Experienced Financial Services Project Manager
Resume:
Josephine M. Hernandez
*************@*******.***
LinkedIn: Josephine Hernandez
Experienced Financial Services Project Manager
PROFESSIONAL SUMMARY
Results-driven Project Manager with extensive experience delivering business and IT initiatives in Fortune 500 financial services environments. Proven track record of leading enterprise-wide implementations, customer/vendor onboarding, and regulatory compliance projects on time and within scope. Skilled in cross-functional team leadership, change management and risk mitigation. WORK EXPERIENCE
LogiSolve, LLC, San Antonio, TX (Contract at Old Republic Title) Senior Project Manager, September 2025 – November 2025
• Short term contract to stabilize five in-flight implementations, led team meetings on Day 1, onboarded a new Project Manager.
• Collaborated with project stakeholders to identify upcoming implementation tasks, developed cohesive project plans and confirmed key milestones.
• Established comprehensive project documentation, provided weekly status reporting, and reinforced the use of available team channels to foster open communication. Wells Fargo Bank N.A., San Antonio, TX
Senior Project Manager, April 2023 – October 2024
• Managed HR-sponsored business & technology projects including enterprise-wide Officer Title implementation, Virtual Assistant Chat upgrade, State Tax Audit and HR payroll platform security enhancements.
• Collaborated with Change Management, Program Managers, and Executive Sponsors to ensure seamless delivery and adoption. Coordinated with global partners on task completion efforts.
• Created and maintained detailed scope, objectives and project plans; provided executive-level reporting in a Project Management Office (PMO) environment.
• Led multiple project teams concurrently, managed dependencies, mitigated risks, updated documentation cloud sites and ensured post-launch support. ATR International, San Antonio, TX (Contract at Wells Fargo Bank, N.A.) Business Project Manager, November 2021 – April 2023
• Assumed ownership of in-progress vendor onboarding for SaaS employee relocation program.
• Re-engineered project plan to include a corrected timeline, overlooked dependencies and unidentified risks.
• Supervised cross-functional teams; developed and documented new processes, data controls and KPI success metrics. Reported project status in PMO environment. TEKsystems, San Antonio, TX (Contract at USAA)
Business Project Manager, September 2019 – September 2021
• Supported USAA's investment account conversion to Charles Schwab and Victory Capital; represented Property & Casualty (P&C) during conversion, managed transition documentation, tracked and reported project updates to C-suite leadership and within PMO meetings.
• Spearheaded Life Company’s (LifeCo) response to federal regulatory compliance requirements.
• Presented LifeCo updates in cross-functional project meetings, PMO meetings, and to C-suite leadership.
Vericast (formerly Harland Clarke), San Antonio, TX PriorityOne Project Manager, February 2014 – June 2019 Identity Protection Program Manager, February 2013 – February 2014 Statements Specialist, March 2011 – February 2013
• Onboarded dozens of financial institution clients on Vericast check program and managed change initiatives. Facilitated business requirements discussions; customized implementation approach based on client needs; supervised data migrations, system integrations, client mergers and coordinated project team efforts. Delivered process improvements and provided post- implementation support.
• Owned and managed pilot SaaS identity protection program; served as primary client liaison, and provided technical support, as needed. Developed communication strategies, customized html coding for client use, and validated data migration file formatting.
• Designed, tested and produced client branded banking statements. Coordinated and verified successful receipt of sensitive data files. Oversaw QA efforts to validate data accuracy, and ensured design production quality.
Education
Our Lady of the Lake University, San Antonio, Tx, B.A. in Communications Core Competencies
Technical Skills: Clarity, Jira, MS Office, Planview, Salesforce, ServiceNow, SharePoint, Workday Project Management: Acquisitions, Agile/Waterfall/Hybrid Methodologies, Business Requirements, CRM, Data Migration, ERP, Meeting Facilitation, Mergers, PMO, Project Planning, SaaS, SDLC, RAID Mitigation, Onboarding, Stakeholder Communication, Status Reporting, System Conversions/Integrations Soft Skills: Adaptability, Analytical, Coaching, Collaboration, Conflict Resolution, Detail Oriented, Independent, Mentorship, Problem Solver, Process Improvement, Self-Directed
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