FinTech Payments Client Services Project/Program/Account Management

Penny R. Pitts

Telephone: 404-***-****

Email: add5nc@r.postjobfree.com

Qualifications Summary

To utilize my extensive customer-centric persona, project management experience and integration/implementation skills to provide significant and effective results. By leveraging my leadership skills in Life Cycle Management, I will be able to provide visible results to your organization.

Financial services experience:

o Payments Systems (CheckFree, FIS Bill Pay) associated with migrations and conversions.

o Credit card integration with OLB Platform conversion. o 3rd party vendors for credit cards, core processors’ integration associated with migrations and conversions.

Financial securities and risks industry experience including AML Risk Management, Risk Compliance: Archer (eGRC).

Highly organized individual with strong project management skills, including the ability to continually prioritize and meet deadlines.

Proven experience managing several major projects involving diverse operations and technology groups.

Proven ability to negotiate and influence business decisions and directions.

Results driven individual with experience in producing results in deadline driven and goal-oriented environments.

Skilled at directing Life Cycle requirements for various initiatives.

Prior project management consulting experience for a software vendor.

Facilitative leader able to manage team members at various levels.

Process Improvement experience and prior ISO writing guidelines experience.

Demonstrated ability to forge, lead, and motivate outstanding teams to accomplish desired outcome as lead project manager.

Considerable experience in the banking industry with exposure to banking products, software, and financial practices.

Technical Summary

Experience in Jira.

Experience in Sales Force.

Product Up sales.

RFQs for new products.

Experience in Treasury Management products, specifically Wire Transfers and ACH.

Experience in Day 2 Check Processing (FIS/Metavante/Federal Reserve guidelines)

Experience in Core Processors such as Fiserv Precision/Signature/Premier, Jack Henry, BancPac, BancLine, etc.

SDLC experience with creation of in-house financial/banking products.

Extensive knowledge in Microsoft Office Applications, MS Project, SharePoint SW, Case Management Software.

Experience in utilizing Access, Oracle, and People Soft databases.

Extensive use of Adobe Acrobat, Schedule Publisher, and Data Warehouse Requirements Gathering.

Career Experience

Q2 eBanking – Austin, TX (Remote)

Sr. Project Manager/ Product Owner - (Jan 2018 – Jan 2020) The Project Manager is responsible for implementing Q2’s ebanking solutions to align with the business requirements of financial institutions (customers).

Project Management & Communication

Creates and maintain project materials on a weekly basis (schedule, workbook, status) Sets client expectations for delivery, risk, and quality Manages project scope

Manages change control

Manages risks and mitigation plan

Develops and foster partnership

Completes items assigned to PO in project checklist Manages digital marketing portion of the project (up sales)

Conversion & Integration Activities

Integration of credit cards

Integration of payments

Directs the team

Set goals for the team for each sprint

Manages and prioritizes the Backlog

Develops the sprint plan for the project with the team Maintains the correct prioritization of the client backlog based on client input Grooms the backlog at least once daily to ensure it is accurate, complete, prioritized, and clear to all

Gathers requirements

Works with team to understand dependencies and requirements for the sprint Writes user stories

Quality Assurance

Reviews completed work and accept/reject results

Assists with testing as needed

Works with Test Lead to demo delivered items

ACHIEVEMENTS:

Collaborated with Training Project Manager on creating training curriculum for new project managers.

Created "Quick Training Notes" on Q2 Central (Admin tool/back office). Created "Quick Training Notes" on UUX.

Created "Quick Training Notes" on creating/maintaining Groups in Apple Apps creation. Nice Actimize – Alpharetta, GA

Senior Project Manager (Dec 2012 – Jan 2018)

Overall responsibility throughout the project lifecycle including defining mission and scope, requirements definition, digital marketing, business analysis, design, implementation, testing and deployment for AML (Anti-Money Laundering) and Fraud projects which included Risk Management & Risk Compliance (Archer (eGRC)).

