SUMMARY:

• Professional, Risk - Centric Project Manager, Business Consultant, Scrum Master / Change Consultant with a passion for
• Aligning closely with business partners to ensure their voice is heard, understood and appropriate options are presented for resolution
• Using a Risk Framework based approach to resolving business challenges
• Effective and continuous cross-functional communication and associated routines
• The importance of sustaining internal intellectual capital and insuring we have the right people in the right seats
• Delivery of sustainable solutions that meet the immediate and long term needs of the business while conforming to all internal and external compliance requirements

PROFESSIONAL SUMMARY:

• 18+ year’s enterprise-level Business and Technical / program, project, change management experience
• 11+ years experience in domestic and international financial services, residential mortgage / banking business applications
• 4+ years in manufacturing / distribution application design, development and implementation

CORE COMPETENCIES:

• Project Management: Business and Technology
• Relationship Building
• Hand’s On Approach to Influencing and Impacting Best of Breed Practices
• Facilitation/Escalation of issues, meetings and strategy
• Strategic Roadmap Alignment
• Transparency on all fronts
• Business Skills
• Management, Compliance, Risk, Business Continuity, Vendor Management, COBIT, Governance, Leadership, Problem Solving, Creativity, Adaptation, Collaboration

TECHNICAL PROFICIENCY:

PPP, PMP, Archer, Clarity, MS Office, Agile (SAFe, Kanban, Scrum), Rally, Jira, Confluence

PROFESSIONAL EXPERIENCE:

Confidential

Sr. Project Manager - Consultant

Responsibilities:

• Identification and adherence to all government regulations and standards regarding new business creation in this space
• Performing assessments of risk, market profitability, demographic analysis and market studies
• Focus groups and test marketing to determine how best to enter the market
• Design of a Point of Sale and Marketing system focused to help drive sales
• Vendor management
• Completed design of Point of Sale and Marketing system utilizing social media to build a community
• All necessary filings are ready pending funding to fully launch the business
• Creation of a plan to utilize Agile to reach the market quickly as well as adapt to changes
• Cookies currently being served at a local restaurant as a test market

Confidential

Sr. Project Manager

Responsibilities:

• Day to day technical project management for the Digital Mortgage (Agile & Waterfall) project a component of Digital Lending
• Adherence to Enterprise Project Life Cycle (EPLC) at all points of project execution
• Facilitation of project meetings / recurring and daily stand-ups
• Release Management coordination and approvals for all projects
• Change Advisory Board Meetings (CAB)
• Creation of and adherence to project plan deliverables with a requirement of zero cost variance which was met
• Utilizing the Union Bank Risk Framework for all release planning and associated management
• All reporting per EPLC guidelines supplemented by custom project reporting requests
• Ensuring various project tracking, risk, Information Security and other critical systems have detailed timely updates
• Driving the project lifecycle deliverables and performing any role required to complete them
• Delivery of Small Business Checklist enhancements to enforce policy requiring correct documentation at account opening
• Delivery of the Deluxe Check Web Address change requiring an upgrade to TLS 1.2 before the change could be supported
• Mentored newer Project Managers in navigating the Union Bank corporate structure
• Cross trained my replacement on all open projects prior to contract end

Confidential

Sr. Project Manager / Default Servicing Mortgage

Responsibilities:

• Agile Scrum Master for Agile Transformation Project Pilot 18 Successful Releases, 49 Distinct Iterations
• Release Management Coordination for Agile Train1 for Loan Modifications
• Hands on day to day management and oversight of the design and delivery of monthly software enhancements for the Loan Modification Application Suite
• Monthly Forecast and management for monthly Loan Modification enhancements (Target: No more than 3% variance)
• Hands on day to day management and oversight of the design and delivery of the Flood Tracking System
• Managed the Default Workflow / Control Tower Monthly Enhancement Team and Process
• Utilizing the BAC Risk Framework for all release planning and associated management; adhering to all AGILE and Waterfall methodologies as prescribed
• Ensuring daily/weekly reporting consistently includes status, issues, risks and any issues for escalation; distributed to all key partners (per methodology guidelines)
• Delivery of the Flood Tracking System (FTS) to enable BAC to hit 97% QC target, a $2.5MM effort for Loan Modifications
• Consistency in Daily cross-functional coordination, communication and meeting facilitation routines
• Accountable for ensuring all appropriate partners were involved at the correct points in the process
• Delivered Monthly Modification Enhancements consistently, on time and to budget for 5+ years
• Delivered the Flood Tracking System (FTS) to enable BAC to hit 97% QC target, a $2.5MM effort for Loan Modifications
• Effectively managed all Monthly enhancements to target of no less than 3% variance to budget
• Cross-trained / on boarded new monthly enhancement TPSCs to ensure adherence to the defined process
• Completed all requirements for AGILE SCRUM Master and led a pilot project as such

