SUMMARY:

Sr. IT Project Manager/Program Manager implementing strategic initiatives in the Banking, Auto, Insurance, Entertainment and Financial Services Industries. Managed complex projects with business and IT cross functional teams, third party vendors and with both on - shore and off-shore resources. This includes custom software development, third party installs, system configurations and integrations, infrastructure upgrades, process improvement, OCM, vendor evaluation, vendor management and mergers and acquisitions. Versed in sensitive/restricted data handling.

TECHNICAL SKILLS:

Methodologies, Practices and Software:: SDLC, Agile, Scrum, PMI PMP, ITILMS Project, Visio, Source Safe, Jira, Confluence, Remedy, Lotus Notes, ClearCase, ClearQuest, MS Power Point, MS Word, MS Excel, MS Outlook, MS SharePoint, Documentum, ERP, Adobe Photoshop, Illustrator, WordPress, Crystal Reports, Business Objects, Visual Studio.Net, SQL, Visual Basic, FoxPro, Basic, C#, CSS, JavaScript, XML, HTML, ASP.NET, Informatica, Clarity, Niku, Mariner

OS, Servers and Data Bases: Windows, Unix, AS/400, Citrix Metaframe, Linux, SQL, Oracle, FoxPro, MS Access, IBM iLog JRules BRMS, WebSphere, VMware.

PROFESSIONAL EXPERIENCE:

Confidential

Sr. Project Manager

Responsibilities:

• Served as a Sr. PM Consultant on several projects spanning the Financial Services, Medical, Entertainment and Mortgage industries. Projects included application development, system integrations, upgrades and web development.
• Created project plans, estimates, work breakdown structures and procedures.
• Managed development of updates to the specification document.
• Provided system configuration, security and administration.
• Scheduled, coordinated & facilitated project team meetings.
• Identified & mitigated risks to timeline, budget, and quality of projects.
• Managed resources and activities required for successful implementation.
• Created marketing material that included web, brochure, and print advertising.
• Created contracts, copyrights & trademarks applications for distribution.
• Reviewed the SOWs and SLAs from 3rd party vendors.
• Provided estimates and reported on the project’s budget, actuals vs forecast.
• Provided regular status updates to senior management and stakeholders
• Coordinated with stakeholders, scrum masters and cross functional teams comprised of business, IT and 3rd party resources, to improve collaboration, mitigate risk and align work activities with company goals and priorities.

Confidential

Sr. IT Project Manager

Responsibilities:

• Provided Project Management services on projects that included a new Point of Sale System, Integrations and Enhancements to the existing Empower LOS and tasks related to the Acquisition & Merger of a newly acquired company.
• Managed integrations with Salesforce, Empower, M4 Docs DMS, FNC, RealEC, Workday, EPS, EDI, EDW, Sitecore CMS, Exchange Server, ABC Licensing.
• Projects also included implementing procedures and controls for updating the Production, Stage, QA and Dev Environments for the Corporate LOS.
• This also included improving procedures to maintain federally mandated SOX and GLB compliance for the handling of Non-Public information.
• Projects also included companywide hardware, software and infrastructure upgrades, including new servers, laptops, desktops, Windows 10, SQL Server, Office 365 and other desktop and enterprise applications.
• Managed projects to modify and enhance the Active Directory, Organizational Structure and GPO to allow for the integration of two newly acquired companies.
• Projects also included implementing more rigorous procedures and controls for the on-boarding and management of users, including changes to user profiles, user groups, system access, file shares and system configuration and OCM.
• Mitigated risks to various business units: Sales, Legal, Marketing, Accounting, Funding, Secondary Mkts, HR, BI Analytics. Customer Service, etc.
• Managed Projects according to Agile, PMBOK and/or Corp SDLC according to project needs and over full development life cycle through implementation.
• Created project plans, work breakdown structures, policy and procedures.
• Provided estimates and mitigated risk to timeline, budget, scope and quality.
• Reviewed and reported on the project’s budget and finances.
• Provided regular status updates to senior management and stakeholders
• Coordinated with stakeholders, scrum masters and cross functional teams comprised of business, IT and 3rd party resources, to improve collaboration and align work activities with company objectives and priorities.

Confidential

Sr. PM Consultant, IT Project Manager

Responsibilities:

• Managed the merger and acquisition of the IT systems that support the Correspondent Lending Division of Planet Home Lending.
• Managed activities required for the implementation of the Blue Sage Loan Origination System and integrations with other systems including Salesforce CRM, Docutech, Blitzdocs, Oracle Financials, Web portal and Exchange Server.
• This also included changes to user profiles, system security, application and file share access, changes to the exchange server, the ESB, nightly batch jobs, vendor access, integrations with 3rd party vendors, and data analytics and OCM.
• Delivered practical implementations of new technology, including software development, UI, UX, vendor selection and management of project tasks.
• Identified project scope, objectives, deliverables, resources and work activities.
• Aligned work activities with business goals and priorities.
• Provided estimates and mitigated risk to timeline, budget, scope and quality.
• Provided regular status updates to senior management and stakeholders.
• Developed websites, business plans and work breakdown structures.
• Reviewed the SOWs and SLAs from 3rd party vendors.
• Managed projects according to PMBOK and Agile methodologies.
• Partnered with team members and stakeholders to deliver quality results.
• Applied strategic thinking to IT and Business planning and execution.

