SUMMARY:

Accomplished IT and Finance professional with over 23 years of experience. IT Director, Program Manager, and Project Manager for Fortune 500 companies and top ranked consulting firms. Experienced in client facing medium to large scale projects, with more than 11 years of full cycle project management experience.

AREAS OF EXPERTISE:

• Project and Portfolio Management
• Process Redesign and Deployment
• Vendor Management and Collaboration
• Data Analytics
• Business and Systems Analysis
• Quality Control
• System Development Life Cycle
• Change Management
• Team Building

PROFESSIONAL EXPERIENCE:

Confidential, Cleveland, Ohio

Consultant

Responsibilities:

• Large regional bank, with over $5.4B in revenues and over 15,000 employees.

Sr. Project Manager

Confidential

Responsibilities:

• Lead and managed the scope, schedule, financials, risks and quality of multiple projects, including multiple Collections (CACS/CAS), Loan Origination (Empower) and Servicing (MISER) system upgrades, Regulatory projects such as CFPB Servicing Rule changes and HMDA Final Rule, and projects related to increased sales growth and origination efficiencies.
• Established a new Agile/Lean project methodology (Scrumban) and team structure, allowing for increased efficiencies and more timely deliverables of work intake items. Part of this process was identifying areas for improvement in both process and methodology. Uber Scrum Master responsibilities, leading scrum of scrums, while identifying, training, and coaching resources for scum master roles. Provided coaching to product owners, squad owners, build master, and QAS lead. Lead bi - weekly Kaizen events to enable continues improvement.
• Focal point of contact for coordination and communication with multiple vendors for day to day activities. Established relationships, partnered to identifying areas for improvement, then worked towards establishing processes to improve those relationships.
• Liaised between technology, compliance, operations, line of business, and vendors, to communicate project status and communications, as well as establish current and future BAU needs.
• Managed work intake items for BAU, to include release and backlog planning.
• Responsible for business case preparation and presentation, as well as executive status reporting. Participated in weekly, monthly, and quarterly SLT meetings. As well as all PMO related activities related to project financials and tollgates.
• Participated in Key’s 2017 Hackathon and was part of the team which took 1 st place in the competition. Responsibilities included project management, business case preparation, preparation of deck for presentation, and research. Our solution has the potential to save the company over $140M per year once implemented, with a cost of just over $550K to fully implement.
• Team mentoring responsibilities included day to day guidance and coaching for members of the delivery team, to include business analysts, testing analysts, developers and project managers.
• SharePoint Administrator setup and oversight responsibilities for multiple mortgage and default management related project sites

Confidential, New York, New York

Sr. Program Manager

Responsibilities:

• Responsible for managing the day to day team deliverables, milestones and metrics of flood insurance.
• Performed detailed analytics, related to requests received from the OCC.
• Lead and managed deliverables in an extremely tight time frame, effectively managing efforts and relationships with the partners of compliance, audit and regulatory entities.
• Budgeting, forecasting, resource allocation and executive reporting.
• Managerial responsibilities from IT analysts responsible for creation of functional and technical specifications, as well as data analytics.

Confidential, Charlotte, NC/ Fort Washington, PA

IT Program Management - Director

Responsibilities:

• Responsible for the technical program oversight of the selections process, onboarding, and data migration for 3 new servicing vendors to service the 50K legacy loans, as wells as over $100M in newly acquired bulk mortgages.
• Oversite from an overall project perspective of a bank and corporate project for building of new data warehouse.
• Successful and timely Salesforce implementation, for workflow and leads management purposes, for mortgage business and bank technology.
• Budgeting, forecasting, resource allocation and executive reporting.
• Continued managerial responsibilities from IT analysts responsible for creation of functional and technical specifications.
• Continued mortgage data SME (subject matter expert) responsibilities, to include data governance.

Sr. IT Business & Systems Requirements Manager

Confidential

Responsibilities:

• Key role in assisting with the standing up of the newly created Ally Bulk Acquisitions Mortgage division, from both a business and technical perspective, with a first successful trade completed in Q4 of 2014. Also part of team who saw Confidential out from under TARP.
• New servicer vetting, selection, and onboarding process for remaining Ally Servicing portfolio, from legacy servicer. Both vendors used Black Knight’s Mortgage Servicing Package (MSP).
• New servicer vetting, selection for 4 potential servicers, and the final onboarding process for two selected servicers for the newly purchased Bulk Acquisition loans. Both vendors used Black Knight’s Mortgage Servicing Platform (MSP)
• Lead, mentored and directed activities for a team which consistently delivered all business and technical specifications for the correspondent and retail system, through the soliciting and documenting of functional and business requirements, analyzing data requirements and designing processes and workflow. Creating high/mid-level technical designs that will be consumed by the development teams by both internal Ally technology teams, and external vendors,
• Origination Data Conversion - Starting as the Business/Data Analytics lead, then completing as the Requirements Manager, oversaw a team of six, both directly and indirectly. We successfully delivered the business and system requirements, as well all associated mapping of data from two legacy origination systems (WALT/Eclipse) to the new origination system (PCLender), and the legacy servicing system to the new MSP platforms.
• Recognized as Mortgage data SME (subject matter expert) for both legacy GMAC-RESCAP and new Ally Mortgage data. This was leveraged during multiple vendors for both Originations and Servicing Projects. Including knowledge transfer to new technical and business analysts.
• Recipient of Bank Technology Top Employee award for 3rd Q 2014.
• Recipient of AMA - Ally Milestone Achievement award April 2014.
• Participated in creation and training for newly created Process Improvement team, with initial creation of process flows required to meet audit and regulatory requirements.

