Project Manager Customer Service
Resume:
Kourtney L. Moore Pertinent Career Summary
**************@*******.***
Summary of Qualifications
Seasoned consultant with an extensive background in technology, financial
services and operations. Proven track record in system conversions /
implementations, operations and global processing, testing, data migration,
training, management, business readiness and business process improvement.
Excellent communication, project management, analytical and organization
skills. Consistent individual and team contributor to organizational goals
and success.
Oakbrook Solutions - Winston-Salem, NC October 2004 - August 2012
Wilmington Trust - Grand Rapids, MI August 2011-August 2012
Business Readiness Lead
Contracted through SEI Investments in a Business Readiness Lead role
for the integration of 45,000 accounts from Global Plus to the Trust
3000 system and CSS for Wealth Management and Corporate Client
Services
Led business project teams in the development of strategy and tactics,
to optimize the successful adoption of technology and business driven
changes
Support implementation of business processes through GAP analysis,
development of best practices, training, communication and testing
REI Systems - Grand Rapids, MI August 2010-August 2011
Senior Business Analyst
Contracted through REI Systems in a Training and Communications
Business Analyst role for the implementation of an Appian based
workflow system for the OCC
Developed project plans and functional requirements for the design and
implementation of business solutions for the training, communication,
testing and implementation initiatives
Collaborated with Development and Project Teams to design, develop and
facilitate user acceptance training, including an issue tracking
system and management reporting
Wells Fargo / Wachovia - Minneapolis, MN / July 2009-June 2010
Charlotte, NC
Senior Business Analyst
Contracted through Wells Fargo / Wachovia in a Data Mapping - Business
Analyst / Project Manager role for the integration of 88,000 accounts
from Sungard Trustware to the Trust 3000 system for Wealth Management
and Retirement Services
Led system change processes through requirements gathering and
implementation stages, including managing changes to baseline
requirements through change control processes
Collaborated with Development Team to design and develop an Automated
Exception Program that allowed 100% validation of all accounts for
Account and Relationship level mapping to Trust 3000
Oakbrook Solutions - Grand Rapids, MI September 2008-October
Business Analyst 2008
. Contracted by Oakbrook Solutions in a Business Analyst role responsible
for transition of current state client forms to future state automation
within the WealthWorx product
SEI Investments - Oaks, PA April 2006 - June 2008
Business Analyst
. Contracted through SEI Investments in a Business Analyst role;
responsible for management of customized interface development and data
migration processes needed to support implementation of high net worth
international global investment providers onto the SEI GWMP solution.
. Managed project schedule for development, testing, and implementation of
10 customized interfaces
. Managed the validation effort of migrated data for the Client, Operations
and Data Migration Teams
National City Bank - Cleveland, OH October 2004 - April 2006
Project Manager
. Contracted through National City Bank in a Project Manager role for the
system and processing integration of 45,000 accounts converting from Omni
Trust to the Trust 3000 system and an in-house Siebel client facing system
for the Private Client Investment Group
. Manage all aspects of integration of data into two systems - Trust 3000
and an in-house Siebel system
. Evaluate system flows within clients systems, identify improvement /
automation opportunities, scope the logical / implementation roadmaps for
future business process
Fifth Third Bancorp - Technical October 2003 - June 2004
Trainer
Watson's - Customer Service Manager March 2003-September 2003
Fifth Third Bancorp - Manager March 1990 -August 2002
Technical Proficiency
. Investment Industry Software Packages:
o SEI - Global Wealth Management Platform; Trust 3000; Customer
Strata Station (CSS), StrataVision
o Siebel - CRM
o Global Plus
o AmTrust
o Sungard - OmniTrust; OmniPay; Charlotte
o Metavante - M & I
o Sungard Trustware / Addvantage
o FiServ
. Software Programs:
o Microsoft Office: Access, PowerPoint, Visio, Project,
SharePoint
o UPK (Oracle - User Productivity Kit)
o Quality Center
o Appian (Business Process Management)
o P & I Software (Trust Loan Processing System)
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