Confidential

Director of IT, Sr. IT Project Manager

Responsibilities:

• Projects included enhancements to the Encompass Loan Origination System and improved performance with the Cloud Service Provider running VMware.
• Projects also included the migration to a new Cloud Service Provider and new Data Center with Managed Services. This included Vendor Evaluation and Selection, SLA Negotiation and working through issues related to optimization.
• Also provided enhancements to the new Corporate Website for the Correspondent Lending Division and System Administration for Encompass.
• Developed and managed project plans from original concept through planning, analysis, implementation and post implementation review.
• Provided estimates, cost/benefit analysis and project alternatives.
• Developed WBS, project schedule, risk management plans, communication plans, budgets, status reports, meeting agenda, action items, etc.
• Provided vendor management of 22 service providers through regular monitoring of Service Level Agreements, status meetings, and issue resolution.
• Vendors included: Experian, Data Verify, WLS Direct Connect, FHA Connect, LexisNexis, RealQuest, StreetLinks, Thompson Reuters, Bank VOD, MERs, First American, Fannie Mae DU, Ellie Mae DMS, CoreLogic, and Salesforce.
• Developed policies and procedures to improve business practices.
• Performed procurement planning, source selection and contract negotiation.
• Provide regular updates to senior management and stakeholders through a series of meetings, dashboards, status reports and informal communication.
• Responsible for reviewing the company project portfolio and providing guidance to senior management on strategic initiatives spanning multiple business units
• Partnered with stakeholders to develop requirements and solutions for solving business challenges and ensuring alignment with business priorities.

Confidential

Senior Associate, IT Program Manager, Financial Services

Responsibilities:

• Provided Project Management Services in areas of Auto Finance & Insurance.
• Implemented a Master Data Management Solution integrated with an Enterprise Service Bus (ESB) to synchronize customer information across multiple systems spanning Confidential Corporate and all the dealerships in North America.
• Also Implemented a new system for Confidential Capital Insurance for processing, reporting and accounting of originations, claims, and cancelations for various insurance, warranties, and service products.
• Worked with business and IT teams to develop business requirements, functional requirements, estimates, proposals, schedule and .
• Managed project execution across departments and cross functional teams.
• Managed and monitored vendor engagements with on-shore & off-shore teams.
• Created and reviewed proposals, estimates and statements of work.
• Identified and mitigated risks to timeline, budget, scope and resources.
• Ensured work activities were aligned with business priorities.
• Facilitated purchase requests, purchase orders and invoices.
• Monitored and managed (actual versus forecast) work effort and budget.
• Provided regular status updates to senior management and stakeholders through a series of meetings, status reports and regular communication.
• Managed matrix-ed teams of 30-100 people and budgets of $3-10 million.

Confidential

IT Project Manager, Program Manager

Responsibilities:

• Provided project management services in area of consumer finance.
• Responsible for the implementation of several projects including enhancements to the Loan Collection Platform, Infrastructures upgrades and the integration of IBM’s new Business Rules Management System (iLog JRules BRMS).
• Managed and monitored project execution over full Agile life cycle
• Managed project execution across departments and cross functional teams.
• Identified key stakeholders, contributors and resources required for the project.
• Worked with business and IT team members to develop business requirements, functional requirements, estimates, proposals, materials.
• Developed charters, project plans, communication plans, implementation plans.
• Oversaw vendor evaluation and reviewed proposals, non-disclosure agreements (NDAs), service contracts and statements of work (SOWs).
• Managed and monitored vendors, consultants, on-shore and off-shore teams.
• Managed changes in scope, deliverables, schedule, estimates and procedures.
• Worked with team members to identify and mitigate risks to timeline, quality, budget and resources, and ensured activities were aligned with priorities.
• Provided regular updates to senior management and stakeholders through a series of meetings, dashboard status reports and informal communication.
• Monitored control measures and provided feedback to resource managers.
• Worked closely with senior management to ensure activities were aligned with business goals and objectives in addition to staff performance goals.
• Managed matrix-ed teams of 15-30 people and budgets up to $3 million.

