Eric Pannell, MBA, PMP

***** ******** ***** ( Charlotte, North Carolina 28278

980-***-**** ( accmsj@r.postjobfree.com

LinkedIn: Eric Pannell, MBA LinkedIn

SUMMARY OF QUALIFICATIONS:

Seasoned Project Professional, with 8 plus years of experience in managing

both non-IT (business process improvement) and IT related projects. I have

worked as a Change Manager, Project Manager, and Business Analyst, with a

strong understanding of PMO processes, tools, methodologies, vendor

coordination, and approval activities. Over 8 years of project management

experience; managing, co-managing, and directing teams and departments

within large organizations. Exceptional experience coordinating with

sourcing and vendor teams to produce a Statement of Work (SOW). Extensive

experience managing internal teams and vendor team deliverables. Strong

business acumen, superior interpersonal skills, able to build relationships

at all levels of the organization, from line employees to executive

leaders. My industry experience is in the realm of Banking/Financial

services ranging from Investment Banking, Mutual Funds/Stocks, Bonds,

Wholesale Credit Services, Bankruptcy, and Foreclosure. Served as a key

resource in the Department of Justice (DOJ) and Dodd Frank initiatives

within both Bank of America and Wells Fargo.

SKILLS:

. Project Integration Management

o Project Scope Management

o Project Communication Management

o Project Time Management

o Project Risk Management

o Project Quality Management

o Change Management

o Agile Scrum

o Process Improvement

o Team Leadership and Motivation

o Client Relations

o Conflict Resolution

o Increased Efficiencies

o Business Analysis and Requirement Gathering

o Requirements Documentation

o Six Sigma DMAIC

TECHNOLOGY:

. MS Project

o Clarity

o Word

o Excel

o PowerPoint

o SharePoint

o Visio

o Quality Center

o VersionOne

o iRise

o Paragon

o Raptor

o DCM

o FileNet

o MS Outlook

o LPS/MSP

o LPS Desktop

o Pega

o AS400

o Oracle BI Tools

o PPR Tool

o SQL

o Access

o HTML/CSS

o Data Warehouse

Professional EXPERIENCE:

Project Management Consultant, Bank of America (Global HR Group)

September 2013 - Present

Serve as the lead Project Manager for a document scanning/imaging project,

to ingest ~200K HR-related documents into the Documentum repository. Assist

in developing and managing integrated program plan(s) across multiple

functions to ensure successful delivery, operational readiness and customer

adoption for a major release. Leading an Document Imaging/Scanning project,

and coordinating work with a vendor. Responsible for managing the project

from end-to-end and ensuring the project is completed on time and on

budget.

. Direct and manage medium to large size projects from beginning to end

utilizing MS Project 2010.

. Develop SOWs, project plans, and associated communication documents;

manage vendor deliverables.

. Work with other department managers for the assignment of resources

necessary to complete projects.

. Develop and deliver status/progress reports, proposals, requirements

documentation, and presentations to present to the project

stakeholders.

. Utilize Oracle Business Intelligence to produce and deliver project

portfolio status reports.

. Serve as a member of the PMO to develop new and update Global HR

project standards.

Change Manager/Business Process Designer, Midtown Consultants Group (Bank

of America) June 2012 - September 2013

Leading workflow management efforts to make system enhancements to existing

LPS Desktop Application and implementation of Pega to efficiently

streamline the Loss Mitigation process within the Bank of America Legacy

Asset Services group. This to include ensuring that Bank of America is in

compliance with the Department of Justice and government regulations. My

role served as a Change Manager/Business Process Designer, documenting

current and future state process flows in preparation for LPS enhancements

and Pega implementation. Assist in resolving remediating process gaps to

become compliant with the Department of Justice (DOJ) settlement. This to

include working cross-functionally to ensure that process flows are updated

to meet future state requirements.

. Collaborated with Technology and Business Partners to identify

Bankruptcy Loss Mitigation improvement opportunities and existing

gaps.

. Led target improvement initiatives in the Bankruptcy Loss Mitigation

process steps and managing the successful implementation of the

recommendations.

. Collaborated with Training team and executing a communication/change

management plan to ensure consistent application across the

enterprise.

. Led/participated in requirements gathering sessions to include groups

forums and/or one-off shadowing sessions.

. Produced user and functional requirements to complete the BRD and

traceability matrix.

. Developed current and future state process flows to display end to end

Bankruptcy Loss Mitigation process.

. Completed Use Case document to provide technology and business

partners guidance in providing a go-forward solution.

