Helping small and medium businesses secure loans and capital with innovative financial products such as Term Loans, Credit Lines, and Marketplace.

Overview:

• Drive end-to-end technical solutions and implementations for QuickBooks Capital’s loan services.

• Collaborate with cross-functional teams (product, design, and business stakeholders) to deliver robust, scalable, and secure platforms supporting small and medium businesses.

• Foster best practices in software development, architecture, and team collaboration.

Migration of Term Loans (TL) to a New Banking Partner

• Designed the overall migration architecture, ensuring data integrity, security, and compliance.

• Led a team of engineers through development, testing, and launch, collaborating with product managers and the banking partner to handle complex contract requirements.

• Employed scalable design principles, enabling the solution to support future product expansions and partner integrations.

Enhanced Term Loan (TL) Product to Allow Multiple Loans

• Spearheaded the design and development of new APIs and business logic to handle multi-loan capabilities securely.

• Coordinated with UX and product teams to ensure a seamless customer experience and transparent loan management.

• Improved the overall system architecture to support greater flexibility, paving the way for additional feature enhancements and faster go-to-market.

Consumer Loan Product (Tax Refund Advance)

Provide consumers with an option to receive their tax refund earlier without additional charges, with repayment triggered once the IRS issues the refund.

Order Status

• Led a technology team to perform requirement analysis, design, and implement architectural changes while supporting existing applications.

• Resolved critical performance and functional issues including timeouts, concurrency, JMS transactions, and sequencing.

• Managed multiple stakeholders by overseeing change and enhancement requests, ensuring timely and successful delivery.

• Proposed a new architecture plan tailored to current and future requirements, reducing maintenance overhead and resource dependency.

• Mentored and guided developers and new joiners, fostering a collaborative and growth-oriented environment.

• Conducted code and functional requirement reviews to maintain quality and alignment with business objectives.

• Implemented REST APIs to provide real-time Equities, Options, MF, and other product data for both mobile and desktop applications.

• Ensured system availability and scalability, enabling the platform to adapt to evolving business needs.

Reg Reporting

• Designed and implemented new features while supporting existing applications.

• Managed multiple stakeholders throughout the project lifecycle.

• Oversaw application migrations to new server infrastructure.

• Implemented a critical notification feature to alert business and support teams of any errors, failures, or trade rejections.