SUMMARY

Certified Project Management Professional (PMP)

Master’s Degree in Information Technology

Senior Project Manager

Agile, PMI, and RUP methodologies

Multi-million dollar, multi-year projects in software development, database management and data conversion, and implementations/releases.

Experienced in submitting RFIs, processing RFPs, writing SOWs, and SLAs plus researching, analyzing, purchasing, and implementing Vendor Software Applications.

Comfortable working with and presenting to all levels of management. Considered a ‘go to’ resource for improving team morale and environments.

Experienced managing remotely located team members across the United States and in India

Created PMO office, implemented project management and CMMI processes, document templates, and management reporting.

• Technical Exposure: Access, ASP, Business Objects, Clarity, ClearQuest, Data Modeling and Design, ERWIN, Excel, Front Page, HTML, Imaging, Java, Javascript, Loan Servicing and Origination applications, Lawson, Lotus Notes, Mainframe, MS Project, MS Project Server, MS SQL, NT, Oracle, Outlook, PeopleSoft, PowerPoint, Progress 4GL, Proxy Server, RRBUS Web Services, SharePoint, SystemCorp PM Office, Replicon Webtime, WebLogic, WebSphere, Word, TCP/IP, Visio, Visual Basic, VB Script, XML.

Operations Management: Coordinated across departments to integrate changes, enhance reports, and ensure timely implementation of new procedures. Recruited, trained, and motivated employees, maintaining cooperation within departments to obtain maximum productivity. Superior communication skills; recognized internally as a manager to call for handling sensitive situations and problem areas. Managed various departments with the objective of obtaining maximum efficiency and productivity within the framework of investor and government regulations. Effective in maintaining customer, banking, client, and investor relationships.

Financial Expertise: 90% of projects within Financial Services Industry. Developed and managed annual operating budgets. Defined goals and objectives, made a positive impact on the bottom line. Increased profits by restructuring or creating new departments when needed. Implemented reporting and tracking where needed. Experienced in mortgage loan collections, foreclosures, payment processing, real estate loss analysis, mortgage-backed securities, pooling, balancing, reporting, and selling. Examined, audited, and reconciled bank accounts; additional experience in loan servicing, acquisition and sales, accounting systems, research and recommendations of software applications.

WORK EXPERIENCE

03/08 – 02/09 Charles Schwab, Inc.

SENIOR TECHNICAL PROJECT MANAGER

ENGLEWOOD, CO

Project Manager for Customer and Account Technology Domain within Schwab Technology Services Group.

Small to Medium-sized projects involved regulatory, internal software development enhancements for fraud detection, identity verification, Vendor interfaces, Mainframe Systems.

Onshore and Offshore Development.

Provided Status Reports, Cost Analyses, updated Clarity and other Project Management tracking systems.

RUP Processes and Methodology utilized.

Participated in committee of project managers with the goal of process improvement.

02/07 – 12/07 U.S. Bank, Technology and Operating Services

SENIOR PROJECT MANAGER

DENVER, CO

Project Manager for Mortgage Reporting Environment including conversion of database to accommodate new Loan Origination System.

Multi-path effort included 40,000 hours across multiple departments and team members to provide for upgrade of Crystal 7 to Business Objects XIr2, new datamart to combine data from old and new origination systems and various interfaces, and future data model to provide for new report creation by users.

Followed strict RUP project lifecycle processes, making recommendations for additional or modified practices and templates when needed.

Evaluated resource allocation for Business Analysts, Development, Architecture, and System and UAT Testing.

Scheduled tasks and resources based on strategic objectives and priorities.

Provided dashboard reports and other the portfolio metrics to Senior Management with recommendations to improve project performance.

Compiled project documentation including Cap Ex budgets, project schedules, workflow diagrams, earned value, status reports, and change management requests. Used SharePoint for Document management, versioning, Contact Lists, Risks and Issue Management.

06/04 – 01/07 Fiserv Lending Solutions

PMO MANAGER/SENIOR PROJECT MANAGER

PLANTATION, FL

Developed PMO structure and Instituted project management processes.

Created new document templates for use in managing requirements, change control, and projects.

Identified policy and procedural deficiencies and recommended more effective controls to protect risk exposure.

Designed an internal training program to further develop staff's knowledge of project management practices.

Managed team of Project Managers through mentoring, training, and evaluating their performance.

Studied and managed rollout of CMMI methodology and practices.

Compiled all project documentation including, budgets, project schedules, workflow requirements, use cases, status reporting, and change management.

Determined requirements, configured, and implemented MS Project Server.

Evaluated resource allocation for Business Analysts, Programmers, and Quality Assurance groups and provide information on availability to Functional Managers.

Scheduled projects and resources based on strategic objectives and priorities.

Provided dashboard reports and other the portfolio metrics to Senior Management with recommendations to improve project performance.

Senior level Project Manager in Product Development division for Mortgage Banking Vendor Software Application enhancements.

Worked closely with technical writers to produce User Guides and Technical manuals.

Utilized Developers and QA Testers with multiple firms in India on the same project.

07/00 – 06/04 JM Family Enterprises

LEAD BUSINESS ANALYST/PROJECT MANAGER

DEERFIELD BEACH, FL

Project liaison, System Administrator, and Configuration Specialist for PM Office Project Management and Time Tracking applications.

Completed Buy vs. Build Analyses and implemented multiple 3rd party Vendor applications, both COTS and customized/configured products for internal clients.

Documented design needs, requesting RFI/RFPs for third party Vendor software applications.

Conducted evaluations of client business practices, gathered requirements and made recommendations based on the strengths of software applications that help remedy inefficient operations.

Worked with multiple business units to create optimum product, fitting to customer needs according to goals and timeframes.

Ensured that all components of change management directives were adhered to for all technology initiatives and projects.

Facilitated status meetings, lessons learned surveys, and document peer reviews.

Prepared extensive documentation including project charters, test scripts, installation instructions, and business process flows.

Consulted when implementing new internal software applications and business process improvements.

Previous career in Mortgage Banking prior to move into Technology sector.

EDUCATION

AMERICAN INTERCONTINENTAL UNIVERSITY

SUNRISE, FLORIDA

Master of Information Technology

UNIVERSITY OF COLORADO

BOULDER, COLORADO

B. A., Political Science, minor in English and Psychology

PMI

• Member of National and Local PMI, PMP Certified

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