Tracie Mae Umali
About Tracie Mae Umali
Tracie Mae Umali serves as the VP and Lead Salesforce CoE Business Analyst at City National Bank, where she leads enterprise-level projects and manages user stories for Salesforce implementations. She holds a Bachelor's Degree in Radio, Television, and Digital Communication from California State University, Fullerton, and has extensive experience in business analysis across various organizations.
Current Role at City National Bank
Tracie Mae Umali serves as the VP, Lead Salesforce CoE Business Analyst at City National Bank. In this role, she leads enterprise-level projects focused on the bank's product roadmap and Salesforce strategy. She ensures that all initiatives align with the bank's standards and best practices. Since joining in 2023, she has been instrumental in guiding the direction of Salesforce implementations and enhancements.
Previous Experience in Business Analysis
Prior to her current position, Tracie worked as a Senior Business Analyst and Functional Lead at UC Innovation from 2021 to 2023. She also held the role of Principal Business Analyst at Legacy Youth Leadership from 2016 to 2021. In these positions, she supported teams in delivering Business-As-Usual enhancements and enterprise project deliverables, showcasing her extensive experience in business analysis.
Educational Background
Tracie earned her Bachelor's Degree in Radio, Television, and Digital Communication from California State University, Fullerton, where she studied from 2011 to 2015. Additionally, she pursued a course in Data Science at Thinkful in 2020, further expanding her skill set in data analysis and technology.
Utilization of Agile and Waterfall Frameworks
Tracie employs both Agile and Waterfall frameworks for user story development and feature delivery activities. This dual approach allows her to adapt to various project requirements and ensure effective collaboration within her teams. Her expertise in these methodologies contributes to the successful execution of projects and alignment with organizational goals.
Technical Oversight and Compliance Management
In her role, Tracie oversees the verification of technical limits, risk, and compliance considerations in solution design for Salesforce implementations. She manages user stories on Azure DevOps, ensuring comprehensive documentation of business requirements for development. This focus on compliance and thorough documentation is essential for successful project outcomes.