SUMMARY:

• Senior Project Manager experienced in full life cycle project management
• Over twenty - five years of Banking/Finance industry experience in variety of capacities on diverse projects
• Twenty-five years in progressive consultative roles resulting in the successful implementation of small, medium and large scale projects
• Ability to manage multiple complex projects by mitigating risks, negotiating scope, prioritizing objectives and proposing business centric alternatives
• Follows established project management protocols - Risk and issue management, project plans, scope management, vendor engagement, budgetary overview, communication with business sponsors and senior management, and acts autonomously when required
• Experience translating business requirements to functional specifications to ensure technical design results in customer satisfaction and retention
• Partners with both technical and functional team members to ensure project goals are met during all phases of the project
• Builds and enables teams, mentors and trains junior level associates/consultants, sets high expectations leading to successful implementations
• Solid grasp of merger and acquisition processes required to combine organizations
• Ability to move seamlessly through various roles as client need arises. Current and past assignments include Senior PM, Data Conversion Project Manager, Program Manager, Senior IT Project Manager, Senior Business Project Manager, Testing Manager, Functional Analyst, Business Analyst, Migration Analyst (change management) and Team Lead.
• Limited experience within Insurance industry to include telematics product web page implementation, design and maintenance as well as governance of Retail Banking pages on a dot com site.

TECHNICAL SKILLS:

• Retail Online Banking - Fiserv Premier
• Demand Deposit Accounting (DDA, Savings, Time Deposits - Trisyn, Metavante, Confidential, Hogan) applications)
• Account Analysis (TriSyn, RPM)
• Hogan ODS/PAS (financial and non-financial transaction delivery applications)
• Hogan CIS (Customer Information Systems)
• General Ledger (GEAC/eGL)
• Cash/Treasury Management products (ACH, Sweeps, Lockbox, ZBA, Wires, ARP, Vault Operations, Controlled Disbursements)
• Item Processing (Fiserv, Metavante, NCR, Carreker, CPCS)
• Check Imaging (Statements)
• ATM/Debit Cards
• Messaging Services (MQ Series)
• Corporate Data Warehouse
• Mortgage Loans
• Consumer/Commercial Loans
• Online Banking authentication
• Credit Risk Management for loan products
• Credit Policy
• BASEL knowledge within the Retail Credit Risk, Operational Risk, and Data Governance space (Credit Card portfolio warehoused to data mart)
• GDS implementation as related to Data Management and & Reporting for Regulatory mandates
• Credit Risk Compliance & Data Governance/Regulatory project to comply with Confidential 239 mandate

PROFESSIONAL EXPERIENCE:

Confidential

Senior Project Manager

Responsibilities:

• Project management support to Credit Risk Manager, her direct reports, and team members
• Lead a team of approximately 20 team members actively involved in project deliverables
• Ensure the US reporting met compliance mandates
• Asked to support Data Governance by bridging gap between the US and Canadian project team
• Support the Canadian arm of the bank which included US financial in their reporting
• Standard project management duties (project plan maintenance, status reporting, management of risks, issues, actions and decisions, Lessons Learned, project closure)
• Presentations to management for approval of changes outside of the planned scope which either required additional funding or had no funding impact
• Work closely with Technology partners to ensure business requirements were understood and delivered as scoped
• Work with Program office and ten business PMs brought on board implement BCBS 239 requirements
• Support the Workout area (troubled loans) responsible for testing the US portion of a tool designed to capture adjustments to loans

Confidential

Senior Project Manager

Responsibilities:

• Project plan maintenance and status reporting to senior management to track and assess the progress of the EDM compliance activities
• Lead and manage meetings with both Technology partners and Consumer Bank process owners to determine current compliance with standards and determine impact and remediation of gaps
• Provide support to the lead data business analyst inclusive of actively assessing the bank’s compliance with EDM standards
• Tracking and prioritization of project activities to meet project deadlines

Confidential, Portland, Maine

Basel Project Manager

Responsibilities:

• Responsible for consolidated status reporting, project plans, and issues/risk logs to senior executives
• Retain a close relationship with technology who is responsible for integrating Confidential card data into the BLDM for both historical and go forward data
• Facilitate meetings with the core team, attend weekly work stream meetings, and chair executive leadership meetings
• Escalate issues and risks to senior management when resolution cannot be reached
• Updates to Implementation/Rollout plans required by both US and Canadian regulators
• Collaborative approach with teams to resolve issues and design/implement solutions

Confidential, Bloomington, Illinois

Consultant - Enterprise Internet Solutions

Responsibilities:

• Implemented use of a business requirements document (BRD) for new states or new products for existing states rollout requests from Marketing. Prior to a BRD, emails were used for primary communication
• Implemented a change management process for modifications requested by Marketing once web pages have moved to user acceptance testing phase
• Managed DSS scheduled through use of MS Project to ensure that line of business (LOB) request could be met and implemented as required
• Managed weekly meetings to update the team across several impacted areas (systems, customer support, production support, Product Solutions - Auto) and provided clear direction for avenues of success
• Assumed responsibility for service requests (enhancements and defects) implementation
• The bank website should retain the look and feel of StateFarm.com to ensure a seamless and consistent experience for the customer as they navigate through StateFarm.com.
• Engaged by EIS specifically due to extensive bank background combined with online experience.