Confidential

Consultant - Project Manager

Responsibilities:

• Hands on day to day management and oversight of the design and delivery of monthly software enhancements for the Loan Modification Application Suite
• Monthly Forecast and management for monthly Loan Modification enhancements (Target: No more than 3% variance)
• Hands on day to day management of the Default Services Workflow / Control Tower Monthly Enhancement Process
• Utilizing the BAC Risk Framework for all release planning and associated management; adhering to all AGILE and Waterfall methodologies as prescribed
• Consistency in Daily cross-functional coordination, communication and meeting facilitation routines
• Accountable for ensuring all appropriate partners were involved at the correct points in the process
• Delivered Monthly Modification Enhancements consistently, on time and to budget for almost 4 years
• Effectively managed all Monthly enhancements to target of no less than 3% variance to budget
• Cross-trained / on boarded new monthly enhancement TPSCs to ensure adherence to the defined process
• Manage other projects as needed for Service Delivery Small enhancements budget/forecast management of $8-14MM per year
• Release Management Coordination for Monthly (Waterfall) Enhancements

Confidential

Independent Consultant

Responsibilities:

• Design and Development of a web site to manage clients, process and policies for in house client support
• Design of a web site to manage the investor funding of De Novo banks
• Ease of use
• Design and Construction of a web site for an efficiency study and executive recruiting provider
• Design and construction of an internal application to track project statistics across all endeavors
• Provided user documentation and system flow documentation
• Successful development and deployment of all requested web sites and specific content (mainly for De Novo investors to provide different investment themes for selective funding)

Confidential

Independent Consultant

Responsibilities:

• Enterprise Software Architect Roadmap creation for a next generation financial application set with a focus on integrating Enterprise Service Bus Architecture.
• Design and Construction of an Enterprise Wide user administered identity verification program and supporting system with integration to WebMethods, Blaze rules and 3rd Party Identity Verification provider web services
• Created process flows, architecture diagrams and defined initial set of Unit tests and developer documentation as well as creation of initial prototype utilizing the Microsoft .Net Framework

Confidential

Enterprise Software Architect

Responsibilities:

• Design and development of Internal AJAX enabled website integration via Windows Presentation Foundation with ThunderHead (Document Management Software) which allowed users to define new documents/forms and fill them out for storage with the insurance claim in PDF format
• All software development related activities related to the creation of the Thunderhead Interface
• The creation of .net (C#) integration with FileNet and Lotus Notes to store insurance claim evidence emailed from claims agents in PDF format
• Created general flow, system, activity, object diagrams and developer documentation
• Created initial prototype and first production version of the Thunderhead as well as the FileNet and Lotus Notes claims interface

Confidential

Sr. Transformation / Conversion Lead

Responsibilities:

• Successful conversion of the Ventura Police Department vehicle inventory system

Confidential

VP Application Development / Application Technologies

Responsibilities:

• Daily reporting of project status to all stakeholders to ensure deliverable in 9 months
• Management and Design of the critical Legacy System interface to over 15 separate systems
• Management of 6 direct reports and 45 virtual reports in the role of Software Architect
• Expanded critical application processing capacity, enabling greater volumes of loans to be originated, boarded and serviced
• Responsible for (and created most of) developer manuals as well as interface flows and publication of consolidated document detailing the processes in the legacy systems utilized as well as all required documentation for Business Continuity of Reverse Mortgage
• Analysis, design and vetting of Reverse Mortgage Business Continuity process. Ensured application would be available in the event of any d Confidential center outage
• Creation of Prototype and Production versions of the Legacy system interface to enable software developers to consume the information without knowledge of the originating systems via Web Services
• Documentation of Legacy System Interface
• Preparation for Reverse Mortgage Business Continuity and Disaster Recovery Testing