Confidential

Sr. Consultant, Program Manager

Responsibilities:

• Performed an implementation and configuration of a web-based loan origination system for a new division handling mortgage loans. ($4.7 million, 8 months.)
• Also integrated components of systems affecting, ERP, Marketing, Salesforce, CRM, Underwriting, Credit, Funding, Commission, Loan Processing, Billing, Accounting, Secondary Marketing, Loan Servicing, REO and Analytics.
• Identified and documented system requirements, functional requirements, dataflow diagrams, process diagrams, and use case scenarios.
• Identified & mitigated risks to timeline, budget, and quality of projects.
• Advised senior management on solutions, trends, tools, and procedures.
• Advised on metrics, controls, and processes for the streamlining of operations.
• Supported budget, vendor procurement, staffing and efforts.

Confidential

Sr. Project Manager

Responsibilities:

• Provided project management services using PMBOK and Agile methodologies.
• Managed and monitored project execution over full project life cycle.
• Projects included: Document Management Systems, Check Processing, Check Imaging, Loan Servicing, Check Image Exchange and Branch Image Capture.
• Prepared cost/benefit analysis and business cases for senior management.
• Worked with team members to develop functional requirements, system requirements, design specifications, materials and OCM.
• Created system requirements, functional requirements, dataflow diagrams, process diagrams, use case scenarios, activity diagrams and process models.
• Developed charters, project plans, communication plans, implementation plans.
• Worked with teams of 5-20 people with budgets of $2.4 million.
• Worked with cross functional teams to obtain buy-in from business and technical stakeholders for all key deliverables and changes to plan, schedule, and scope.
• Reviewed proposals, contracts, and statements of work from vendors.
• Identified & mitigated risks to timeline, budget, and quality.
• Reviewed projects with team members, stakeholders and steering committees

Confidential

Manager of Information Systems, PMO

Responsibilities:

• Planned, staffed and managed a department of 10 to provide software development and project management services with a budget of $2.1 million.
• Managed projects to achieve business financial goals and objectives in accordance with PMBOK and Agile methodologies.
• Provided services for the business units of Marketing, Sales Operations, Appraisal, Underwriting, Funding, Shipping, Accounting, Quality Control, Secondary Marketing, Loan Servicing and Legal & Compliance.
• Reviewed enhancements per month to the Empower loan origination system and reviewed the impact of these enhancements with stakeholders.
• Identified functional requirements and system requirements for a payment system that calculated commissions for loan sale agents.
• Assisted in gathering functional requirements and system requirements for a data warehouse that interfaced with several corporate systems.
• Implemented new processes improvements, policies, and procedures.
• Established a reporting structure, controls and metrics to maintain service levels
• Partnered with executive management to develop budget, goals and strategy.
• Managed team of 8-10 direct reports and project teams of up to 30 (matrixed).
• Performed resource planning, staffing, performance reviews and .

Confidential

President, CEO, Program Manager

Responsibilities:

• Created and developed an al animated television series for kids.
• Managed development and production activities for an animated TV series.
• Managed development of a 350-page specification document for the series.
• Configured the CRM, Sales, Accounting, and Invoicing Systems.
• Designed marketing plans that included web, brochure, and print advertising.
• Presented at various television markets in Cannes, London, and Los Angeles, NYC, including Kidscreen, MIPCOM, NATPE, and World Animation Celebration.
• Created contracts, copyrights & trademarks for domestic & foreign distribution.
• Arranged and led meetings with Fortune 500 clients, including Nickelodeon, Disney, Children's Television Workshop, HBO, Lion's Gate Films, Warner Bros.

Confidential

Project Manager, Business System Analyst

Responsibilities:

• Led the analysis and design efforts and coordinated programming and testing efforts for several modules of a mortgage origination and servicing system.
• Modules covered the areas of loan application, loan reconciliation and funding.
• Modules were client-server based and across multiple platforms.
• Created enhancements for screens, reports, interfaces and SQL database.
• Led meetings with technical supervisors and the management team.
• Identified functional requirements, areas of risk and timelines for completion.
• Reviewed project status with stakeholders and Executive Management.
• Created Data Flow Diagrams, Data Structures Diagrams and Specifications.
• Worked closely with information architects, programmers, content developers and graphic designers to communicate and implement requirements.
• Used advanced algorithm to solve a complex legacy data conversion problem.

Confidential

Software Development Engineer- System Analyst

Responsibilities:

• Responsible for the analysis, design, programming and testing of applications in the areas of Consumer Finance, Bankruptcy, Escrow, REO and Asset Recovery.
• Built the Bankruptcy Tracking System, the Executive Management Systems, and modules for the Asset Recovery System for the Loan Servicing Department.
• Performed full SDLC and created system requirements, functional specifications, data structures, data flows, process flows, & manuals.
• Implemented changes to payment processing, invoicing and reporting.
• Utilized ODBC, DDE, and various script languages to reduce labor cost by making use of terminal emulations and nightly subroutines.
• Performed cleanup of corrupted data in legacy data structures.
• Ensured all project deliverables, including project implementations were completed and aligned with business goals and objectives.