Credit Unions: AMC Enterprise Lending Center Implementation

Digital tablet laying on table displaying a mortgage application


Client Description:

Midwest Credit Union providing a robust suite of financial services products and solutions, including mortgage services, to its base of nearly 250,000 members. Client has more than 55 Service Center locations and strongly supports digital-first technologies.

Business Challenge:

Client sought more flexibility and an enhanced end-user experience in their mortgage loan origination process. To achieve this, they decided to convert to a software with robust configuration capabilities. The Client required support to develop a test strategy, author test cases, and oversee the business unit resources who would be executing them.

Key Service Areas:

  • Requirements Management
  • Test Planning
  • Functional Testing
  • Defect Management
  • Test Environment Management

Technologies:

  • Microsoft Silverlight
  • Microsoft Azure DevOps
  • Microsoft TFS
  • Cenlar
  • Symitar

Solution:

  • Defined processes, activities, tasks, and tools to be utilized
  • Conducted interviews with Mortgage Loan Officers, Processors, Underwriters, and Closers to understand conversion requirements for test planning
  • Provided a resource plan as defined in the Test Strategy
  • Trained business unit testers to execute test cases, log results, and manage defects
  • Led a daily call to review defects, testing status, software updates, vendor feedback, risk management, and develop contingency plans
  • Provided defect management and retest strategies

Impact:

  • Delivered a more flexible, scalable, and extensive system for the client
  • Expanded client’s ability to configure the system to meet department specifications
  • Enhanced end-user operations for a smoother member-facing experience
  • Integrated deeper level of vendor functionality to enhance efficiency
  • Provided users with greater ability to manage management controls and dashboards