Scrum Master Los Angeles

WILLIAM E. BAXENDALE CSM, CSPO, SAFe POPM, CMIL “Victorious Vision Administration via Verified Agile Approaches”

**** **** ****, *** *******, TX 78249 X: @illbbax www.linkedin.com/in/williamebaxendale/

[941/447-3753] *******@*****.*** skype: illbbax www.facebook.com/william.baxendale

PROFESSIONAL EXPERIENCE

Pittsburgh National Corporation, PNC Bank San Antonio, Texas 7/2023 – present

As the SCRUM Master & Agile Coach for the Accounts Payable & Cash Management Crews during the Finance Enterprise Resource Planning Replacement (FIERP) project, I led the transition from PeopleSoft to Oracle across key domains such as accounting, finance, procurement, supply chain, manufacturing, CRM, & human resources. Leveraging Agile methodologies, I partnered with cross-functional teams from Quality Engineering, MIS, HR, Legal & Compliance, & Auditing. Within six months, I helped the AP Crew double its average sprint velocity (from PI-2 to PI-3) despite a 70% capacity reduction. I facilitated all SCRUM ceremonies, ensuring seamless execution with distributed teams working remotely from San Antonio, TX.

In addition, as SCRUM Master, Agile Coach, Jira Administrator & Release Manager for the Fraud & Anti-Money Laundering project (FRAAML), I drove initiatives including AWS Landing Zone creation, security implementations, end-to-end machine learning operations, on-premises & cloud-based Elastic Big Data solutions, debit card fraud modeling, & PMO daily SCRUM facilitation. Frequent travel to Pittsburgh enabled close collaboration with key stakeholders. My contributions ensured project success through meticulous planning, coordination, & facilitation of all Agile ceremonies.

HSBC, International San Antonio, Texas 3/2022 – 3/2023

Release Train Engineer & Agile Coach – Wealth & Private Banking – New Accounts Digital Wealth

As a Release Train Engineer & Agile Coach at HSBC for the Wealth & Private Banking New Accounts & Digital Wealth divisions, I played a key role in launching the successful Wealth Tab on both iOS & Android platforms for customers. Additionally, I led efforts improving the Wealth Product Onboarding process & implemented Regulatory Compliance initiatives to ensure smooth operations, IRA Digital Distribution, Wealth Product Onboarding, iOS/Android Wealth Tab on Mobile Devices & Regulatory Fraud Requirements. Through my efforts, we delivered the long-pending IRA Digital Distribution & Pershing Move Money requirements & maintained visual timelines for the teams to track progress using Jira, Confluence & Microsoft Office products. Overall, my contributions helped HSBC enhance its offerings & operations for its Wealth & Private Banking customers.

Southwest Business Corp San Antonio, Texas 4/2019 – 2/2022

SCRUM Master, Release Train Engineer & Agile Coach – Financial Institutions Group – Web/Mobile Development UI/UX

As SCRUM Master & Agile Coach of multiple, distributed SCRUM teams, I led major, collaborative initiatives like ACH Web Verifications, ADA Accessibility Compliance, AWS Server Conversions & Credit Card Processing & Mobile Consumer Integrations, contributing to improved scalability & cost efficiency.

As a results-driven professional, I continuously seek to improve processes to enhance business outcomes. I played a key role in re-architecting payments platforms for better scalability, cloud nativity, faster performance, higher reliability & lower hosting costs through JavaScripting & AWS components. I also developed & maintained automated solutions, such as the Stored Member Data Wipe Automation system, that enabled efficient & secure data management.

Improved the rigor & predictability of the Loss Draft/LossTrak.com cadence by 603% within 6 months utilizing Azure DevOps as the tool for Kanban boards & radiating transparent status. Implemented solutions including a Digital Consumer Experience for Auto Gap Warranty Coverage, Elasticsearch replacement & Fraud/Money Laundering Risk Alerting system, showcasing technical skills & project management expertise. Enabled Small Financial Institution Connect-to-Core Banking & achieved successful outcomes through Blue/Green Deployment.

United Services Automobile Association [USAA] San Antonio, Texas [Contracts] 12/2009 – 3/2019

Agile Product Owner, SCRUM Master & Agile Coach – Credit Card Primary / Business Bank Services: Web/Mobile Development [UI/UX]

As an Agile Professional at United Services Automobile Association (USAA) in San Antonio, Texas, I servant-led successful initiatives in the Credit Card Division & Bank Business Services of the Primary Banking department, focused on web/mobile development & UI/UX.

