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Sr. Project Manager Resume

Dallas, JacksonvillE


  • Over 16+ years of experience as Program Manager, Financial Analyst, Business Analyst/ Project management including Change management, Communications Specialist, ETL, Business Process Management, ERP, Project planning and Management, Software analyst, END USER, Campaign Manager, Data Analyst, Reports Analyst, Quality Assurance Analyst, UAT Lead, Bug Fixes, ecommerce and Design.
  • 10+ years of experience in successfully overseeing medium to large scale Information Technology Projects.
  • Domain Experience in Financial, Mortgage, Banking, Foreclosure, Analytics, Retail Banking, Loan Servicing & Default, Borrower Assistance, BA Intake, BA Relationship Management, Under Writing, QA, Fixed Income, Insurance, Mutual Funds, Retail, Trading and Asset management Organizations.
  • Managed budget for assigned projects, monitored project progress and adjusted resources and priorities accordingly.
  • Project task estimation, resource scheduling, risk management, issue management, adherence to standard project lifecycle, budget/financial management including business case completion, evaluation of impact to total cost of ownership for multiple, simultaneous and complex projects.
  • Worked extensively on User requirements gathering and development of Functional specifications through JAD sessions, BCD, BPM, Prototypes, RTM, ECM, Scope, Data mapping and User Interviews.
  • Experienced in analyzing data gathered from the stake holders and presenting them effectively to enhance for strategy building and decision making.
  • Well proficient in systems, SQL, SAS, ETL and data analysis to maintain accuracy in the DB system.
  • Extensive experience with Object oriented Analysis and Design using Rational Unified Process (RUP), SDLC, Waterfall methodology and agile modeling, etc.
  • Expertise in Rational Requisite Pro, Borland Caliber RM, Doors to document the user requirements.
  • Expertise in Microsoft Visio and Rational Rose software to design Business Process Modeling, process flow diagrams and work flow diagrams.
  • Lead in creation of system and end - user documents for technical systems.
  • Worked with Architects, Data warehouse Developers and Quality Assurance lead to clarfy Use Case and functional requirements.
  • Worked with the testing team overseas and created overall test plans, test cases and made sure that all the functionalities and test strategies were tested.
  • Developed user acceptance plan and test cases and created defects in Clear Quest.
  • Created reports using OBIEE, MS Access, Tableau, Micro Strategy and Excel to track progress.
  • Involved stakeholder and end users in producing dashboards.
  • Proficient in preparing presentations and reports using MS Power point.
  • Proficient in data warehousing, data modeling, data migration, data mapping and conversion and data security issues.
  • Performed gap analysis and root cause analysis to understand the problem and to provide effective solutions.
  • Provided technical support and training to the team and end users.
  • Effective in bringing personal experience and knowledge to the company to improve ability to deliver projects more efficiently, accurately and at a higher quality.
  • Coordinates resources - staff, equipment, vendors and consultants - across one or more projects.
  • Ability to meet deadlines and handle pressure coordinating multiple tasks.
  • Excellent in communication skills with proven ability to communicate with diversified groups.
  • An excellent team player with ability to extract, elicit and enhance the system documentation.

Technical Skills:

Process/Modeling tool Rational Rose, Rational Requisite Pro, Borland Caliber RM,

MS Visio, Doors, Appian

Databases/warehouses MS Access, SQL Server 2005, web server, Oracle, ODI, Informatica

Operating Systems Windows 98/2000/ME/ XP, Windows NT, Mac

Familiar with UNIX, LINUX, .NET, Main Frame

Office Tools MS Excel, MS Power Point, MS Access, MS Visio

Methodologies OOAD, UML, RUP, RAD (Rapid application development), waterfall method, Agile, Scrum, Business and Data Modeling, 6 Sigma,