. Assisted in managing the vendor (LPS) deliverables via MS Project.

Project Manager, Wells Fargo (Home Mortgage)

January

2012 - June 2012

Led the implementation of changes within Wells Fargo Home Mortgage that

have been passed down due to Federal Rules of Bankruptcy as of December 1,

2011. I am serving as a Project Manager assisting with leading two work

stream efforts. That entails making updates to the project plan and

tracking open action items.

. Developed and execute on detailed project plans for various work

streams.

. Served as a point of contact for project team members to provide

updates to and also follow up on open items and deliverables.

. Provided weekly status updates to PMO on various activities.

. Maintained effective project discipline in tracking, communicating and

following up on project issues. Own the issues log, ensure appropriate

communication to senior management.

. Worked effectively as an influencer across teams that include

representatives from various internal business lines as well as

representatives from external partners supporting internal business

initiatives.

. Assisted in preparation of management reports, steering committee

presentation, and various updates to senior management.

Project Manager/Business Process Designer, Wells Fargo (Home Mortgage)

November 2011 - January 2012

Led the workflow management implementation of the LPS Desktop Application

within the Wells Fargo Home Mortgage group. Serve in the dual role of both

the Project Manager and the Process Analyst to meet with team leaders and

assist in making the best process decisions to fit the web-based

application. Acquired solid knowledge of LPS/MSP and Desktop to understand

how they work together.

. Collaborated with Technology and Business Partners to identify

Bankruptcy End to End improvement opportunities and existing gaps.

. Led target improvement initiatives in the Bankruptcy End to End

process steps and managing the successful implementation of the

recommendations.

. Collaborated with Training team and executing a communication/change

management plan to ensure consistent application across the

enterprise.

. Led/participate in requirements gathering sessions to include groups

forums and/or one-off shadowing sessions.

. Produced user and functional requirements to complete the BRD and

traceability matrix.

. Developed current and future state process flows to display end to end

Bankruptcy Loss Mitigation process.

. Completed Use Case document to provide technology and business

partners guidance in providing a go-forward solution.

Project Manager, Bank of America (Accenture)

July 2011 -

November 2011

Led the implementation of multiple Key Performance Indicators (KPIs) within

the Performance and Resiliency team for the Consumer Banking group. I am

working with management resources from the business team and passing along

requirements to technical implementation team. Utilizing a Waterfall

methodology with Six Sigma principles to implement the key measures.

. Drove off-shore team through the DMAIC SDLC process.

. Developed project plans (WBS) and timelines, and accommodating the

needs of my resources utilizing SharePoint and Excel.

. Assisted in prioritizing the KPI list, implanting the metrics in order

of importance.

. Gathered requirements from Senior Level Management as stakeholders via

workgroup sessions; create requirements traceability matrix

. Host a weekly executive level meeting via conference call and MS Live

Meeting, providing project updates and feedback.

. Partnered with project management team to define KPI variables and

outputs.

. Partnered with the tech team to communicate KPI dashboard

requirements.

. Utilized Excel, SharePoint, and PowerPoint to update project timeline

and provide status updates to upper management.

. Conducted meetings via MS Live Meeting and conference calls to conduct

daily and weekly meetings.

Project Manager, Carlisle & Gallagher Consulting (Wells Fargo)

April 2011 - July 2011

Led the migration of employee email to a centralized Outlook platform as

well as look for public folder alternatives. The project consist of

converting 8 Lines of Business consisting of approximately 4,000 users.

Simultaneously, I am working with an LOB to transition them from their

current credit approval application to another within Wells Fargo.

. Developed and maintain a project plan throughout the lifecycle,

beginning with the planning phase utilizing Excel and SharePoint.

. Tracked and maintain a project schedule and PM logs via SharePoint.

. Managed the transition of Outlook public folder data into storage

options: SharePoint, FileNet, Shared Drive, and shared Outlook

inboxes.

. Partnered with technology teams to identify and develop public folder

alternatives; thus capturing requirements from and assisting with

testing efforts.

. Assisted project leads with the development and dissemination of

necessary project communications and status reports.

. Served as a liaison between the business and project partner leads.

. Partnered with the LOB, defining business requirements intended to

transition their current credit approval process to the go-forward

system.

. Represented the LOB, interfacing and coordinating with the go-forward

project team to ensure a successful project delivery.