These initiatives included the Limitless Cash Rewards Credit Card launch, immediate digital issuance for new credit cards on mobile pay applications, disseminating offers to mobile wallet users, distribution of retention/utilization promotional offers to current cardholders & ensuring PCI compliance of all card vendor data transmissions. Additionally, we improved the security of payment cardholder & authentication information in the Direct Banking APIs & services & developed strategies to handle long-term growth & current occupancy thresholds.

I led efforts to ensure legal & regulatory compliance [HMDA LAR, CODE-1, SAFE ACT & REGULATION O] for Mortgage Loan Origination replacement.

For Real Estate, I led the teams that implemented irrational staffing & short-term capacity solutions, developed fair pay structures & Real Estate career paths & established a ServiceLink relationship for title & appraisals. On USAA’s Investment Management Company & Financial Advice Web/Mobile Development team, I servant-led the team that designed solutions meeting business requirements & developed illustrations for change management.

Apex Systems/Tavant Minneapolis, Minnesota 6/2007 – 12/2009

Legal & Compliance SME Saint Cloud, Minnesota Wolters Kluwer Financial Services

While working as a contractor for Apex Systems in Minneapolis, Minnesota, I served as a Legal & Compliance SME at Wolters Kluwer Financial Services in Saint Cloud. In this role, I provided final expert reviews of TILA, RESPA & TRID regulated products, authored legally & regulatory compliant electronic mortgage forms & conducted international mortgage training seminars.

Agile Product Owner & Project Manager Colorado Springs, Colorado Ingersoll Rand Systems Technology

I served as a Product Owner & Project Manager at Ingersoll Rand Systems Technology in Colorado Springs, Colorado, where I secured a contract for 15 offshore programmers to create the New Schlage/Falcon Master Key Enterprise System. I designed an 83 table data model for Oracle using Access Entity Relationship Diagrams & authored business, functional & technical requirements for programmers in India while transferring knowledge in daily conference calls. Moreover, I designed user interfaces & created user experience [UI/UX].

BAXENDALE PROFESSIONAL EXPERIENCE (Continued) William E. Baxendale Resume 2024 [page 2 / 2]

Visionet Systems Cranbury, New Jersey 1/2004 – 7/2007

Product Owner UI/UX Design Richmond, Virginia SunTrust Mortgage [Web Mortgage Transformation]

From 2003 to 2007, I contracted worked through Visionet Systems in Cranbury, New Jersey. As a Product Owner & UI/UX Designer for SunTrust Mortgage's Web Mortgage Transformation project in Richmond, Virginia, my responsibilities included writing requirements for automatic population of fee patterns, underwriting conditions & Patriot Act compliance. Additionally, I created alternative front-end point of sale applications such as Calyx & Entre & managed construction/permanent loans, employee loan creation, premium pricing & products/pricing for the retail line of business.

Product Owner UI/UX Design Dayton, Ohio Pittsburgh, Pennsylvania PNC [NCMC: Fidelity’s Empower]

As a Product Owner & UI/UX Designer for PNC's NCMC: Fidelity's Empower project in Dayton, Ohio & Pittsburgh, Pennsylvania, I constructed a 4-Tier Data Flow Diagram (DFD) of 400+ Oracle relational tables for the enterprise mortgage banking system, named "NCM Advantage." I also created the User Interface & User Experience flow, including screen mockups, standards templates, project lexicon & training presentations. Additionally, I developed a "Life of a Loan" training program utilizing a 122-slide PowerPoint deck & designed a six-dimensional "Smart Fees" matrix for automatic population on closing documents. Product Owner UI/UX Design

ALLTEL Information Services Indianapolis, Indiana 4/1995 – 1/2004

IT Development Manager / Professional Services Project Manager – BancOne Mortgage, Cybertek, ALLTEL/Fidelity

Starting as a Visual BASIC/C++ Programmer, to IT Development Manager & Professional Services Manager in 8 years & 3 sales of the company migrating the team. I worked with an original team of 8 programmers to create the first Originations-to-Servicing Mortgage Banking System. BancOne Mortgage was the first to have the ability to dynamically produce over 3500 Mortgage forms, immediately for any loan application. As IT Development Manager & Professional Services Project Manager at ALLTEL Information Services in Indianapolis, Indiana. During my time there,

I accomplished the following:

Managed a team of 24 business consultants & 54 contract programmers to convert 3500 mortgage form pages to a new platform on time & within budget.