Languages SQL, HTML, RiXML, SAS, VB Script, JavaScript, .NET, PHP, C, C#

Testing Tools Mercury WinRunner, HPQC, Test Director, and Rational Test manager

Project Management MS Project 2003, 2007, Pert and GANTT charts, Project Server, PHS, PRS, WRM, Project Server, SharePoint, 4-BOX reporting

Reporting tools Micro strategy, Cognos, OBIEE, Oracle Dashboards, Excel, Tableau, Business Objects, Crystal reports, SAS

Web design tools HTML, Javascript, Dreamweaver, Fireworks, Flash, and FrontPage, Selenium

Prototyping Tools iRise, Dreamweaver, Powerpoint, Axure RP Pro 6.5


Client: Confidential

Sr. Program Manager 

  • Managed various projects - Entity Life cycle Management System - Production on June 6, 2014
  • Reported to VP & SVP
  • Managed VP’s direct reports
  • Jurisdiction Engine Transformation Project which encompassed 4 project initiatives
  • Communicated with executives and managers from various internal and external teams
  • Communicated with State Representatives, states, registered agents, etc
  • Managed offshore development teams on a daily basis and assigned tasks.
  • Hired new resources and allocated them to different project initiatives
  • Supervised UAT, documentation, bug report, tracking, fixes, etc.
  • Scheduled meetings with stakeholders, executives, IT, Cross-impacts, vendors, etc
  • Approved SOW, timesheets, contracts, budgets, credit card purchases, etc.
  • Organized Demo sessions with external team executives.
  • Managed 13 different projects within the team.
  • Updated executive members about project progress and status.
  • Measures project success, ROI, impacts, benefits, etc.

Confidential, Dallas & Jacksonville

Position - Sr. Project Manager / Change Management / Release Management - Data warehouse/Reports/System redesign/Databases

  • Involved in MSP sync April Release requirements gathering, Business Requirements Document (BRD) proof - reading, created a CR based on LOB s (closing) input.
  • Assigned to a new project Intake Enhancements Phase 1
  • Intake enhancements encompasses 3 other projects Department of Justice (DOJ) 3 day welcome letters SLA and 5 day Missing Items Letter (MIL); Servicer Alignment Initiative (SAI) Foreclosure requirements and letters requirements and 12-02 regulatory requirements.
  • Managed budget for assigned projects, monitored project progress and adjusted resources and priorities accordingly.
  • Lead in Cceating various versions of BRD, FSD for Intake s Phase 1.
  • Created Project Plan for Line of Business (LOBs) and IT team (DEV, QA & UAT) for Intake Enhancements.
  • Incorporated Change Management schedule in the Project Plan.
  • Created a SharePoint site and maintained it by uploading all project related documents in a timely manner.
  • Created Project Charter, Business Case (BCD), ECM, Concept architectural design documents during the Pre-Initiation Phase & Project Initiation Phase based on Project Scope.
  • Maintained the Scope document throughout the project lifecycle.
  • Mapped scope to the requirements gathered and documented in the BRD.
  • Maintained RTM (Requirements Traceability Matrix) from Scope, BRD, FSD, USE CASES, QA TEST CASES, UAT TEST CASES, Procedures, Training, etc throughout the SDLC process
  • Created Business Process Reengineering process flows using modeling tools. (BPM)
  • Created cross-impact matrix for Work Request Management (WRM).
  • Acquired sizing estimates from cross-impacted applications, teams and areas.
  • Created Change Requests (CR) based on LOBs changing needs: GSE Foreclosure CRs, Manual case create CR (impacts litigation, UPFORB, CHOC/NACA/HPO and Intake team), SAI Foreclosure CR, CA Ops 15 DAY MIL CR, etc
  • Sent the BRDs and CRs for approvals to legal, compliance & LOBs and documented the process.
  • Updated BRD based on changes requested in the CR, after the approval process was completed.
  • Updated and maintained the master BRD.
  • Created Change Readiness for Intake CR # 2827. This is a Change Management Process.
  • Responsible for delivering projects within the time, costs, scope, quality and compliance in accordance with the company s life cycle methodologies and disciplines.
  • Facilitated calls Touch Point calls every Thursday from 3 4 pm CST
  • Worked with Intake s procedure writer in getting 15 Intake LOB procedures updated and sent to compliance. These procedures were published on June 15th.
  • Worked on getting training materials sent to compliance training locations, conference rooms, etc.
  • Sent out meeting minutes and documents related to the meetings.
  • Worked with the Communications Manager in getting procedure and training resources allocated to the project.
  • Created Project Impact Communications document for the impacted LOBs.

