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Manager Executive

Charlotte, NC
November 08, 2019

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Sandy M. Beltran, PMP, CSM, Six Sigma Black Belt

Cell: 704-***-**** Email: LinkedIn:

Executive Summary

Specializes in aligning business and technology objectives in order to achieve strategic organizational goals. Proficient working cross-functionally and fosters relationships with all levels including C-Suite leadership. Significant experienced leading Large Transformational Initiatives, Process Improvements/Re-engineering, Strategic Planning, Internal Consulting, and Change Management. A proven track record of delivery as it relates to transformation, process optimization and strategic execution with results including but not limited to; improved productivity and cycle time, application rationalization, strategic plan development, and overall customer satisfaction.

Capabilities and areas of expertise:

Process Improvement/Lean and Operational Excellence

Business Transformation

Executive Business Management

PMO and Governance Processes

Strategic Business and IT Planning

Program/Project Management

Agile, Scrum Master, UML Methodology

Consulting and Solution Design

Merger & Acquisitions (M&A)

Financial Services (Mortgage/Commercial, Wholesale Banking, Government Investment Banking, Insurance)

Selected Accomplishments:

Internal Consulting Establishment & Organization Transformation - Architected an organizational construct within Wholesale Business Technology providing an alternative to external consulting firms. Implementation included securing resources with expertise in management consulting, process engineering, strategy, analytics, and architecture. Aligned strategic consultants to business need creating a successful internal consulting model. Efforts led by this team include but are not limited to; Treasury Management Business Process Automation process selection and implementation, International Technology Current State Benchmarking, Gap Analysis, and Strategy Roadmap Refinement, Technology Health Refresh Program, Cloud Strategy Governance Establishment.

Transformation Program & Performance Management - Led a cross-functional Executive Governance Committee to assess new product development and implementation, process improvements, technology implementations. Checkpoints occurred during all phases of the lifecycle from concept to deployment. Decision criteria included but were not limited to; alignment with strategic goals, duplication of work, benefits, implementation plan/timeline, adoption planning, and operational readiness. Improved employee satisfaction evidenced by the annual employee survey and customer satisfaction with overall productivity improvement of 5%.

Business Process Optimization (BPO) Loan Services – Led discovery of current end-end business process uncovering significant variation, duplication and rework within the processes. Discovery also identified 30 plus technology point solutions. Developed recommendations to streamline and lean the business processes and rationalize tools ensuring metrics to track quality, cycle time and risk were incorporated into the design. An end-end process was implemented resulting in productivity, efficiencies and employee satisfaction improvements.

Business Process Management (BPM) & IT Strategic Analysis - Led an internal consulting engagement within Wholesale Banking that established a vehicle to provide oversight, guidance, and coaching to optimize Business Process Management. The team conducted stakeholder analysis and current environment usage to better understand engaged parties, processes, and tools used in the 'as is' state. A BPM Center Of Excellence (COE) was successfully established to efficiently leverage and share knowledge, implement consistent standards, optimize resources, and manage vendor selection and decision making.

Advanced Training and Certifications

Strategic Planning & Execution Program Completion, Harvard Business School

Project Management Professional Certification, Project Management Institute (PMI)

Strategy Execution Framework Program Completion, Stanford University

Black Belt Six Sigma (Includes Lean, DFSS & Operational Excellence) & Green Belt Certification

Certified Scrum Master with practical AGILE experience

Professional Experience

South State Bank (Consulting Engagement), Charlotte, NC

Management Consultant and Executive Advisor, June 2019 -Current

Leading Transformational Change across South State Bank Commercial Banking organization including managing a team of consultants and implementation partners. Serve as a trusted advisor providing leadership and oversight for this large complex effort that include organizational change, (enterprise)data strategy, establishment of continuous process improvement framework, technical implementation and CRM strategy including shared environment strategy with existing Wealth SalesForce environment and nCino Commercial Banking product. The technology implementation is a single cloud-based Bank Operating System that will drive increased efficiency, transparency, profitability and regulatory compliance across all lines of business

Wells Fargo, Charlotte, NC

Senior Vice President, Strategy Management Technology Enterprise, February 2012 – June 2019

Head of Enterprise of Technology Strategy Management managing solutions with significant exposure to enterprise level transformation by aligning IT strategies with the line of business and enterprise goals and objectives

Managed a group of Senior Strategy Consultants and Process Engineers that design strategic plans, roadmaps, and target operating models to support IT capabilities such as Enterprise Modernization, Cloud Strategy. Understands solutions and services and gains buy-in to relevant technology standards and architecture strategies

Delivers thought leadership across the organization of 20K technologist by identifying strategic technology, process, and cultural change opportunities to accelerate business growth and strategy

Architects strategic objectives aligned with corporate strategy, risk management, and business groups dedicated to the design, implementation, and ongoing support of the technology roadmap for the enterprise

Drove innovation, Buy versus Build assessment, Strategic Investment Prioritization, and agile PMO transformation

Provides internal consulting to technology and business partners providing leadership for strategy development, process design, optimization and/or re-engineering and research leveraging internal and external resources

SVP, Senior Commercial Banking Integration and Merger Manager

Commercial Banking, August 2009 – February 2012

Led the Commercial Banking technology and real estate workstreams during the Wachovia/Wells Fargo merger and provided leadership and strategic consulting support for Regional Commercial Banking Offices guiding a successful migration of people, process, and technology

Created and materialized documentation to support role conversion and process to the Enterprise Data Management platform migration with minimal disruptions to commercial banking offices

Led efforts to assess, and recommend changes to improve end-end loan processes

VP, Technology Delivery Service Director

Technology Delivery Service Business Office, December 2006 – August 2009

Led the development, formation, and management of the Business Office Model in Wachovia which included Governance, Cross-Team PMO, Strategic Planning, and Operational Reporting

Delivered partnership to 1,000+ global workforce that ensured compliance management, project management, human capital resourcing, strategic planning, performance management, and Business Scorecard reporting

Provided execution and cross-functional leadership on the project with impacts on the overall enterprise

Led efficiency program across the organization with savings forecasted at over $100M

Architected Cross-Functional Community of Practice where teams worked together on common goals

Additional Experience

Served in various Executive Level Management roles at Bank of America focused on technology and operations, enterprise tool selection and deployment, and business transformation.);

SVP, Mortgage Performance Optimization Manager

SVP, Senior Service Delivery Manager and Process Improvement Coach

SVP, Senior Change Manager and Cross-Functional Initiative Leader


Computer Information Systems – Waukesha Tech, Waukesha, WI

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