Project Manager Senior

KELLY MORTON, M Ed PMP; ITIL; CSM Dripping Springs, TX

512-***-**** / *********@*****.***

Dynamic Project Manager with 25 years of experience in IT Project Management and Project Lifecycle, specializing in team coordination and project tracking. Proven track record in managing vendor deliverables and aligning projects with organizational goals across multiple industries. Seeking to leverage expertise in Agile/Scrum methodologies to drive successful project outcomes.

EXPERIENCE

First Citizens Bank

Senior Project Manager (Contract) – Agile 04/2023-03/2025

•Large, Complex, Compliance regulated project with heavy risk and audit management responsibilities.

•Responsible for maintaining relationships and communication with Risk and Audit leaders to ensure adherence to requirements.

•Manage two workstreams within a $20M loan origination systems project, ensuring compliance with Dodd Frank 1071 regulations.

•Conduct budget and resource forecasting for cross functional teams while monitoring and adjusting to maintain project alignment with established goals.

•Collaborate with Product Owners, Business Analysts, and technology teams to plan and execute releases, consistently meeting target release dates.

•Extensive experience with SDLC framework used to create software with enhanced quality in a cost effective and efficient manner.

•Provide weekly status to stakeholders including VPs, Risk, Compliance, Business, IT, Change Management and Training groups with detailed updates on accomplishments, upcoming task and risk and issues.

•Reported to the PMO which ensured alignment across multiple project teams, provided enhanced governance and better risk management.

Charles Schwab 01/2022-04/2023

Senior Project Manager (Contract) – Agile Austin, Texas

•Managed two significant, complex projects, including an $8 million initiative with over eight scrum teams and 150 resources, enhancing client-focused digital solutions.

•Conducted budget and resource forecasting, along with mid-month and month-end budget reconciliation, ensuring project alignment with financial objectives.

•Focus on client ease of doing business and enhancing user experience, process improvement, technology enhancement and refinement, enrollment flows, servicing and DocuSign. Worked closely with Business partners to build relationships and achieve alignment with process decisions.

•Regularly communicated project status to executive staff and collaborated with Product Owners to plan and schedule roadmap item releases.

National Western Life 02/2020-01/2022

Senior Project Manager – Agile Austin, Texas

•Managed multiple projects concurrently, including a new complex enterprise product launch (Oracle) and large system replacement, ensuring alignment with organizational goals and user requirements. Projects included modernizing existing products and releveraging existing tools to SaaS implementations of new applications.

•Developed and maintained project charters, budgets, and plans, while effectively coordinating resources, cross functional teams and maintaining strong client and vendor relationships.

•Facilitated companywide communication and training initiatives, working closely with management, including C-level executives, to ensure successful implementation and user satisfaction.

•Managed and communicated all project risks to internal stakeholders. Escalated as outlined in the Communication Plan. Regularly report on status and potential impact.

•Successfully completed 8 project deployments in the first 9 months by taking initiative and getting results by building relationships, problem solving and learning quickly.

•Take the initiative and solve problems. Created a Project Checklist that was approved and adopted by the PMO. Created missing templates for Communication and Training Plans for the PMO.

•Worked closely with audit to ensure project was compliant for internal audit.

Farm Credit Bank of Texas 07/2014-02/2020 Senior Project Manager – Agile Austin, Texas

•Managed multiple concurrent projects for Mortgage Loan Bank, including Association HUB (ECM) Implementations as part of enterprise mortgage loan origination and servicing product launch, ECM integration, and Customer Portal, ensuring delivery within scope, time, and budget.

•Managed all ECM projects and integration to the new platform for all 14 association banks.

•Successfully launched new Email archive tool through stakeholder involvement, pilot and staggered deployment. Overcame negative attitude from previous email archive tool.

•Directed project staff for multiple Mortgage Loan projects including cross functional teams, coordinating efforts to maintain accuracy of deliverables and fostered effective client and third-party vendor relationships.

•Oversaw communication, change, and training management for 14 association banks, enhancing overall project success and client satisfaction for implementation of new Mortgage Loan platform project.

•Streamlined code deployment process for ECM deployments for Mortgage Loan project platform implementation across 14 association banks by transparent communication, relationship building and understanding common business needs. Able to deploy updates in a much more efficient manner across associations.

•Compliance and risk requirements heavily focused on new Mortgage Loan platform deployment. Insured compliance addressed throughout engagement.

•Reported directly to the PMO ensuring projects were executed effectively and aligned with business objectives.

•Utilized comprehensive knowledge of the product development life cycle to guide projects through all phases effectively.

•Collaborated with stakeholders to streamline approvals processes. Removed gaps and inefficiencies.

•Prepared materials and conducted companywide Lunch and Learn Trainings for new email Archive Pre-Launch.

•Followed SDLC processes to design, develop and test software.

Deloitte Consulting LLP 07/2012-07/2014

Manager Austin, Texas

•Managed maintenance and operations for Texas state agency's web application, ensuring timely and client-approved application releases and upgrades.

•Led cross-functional teams to address project-related risks, scope changes, and variances, while fostering team cohesion and efficiency.

•Conducted gap analysis for TX DMV EPMO organization and promoted three analysts within a year by effectively onboarding and training new team members.

Deloitte Consulting LLP 06/2009-07/2012

Requirements Lead - Internal TEXAS State DMV Demo Application Refresh Austin, Texas

•Conducted a comprehensive heuristic evaluation of an internal Texas State agency/Department of Public Safety web-based demo system, covering back office, self-service, and mobile capabilities, and validated the refreshed user interface.

•Designed and documented business process flows gathered and maintained stakeholder requirements and developed demo scenarios to support sales efforts.

Deloitte 04/2008-06/2009

Application/Release Manager Austin, Texas

• Managed all application software requirements and releases for the Department of Public Safety Texas State Agency Vehicle Inspection Program: TAVIS program, ensuring successful completion of 7,000 contractual annual enhancement hours on time and maintaining a 99.6% transaction success rate on 10 million records annually.

•Facilitated requirement gathering through JAD sessions and user acceptance testing with clients, completed data transformation project with the Texas Commission on Environmental Equality: TCEQ Emissions system and developed a statewide client user training program.

Oracle 02/2006-04/2008

Product Manager Austin, Texas

•Managed the requirements of lifecycle and product enhancements, including the successful design and implementation of a new Labels and Tags application, while developing the product roadmap and overseeing all product milestones from inception to completion.

•Evaluated existing functionality, translated business requirements into high-quality functional designs, and supported cross-functional teams by providing product guidance and knowledge.

360 Commerce 07/2003-02/2006

Business Analyst Austin, Texas

•Facilitated communication of retail product requirements to stakeholders, ensuring clarity in functional and technical specifications, and developed HTML proof-of-concept screens and prototypes.

•Led joint application development (JAD) sessions and requirements review meetings; trained new business analysts on the defect management system and authored a comprehensive process training document.

360 Commerce 1999-2003

Quality Assurance Analyst Austin, Texas

• Led QA test planning and resource management for the Gap POS project, ensuring timely completion of all deliverables.

•Developed and maintained defect tracking systems and conducted a comprehensive Gap Analysis to enhance post-delivery quality.

•Established a Phase 0 Checklist and created a Gap Testing Library, resulting in improved productivity and quality standards.

EDUCATION

1996-1998 University of Texas at Austin Austin, Texas

M.Ed master’s in education

1983-1987 Indiana University Bloomington, Indiana

B.S. Retail Management

PMP Certified June 5, 2012

ITIL Certified May 8, 2014

CSM December 11, 2015

Contact this candidate