Business Intelligence Consultant

Confidential

Responsibilities:

• Successfully delivered project for the data migration associated with the sale of over 480K Fannie/Freddie mortgage loans. To include migrations of FileNet images. Heavy data governance oversight and regulatory review, due to government TARP.
• Gained a comprehensive working knowledge of all systems and process for each of the mortgage division business entities such as BASEL, Risk, Treasury, Finance and Accounting, Capital Markets, Audit, Legal, Origination, Servicing, Portfolio Group, Document Custody; through gathering, analyzing, and translating requirements in working documents.
• Coordinated all tasks for the data analytics and systems requirements gathering, during the post-bankruptcy review of all legacy systems. Providing recommendations for future state systems, based on analysis of current state.
• Lead, guided and oversaw activities both directly and indirectly for a team of analysts with respect to documentation, customer support and data analysis.
• Working with vendors, internal and external clients, auditors, as well as former GMAC RESCAP mortgage teams to successfully complete divestiture.

Confidential, Charlotte, NC

Sr. Systems Analyst

Responsibilities:

• Upgraded a warehouse management application which served as core application that interfaced with multiple services, as well as an Account/Logistics application and applications for three other lines of business.
• Instrumental part of multiple releases of systems/interfaces integral to the daily activity of the core business for the Canteen Vending division.
• Extensive daily use of SQL for data checks and data manipulation and Fiddler2 - Web Debugging Proxy for XML manipulation of multiple GUI applications. Completed the manual and automated end to end testing of multiple systems and interfaces to include smoke, regression, performance, exception and UAT testing. SQL, XML, GUI, API
• Defect documentation, tracking, resolution, and reporting using Microsoft Visual Studio - TFS application.
• Daily participation in SCRUM sessions.
• Created a departmental training document for use of Fiddler2 and WMS Harness.
• Working closely with Project Managers, Business Analysts, Quality Assurance and Developers.
• Provided gap analysis and reporting of findings to key parties on both the technical and business teams within the IT project office.

Confidential, Charlotte, NC

Sr. Systems & Process Analyst

Responsibilities:

• Responsibilities include full project cycle documentation to include both functional and business requirements (BRD / SRD), development and implementation of test plans, tracking and reporting of testing activities, including test results, test case coverage, required resources, defects discovered and their status and performance baselines. Document, implement, monitor and enforce all processes and procedures as established and by the standards defined by the company. Assist, train and motivate team members.
• Assisted with online and client facing demos, onboarding and train the trainer projects.
• Oversight of all testing of dual systems (ELGG and AS) from system creation to onboarding of new clients and defect documentation, tracking, and resolution through Redmine and JIRA. Conducting manual testing end to end UAT for both systems and reporting findings to both our local and offshore development teams and local management.
• Instrumental part of the PMO developing products to help our partners increase sales, retain talented employees, build customer loyalty.
• Successfully created a customized and branded Access based Customer Service platform using custom tables, queries, forms and reports. Assisting with creation of Customer Service processes to provide excellent client care via both telephone, email, and online.
• Responsible for Reserve Fund accounting for redemption purchases, to include building an Access database and Quick Books reconciliation.
• Working closely with CTO, Project Managers, Developers, Sales, Account Managers, Company President, and Partners/Investors.

Confidential, Charlotte, NC

Proprietor

Responsibilities:

• Successfully implemented e-commerce sites for multiple small and home-grown businesses, while assisting with establishing, maintaining and improving their businesses and internet presence with tools such as Magento, Intuit, and Google Analytics. Services include:
• Process Improvement through routinely reviewing business practices, identifying areas for improvement and making recommendations for improved efficiencies using PM methodologies.
• Creative direction and content creation, providing direction based on previous expertise and knowledge in running a small E-commerce business, E-commerce infrastructure for physical commodities and services, and web site design through e-commerce sites such as Intuit and Magento using existing templates and modifying to suit customers’ needs.
• Additional services included training of business owners to assist in the maintenance of their websites, customized spaces on sites such as social networking sites, review and implementation of business plans and processes, marketing to include improvements through researching buying trends to ultimately optimize profitability and reduce costs, page administration, accounting, and payment vendor oversite (Paypal, Google).

Confidential, Charlotte, NC

PMO/SSD Sr. Systems & Process Lead

Responsibilities:

• Global project lead on the global implementation of new Oracle (MGM) and SAP ( Confidential ) based finance systems, replacing the legacy AS/400 based systems.
• Developed solutions to business process challenges using current state analysis, requirements gathering, business designs and practices, SOP development, gap analysis, and documentation.
• Developed ad hoc reports and data analysis as requested by the cross-functional management of the NAM Finance A/R organization in the interest of bringing efficiencies and business process solutions.
• Liaison between IBM, NAMIS, ASI, IT service providers, SME (subject matter experts), end-users, and stakeholders on finance system improvement projects. Included leading large-scale JAD/RAD sessions, user acceptance testing, process documents and creation of business rules.
• Handled global change requests, including cataloging defects and incident management.
• Facilitated and planned meetings for presentation of status reports, findings, recommendations, and approvals with all levels within the local and global organization.
• Provided the organization with SME support for both legacy and local applications, including floor support and on-the-spot training.
• Successfully created the Quality Control team for North American Finance Systems and Processes, for all US and CAN, and obtain ISO9000 certification for all NAM systems and processes.
• Responsible for the assessment of risk and impact that system and process changes would have on the overall general ledger activities for the Maersk NAM Finance organization as well as finance activities directly related to import and export ocean freight. Key to this role was identifying cost and time saving factors through the evaluation of established systems and processes.
• Supported the Finance organization through evaluation, application testing, debugging and support, and development/solutions coordination. As well as the selections process and training of new PMO-Quality Control Colleagues.
• Creation and implementation of LMS training system. To include documentation, end user training courses floor support.