Project Manager, on-boarding, implementation, operations, CRM

SCOTT F. SANTORELLI

*** ****** ******, **** *******, New Jersey 07064 732-***-**** ******@*******.***

QUALIFICATIONS PROFILE

Results oriented, analytical, and sharply focused professional, offering high caliber management qualifications in integrating

innovative management techniques to enhance business practices, increase productivity, and boost profits. Goal oriented,

visionary, and articulate communicator; with proven capability to establish and maintain strong business relationships while

focusing on teamwork, service level, and cost containment. Armed with profound experience in customer service, corporate

management, cost reduction, and process improvement. Extremely effective in stressful and fast paced environments.

PROFESSIONAL EXPERIENCE

JP Morgan, New York, NY

IMPLEMENTATION ON BOARDING PROJECT MANAGER COMMERCIAL BANK DEC 2005–PRESENT

Take charge of administering and coordinating intricate installation of more than 100 treasury cash

management products, including Automated Clearing House (ACH), disbursements, liquidity, reporting, funds

transfer, lockbox, Society for Worldwide Interbank Financial Telecommunication (SWIFT), and documentation.

Demonstrate in depth expertise in overseeing all aspects of BONY merger conversion for sensitive clients

as well as the execution of complex products.

Function as the central point of contact for key internal partners, including legal, banking, sales, services,

operations, technology, and risk management professionals.

Ensure customer satisfaction and monitor profitability of more than 40 commercial real estate clients.

Constantly obtained outstanding customer survey scores and positive business partner feedback.

Maintain coordination with vendors for third party high risk services and transmissions as necessary.

Facilitated intensive quarterly department audits for all implementation consultants; thereby

augmenting efficiency and decreasing rework rate by more than 20%.

Earned promotion and deployed to Commercial Real Estate to improve team performance and

train implementation consultants.

Forever Green, Sayreville, NJ

ACCOUNT MANAGER FEB 2005–DEC 2005

Held full accountability in identifying and developing new business, estimating costs, and administering

sales.

Provided comprehensive information on project progress and potential business opportunities.

UBS Financial Services, Secaucus, NJ

SENIOR IMPLEMENTATION PROJECT MANAGER AVP MAY 2000–NOV 2004

Introduced and promoted Fortune 500 corporate clients on to the stock benefit production platform,

including Internet, intranet and IVR, while directing the entire implementation.

Closely monitored Equity Edge Transcentive database software conversions within a given timeframe;

supervised data mapping, third party vendors, balancing, and lifecycle testing.

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Facilitated various activities across multiple teams and levels both internal and external, which included

leading client kick off meeting and conference calls, scheduling tasks, allocating resources, coordinating lifecycle

testing, documenting procedures, as well as customizing and organizing the issuance of marketing materials.

Singlehandedly managed numerous medium to large scale products in a timely manner and within the

agreed specifications.

Strategically led the rollout of a new look and logo change website development project.

Provided keen direction to two junior project managers.

Prepared templates for project initiation requests, project plans, procedures, data file transfers, and critical

path item report in conformance with company standards.

Administered asset transfers worth more than $50M from contra brokers.

Corresponded and formulated solutions to effectively resolve issues and critical path tasks, which included

custom scenarios.

Spearheaded the Client Relationship Team in drafting complex plan administration process.

Handled the coordination of a systematic User Acceptance Testing (UAT) of new products with

departmental testing/quality assurance (QA) teams.

EARLIER CAREER

Merrill Lynch, Somerset, NJ

SENIOR PERFORMANCE MEASUREMENT ANALYST

Evaluated and calculated performance data and prepared recommendations for automation.

Worldwide Communications, Belleville, NJ

MANAGER – ACCOUNT SERVICE

Merrill Lynch, Somerset, NJ

PROJECT ANALYST

Assessed business needs and prepared business requirement documentation for system enhancements,

modifications and improved functionality.

EMPLOYEE STOCK OPTION SPECIALIST

Approved and executed employee stock options for officers, Directors and insiders.

MARGIN REPRESENTATIVE

Ensured trades settled accurately, timely and within regulatory compliance of SEC, NYSE and NASD.

SENIOR COMPLIANCE / ARBITRATION ANALYST

Resolved client disputes with Visa, state and federal regulations.

CARD ISSUANCE SPECIALIST

Handled all phases of Visa debit card issuance from production to mailing within a highly secured vault.

EDUCATION

East Stroudsburg University, East Stroudsburg, PA

Bachelor of Arts in Economics

Board of Trustees at Proprietary House Royal Governor’s Mansion Historical Society, Perth Amboy, NJ

TECHNICAL ACUMEN

Microsoft Office Suite (Outlook and PowerPoint)

MS Project Lotus Notes Deal Manager Internet Visio

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