Project Manager Management

Jack Liu, M.B.A., P.M.P

CSM, SCPM

Livermore, Ca 94550

Home: 925-***-**** Cell phone 714-***-****

E-Mail: ******@*****.***

Career objective: To utilize and contribute my Technical and Business skills as a Sr. Project Manager / Program Manager in a dynamic work environment.

Certification / Training

PMP (Project Management Professional)

CSM (Certified Scrum Master)

SCPM (Stanford Certified Program Manager)

MCP (Microsoft Certified Professional)

Project Experience

Major new card (Infinite) product deployment roll-out, Ultra-High and High Net Worth (Affluent) Travel and Lifestyle Program and Asset launches, Global Call center launches, Business Strategy for Affluent clients, Commercial Card, Website integration, Software development and integration, Infrastructure build and upgrades, Network Modifications and Upgrades, Voice (IVR and applications), Loan Origination System, Legacy Remediation (application retirement / replacement), Data warehouse (development, tuning and enhancements), and improving business process for efficiencies, Health care

Professional Experience

1. Visa, Inc.

Director – Sr. Project / Program Manager, June 2012 – January 2017

Manage medium to large and complex portfolio of North America Infinite credit card launches, Visa Affluent (Ultra High and High Net Worth) Program and Travel and Lifestyle asset roll-out, Concierge, and Commercial Card Programs for the North American Credit Product Team. Managed the day to day operation and processes including the staff within the PMO

Responsible for managing multiple highly visible and complex Infinite card programs from initiation to launch. Project team consisted of up to 40 team members throughout the organization and is the 1st major new card release in the last 15 years.

Orchestrated and led the highly successful Chase Sapphire Reserve card from initiation to deployment. The card deployment was a major success with the targeted volume greater than 10 times the initial forecast

oNormal release time to launch a new issuer requires 9 months, the team collaborated on finding a solution to launch in 7 months

Worked closely with Chase on resolving any issues and brought up risks for both teams to mitigate

Participated as a go to mentor for any questions for the enterprise wide program.

Led meetings to determine requirements, design, strategy, risk, and issue management.

Created integrated project plan and negotiate with cross functional team managers and members to ensure resources are available for partnership and client engagement

Worked closely with Business Sponsors, Business and IT stakeholders, and business leaders to help plan and drive the best roll-out strategies on various lines of product and services for North America and Global requirements.

Fostered a collaborative environment to work together by planning, reviewing budget, and ensuring all teams are on the same page to deploy on time and on budget while influencing on resolving any roadblocks ahead

Worked closely with issuers and hold weekly meetings or ad hoc meetings to provide status updates or issues that requires both parties to resolve.

Communicated project status to Senior Executives weekly and cascade any feedback to the team if any items need to be reviewed and executed.

Managed external vendors to ensure they meet Visa requirements, timeline, and standards as well as following Visa Project Management methodology.

Planned and trained the North America Credit Product team while rolling-out of new Project Management Methodology.

2. Visa – Contract through Populus Group

Project Manager IV / Program Manager, June 2011 – June 2012

Manage the portfolio of all the Global Concierge, U.S. Signature / Canada Projects and initiatives ranging from events planning to deploying of Visa Signature and Infinite website globally. Visa Signature and Infinite cards and Concierge services are targeted towards affluent card users which involves business strategies for the niche market

Managed program that consists of medium to large projects that consists of budget $60+ million

Successfully migrated and decentralized new and old call centers across the globe for call center service efficiencies along with cost efficiencies

Coordinate projects, managing detailed project plans with input from a cross-functional team to accomplish goals and direct the integration of technology development and other activities.

Work closely with Visa leaders globally to ensure Visa technology and Concierge processes are aligned for marketing efficiencies as well as gaining shares to the affluent market

Translate and understand difference between business strategy and technical needs on requirements

Successfully deployed the first Visa Client Facing Signature website. Worked close with external clients and vendors to ensure the marketing materials on the websites and special deals are approved and deployed on time while on budget

Responsible for managing RFP process for the new Points Reward initiative and work closely with Visa Global stakeholders to ensure communications and decisions are aligned internally

3. Kaiser Permanente – Contract through Ascent Services Group

Sr. IT Project Manager, April 2010 – December 2011

Planned and Managed $31+ million OneLink Legacy Remediation projects while working closely with the various Technical and Business partners. OneLink Legacy Remediation is an Enterprise Mega Program that is an executable plan to retire, replace, or find the optimal solution for the organization that affects all business tracks. OneLink will be replaced and integrated by PeopleSoft 8.9 Finance and Supply Chain Oracle platform. (Finance, Accounting, HR, Materials and Purchase, and Clinical)