Environment: PegaWorks - Default Workflow, Service Level Agreements (SLA), Mortgage Servicing Package (MSP), LenderLive, Dodd Frank, GBDS, ETL, MIS reporting, BIX Extract, MicroStrategy, Datamart, Data Mapping, Reports, Data warehouse, SharePoint, InfoPath, Axure, MS office - words, Excel, PowerPoint, MS Visio, MS Project, HP Quality Center (HPQC), WRM, PHS, PRS, Project 4-BOX, etc

Confidential - Dallas & DC

Position - IT PROJECT MANAGER Overall


  • Maintained, enhanced an analytical database/data warehouse and reporting capability for the Business LOB -NSO - Servicing Analytics.
  • Landed business data swiftly in a structured environment with an overall aim of facilitating ad hoc reporting
  • Developed and maintained application documentation, project documentation (including SDLC related documentation).
  • Based on Business requirements, build functional requirements.
  • Created Project Plan, Business Case (BCD), Project Charter, Project Time Sheet, Project Update, Project Tracker, etc.
  • Lead in UAT testing, Regression testing in UAT, and ensure all test results are properly documented. Resources assigned to working with technology teams to upload Servicer loss mitigation data.
  • Supervised development and support of data warehouse analytical tool for storing data and producing associated reports (both workflow and inventory) on metadata, business rules, and business data.
  • Performed analysis that supports the development and implementation of database and reporting capabilities.
  • Developed documentation and related internal/external policy, procedures and guidelines
  • Lead in user acceptance testing for database, data warehouse and reporting application.
  • Created and maintained trackers to track the data for Daily, Weekly, Monthly and ad hoc data files received from about 32 servicer banks nationwide for various campaign initiatives and loaded in the NSO (National Servicing Organization - Analytics) DB.
  • Lead ETL process for all daily files ever day and reported to the team in a timely manner (by 12:30 pm every working day)
  • Lead in manual DQ checks and calculated SDQs and variances ever day before loading the Daily Servicer files from 16 banks in the ad hoc sandbox.
  • Upgraded 9 out of 15 servicers to GREEN status, after stringent DQ (data mapping) and SDQ variance analysis.
  • Sent out follow up emails regarding, files received, pending, DQ issues, template discrepancy, SDQ spikes, Data discrepancy etc to 16 servicer banks every day after daily file loads.
  • Loaded 15 - 30 weekly files every Wednesday received for various campaigns including: Dead-for-Lease(D4L), Deed-in-Lieu(DIL), Mortgage Help Center(MHC), RANOFR (Florida Retention), JUDPROP(Judicial Property), One-and-Done(OND), ALTMOD (Alternative Modification), POSTMOD (POST-Modification), Foreclosure Prevention and Outreach(FPO), DOCDELAY (MTHLY, MTHLY-Special Assets, State Matrix), etc
  • Created a SLA tracker for tracking these weekly files. This tracker is being sent to the internal team comprising of - Directors, PM Managers, Portfolio Analysts, Campaign Managers, etc.
  • Performed GAP analysis, and fostered better and effective communication both internally (Director, Project Management Manager, Campaign Managers, PMs, Portfolio Analysts, etc) and externally (vendors, servicers, banks, Development teams, Testing teams, external stakeholders, etc.)
  • Mapped business elements with Physical DB elements for ASDF (98 elements) and special Assets(243 elements).
