SUMMARY

• Scrum Master, Senior Change Consultant and Project Manager with over 25 years of experience in the financial services industry, with expertise in: Agile, Mortgage Servicing, Process Reengineering, Business Operations, International Treasury Management, Client Experience, Platform Implementations/Conversions, Business Analysis, full life - cycle project management (initiation, planning, controlling and execution/implementation), Business Requirements Gathering (BRDs), Budget Management, Forecasting, Merger & Acquisitions, Six Sigma/DMAIC, Training & Coaching, Technology Project Management, Vendor Management and a strong business acumen.

TECHNICAL SKILLS

• SDLC
• Crucial Conversations
• Risk Framework
• Change & Project Management
• Clarity Project Management/CAPPM
• Managing Inclusion
• Managing Effectively
• Diversity & Proactive Inclusion
• Design for Six Sigma Greenbelt Certified
• Green Belt Project Approved
• Six Sigma Fundamentals
• Process Excellence
• Coaching/Feedback in the Moment
• SharePoint Management
• Jira

PROFESSIONAL EXPERIENCE

Confidential

Scrum Master (Project Manager)

Responsibilities:

• Act as a servant leader and coach for 7 different Optimus MVP teams, ensuring teams consistently kept Agile principles and values top of mind
• Facilitate Agile ceremonies: Sprint Planning, Stand-up, Content Review, Retrospectives, Cycle Planning, Backlog Refinement, Demo Sessions
• Provide recommendations on how to improve team effectiveness based on team feedback, empirical data, other scrum teams’ success factors
• Partnered with other Scrum Masters to create onboarding documentation for new team members joining Program Optimus
• Track, maintain and communicate team sprint progress and a high-level quarterly summary to stakeholders and program leadership
• Collaborate with MVP Owners to escalate risks and/or issues impeding the team’s ability to complete sprint and cycle work
• Coach team members to work directly with the business or end user of our process to better understand their needs and deliver the right solution
• Create and maintain Scrum boards in Jira and SmartSheet for sprints, stories, epics and tasks

Confidential, Charlotte, NC

Scrum Master

Responsibilities:

• Continually reviewed empirical data to identify improvement opportunities - daily sprint burn-down review with the team, monitoring that the team is maintaining their velocity and maintaining or increasing the team’s predictability; ensured the teams participated in quarterly team assessments to help understand the team’s maturity
• Held regular coaching and/or engagement sessions with Scrum Team Members, Scrum Team Member’s managers, Program Leadership, stakeholders, Product Owners and Agile Coaches
• Facilitated and time boxed Scrum Ceremonies: Quarterly Big Room Planning, Sprint Planning, Daily Scrum, Refinement, Demo Review and Retrospect
• Onboarded new team members, including Agile/Scrum practices training, team norms and practices review, JIRA training, system access, etc.
• Partnered with Agile Coaches and other Scrum Masters to capture and implement learnings that help with continuous team improvement on the journey to building high performing scrum teams
• Celebrated the team wins, no matter how big or small

Confidential, Charlotte, NC

Project Manager

Responsibilities:

• Partnered with stakeholders to develop and validate project approach, built out strong business cases and created and/or maintained project documentation (project plans, risk management, capacity management, stakeholder management, milestones, implementation readiness, technology requirements, etc.)
• Successfully executed in an extremely fast pace, high demand and an always changing environment while balancing multiple priorities
• Created and delivered presentations that addressed project tactical and strategic goals, accomplishments, key dependencies, risks and potential roadblocks throughout the project lifecycle
• Served as a mentor to new team members to introduce them into Default Services (overall line of business, processes, applications/tools and project management practices)
• Participated in the roll out of an organization wide, new Enterprise Project Management methodology; inclusive of new project documentation requirements, new technology and new quality adherence requirements

Confidential, Charlotte, NC

Project Manager (Contractor)

Responsibilities:

• Partnered with domestic and international partners, including Marketing, Sales, Implementations, Operations, and Product Support, to implement new and enhanced products and services
• Created and maintained required documentation to meet governance process guidelines and market launch requirements
• Collaborated with partners and peers to document and update new or revised processes, procedures, communications material and sales plans

Confidential, Charlotte, NC

Project Manager (Contractor)

Responsibilities:

• As a part of associate readiness, created and delivered HR Connect portal training to approximately 575 domestic and international service centers’ employees.
• Employees and managers will use the new, HR Connect portal as a one-stop-shop for providing a personalized view and navigation to an employee’s pay, benefits and programs
• Created and maintained service center support processes to ensure support and delivery of a unified experience across the GHR online ecosystem
• Key SME in Prototype, SIT and UAT testing efforts

Confidential, Charlotte, NC

Project Manager (Contractor)

Responsibilities:

• Participated in Value Stream Mapping (VSM) sessions that generated over 200 process improvement opportunities with a potential business impact of greater than $2MM
• Approximately 7.5 days of customer time saved across the products in scope from recently implemented process improvements opportunities
• Achieved 20% + organic growth in implementation volume as a result of process improvements and improving the overall customer experience
• Partnered with cross functional, domestic and international, teams including Sales, Implementations, Operations, Product and Support partners to implement improvements