Project Manager/Business Analyst, Wells Fargo

July 2010 -

March 2011

Co-managed projects up to $3M, which consisted of 50 team member, in more

than one geographic location. Performed Project Management responsibilities

relating to the Wholesale Line of Business. Utilize the Agile Scrum

methodology to manage our projects in an iterative fashion. Worked with the

Technical PM ensure that the BRDs, SOW, PDD, and Security Plan meets the

quality standards and are approved in a timely manner.

. Planned the project to include schedule, scope, risk and quality of the

final product.

. Assisted in developing strategic solutions for challenges that might

arise during implementation.

. Performs day-to-day management of all phases of the project including,

obtaining project requirements, design, development, test, and deployment

of each project.

. Led key tasks consisting of working with key business partners to ensure

project progress and success, completing project reports and status

updates, and coordinating project meetings.

. Led meetings virtually via Live Meeting to provide a forum for

communicating weekly project progress, dependencies, escalations, and

process change.

. Developed, maintain, and monitor release calendar, with clear

identification or project inter/intra-dependencies via VersionOne

application.

. Managed defects utilizing HP Quality Center and leading weekly status

meeting to eliminate defects.

Project Manager, Rollover Securities

Jan

2008 - Jul 2010

Led application development activities included partnering with a third-

party vendor to implement a customer CRM solution. Managed the requirements

documentation process to create the IRA Smart Retirement web-based account.

Coordinated / participated in all business and technology project

activities through scoping, estimating, project planning, requirements,

design, development, testing, implementation and launch.

. Designed and lead client projects focused on operations and change

management, service quality, process improvement, performance

measurement, team solutions, and leadership development.

. Managed projects around opening accounts and the money movement process.

. Managed project risk through comprehensive mitigation assessment and

planning techniques.

. Managed the work efforts of multiple functional resources through the

project plan.

. Established basic scope control procedures and developed

documentation, monitored and reported project status, assessed the

effectiveness and accuracy of documentation.

. Led all aspects of internal and customer facing processes and project

deliverable.

. Initiated and maintain reporting relationships with project

stakeholders included team members, peers, managers, customers,

vendors, and other affected departments to coordinate efforts across

multiple business units.

. Gather and documents requirements via group sessions from stakeholders

and communicate to technology team for initiation.

. Directed and monitored the requirements, status, and progress of

assigned implementation projects.

. Worked with both internal and external resources to organize all of

the various components necessary to initiate, run, and successfully

conclude the projects.

. Assisted in managing a mobile phone project to allow Relationship

Managers to conduct credit approvals.

. Worked with third party vendor to utilize and implement mutual

retirement (IRA) accounts.

. Collaborated and communicated with managers to coordinate cross-

project initiatives and activities.

Project Manager, The Vanguard Group

July

2005- January 2008

Led application development efforts to manage project teams consisting of

15-25 members utilizing the Agile Scrum methodology. Responsible for end to

end delivery of web-based application solutions providing functionality and

process automation of business capabilities required by the Business

Development Group Division. Working with a team of analysts and developers;

projects included small to medium sized enhancement projects, multi-phase

strategic Roadmap projects.

Co-managed teams on various medium to large-sized projects.

. Collaborated with the project team to identify, managed, and escalate

risks, issues and change request to appropriate decision makers based

on stated criteria.

. Drove the development of project plans and deliverables according to

project objectives.

. Worked with mutual fund excellence team for various mutual

implementation and enhancements.

. Collaborated with the project team to ensure clarity on project status

and activities, presenting to the appropriate audience.

. Wrote user stories and communicate them to the development team and

establish their priorities.

. Developed and evaluated process metrics against existing processes and

proposed enhancements.

. Provided management, oversight, and/or coordination of internal

company IT projects.

. Led Project Teams regarding conflict or confusion related to PMO

processes and procedures.

. Worked with the PMO Manager with project portfolio and metrics

reporting.

. Led the auditing of projects to ensure they are following PMO

processes.

Advertising Sales Representative, Charlotte Chamber

Dec 2003 - Feb 2005

Satellite Branch Manager/Account Manager, Enterprise Rent A Car

Dec 2002 - Dec 2003

Education:

A.S. Database Analysis/Programming, 2015: Central Piedmont Community

College, Charlotte, NC

MBA Project Management, 2010 GPA: 3.53 Columbia Southern University, Orange

Beach, AL

MBA Management, 2008 GPA: 3.66 Strayer University, Charlotte, NC

B.S. Business Administration, 2002: Bluefield State College, Bluefield, WV

Certifications:

Project Management Institute: PMP

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