Project Manager Management

KELLY SCHROCK

**** ******** ***** • Pearland, Texas 77584

832-***-**** • *************@*****.***

PROJECT MANAGER / COORDINATOR

Manager of people and projects with over 15 years experience utilizing strong analytical skills with financial and project management expertise in the financial and IT fields. Possess superior skills in project coordination, consulting, communication, negotiations, client relations and conflict resolution fields across a variety of functions.

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Communications • Negotiations • Project Management • Presentations

Operations Management • Application of Constraints Management • Team Leadership

Scheduling • Project Budgets • Quality Control • Cash Management

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PROFESSIONAL EXPERIENCE

STEWART TITLE, Strategy and Project Management Office, Houston, Texas • 2009 to present

Project Manager / Coordinator

Primarily provide support to project management office (PMO) and project deployments by managing/tracking metrics, training coordination and status reports. Responsible for updates on procurement, financial and accounting migration by location and handling all problematic issues involving defects, training, migration, implementation, web-ex and documentation. Handle all projects invoicing/budget management for projects between $1MM - $20MM. Coordinates various functions of the projects to ensure schedules and budgets are met.

• Participated in deployment/training of the Lawson ERP system, Underwriting Mgmt System and a Manager’s Self Service program nationwide to over 1,000 managers in 5,000 locations

• Handle training coordination as well as online registrations through LMS system

• Worked with other project managers on numerous system tests, solution centers and training

• Supports other Project Managers in use of the project management tools used for activity assignment, resource planning, and cost control.

• Participate, organize and lead organizational meetings and events to communicate project scope and status expectations across the organization;

• Manage nationwide migration process of the financial and escrow accounting systems

• Manage the testing environment of various financial / procurement modules, databases, process flows, workflows, design studios, add-ins and reports

• Managed/oversee project cost controls, invoices and projections

JPMORGAN CHASE BANK, N.A., Securities & Syndications, Houston, Texas • 1998-2009

Syndications Project Manager/Coordinator, 2000-2009

Coordinated global multi-discipline teams giving support to project managers, legal counsel, trust personnel, portfolio managers, syndicators and analysts to expedite financing projects over $20MM in energy/oil/gas, commercial, retail and real estate industries.

• Served as central contact for syndication issues on all levels responding to complex queries relating to syndication processes, legal constraints and financial reporting issues

• Managed daily operational aspects tracking metrics for report to upper management

• Controlled document flow to outside parties and ensured accuracy of all legal documents

• Prepared departmental revenue forecasting/projection reports for management

Continued

KELLY SCHROCK - Page 2 - *************@*****.***

Syndications Project Manager/Coordinator Continued…

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• Developed and performed presentations for conducting internal informative seminars detailing lifeline of syndicated financings. Also co-opted for use by management level staff.

• Recognized as company expert on syndicate funding, scheduling and financial project management.

• Improved internal and external communications significantly through development of a universal document for all syndicated financing detailing comprehensive aspects.

• Handled annual internal and external audit reviews and other regulatory efforts.

Senior Trust Analyst / Consultant, 1998-2000

Managed up to 50 clients from diverse industries providing investment analysis, plan testing, problem solving, communications and client consulting. Managed client mergers, data acquisition, transition of investments, IRS compliance, procedural developments, IRS audits, and operational management.

• Developed custom programs on Excel streamlined for large company utilization.

• Supervised development of processes to streamline client requests, internal audits and ongoing operations.

• Completed annual audit and IRS Forms in consultation with external auditors.

• Ensured IRS compliance through compensation/contribution analysis

• Aided in development of client financial models and reports.

• Devised financial models to facilitate testing utilized by clients inclined to carry out their own quarterly testing.

• Overcame dissatisfaction from largest client by swiftly correcting significant errors caused by prior administrators.

• Handled participant asset fund allocations according to investment performance and market cycles dependent on company’s fund options and investment strategies

• Delivered product presentations to clients helping create possible opportunities for new plans.

VAN KAMPEN AMERICAN CAPITAL, Houston, Texas • 1996-1998

Senior Trust Analyst / Consultant Supervisor

Responsible for quarterly reporting, asset reconciliation, corporate IRS filings, financial analysis, marketing and document amendments for numerous corporate retirement plans.

EDUCATION

MBA, Business Administration

C.T. Bauer College of Business, University of Houston, Houston, Texas

MBA International Business Residency, Spain, summer 2003

BS, Mathematics / Statistics

University of Houston, Houston, Texas

PROFESSIONAL MEMBERSHIPS

Member of the Project Management Institute

COMPUTER HARDWARE & SOFTWARE EXPERIENCE

MS excel, MS word, PowerPoint, Aqueduct, Access, Oracle Sales Database, Citrix,

Outlook / Lotus Notes, Documentum, Dealworks, MS Project, Agent Plus, Visio, Webex,

Intralinks/IntraAgency, ARC approval database, SAS, Loan IQ, Sharepoint, Changepoint

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