SUMMARY

A Project Manager / Business Analyst providing consulting services for

financial services and software companies managing software implementation

and integration; bank and mortgage acquisitions, systems conversions and

integration; business process improvements initiatives.

Well organized professional who can balance multiple tasks simultaneously

without losing focus on priorities. Proven track records in building

rapport with peers and all levels of management globally.

Professional Success and Experiences

Consulted with several companies to incorporate a project lifecycle with

their system development lifecycle. Implemented Change Management Process

which included Change Control Board, Steering Committee; a rating matrix to

prioritize projects. Created process documentation comprised of policies

and procedures, and document templates.

Vice President of Corporate Project Management Office establishing Project

Management Office managing technology project initiatives with a staff of

four project leads/ business analysts.

Chosen by senior managed to be a member of CMMI Appraiser team to acquire a

CMMI level III certification. Irdeto obtained the certification by

implementing best practices, measures and controls, and to continue to

improve efficiency and quality.

Assembled and facilitated a PMO Summit to focus on corporate project

management lifecycle, policies and procedures.

Thirteen years of mortgage servicing and loan origination experience

primarily using Fidelity MSP and MortgageServ (Datalink) loan servicing

application; Managing system conversions, software releases and

enhancements; and served as Subject Matter Expert (SME).

Vendor liaison for internal and external software applications; coordinated

data transmission and migration; software implementation and

releases/enhancements. Vendors included but not limited to software

vendors, credit and insurance agencies, government agencies, print vendors,

and graphic designers.

Deployed mortgage billing statement for 4 mortgage companies soliciting

print and graphic designers. The new mortgage statements reduced customer

inquiries and improved customer services.

Rolled-out, created, and maintained, several SharePoint sites, such as,

Client Service site to include departmental project guidelines, standards

with document templates; Corporate Document repository storing policies,

procedures and supporting tools.

Developed Excel reports and implemented processes to measure project

successes and department goals. Reports included project budgets and

invoice reports; resource utilization and capacity reports; and sales

budget/forecast reports; metric reports to measure projects and program

portfolio.

Primary liaison managing the setup of Old Kent Subprime Loan Servicing

Center including vendor management, software application training; software

and hardware implementation.

Managed the data migration, decommission of system applications and

hardware, desktop migration; and system migration and integration for three

Loan Servicing Center closures.

Lead Business Analyst managing project scope/requirements using

requirements traceability matrix; coordinating testing phase (system test

and UAT); tracking and escalating issues via ticketing system.

My business knowledge together with project management and analytical

skills resulted with 2 business clients hiring me as a full-time employee;

several other business clients extended my contract to work on additional

project or to temporarily fill-in position while resources were on leave-of-

absence.

Employment History

Project Manager/Business Analyst Blue Skies Network/Lemcon

(Contractor/Remote), Americas, Atlanta, GA

September 2013 to December 2013

Oversee the integration of Salesforce CRM QuickStart, FinancialForce

Professional Services Automation (PSA) with Intacct Accounting system

implementation partnering with Sererra (technology management consulting

firm) and ICON Technology Consutling.

Project Manager/Business Analyst Beyondtrust Software, Carlsbad, CA

(Contractor), May 2012 to September 2013

Managed Intacct Accounting system implementation partnering with Sererra

(technology management consulting firm) to integrate and migrated data from

MAS500 and Great Plain; managed the integration of Salesforce case module

and customer portal.

Project Coordinator, 2010 to May 2012 Irdeto Inc., Carlsbad, CA

CMMI Appraiser; Microsoft SharePoint On-site System Administrator.

Facilitated PMO Summit; Rolled-out Change Control and Project Time

Reporting process; Audit employees Project Time reports and developed

management reports; prepared monthly project invoices for accounting.

Owner and Consultant, 2004 to 2010 Alimroth Consulting, Inc., Reno,

NV

. Irdeto BSS, Carlsbad, CA: Project Coordinator (1/2009-3/2010); converted

to full-time employee

. Vertice a Division of Wachovia (also known as AmNet) San Diego, CA:

Senior Project Manager, (7/2005-2/2008); Mindbox Underwriting

integration; Fidelity MSP implementation; System migration and

integration to Wachovia.