  • Mapped business elements with Physical DB elements for ASDF (98 elements) and Allon Hills’ Little Bear Extract (149 elements).
  • Created rules, provided solutions by refining Business processes using BizAgi modeler suites.
  • Loaded daily files from 32 servicers on a daily SLA basis and extracted reports using MicroStrategy to track Foreclosure daily bucket movements.
  • Created reports based on data mapping/analysis, dashboards on foreclosure trends on a daily, weekly, monthly and ad hoc basis using Oracle BI suites - OBIEE, SQL, SAS, Tableau, etc.
  • Created hard reject reports, suspense reports, delinquency reports, etc using OBIEE, SQL, MicroStrategy. TOAD, etc.
  • Integrated data from various databases using OBIEE, MicroStrategy as per management needs.
  • Worked with MicroStrategy vendors on licensing, implementation, training, issues, and other queries.
  • Analyzed mobile MicroStrategy reporting capabilities for the management.
  • Worked with the architect in implementing MicroStrategy for the organization.
  • Worked on portfolio reporting using Microstrategy for various Lines of Businesses.
  • Analyzed and corrected file format discrepancies for various campaigns.
  • Loaded about 150 back log files for SDLC 5.9 Release.
  • Created BRD for DOCDELAY – MTHLY, MTHLY – Special Assets, State Matrix and for BUG fixes for SDLC 5.10 Release.
  • Presented various SDLC documents during team meetings.
  • Created 170 DQs (Data Quality Checks based on data mapping/analysis) for DOCDELAY campaign automation.
  • Updated Data Dictionary for SDLC 5.10 Release.
  • Created Test Cases for SDLC Release 1 (160 TCs), Release 2 (20 TCs), Release 3 (5 TCs), Release 4 (25 TCs) and Regression (75 TCs).
  • UAT – Acceptance tested Release 1, 2, 3, 4 and Regression.
  • Created TC artifacts for Release 1, 2, 3, 4 and Regression.
  • Performed ad hoc SQL queries for DQ skips, file loads, record counts, variance, SDQs, daily, weekly, monthly files, etc.
  • Standardized template, liaison with Foreclosure and Outreach Manager, Portfolio Manager and servicers and loaded POSTMOD files manually in Ad hoc sandbox. After performing manual DQ and Oracle formatting checks.
  • Created Oracle control files for POSTMOD files loads in DB.
  • Manual DQ tested, scrubbed, formatted and loaded 49 DOCDELAY – MTHLY, MTHLY – Special Assets files in the ORACLE DB.
  • Manual DQ tested, scrubbed, formatted and loaded 33 DOCDELAY – STATE MATRIX files in the ORACLE DB - OBIEE.
  • Created Oracle control files for DOCDELAY – MTHLY SLA, MTHLYSA SLA and STATE MATRIX SLA.
  • Develop strong working relationships with Technology partners and the cross functional project team(s) supporting the program.
  • Responsible for data integration activities with all reporting and analytical database needs using SAS, TOAD, SQL queries, SAS codes, Tableau, Rational Requisite Pro, Business Objects, MS Office Suite, etc.
  • Facilitating meetings with Special Assets, strategic alignment with ASDF and RAN (Retained Attorney Network), documenting servicer meetings, providing solutions, running daily, weekly, monthly, ad hoc reports, etc.

Environment: Banking, Finance, Mortgage, UNIX, Windows, .NET, SAS, Oracle BIEE, SQL, TOAD, MicroStrategy, SharePoint, MS Outlook, Ms Access, MS Project, MS Office suites, Rational Requisite Pro, BizAgi BPM Suites, GAP, DOORS, RUP, Agile, Reports, Data Mapping, 6 Sigma, Clear Quest, Test Plan, Test cases, Defect Tickets, Presentations, Live Meetings, Artifacts, UAT, BRD, FSD, SLA, Analysis, etc.

