • Made it easier to organize and compare expense activity over time

What This Adds Up To

The bigger accomplishment is that these are no longer just separate spreadsheets and documents. I have gradually built a branch operating system around five areas: Member follow-up, sales and opportunity management, operational controls, Team Member development, and leadership reporting.

Many of these tools also connect to each other. The Membership Follow Up Tracker manages post-opening relationships, the Lending Leads Tracker manages lending opportunities, the Rate Exception Tracker manages exceptions and approvals, the Email Approval Tool standardizes communication, the Transaction Limits Matrix provides operational guidance, and the Morning Business Brief brings the results together for daily leadership.

Several of these tools have also moved beyond Chino-specific convenience. The Email Approval Tool, Transaction Limits Matrix, Rate Exception process, Business Continuity resources, and SharePoint resources are the type of projects that can scale across other branches or departments.

From a project management standpoint, these projects follow a consistent pattern: identify an operational problem, define the process, build a usable solution, test it with actual Team Members, collect feedback, correct issues, and keep improving. That is a real, working body of project management experience.