Summary

• Project Management Professional PMP / Program Manager / Strategic Initiatives
• Certified Project Management Professional PMP : Highly proficient in all areas of business and technical project management. Established a project management office, ensured alignment with strategic business objectives, and created an effective partnership between the business line and technical team. Built user acceptance testing function, defined project metrics and ROI, and managed a portfolio of projects to support strategic initiatives.
• Financial Operations Manager: Experienced in directing operational teams to control risk, design processes around new technology and implement processes for regulatory requirements. Improved efficiency and quality performance with technology and process improvements. Led reconciliation department renovation to outsourced operating model, generating ROI of over 1 million over 2 years. Created technology enhancements to commercial mortgage servicing operations, improved quality of on-boarding for mortgage backed securities pools by 50 , and improved efficiency of cash processing. Proven ability to integrate project management and technology improvements into operations.
• Business Process Management / Six Sigma: Led business process improvement initiatives, established a process management function, developed a quality assurance program, and integrated Lean Six Sigma principles into the organization.
• Project/Program Management Outsourcing Vendor Management Regulatory Reporting
• Mortgage Loan Servicing Requirements Gathering Use Cases User Acceptance Testing IT Projects
• Business Process Management Six Sigma Offshore Management Quality Assurance Project ROI

Professional Experience

Confidential

Manage business process and technology initiatives for Global Reconciliations team supporting both institutional and retail businesses. Implement new regulatory reporting processes to Financial Controllers for client asset protection 15c3-3 and regulatory capital 15c3-1 . Manage stakeholder relationships across multiple business and operational groups for services provided by onshore and offshore teams. Supervise offshore vendor performance metrics KPIs , service level agreements SLAs and risk oversight.

Accomplishments and Special Projects:

• Implemented new operating model for outsourcing daily functions to offshore vendor. Managed due diligence, training and vendor performance to prepare 57 FTE in India to take on new roles. Created onshore control team and associated supervisory procedures, vendor performance metrics KPIs and risk management reporting KRIs to measure vendor performance.
• Integrated 27 FTE Morgan Stanley Wealth Management reconciliation team into operating model, including outsourcing to vendor team and establishing associated control team functions.
• Led initiative to expand Global Reconciliations team coverage of agent bank and depot reconciliations and internal control account reconciliations. Transitioned over 50K new accounts to automated SWIFT messaging platform IntelliMatch and into reconciliation team operating model, vendor oversight and Series 99 supervisory framework.
• Provided direction and project management governance for Firm-wide Foreign Bank Account Reporting FBAR initiative in response to new regulatory requirements from IRS and FinCEN. Created workstreams to research new regulatory requirements and address response from the Firm.
• Led Firm-wide effort to analyze automated logic in payment and cash processing systems for compliance with U.S. escheatment requirements. Managed associated system and financial remediation efforts. Created analysis and reporting to support disclosure and reporting to the State on historical balances.

Project Management Consultant Confidential

Senior Project Management consultant to Fannie Mae through Starpoint Solutions. Managed projects targeting default prevention and loss mitigation for Fannie Mae's National Servicing Organization. Created new portfolio analysis and portfolio management process for troubled assets under the SOP 03-3 accounting treatment. Managed multiple projects targeted to develop new programs to increase default prevention through pre-foreclosure sales and other preferred loss mitigation strategies. Provided project management leadership, developed project plans and objectives, and monitored progress on established goals and objective. Managed documentation updates, audit trail and archive utilizing dedicated Sharepoint site.

Strategic Initiatives Manager Confidential

Led strategic initiatives and and performance management for Mortgage Backed Securities MBS Servicing group. Responsible for the Project Management Office, the technology budget, Six Sigma process improvement and Quality Assurance functions. Led strategic projects and implemented performance improvements to end efficiency and performance. Managed multiple programs involving integration of new technology solutions within operations. Managed division budget, efficiency ratios, and staffing.

Accomplishments and Special Projects:

• Led MBS Group's Operational Excellence performance initiative focused on improving efficiency and quality through process improvement and technology. Directed multiple projects to achieve efficiency targets in core business operations, resulting in improved quality of customer reporting.
• Identified process improvement opportunities and initiated projects to achieve 10 end-to-end process efficiency gain. Implemented Six Sigma key measurement program to capture process cycle time, rework and wait time.
• Improved quality of bond modeling by 50 by implementing a quality control and automated stress testing for bond models. Improved success rate of capturing loan collateral data on new securitized transactions by 40 through migration to IBM DataStage.
• Saved 120,000 per year in licensing fees by renegotiating components of software vendor contract.
• Reduced new software defects introduced into production by 70 over previous year by establishing a User Acceptance Testing UAT team.

Project Management Manager, Confidential

Managed software development and testing for enterprise web portal, supporting 2,000 internal users in customer product enrollment. Improved user experience through integration of better requirements methodology, use cases and end user feedback into Agile style development process. Managed development budget and prioritized projects to effectively meet needs of internal users and product managers.

Accomplishments and Special Projects:

• Significantly reduced number of development defects with standardized requirements definition and documentation. Improved coordination of production releases with offshore development team through new Release Management function.
• Resolved over 300 historical application defects within 3 quarterly releases by effective prioritization and resource management. Implemented formal change management process to improve management of project scope and quality of delivery.
• Managed vendor evaluation and selection project for new requirements management application.

Loan Servicing Manager, Confidential

Improved operations of rapidly growing loan portfolio of approximately 5800 commercial mortgages totaling 40 billion on McCracken Strategy servicing system. Automated and enhanced processes in payments, tax and insurance escrow management, delinquency collections, loan adjustments and payoffs, investor remittances, and general customer service. Established and enforced operational procedures to minimize risk related to cash processing and other loan servicing functions. Managed USAP audit process and represented servicing function to rating agencies. Handled contract negotiations and relationship with 3rd party tax vendor.

Accomplishments and Special Projects:

• Saved the department over 400 hours per month in data entry time by automating tax escrow processing. Designed and implemented a system upload of tax payment information from tax vendor. Implemented a reverse audit of loan data with tax vendor to improve accuracy of tax payments.
• Reduced the cost of tax service by 50 on loans over 20 million by negotiating a new pricing structure with tax vendor. Saved over 300,000 in tax service fees during the first 2 years.
• Created new internet customer interface enabling access loan information via Wells Fargo's Commercial Electronic Office CEO web portal.
• Established new collections function for delinquent loans, significantly improving timeliness and rate of capturing delinquent payments.

Internal Partnerships, Confidential

Established e-business consulting team and managed e-business strategy development and delivery for wholesale banking business lines. Defined e-business project management process and drove integration of new online applications into the Commercial Electronic Office CEO web portal.

Accomplishments and Special Projects:

• Organized and led e-business strategy sessions with several businesses.
• Created project management function for the integration of Wholesale e-business applications to the Commercial Electronic Office CEO web portal. Managed design and integration of new online business sites housed on wellsfargo.com.
• Spearheaded Identrus PKI initiative, built PKI technology infrastructure for online customer authentication, and obtained certification for the bank.

Project Manager, Confidential

Managed technical and business projects, including task force management, security audit projects, process improvement consulting, and training in quality and process improvement. Managed cross-divisional effort to identify and remove single points of failure in the Internet Banking and Online Brokerage system infrastructure. Conducted process improvement projects and trained various technology groups in process mapping and analysis.