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Project Manager

Waxhaw, North Carolina, 28173, United States
January 23, 2018

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**** ******* *** **** • Waxhaw, NC 28173

(980) ***-**** •


** ***** *** ** *** project management utilizing PMI/Six Sigma methods and DMAIC/Agile procedures.

Highly experienced leading cross functional teams of up to 75 business and technology partners.

Organized and focused to ensure business objectives are met on quality, on time and on budget.

Strong interpersonal, facilitation and business partnering skills.

Experienced with project resource allocation and management.

Established and managed budgets of up to $8 million.

PM Tools/Computer skills include; MS Word, Excel, Project, PowerPoint, Visio, Sharepoint, Nexus, Clarity, PCM Web.


Feb 2017 – Aug 2017

Project Manager, Insight Global– project assignment:

Enterprise Independent Testing Technology, Bank of America

Lead project team in creation and execution of business requirements.

Worked with third party vendor to introduce new technology to the bank.

Project forecasting and budget.

Managed SDLC timelines and deliverable.

Project record and status within Clarity, with weekly report outs to Sr. Management.

June 2016 – Dec 2016

Project Manager, Collabera – project assignment:

Anti Money Laundering Technology, Bank of America

Implementation of new process for third party scanning of Business Customers, necessary for compliance with AML regulations.

Lead project team in creation and execution of business requirements.

Worked with third party vendor to ensure on time implementation with no defects.

Managed project forecasting and budget.

Successfully managed SDLC timelines and deliverables with development teams in both DAIC and Agile environments.

Project record and status within Clarity, with weekly report outs to Sr. Management.

Dec 2014 – June 2016

Independent Life Insurance Producer

Life Insurance sales, geared toward Mortgage Protection and Final Expense through purchased leads. In home presentation to potential customers. Determination of adequate policy and completion of application for homeowners and submission to insurance companies for coverage.

April 2004 – Feb. 2014

VP Project Manager, Bank of America

Small Business Banking; Consumer Card Services; Home Loans and Mortgage

Consumer and Small Business Credit Card - process enhancements and infrastructure changes, Credit Card pricing and terms changes, regulatory changes, marketing and new products launches, disaster relief efforts. Customer experience enhancements to include eCommerce / Web functionality for Online Banking and Mobile services and assistance. Billing statement, card carrier and customer letter changes. Enhanced inbound call center technologies.

Home Loan and Mortgage - state and federal legislation changes for loan servicing and foreclosure avoidance and disaster relief efforts.

As Project Manager, I was a liaison between business and technology with responsibility of coordinate, facilitate and deliver the requirements to meet the needs of the customer, both internal and external. My projects at Bank of America varied in size of scope and budget, spanning multiple lines of business. All initiatives were managed with the same rigor, utilizing the following:

Consultation and collaboration with key business partners to develop requirements for success on every initiative.

Development of cross functional project teams, including vendors as required based on project scope.

Facilitation and management of all project documentation, from Business Requirements through to Control Plans.

Successful management of SDLC timelines and deliverables among development teams using DAIC or Agile methodologies.

Weekly project team meetings, following established project plan for task and timeline management.

Risk identification, analysis and mitigation planning. Addressing and resolving issues with a sense of urgency.

Project status tracking within Project Management Office systems of record.

Managed project budgets and forecasting process.

Regular status reporting/presentations to key stakeholders and leadership teams.

July 1999 – April 2004

Marketing Project Manager, Fleet Credit Card Services

Managed projects for new Credit Card product launches in coordination with legal and compliance teams, technology and business partnerships (internal and external). Responsible for the creation of all product print materials, card design and terms and conditions and pricing structure. New product launches included a Bilingual Visa card, Promotional / Rewards card products and Co Brand / Partnership card products.

March 1993 – July 1999

Call Center Supervisor, Fleet Credit Card Services

Managed a team of 25-20 inbound phone associates handling credit card customer inquiries. Was responsible for monitoring quality and productivity, provide training and coaching, performance reviews and assist in hiring new associates.


Six Sigma Fundamentals Certification, Global Financial Crimes, SCRA, FCRA, Information Protection and Privacy training

High School diploma, William Tennent High School

Licensed Life Insurance Agent in North Carolina and South Carolina

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