James G. Email & Phone Number

Red Bank, New Jersey, United States

VP Product Manager, Bank Strategy and Innovation Team

Jersey City, Nj And Nyc

• Responsible for data quality and accuracy of the Corporate Finance Data Warehouse for all Loans (via Oracle RDBMS, SQL and Hadoop technologies) across all risk stripes globally• Drove strategic and regulatory data sourcing requirement projects to support CCAR, CECL, IFRS9, MRIA regulatory requirements and for audit or compliance initiatives • Acted as the Agile Product Owner for the Sourcing and Data Quality projects of all Loans and Commitments in the Bank including Wholesale… Show more • Responsible for data quality and accuracy of the Corporate Finance Data Warehouse for all Loans (via Oracle RDBMS, SQL and Hadoop technologies) across all risk stripes globally• Drove strategic and regulatory data sourcing requirement projects to support CCAR, CECL, IFRS9, MRIA regulatory requirements and for audit or compliance initiatives • Acted as the Agile Product Owner for the Sourcing and Data Quality projects of all Loans and Commitments in the Bank including Wholesale, Retail, Cards, Letters of Credit, Margin• Partnered with data scientists and modeling teams to ensure data accuracy and consistency for Risk Management data consumers• Led sourcing and consumption for the Data Office with downstream Risk Consumers, LOB’s and Tech partners. (Mostly Finance Risk, Credit Risk, Liquidity Risk and Interest Rate Risk groups) Show less

383 Madison Avenue, Ny, Ny

• Coordinated end to end migration projects for the Derivative Trading teams (closely working with Middle Office, QR, Sales and Technology teams globally)• Responsible for North America workflow review for migration to new Interest Rate Swap platform including Blotter, Alleging, and Ticketing to support STP workflows• Led Interest Rate Swaps E-Trade UAT testing agenda for platform migration projects on TradeWeb, TrueEx and Bloomberg (SEF) platforms; facilitating rollout for each E-Trade… Show more • Coordinated end to end migration projects for the Derivative Trading teams (closely working with Middle Office, QR, Sales and Technology teams globally)• Responsible for North America workflow review for migration to new Interest Rate Swap platform including Blotter, Alleging, and Ticketing to support STP workflows• Led Interest Rate Swaps E-Trade UAT testing agenda for platform migration projects on TradeWeb, TrueEx and Bloomberg (SEF) platforms; facilitating rollout for each E-Trade platform • Managed offshore QA team, authored test case catalogue, facilitated review and sign-off• Wrote business requirements and led project initiatives for: MarkitWire Eligibility Service, Trade Hubbing, Trade Compression Show less

New York City

• Project Manager and Agile Champion for software development projects• Drove build out of i-Pad Data Tool for Ovid Health product• Assisted CIO to form a new Agile PMO (Authored PMO SDLC Policy, MS Project Server Setup)• Created change management processes

New York, Ny

• Onsite Consultant providing support and offshore development for agile software development projects. Assessed current SDLC processes and implemented best practices, procedures and governance (BRD, WBS, and Visio work flows, SOW) for major Digital Marketing firm Xaxis Digital - formerly 24/7 Real Media• Built a Real Time Bidding platform connecting Web Advertisers and Web Site Publishers so that they could maximize revenue across all available ad space• Built project plans, hosted… Show more • Onsite Consultant providing support and offshore development for agile software development projects. Assessed current SDLC processes and implemented best practices, procedures and governance (BRD, WBS, and Visio work flows, SOW) for major Digital Marketing firm Xaxis Digital - formerly 24/7 Real Media• Built a Real Time Bidding platform connecting Web Advertisers and Web Site Publishers so that they could maximize revenue across all available ad space• Built project plans, hosted project team and QA calls, wrote UAT and PVT test scripts• Wrote business requirements and drove project plan to add a new business unit to Salesforce product Show less

Jersey City, Nj

Lean Six Sigma Process Improvement Team • Managed Hewlett Packard's “Business Availability Center” performance monitoring product for Pershing’s front-end Equities trading platforms for investment professionals and RIA’s • Provided Service Level Management and SLA reporting to external Independent Broker Dealers and Investment Banks including creation of formal Root Cause and Mitigation notices • Provided weekly analysis of performance trends, process improvements, and quality… Show more Lean Six Sigma Process Improvement Team • Managed Hewlett Packard's “Business Availability Center” performance monitoring product for Pershing’s front-end Equities trading platforms for investment professionals and RIA’s • Provided Service Level Management and SLA reporting to external Independent Broker Dealers and Investment Banks including creation of formal Root Cause and Mitigation notices • Provided weekly analysis of performance trends, process improvements, and quality management • Managed daily work items for our five-member offshore Quality Assurance team • Completed Lean Six Sigma project to reduce false alerting, resulting in a 64k annual realized savings to obtain Green Belt level Six Sigma certification Show less

New York, Ny

• Assisted in process re-engineering activities across the bank to bring disparate operations into a single enterprise for all business channels • Assisted with the migration and implementation of a lending point of sale technology solution utilized by all Retail Lending Group loan officers for CRM, loan submission and pipeline management • Worked on process improvement and process redesign for Wholesale, Retail and the REIT business channels to improve their business model and maximize… Show more • Assisted in process re-engineering activities across the bank to bring disparate operations into a single enterprise for all business channels • Assisted with the migration and implementation of a lending point of sale technology solution utilized by all Retail Lending Group loan officers for CRM, loan submission and pipeline management • Worked on process improvement and process redesign for Wholesale, Retail and the REIT business channels to improve their business model and maximize process efficiency • Gathered and authored Business Requirements and worked with external vendors and prepared for migration from MortgageWare to LoanQuest enterprise applications • Led QA / UAT testing efforts, created test cases, analyzed performance and reported results • Worked directly with the CFO, COO and our offshore contractor to implement Commission Calculator and Fee Reconciliation projects Show less

Branchburg, Nj

• Provided loan scenario structuring, pricing, and operational support for Northeast Loan Brokers, Correspondents and Account Executives (Lehman and Aurora Loan Services) • Assisted Account Executives with customer service and broker pipeline management • Priced and Locked Wholesale Loans based on the current market • Provided pricing scenarios and assisted brokers to choose the best loan product • Assisted in creation of RFP for Lehman Brothers to choose the best fit front-end… Show more • Provided loan scenario structuring, pricing, and operational support for Northeast Loan Brokers, Correspondents and Account Executives (Lehman and Aurora Loan Services) • Assisted Account Executives with customer service and broker pipeline management • Priced and Locked Wholesale Loans based on the current market • Provided pricing scenarios and assisted brokers to choose the best loan product • Assisted in creation of RFP for Lehman Brothers to choose the best fit front-end loan application • Managed user settings, third party licensing, loan pipelines, and productivity of Loan Origination Systems • Conducted UAT efforts and ran a regular user group committee meeting • Assisted management of rollout of Harland’s Entre point of sale software for loan officers • President’s Award for Internal Customer Service – February, 2003 Show less

Carlstadt, Nj

• Completed data entry of margin applications, assisted with margin account team operations

1 Wall Street, New York, Ny

• BNY Mellon Summer Internship Program• Researched issues with the break reports for Global Custody teams

Ba, Dual Major Economics And Business

Activities and Societies: Track and Field team, Sigma Phi Epsilon Fraternity

High School Diploma