Confidential, Denver CO

Sr. Project Manager


  • Worked with cross functional teams in order to establish comprehensive business and functional requirements - BRD, FRD and then translate those requirements into technical design specifications (FSD), using various notations of use case UML diagrams.
  • Conducted user interviews to gather and elicit requirements for Asset management, Fixed Income, Treasury and Investment banking systems, corporate actions team, class action systems, etc.
  • Facilitated JAD sessions with the clients for Credit Suisse Mortgage backed security order management systems.
  • Analyzed credit default swap, credit risks and market risks to set credit limits using credit scorecards.
  • Built a strong relationship with the client group, internal and external, to understand, document, and deliver the analytical and Portfolio reporting solutions required.
  • Experienced in analyzing data gathered from the stake holders and presenting them effectively to enhance for strategy building and decision making.
  • Conducted research on industry practices and standards and other data.
  • Responsible for Project management activities making schedules, balancing work loads, monitoring activities, weekly team meetings, meeting minutes, Project charter, BCD (Business Case), project kick-off meetings, creating statement of works, risk assessment, business case, project status reports, managing the team of Junior BAs, etc.
  • Established business rules and processes using BPM tools.
  • Facilitated conference calls with key stakeholders, project manager, service manager, SMEs, Directors, technical team members, external vendors, offshore teams, etc
  • Researched financial regulatory information, FINRA, market data, ratings and reports.
  • Performed risk analysis, reviewed data analytics and created reports using SAS.
  • Worked with Architects in creating logical architecture for the new system, data integration, system dependencies and analyzed various architectural solutions for the system under development.
  • Worked with developers and Quality Assurance lead to develop Use Case and functional requirements. Logical Architectural Diagrams, User Acceptance Test plans, etc.
  • Conducted Requirement Analysis, Quantitative and Qualitative analysis and GAP Analysis.
  • SQL queries to access the data needed for analysis and data mapping for the project.
  • Created tables, relationship models for the RDBMS based on the stakeholder, end-user and vendor governance analytics feed.
  • Created tables in OBIEE (data mapping) that included the shareholder information data pertaining to the Class Action Case, Governance Analytics requirements and Claims Administrator’s needs.
  • Incorporated investment management concepts in reports to give an insightful perspective and practical advice to help clients make better investment decisions.
  • Created BRD, FSD, Vision, user experience documents, user manuals and reports.
  • Facilitated various meetings with the developers, clients, and the management team to discuss major defects found during testing, enhancement issues, and future design modifications
  • Created and updated LOB end-user system documents
  • Provided technical support and training sessions to the team of 35 end users.
  • Ability to meet deadlines and handle pressure coordinating multiple tasks.

Environment: MS word, MS Access, MS Visio, MS PowerPoint, MS Outlook, BizAgi, IBM FileNet, OBIEE, Tableau, SAS, Rational Requisite Pro, Windows & UNIX, MicroStrategy, Data Mapping, Ecommerce, JavaScript, SQL, Microstrategy, RUP, Agile, and waterfall.

Confidential, Washington DC

Sr. Project Manager


  • Interacted with the Subject Matter Experts (SME) and stakeholders gathering business requirements to get a better understanding of client business processes.
  • Developed good understanding of secondary mortgage market, securitization, Mortgage-backed securities, etc.
  • Gathered / elicited requirements during stakeholder, end-user, product manager and team meeting, documented the requirements and defined scope of project.
  • Lead in creation of Business Requirements Document, Functional Specifications Document, Vision Document, Business Case Documents, Use case Documents, etc.
  • Conducted research on industry practices and standards and other benchmarking data.
  • Proficient in data modeling, data migration, data warehouse and conversion and data security issues
  • Performed systems analysis, data analysis and documentation.
  • Created metrics and dashboards to support and induce pro-active decision making.
  • Created reports (based on data mapping) using MS Access and Excel for enhanced decision making
  • Maintained the requirements traceability matrix and participated in the test case peer review to ensure test cases appropriately translate and map to requirements and executing test cases.
  • Worked with the testing team overseas and helped create overall test plans and test cases and made sure that all the functionalities were tested.
  • Analyzed and provided solutions and alternatives for the existing Business Processes, thereby saving millions of dollars for the client and the department.