Directed project team members and utilized time management skills to keep project in adherence with deadline. Manage all project tasks including schedules, budgets, and resources, to ensure that quality solutions are delivered within time and cost constraints.

Build and manage client relationships.

Mentor staff with a hands-on approach and foster a learning and growth environment.

Actively transform business requirements into creative business solutions using existing products and new ideas that demonstrate out-of-the-box thinking.

Created and published project plan both in high-level and detailed formats. Prepare project status reports and presentations to keep management, customers and others informed of the project status and issues.

Responsible for communicating project status and potential risks to team members and executive management.

Conversion & Integration Activities as associated with credit cards and payments integration.

Defined success factors to achieve requested results.

Trained customers on processing formatted ACH files as it pertained to their core processor.

o Coordinated with Israeli counterparts to address product bugs and implement product fixes.

o Partnered with technical teams to determine product bugs and fixes as well as facilitated quality assurance.

Wells Fargo Bank, N.A. – Atlanta, GA

Sr. Consultant/Project Manager (June 2012 – Nov 2012)

Responsible for identifying risks, mitigation plan, and driving deliverables for advisory council launches and other customer-centric events.

Managing Communications for customers:

Compose/finalize external quarterly product updates & pilot opportunities

Drafting internal & external newsletters detailing customer feedback

Maintains iCEO Advisory Council Site, including post documents/videos to AC site

& DCM

Managing Customer Feedback:

Tracking & reporting via the Customer Feedback System (CFS); Manages & tracks feedback submitted via internal channels, follows up with product manager on updates/responses to feedback, responds back to feedback submitter

Assist with communicating customer feedback to the various relevant organizations within Wells Fargo, with a primary focus on the Wholesale Services Group, including WITS, Treasury Management Sales, Client Services, Treasury Management Implementation, and International.

Assists with communicating bank responses back to customer/internal submitter; targeted feedback sessions focused on specific products or industries. SunTrust Bank, N.A. – Atlanta, GA

Sr. Consultant (Apr 12 – June 12)

Responsible for identifying risks, mitigation plan, and driving deliverables for technology production launches and network/services expansion related to Wires and ACH products.

Validated operational readiness to include requirements, design, testing, documentation, training, tools, service level agreements (SLA’s), and service assurance.

Collaborated with existing officers and product vendors to deliver a GAP analysis of Treasury Management vendors.

Wells Fargo Bank, N.A. – Atlanta, GA

Sr. Project Manager (Mar 10 – Dec 2011)

Responsible for identifying risks, mitigation plan, and driving deliverables for production launches and network/services expansion.

Managed project teams with long-term and organizational-wide projects; all involving moderate risk, scope, and complexity.

Validated operational readiness to include requirements, design, testing, documentation, training, tools, change management, service level agreements (SLA’s), and service assurance.

Evaluated and adjusted preventative measures such as policy & procedures, escalation procedures, and disaster recovery & business continuity.

Collaborated with existing customers, relationship managers, and bankers to present product conversion plans.

o Partnered in identifying product and service cross-sell opportunities. o Determined issue resolution by completing account activity analysis. o Provided additional sales focus for shared customers to ensure product strategy and usage is optimal.

FIS/Metavante – Norcross, GA

Sr. Project Manager (Aug 2006 – Oct 2009)

Established and developed the mission and scope for assigned projects.

Defined success factors to achieve requested results.

Directed project team members and utilized time management skills to keep project in adherence with deadline.

Created and published project plan both in high-level and detailed formats.

Responsible for communicating project status and potential risks to team members and executive management.

Trained customers on processing formatted ACH files as it pertained to their core processor.

o Coordinated with India counterparts to complete training and address product bugs and implement product fixes.

o Partnered with technical teams to determine product bugs and fixes as well as facilitated quality assurance.

Education

Luther Rice University - Lithonia, GA

- Doctorate, Professional, Counseling and Public Communication.

- Master of Education, with an emphasis in Delivery (Training) and Curriculum Writing.

State University of West Georgia - Carrollton, GA

- Bachelor of Business Administration with an emphasis in Marketing.

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