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Project Manager Financial Services

Location:
Charlotte, NC
Posted:
November 07, 2023

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Resume:

Kyle Lee

919-***-**** • ad0xbb@r.postjobfree.com • https://www.linkedin.com/in/kyle-lee1999/

CAREER OVERVIEW

Recent dean’s list graduate with professional experience in financial services, organizational change management, project management, and data analysis. Pursuing opportunities to deliver positive impact to both clients and organizations.

PROFESSIONAL EXPERIENCE

NTT DATA Services, Charlotte, North Carolina

Business Consultant January 2022 – July 2023

●Developed and implemented training curriculum for approximately 200 national bank employees transitioning to an upgraded commercial lending and client onboarding platform (Platform: AFSVision, 120+ work instructions).

●Mitigated forecasting errors through ongoing remediation of the Organizational Change Management (OCM) team project plan for content implementation.

●Project manager for internal fulfillment initiatives. Created client-facing resume/profile formatting guidelines for consulting and digital transformation LOBs. Weekly data reporting and maintenance of SharePoint site.

●Researched, ranked, and presented data to executives on 25+ national firms for company acquisition initiatives.

●Research analyst for third party risk management LOB. Responsible for creating marketable materials for clients in the form of both surveys and questionnaires.

●Collaborated with clients to maintain consistency in deliverables during system implementation.

●Project coordinator for AzureDevOps (ADO) bug and defect reporting. Responsible for daily record keeping of all errors during system implementation testing.

Evalueserve, Raleigh, North Carolina

AML Analyst August 2021 – January 2022

●Utilized Fenergo to onboard 30+ new clients into international bank’s service and support platform.

●Communicated deadlines and project reports to upper management.

●Researched and assessed information for client onboarding purposes.

EDUCATION

University of North Carolina Wilmington May 2021

Bachelor of Science, Business Administration

Concentration: International Business

Cameron Executive Network: Mentee of executive mentor program

LEADERSHIP EXPERIENCE

NTT DATA Services, Charlotte, North Carolina June 2022 - June 2023

Project Manager/Advisor

●Internal fulfillment initiative to keep employees compliant with resume/profile guidelines.

CORE STRENGTHS

Competencies:

Project Management, Financial Services, Organizational Change Management, Retail and Commercial Banking Microsoft Excel, Financial Services, Fraud and Analytics, Spanish, AML/KYC



Contact this candidate