Traveled extensively to manage customization & installation projects at various financial institutions, including ABN Amro, Astoria Federal, Bank One, Dime Bancorp, Fifth/Third, First Chicago, Fleet, iOwn.com, JP Morgan Chase, NC SECU, NetB@nk, RBMG, Washington Mutual & Wendover.

Planned & constructed a presentation on new mortgage industry software for the annual Users Conference.

Designed the User Interface & created the User Experience (UI/UX).

Engaged in sales activities with Chase Mortgage, GMAC Mortgage, RBMG, Astoria Federal, ncSECU & Washington Mutual.

Led teams for rebranding Bank One mortgage software to LoanXchange with Cybertek & Mynd & to iLoan with ALLTEL.

Completed database conversion projects for 5th/3rd BANK, Bank One, Chase Manhattan Mortgage, Astoria Federal, ABN Amro, Wendover & RBMG.

Wrote business & technical specifications for various levels of programmers for VC++ & VB client windows & server processes.

Designed & implemented over 800 Oracle relational tables.

Designed & coded Visual BASIC windows utilizing standard & third-party, bound & unbound controls.

INTERESTING PERSONAL & PROFESSIONAL NOTES & PUBLICATIONS

In my personal & professional life, I have been honored with several accolades & featured in various publications. I was recognized as the Best Presenter for Computer Task Group's SEDP & awarded as the Best Speaker in my Toastmasters group session. I also designed & implemented the first-in-the-world Master Key System for Ingersoll Rand Systems Technology, estimating less than 0.05% variance on over $3M budget. I was featured in National City's "Inside Track" & USA Today & Wall Street Journal articles. Additionally, I flew my 1,000,000th actual air mile on Delta & presented at AIX in Lake Buena Vista, Florida. I created five Mortgage Basics for Professionals Videos & had my political cartoon published in Saint Cloud Times. I also had my work published in HCL's "Helical" & received my 14,000th positive feedback on eBay. Finally, I regularly appeared in USA Today's "Faces in the Crowd" & scored in the 99th percentile on the GMAT.

While with Cybertek, I presented our Mortgage Banking System to students in the MBA program at Kelley School of Business, Indiana University, in order to recruit seniors. I worked the project that enabled real-time approved credit cards to be sent to mobile devices for the first time. I was on a team of 8 to create the first Originations-to-Servicing Mortgage Banking System in the world.

FORMAL EDUCATION

I attended Butler University & Regis University for MBA in Business Administration in Indianapolis, Indiana & Denver, Colorado, respectively. However, due to a 100% travelling requirement when working for Cybertek & ALLTEL, I did not complete the final 8 credits.

I received Certificates of Achievement in various areas such as Loan Origination, Loan Production, Mortgage Industry Leadership, Quality Assurance & Risk Analysis & Secondary Market Management from the Mortgage Bankers Association of America [MBAA] in Washington, DC.

I completed the Systems Engineering Development Program (SEDP) at CTG Education in Buffalo, New York.

I graduated from Taylor University with a Bachelor of Science in Information Systems & a Bachelor of Arts in Business Administration

I am a member in good standing with DMD & the National Honor Society.

PROFESSIONAL DESIGNATIONS, CERTIFICATIONS & CONTINUING EDUCATION

I have acquired numerous professional designations, certifications & continuing education in various areas of the finance industry. I hold certificates of achievement in loan origination, loan production, mortgage industry leadership, quality assurance & risk analysis & secondary market management from the Mortgage Bankers Association of America [MBAA] in Washington, DC. I am also a certified SCRUM master & product owner through A2Agile & I have completed the Systems Engineering Development Program (SEDP) at CTG Education in Buffalo, New York. My SAFe POPM designation was received from Scaled Agile.

Furthermore, I have completed a diverse range of courses related to business & finance, including risk assessment utilizing credit scores, fair & responsible lending, bankruptcy essentials, complex problem solving, emotional intelligence, DiSC Style, Workplace diversity equity & inclusion & fraud awareness. I have also completed training on specific finance industry regulations such as the TILA-RESPA Integrated Disclosure [TRID] Rule, Fair Credit Reporting Act [FCRA] & Home Mortgage Disclosure Act [HMDA] Data Collection. With this extensive background, I have developed a broad skill set that encompasses various areas of the finance industry, from underwriting & lending to risk analysis & management.

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