. Ameriquest Mortgage Corp., Anaheim, CA: Project Lead/ Lead Business

Analyst (8/2004 -6/2005); Integrated VIP (Vendor Integration Platform) /

CCS (Core Credit Services to sends and received files to 3rd party

vendors, etc, Title companies, AVM, Appraisals, Credit Services; Analyzed

features to add manual checking writing for PeopleSoft AP; Integration of

Buc$ compensation module with accounting system; Documented business

requirements and created use cases for Web services

Affiliate Consultant, 2004 to 2004 Ccpace Consulting, Arlington, VA

. Marriott Vacation Club: Established data retention policies and

procedures;

. Aurora Loan Service-Created Functional Requirements of MortgageFlex

Origination system;

. Saxon Mortgage-assisted with the requirements gathering for a new loan

processing systems.

VP Project Manager, 2001 to 2003 Fairbanks Capital Corp., Salt Lake

City, UT

Established and managed Corporate Project Management Office reporting to

Chief Technology Officer; Introduced Project Life Cycle; Managed strategic

initiatives with 4 project leads/business analysts.

Project Lead/Business Analyst, 2000 to Old Kent Financial Services, San

2001 Diego, CA

Subject Matter Expert/System Administrator and primary vendor liaison for

Fidelity MSP managing new releases and enhancements; Coordinated the

closure of the loan servicing division including data deconversion, system

migration, and equipment deployment.

Project Lead/Business Analyst, 1999 to 2000 Usernet Inc., St. Louis, MO

Old Kent Financial Services, San Diego: Managed Fidelity MSP implementation

for Mortgage Loan Servicing Center start-up; conducted training sessions

and established department policies and procedures.

Business Systems Analyst Consultant, 1995 to Quatrix Consulting, St. Louis,

1999 MO

. Lead Business Systems Analyst - Fleet Mortgage Corp. (Mortgage Servicing

Center) Florence, SC (4 years) managing testing DataLink application

enhancements/releases and test phase for Y2K data conversion.

. Lead Business Analyst - Alltel Information Services providing technical

services to Glendale Federal Mortgage Division, San Diego, CA (1 year) -

managed Alltel/MSP monthly enhancements/profiles/releases and closure of

loan servicing center

Lead Business Analyst, 1989 to 1995 First Nationwide Bank, Sacramento,

CA

Supervised 7 business analyst supporting mortgage loan servicing

applications (DataLink and CPI) and system interfaces (Capital Markets,

Loan Origination system, General Ledger, and Year-End).

TECHNICAL SKILLS AND KNOWLEDGE

Methodology Mortgage Software CRM

Project Management Life Fidelity MSP Salesforce.com

Cycle MortgageServ (DataLink) Seibel

PMBOK Loan Process Systems Other Software

Agile /Scrum Methodology MortgageFlex Origination Microsoft SharePoint

Hybrid Waterfall/Agile system Project Central

System Development Life Mindbox Automated Mercury Quality Center

Cycle Underwriting and Pricing Irdeto Customer Care and

CMMI Methodology Modules Billing

Configuration Management Finance Software

Business Recovery and MS Dynamics AX

Continuity Intacct

Ticketing/Case Management MS Dynamics GP Business

Requirements Management Portal

Management Skills Windows Office Suite

Leadership Word Excel

Consultation

Presentation Vendor PowerPoint Visio

Management Visio

Interviewing Project

Training Publisher

PROJECT TOOLS AND KNOWLEDGE

Projects Requirements Technology

Project Plans Requirements Document Ticketing System

Project Schedules Functional Requirements System Testing

Risk Matrix Use Cases Performance Test

Risk Questionnaire Test Scripts and Case User Acceptance Test

Lesson Learned Requirements Traceability (UAT)

Issues/Action Log Test Schedule Release Planning

Scope Change Control Peer Review

Project Expense / Budget Test Plan & Schedule

(EVM)

Dashboards

RACI Matrix

Decision Analysis and

Resolution Worksheet (DAR)

Education/Certificates

CERTIFICATES: PMP Certificate; Masters Certificate in Applied Project

Management, CMMI Appraiser Certificate EDUCATION: Villanova University, San

Jose State College. Truckee Meadows Community College, Hartnell College

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