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Program & Project Portfolio

Previous programs and projects

Acquisitions

  • $4B acquisition of an HOA Portfolio - Lead Core Banking and Digital Applications Conversion 
  • Small retail banking acquisition - Lead entire Acquisition (including hands on Deposit and Loan mapping); Completed in 90 days
  • $38B merger of a small and regional bank - Digital Applications Lead

Divestitures

  • Registered Investment Advisory Firm - Lead entire Divestiture

System Implementations

  • Credit Card Processing
  •  Zelle®
  • Content Management - Document Storage, Workflow and Reports
  • Consumer Online Account Opening

System & Data Conversions & Deconversions

  • Core Banking Platforms
  • Online Banking Platforms
  • Document Imaging Systems
  • Reporting Systems
  • Treasury Management Applications

System Upgrades, Integrations & Enhancements

  • Consumer and Business Online Banking system upgrades
  • Loan Origination and Servicing Platform
  • API Integrations
  • CRM Integrations
  • HOA Platform (proprietary) upgrades and improvements

Program Managememt

  • Program Manager for National HOA Division
  • Program Manager for Digital Banking Applications 

Program and Project Management Office

  • Smartsheet Software
  • PMO Development
  • Project Policies, Documents, Templates and Methodology creation and implementation
  • Project intake process design and implementation
  • Automation of program and project management toolkits, reporting and dashboards


Business Transformation & Process Improvement

  • Workflow / Automation
  • Reporting - Executive Level to Departmental
  • Assessment, proposal and implementation of changes to processes and systems for efficiencies, automation and integrations
  • Process flow diagrams (current and end state)

Vendors & Systems

Vendors and their systems from previous projects.

FIS (Fidelity Information Services)

  • Deposit and Loan Platform - IBS
  • Trust & Investment Platform - TrustDesk
  • FIS Content Management & 
  • Online Banking Platforms - BeB, CeB, D1 Business, D1 Flex
  • Treasury Management Programs and Products - XAA, SFTP, ACH, Wires, Integrated Payables, Bill Pay, Positive Pay, Lockbox
  • Risk Management Tools & Programs - eFunds, FraudChex, QualiFile®, OFAC, IDA, IDV
  • Backoffice / Administrative Programs
  • D1 Online Account Opening
  • Deposit Origination
  •  Zelle® for Consumers
  •  Zelle® for Small Business

Smartsheet

  • Control Center: Automation from intake, project documentation spin up to PMO management and enterprise level overview of all projects and programs
  • Project Documentation template set creation
  • Integrated Reporting and Dashboards
  • WorkApps

WorldPay

  • Card Processing & Reconciliation

Accounting Software

  • NetSuite, QuickBooks, Xero, Vantaca
  • Custom API / FTP Integrations
  • NetSuite custom process builds with core banking platform integrations utilizing a 3rd party development company

Smartstreet

  • HOA Banking Services proprietary system

Bakerhill

  • Loan Origination and Servicing

LaserPro

  • Barcoding
  • Loan Documents

Advent

  • APX
  • Bloomberg Integration

Developer Tools

  • Jira
  • Confluence
  • SQL (working knowledge and readability)

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