Confidential

Project Manager

Responsibilities:

• Standardize the sunsetting platform pre-merge by changing from a Portfolio to a Tax ID Aggregation.
• Merge customer and account data from the sunsetting system to the surviving system.
• Successfully delivered four initiatives with less than 2% impact to a combined 7,500 customers. As the project manager at a small community bank with limited resources, functioned as data analyst, business analyst, and test coordinator as needed.
• Responsible for managing senior management’s expectations, working with the lines of business to ensure their initiatives/requirements were delivered by both the service provider and internal resources, status reporting, issue management, production support, vendor management, review or responsibility for branding changes to website to standardized to a single experience for the
• Confidential customer, teammate support, and management of day to day operations when limited resources became an issue.
• Achieved bank goal to integrate their retail online banking systems with little to no impact to customers or reputational risk to the bank.

Confidential, Birmingham, AL

Senior Project Manager

Responsibilities:

• As senior project manager coordinated and managed the efforts of a team of thirty in the Treasury Management space.
• The core work group consisted of eleven team members across Treasury Operations, Electronic Banking, Treasury Sales, Treasury Client Support, and the Treasury Product Development areas. Facilitated weekly meetings, prepared and reported project status to senior management, maintained risk and issues log, prepared and maintained a project schedule, and created a run book for merger weekend to ensure all tasks were accounted for an executed.
• Lacking an overall test manager, coordinated testing through mocks and validation during merger weekend.
• Responsible for ensuring all merger related deliverables were addressed included, but not limited to: employee communication and training, customer communication and training, gap analysis, data analysis for accounts on analysis or belonging to Treasury, data mapping as related to conversion coding, user system access requests, and post-merger transitional plans including remediation of any merger related issues or open deliverables.

Confidential, Columbia, South Carolina

Overall Project Manager

Responsibilities:

• Credit Policy - Managed a team consisting of sixteen team members to include functional leads, sponsors and performers. The team was responsible for managing credit policy changes as a result of the Confidential acquisition from legal close through integration.
• Changes to policies and underwriting guidelines were delivered in a two phases with some policies/guidelines being aligned pre-integration.
• Coordinated tasks with the training department to ensure Credit Risk officers were slated for training.
• Ensured that tasks remained on track and were completed on time.
• Risk Reporting & MIS - Managed a team consisting of thirty team members to include functional leads, sponsors and performers.
• The team was responsible for Risk related reporting for the bank to include the Confidential footprint. Reporting includes handling of Statement of Position, Purchase Accounting through Confidential, Credit & Interest Mark and Troubled Debt Restructure for legacy Confidential, Commercial and Retail reporting driven by data on the Shaw and AM loan systems and any reporting definition variances based on policy review (i.e., Commercial vs. SB, non-accrual definition, delinquency).
• Additional sub-projects include engagement of an external vendor, FTN Financial, to scrub the portfolio for Basel related data for update to both application systems and modeling process for Confidential and Small Business loans.
• Business Testing - Asked to take on the role for testing oversight of Credit Risk reporting for Retail Risk, Commercial Reporting, Workout and Recovery, Small Business, Commercial, Data Modeling and Finance. Managed a team of six test leads through business acceptance and Mock testing phases.
• Conducted daily calls to review defects and determine levels of severity and ownership. Responsible for championing resolution of logged defects by working with upstream areas feeding data to the Basel Lending Data Mart (BLDM).

Confidential, Los Angeles, California

Data Conversion Project Manager

Responsibilities:

• Engaged by Confidential in partnership with Confidential to lead a data conversion project consisting of core Metavante Confidential applications
• The bank acquired Confidential Deposits and Loans portfolios to integrate into their core systems. In an effort to escalate the conversion timeline, a non-traditional approach was developed to add and maintain account and customer records onto surviving applications utilizing Confidential ® software. delivers a scripting process mimicking data entry personnel. The on boarding of the information can be performed via GUI or 3270 screens.
• The end result is a through-put significantly faster than human intervention.
• The project team consists of three business analysts, three technical analysts, a project analyst, delivery manager, program manager and the data conversion project manager. The primary duties of the data conversion PM is to provide guidance, both business and technical, to the core team members, manage client bank expectations from inception to implementation, maintain successful partnership with both Confidential and the bank, understand and integrate successfully into the overall integration process and timeline, and to ensure timely delivery of project documentation.

Confidential, Richmond, Virginia

Project Manager

Responsibilities:

• Engaged by the bank as the Project Manager over the integration of Confidential Item Processing systems/functions into Confidential Item Processing systems/functions.
• Areas of integration include core Item Processing (Vision IP), Image Archive (Metavante & Fiserv), Float Processing System, Controlled Disbursements, Remote Item Capture and Vault Operations. Support of requirements for interfacing applications such as ATM/Debit Card (envelope and image ATMs) and IM/ST for funds availability.
• Working with a team of thirty-five, vetted requirements to formulate strategic solutions to integrate the banks in both a business and technical capacity.
• The team consists of subject matter experts, business system analysts, testers, process analysts, sponsors and senior key decision makers.
• Responsible for creating the following deliverables: work stream packages, project schedule, business case, resource planning document, budget worksheet, status report and any other project management deliverable required through the life of the project.
• Maintained milestones, budget and status reporting in Clarity as a requirement of the overall integration management team.

Confidential, Cranston, Rhode Island

Project Manager

Responsibilities:

• Manage team of 25 members, facilitate weekly meetings, prepare implementation plan, attend testing meetings, work with technical team to ensure project deliverables are met, represent Cash Management at overall project meetings conducted by both Citizens and Confidential, chair any ad hoc meetings to resolve trailing issues, maintain action/issues log, escalate issues as appropriate, liaise with counterpart at Confidential to ensure smooth transition of data, and provide post implementation support.
• Cash Management areas impacted by the divestiture.