Environment: Rational Requisite Pro, SQL, ClearCase, Ms Access, Ms Excel, Data Mapping, Reports, MS Visio, UML, MS Power point, Mainframe, Ecommerce, JavaScript, C, MS Office Suites, Scrum, RUP.

Confidential, San Francisco, CA                       

Project Manager/Business System Analyst      

The project involved working with operation strategy team to evaluate and enhance the performance of their stores. Out team worked with a metrics team on a localized markdown project, to analyze the different markdown strategies, by clustering of stores.  

  • Responsible for project management, analyzing business and system functional needs and creating Business Requirement Specification (BRS) and Functional specification document using Caliber RM.
  • Used UML for gathering requirements and creating use case diagrams for the purpose of other stakeholders in the team to understand the workflow of the system.
  • Involved in periodically JAD sessions for the purpose of the project updates as well as in the weekly meetings to discuss the present project status.
  • Experienced in analyzing data gathered from the stake holders and presenting them effectively to enhance for strategy building and decision making.
  • Analyzed ecommerce (online purchasing) applications to meet business process initiatives.
  • Evaluated existing e-commerce applications to identify areas of improvement and identified program enhancements and modifications.
  • Assumed control of several ERP customizations outsourced to consulting firms and completed them in-house in a third of the time estimated by the consulting firms.
  • Performed systems analysis, data analysis and documentation.
  • Proficient in preparing presentations and reports using MS PowerPoint
  • Worked with end users to identify the Key Result Areas (KRAs) and Key Performance Indicators (KPIs) they need to monitor to enhance performance
  • Developed reports, metrics and dashboards with MS Access and MS Excel.
  • Developed and maintained test scripts, analyzed bugs and interacted with team members in fixing errors.
  • Provided input to the project work plan for business analysis team activities and deliverables.

 Environment: Borland Caliber RM, MS Word, UML, MS Excel, Axure wireframe, Ecommerce, Java, HTML, MS Power point, MS word, MS Visio

Confidential, Hartford, CT

Business Analyst


  • Conducted research and analysis of business and financial business situations, issues and problems.
  • Conducted Requirements Analysis and Design using Rational Rose and Rational Requisite Pro.
  • Proficient in preparing presentations and reports using MS PowerPoint
  • SQL queries to access the data needed for analysis for the project from the oracle database.
  • Worked with the QA team lead to ensure compliance with all requirements.
  • Created reports using MS Access and Excel for enhanced decision making
  • Used MS Project 2003 for status and reporting and planning.

Environment: Rational Requisite Pro, Windows 2000 platforms, Ecommerce, Java, C, Mercury Winrunner, ClearCase, MS Word, MS Excel, MS Powerpoint, MS Access, Microsoft Project.

Confidential, India

PM/Business Analyst/ QA Lead

SE Technologies provides Software Development Life Cycle services to various clients.


  • Gathered Requirements and created BRD, FSD, etc. Creating the strategy document that defines the test environment, phases of testing, entrance and exit criteria into different phases of testing in implementation Life Cycle.
  • Created test plan, Test Cases and test specification document for the Application Under Test (AUT) in Mercury Test Director.
  • Manual Testing of the Application and testing the design and functionality of various functions for finance and controlling.
  • QA, UAT Testing, Change Management roles in addition were performed.

Environment: UML, MS Access 2000, Rational Requisite Pro, Rational Rose, SQL, Windows 2000 platforms, Microsoft Office 2000 tool, Microsoft Project.

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