Managed a portfolio of 130+ legacy applications for Northern California that included 700+ on-shore and off-shore resources

Successfully deployed legacy solutions for Southern California and Northern California

Managed tight timelines and led 8 Sr. Project Managers on resource allocations while tracking their deliverables

Worked closely with Technical Leads, Business Leads, and Track Leads to finalize the Project Plan and Requirements in order to obtain buy-in and budget approvals from the Business and Finance Leaders

Monitored and forecasted future budgets ($ and hours) to ensure proper funding is in place as well as communicate weekly status to Sr. Executives

Planned strategically with impacted teams on resources, timelines, budgets, and goals

Initiated discussions with regions outside of California (ROC) to initiate planning and analysis of how legacy remediation impacts their region

4. Wells Fargo – Contract through Strategic Staffing Solutions

Sr. Technical Project Manager, August 2009 – April 2010

Established, communicated, and managed project management processes and tools that aligned with existing Wells Fargo Enterprise Project Management (EPM) policies and procedures. Built and maintained solid relationship with the Business Scoreboard – BI (Web based reporting tools for the managers) and Prospect Analytics (Commercial Strategies analysis engine) Application Team on integration and non-integration projects.

Supervised directly a team of internal developers for ScoreBoard as well as 20 off-shore and 6 on-shore vendor developers for the Prospect Analytics project

Collaborated with Technology and the Business partners on creating, establishing, and communicating new processes and procedures to help improve quality and reduce production fixes

oNew procedures have helped decrease re-work of coding of Microsoft .Net framework and Microsoft SQL data mart from an average of 25% to less than 5%

Rolled out and trained team from a waterfall process to agile process

Planned strategically with Senior Technology and Business Leaders on future roadmaps, resources, timelines, budgets and goals to maximize the potential of the reporting and analysis tools

5. JP Morgan Chase / Washington Mutual Card Services Technology

Technical Project Manager, April 2007 – January 2009

Planned and managed medium to large complex technology projects that affected Credit Card Services and Retail operations as a member of the PMO (Program Management Office). These tasks included negotiating and working closely with the stakeholders, off-shore and on-shore vendors as well as cross functional team members. An open line of communication was essential to mitigating the risks as well as resolving or preventing issues from occurring.

Specialized as a Program / Portfolio Manager on top 10 projects from the Sr. Executives

oSelected as one of two Project Managers from Credit Card Services to help improve and strategize PMO processes and procedures for enterprise PMO process roll out

oLed 2 Sr. Project Managers on migrating and building a data center for Fraud Call Center from the U.S. to India

oImplemented successfully on the Name Parsing project that 3 previous Senior Project Managers could not led teams on finding a technical solution

Generated weekly Executive Dashboards for review that included budgets, risks, timelines, and future forecasts.

Communicated with Senior Management regularly on key concerns, issues, and possible solutions regarding projects, processes, and trends

Led meetings to determine requirements, design, strategy, risk, and issue management

Analyzed and recommended process improvements to promote business and technology efficiencies

6. Irwin Home Equity

IT Project Manager, June 2005 –March 2007

Managed and planned for various technical and loan origination projects throughout the department, business unit, and enterprise wide as a member of the Program Management Office (PMO). Partner with Managers, Directors, and VPs to provide project management support for key initiatives and projects.

Selected as one of the 3 key members to begin researching and analyzing (cost/benefit) the RFP from various LOS vendors. Other tasks included recommending, selecting, and planning of how to execute the implementing of the new 4 million dollars Portellus LOS (Loan Origination System)

Managed projects from initiation through delivery while ensuring projects are completed on time, within or below budget and comply with Sarbanes-Oxley (SOX) regulations

7. World Savings Bank

Systems Analyst IV / Technical Project Manager, July 2002 – May 2005

Managed Real Estate Loan document data support system and implementation of new system codes. Mapped data and supported fields from the Loan Origination System (LOS) onto Loan Documents. Project managed and led the implementing of all the department projects

Worked with various department VPs and managers and informed them of the progress of each project in order to keep an open line of communication

Education California State University, Long Beach

12/97 Master of Business Administration emphasis in Finance

05/95 Bachelor of Science Degree in Marketing with a Minor Degree in Economics

05/94 Bachelor of Science Degree in Accounting

Software Skills: Microsoft: Project, Visio, Word, Access, Excel, SharePoint, and PowerPoint

Additional Skills: Fluent in Mandarin, speaking and reading skills

Professional

Affiliation: Member of the Project Management Institute and Agile Alliance

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