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Contract Analyst Relations Manager

Charlotte, NC
July 28, 2021

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Carol Lippert

Charlotte PMI-ACP, CSM, ICP, PMP 704-***-****

North Carolina

Professional Summary

Professional project manager certified in Agile, Professional Project Management and I am a certified Scrum Master. I take initiative, I am proactive and I set and achieve goals. I possess excellent presentation skills with the ability to sell ideas and solutions. I maintain positive and professional relationships with clients, business partners and team members.

Work Experience

Wells Fargo – Charlotte, NC February 2016 - Present

AVP: Tech Bus Services Associate

Office of the Head of Technology

Writes and submits enhancements (User Stories) to the development team in Jira for system automation of the DPS platform. Writes acceptance criteria. Writes test scripts and performs UAT and Dev testing Writes and streamlines software entitlement processes for ordering, obtaining and managing software entitlements for Wells Fargo’s LOB’s. Evaluates and manages contractual obligations for data center hardware and software solutions. Working knowledge of the SDLC. Manages financial chargeback and allocation for LOB-ordered software titles. Partners with Supply Chain Management organization in negotiating and executing software contract purchase agreements, amendments and other related contractual documents.

Bank of America – Charlotte, NC November 2015

Contractor – System Analyst


Contract analyst tasked to organize and analyze purchase information to establish an accurate and complete summary of license entitlements. Reconciled the entitlements with the current software inventory to produce a compliance summary. Engaged Vendor Managers, Product Managers, Application Managers and Engineers to help collect, organize, and manage their licensed software assets. Guided the normalization, management and summarization of customer purchase information to assure complete and accurate analysis of the information

Central Piedmont Community College - Charlotte, NC January 2015 – October 2015

Project Management Professional Plus Program (PMI)

Continuing Education

Bank of America - Charlotte, NC August 2012 – October 2014

Officer; Operations Project Manager

Business Process Group

Subject matter expert and portfolio manager who identifies process gaps by data mining and root cause analysis by the use of SharePoint sites and Sequel scripts. Business analysis of retrieved data using Excel workbook format techniques to obtain Final decisions for remediation. Managed compliance and audit controls to mitigate risk to the client and the bank. Researched and revised existing operations, procedures and work flows within the investor service agreement. Developed streamline process methodology for loan documentation. The new process saved BOA production time by 60% throughout all CRM departments

Awarded Silver Global Recognition for process methodology development

Bank of America - Charlotte, NC June 2011 – August 2012

Customer Relations Manager

Third Party Advocacy

Developed and maintained relationships with third party advocates i.e.: law firms, real estate agents,

Civic groups and homeowners. Complied with HAMP, Fannie Mae and Freddie Mac regulations to

Underwrite modified home loans. Requested and reviewed required documentation. Trained new personnel, handled special project needs and worked with key third party representatives.

Entasis Design - Concord, NC June 2009 – May 2011

Project Manager Team Lead

Managed and structured a large multi discipline project by implementing professional project planning, project management and construction administration services. Team lead and point of contact for communication of project requirements, team responsibilities, deadlines and the resolution of project issues. Worked cross matrix with internal and external line of business partners. Developed and monitored project scope, schedules, budgets, reports, meetings and communications. Determined the need for and justification of hiring additional staff. Issued Bid Documents, Requests for Proposals, evaluated fees, negotiated contracts, facilitated change order requests, determined schedule of deliverables, provided estimates, budgets and fee proposals to Client(s).

FMKArchitects - Charlotte, NC May 2005 – October 2008

Project Manager Team Lead

Manager and Project Team lead for Carolinas HealthCare Medical Office Buildings and office up fits.

Managed large multimillion dollar projects from schematics to construction closeout (E2E). Managed internal and external team members and consultants. Researched and complied with complex federal regulations, codes and ordinances. Developed Prototype Design, Project Best Practice Guide and Project Data Financial Reports.


Microsoft Office Suite, Microsoft Project, Power Point, Jira, SQL, SalesForce, Visio


PMI Agile Certified Practitioner (PMI-ACP)

Certified Scrum Master (CSM)

ICAgile Certified Professional (ICP)

Certified Professional Project Manager (PMP)

Bachelor of Architecture, UNC Charlotte

Bachelor of Arts, UNC Charlotte

Bachelor of Science, Western Carolina University

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