BANK MIGRATION FRB to JP Morgan Chase· Aligned Business and IT milestones to bridge gaps between companies’ tribal knowledge and enterprise architecture· Spearheaded consolidation of heritage FRB locations in coordination with both firms and their vendors· Identified and solved for business, client, and operational deviations between the two firms to provide a clear depiction of post migration experience model without IT enhancements· Supported a new operating model initiative for JPM Branches by integrating Chase’s technology and FRB’s high touch client service · Responsible of mapping data and decommissioning ten applications to finalize migration CORE BANKING CONVERSION· Successfully planned and executed a monetary systems conversion for thousands of users across the enterprise saving hundreds of labor hours per day, allowing colleagues more time serving clients· Led and delivered discovery sessions, product definition, change impact assessment, data mapping, training, procedure plans, conversion rehearsals and production release· Managed cross-functional team and stakeholder communication and oversaw all deliverables of four major user groups· Identified process opportunities and recommended improvements resulting in consolidation of five systems to one by studying end users’ daily activities and pain points· Created end-to-end test plans and cycles for cross functional and complex environments leading to a defect-free production release

· Developed and implemented project plans for complex, cross-functional initiatives ensuring alignment with business objectives · Manage technical and business dealings of three major bank applications used for monetary transactions, CRM, and client onboarding· Designed, created, and maintain a streamlined QA application to review 100% of new deposit accounts and client maintenance requests with built in routing logic, scorecards, and application integrations· Direct process improvement projects under BAU, including cash equipment integration and converting to blank cashier’s checks· Serve as liaison between executive leadership, end users, business partners, vendors, and development team to consistently meet deadlines for deliverables

· Managed four critical job functions including New Account QA, Maintenance Requests, Quality Control Monitoring and Branch Operations Assessments· Monitored productivity and provided guidance to QA Associates to ensure their performance meets the quality standards as defined by established procedures· Utilized independent judgment to determine feasibility of Policies and Procedures and revise as needed· Represented department requirements with projects impacting bankers or deposit operations and communicate changes to appropriate stakeholders

Responsible for the overall success of the branch, holding over 175 million in deposits, 32 million in loan balances while serving as the face of Wells Fargo in the community· Top performer in sales quality metrics including Customer Identification Program and KYC· Developed and trained a team of 18 to work together to reach high performance objectives· Leading manager providing consultation and support for all operational and risk management responsibilities · Demonstrate all aspects of Wells Fargo customer experience culture, achieving optimal survey scores amongst Bay Area Region branches