Carla Walker, Pmp Email & Phone Number

Washington, District Of Columbia, United States

Baltimore, Maryland, United States

Project Manager supporting multiple online learning platform projects. Responsible for coordinating activities across a cross-matrixed program delivery team, customers and vendors.

Columbia, Maryland

Product manager supporting a Microsoft Dynamics CRM application for Wells Fargo Insurance. Responsible for completing process analysis, evaluations and implementation of process improvements. Analyze and redesign existing processes for greater efficiency to mitigate risk and improve customer experience. Act as liaison to business lines to ensure new.

Product manager supporting two applications, one proprietary application and the other Microsoft Dynamics CRM. Manage a team of business system consultants responsible for writing requirements, facilitating user acceptance testing, provide production support, and report development. Individual responsibilities include working with five distinct product.

Project Manager supporting Structured Products Services a division of Wells Fargo Corporate Trust Services. Highly versed in project administration functions including creating business cases, daily project operations, testing, and project status reporting. Significant hands-on experiences in business requirements, project definitions, use cases.

Independently manage the deal closing process which includes review and negotiating governing documents with external senior level executives and internal operation groups. Maintain high level of customer service through the transaction management process. Account set up using "Know Your Customer" Patriot Act guidelines.

Supervise an operational group of 7 team members. Provide monthly feedback, recognition, coaching and training to direct reports. Review Trust terminations, Servicer transfer requests, and amendments according to Standard Operating Procedures. Review and analyze complex financial models and report monthly cashflows to investors.

Supervise day to day operations for an operational unit of two team members. Implement process improvements to maximize efficiency of financial reporting.

Independently ensure the monthly financial reporting to external customers and investors is compliant with requirements of governing legal documents. Propose recommendations and implement automated solutions to replace any manual or semi-automated processes on an ongoing basis.

Complete all assigned tasks accurately and within the defined processing timeframe. Analyze and reconcile collateral to determine monthly cashflows to investors.

Provide assistance to clients in stock trade requests, retirement guidelines, margin requirements, distribution of beneficiary estate accounts, and intermediate tax inquiries. Analyze retirement plans and investment portfolios to correctly allocate new assets. Assist Branch Operations Manager in check approvals, syndicate requests, and supervise branch..