Project Management Manager

Susan M. Davey

Plymouth, MA, *****

617-***-**** *********@*****.*** http:// http://www.linkedin.com/in/susanmdavey

Summary

Operations and IT professional in financial services with over 20 years of experience. Extensive background and knowledge driving projects for objectives focused on business users’ systems. Adept at all phases of project management for supporting customer-facing and business operations partner’s applications. Known for strong collaboration working with IT partners, operational clients and colleagues from various countries and cultures. Successful project implementations with effective communication. Key skills & knowledge:

Sharepoint

Agile with Jira

Microsoft Office 365

Project management & delivery

Requirements elicitation

Business & technical documentation

Conversion programs

Data Mapping

Atlassian products

DST/DTCC

FIS XAM

Finastra Loan IQ

Experience

BMO Bank, Naperville, IL

Sr. Lending Operations Project Manager in Business Banking May 2023 to November 2023

Drove multiple workstreams to push to completion the merger migration of approximately 35 thousand accounts acquired from the legacy Bank of the West AFS application to BMO’s FIS XAM Loan Servicing application.

Identified requirements, prioritized and supported over 50+ expediated scenarios where proprietary automated SQL scripting was used to solve for vendor defects, through testing, production promotion and execution via controlled distribution and validation utilizing rotating operations resources.

Directed defect identification, tracking, reviewing test results and nightly executive reporting to drive to live weekend.

Created, maintained and ran playbooks (sharepoint & excel) for all dress rehearsals/mocks and the live event.

Wells Fargo Bank, Charlotte, NC

Lead Strategy & Planning Consultant in Commercial Loans March 2021 to December 2022

Product Owner team working and strategizing in Jira for loan conversions from legacy AFS into Loan IQ.

Collaborated with the Loan Ops and customer facing partners and Stakeholders to determine requirements/exclusions to write Jira User Stories for Dev team review to story point and align in proper Sprints, including triaging defects.

Dissected mapping requirements to model & manage the project using Epics & Stories with Acceptance Criteria.

Data validation via proprietary dashboards for optimization of onboarding customers and loans.

State Street Bank, Boston, MA April 2019 to March 2021

Business Systems Analyst in Global Credit Finance

Elicit requirements for various loan structures and interfaces from Loan Ops and customer facing partners to drive the project of converting the legacy ACBS loan application to new Finastra Loan IQ cloud hosted solution.

Data base conversion mapping for a variety of interfaces, including Regulatory Reporting and FX Rates from ACBS.

Determined table setup (BCT) & system configuration in test regions for preparation in smoke testing and live events.

Putnam Investments, Boston, MA August 1996 to March 2018

Business Systems Consultant - Project Management

Origins in Customer/Shareholder support via phone, correspondence, database and regulatory requirements.

Drove transfer agent print & software vendor (DTCC) project queue, 30 to 40 a year, working with multiple customer facing business units, such as call centers and back office, to lead the identification, analysis and development of business system requirements for vendor’s dedicated support team, using various SDMs, getting the best benefit out of annual allotted development hours for software, database and reporting enhancements & new application roll-outs.

Responsible for all project phases documentation in multiple SDMs; requirements, mapping, testing and delivery.

Education:

Bachelor’s Degree, Economics, Fordham University, New York, NY

Associate’s Degree, Business Management, Lasell College, Newton, MA

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