Jeffrey Hall, Pmp, Csm Email & Phone Number

United States

Greater Raleigh NC Area

Project, Program and Engagement Management

• Global Digital Transformation - Lead day to day execution of projects and ensure quality of service delivery for various clients across multiple industries (Financial Services, Education, Pharma, Entertainment and.
• Manage Budget Financials, Project Timeline and Resources, Risk Management, Requirement analysis, Project Governance, and Tracking of all project artifacts.
• Collaborate with sales executives on individual pursuit opportunities for project efforts and select strategic staffing arrangements – assess the ask, collaborate with delivery leaders on positioning and response.
• Lead or organize the efforts to define proposals and statements of work for individual opportunities, working closely with delivery teams. Provide guidance on format, include essential terms and conditions to manage.
• Work with delivery leaders, recruiting, other DT practice areas and other supporting services to establish the team composition for a project – identify existing resources, identify new hires, finalize financials &.
• Provide direct oversight of engagements by working closely with project managers to assess and develop status and progress, and assess and manage risks.

Raleigh, North Carolina, United States

• Lead Technology Business Systems Consultant – Signature Consultants, NC (5/2022 – 11/2022)Lead Program for Enterprise implementation of Secure Print Technology for Top Tier Financial Services Company
• Manage all project deliverables required for approval and execution of projects including Build of Project Scope, Budget Financials, Project Timeline and Resources, Risk Management, Requirement analysis, Project.
• Scrum Master to facilitate team action meetings and minutes for follow through of action items and timely completion of work packages.
• Updated weekly reporting of project progress, metrics using JIRA and MS Teams.
• Reviewed and analyze data and information to provide insights, conclusions, and actionable recommendations, produces reports, analyses, findings to Sr. Management

https://www.advisorycloud.com/profile/Jeffrey-Hall-581575086

Greater Boston Area

• CIO Sensei is an IT advisory firm comprised of former CIOs, IT Practitioners, and Business Executives with “real world” experience successfully leading organizations and delivering business results. Our experienced.
• Manage all project deliverables required for approval and execution of client projects including Build of Project Scope, Project Plans, Project Timeline and Resources, Risk Management, Requirement analysis, Project.
• Lead or organize the efforts to define proposals and statements of work for individual opportunities, working closely with delivery teams. Provide guidance on format, include essential terms and conditions to manage.

Boston

• Lead Project Manager overseeing multiple work-streams for Business Application, Infrastructure and Data Migration for 2mm budget.
• Manage all project deliverables required for approval and execution of projects including: Build of Project Scope, Budget Financials, Project Timeline and Resources, Risk Management, Requirement analysis, Project.

Springfield, Massachusetts Area

• Lead Project Manager overseeing multiple workstreams for Business Application and Data Migration for 4mm budget of new client
• Managed all project deliverables required for approval and execution of projects including: Build of Project Scope, Budget Financials, Project Timeline and Resources, Risk Management, Requirement analysis, Project.

Greater Boston Area

• Created PMO from ground up utilizing PMBOK best practices facilitating a more efficient workflow for client System implementations of Ellie Mae Mortgage Origination Software (SaaS).
• Managed all end-to-end program and management activities: reporting, planning, issue / risk identification and tracking, scope management, project estimation, SOW project resources and client management, relationship.
• Projects ranged from monthly maintenance and optimization to full client installation with budgets of 10k - 250k. Managed 7-10 projects simultaneously.
• Used agile methodology to drive system configuration and QA functional testing. Documented performance gaps and defects, create user training documentation, and reports of experience gained.

Westboro, MA

Managed multiple projects IT Infrastructure Services and PMO for End User Technology Solutions:Managed Global project for IT Infrastructure upgrades and installation of Telepresence HD video conference rooms for AMER,APAC and EMEA regions. - Responsible for all project deliverables required for approval and execution of projects including: Build of Project.

Providence, Rhode Island Area

Provide project management and business process improvement consulting services for Vendor Risk Management Office and Infrastructure Services of Citizens Bank.(7/2015-2/2016) Lead Transition Manager for project on consolidation of technology services, from 4 vendors to IBM Managed Services contract, for multiple work streams.(2/2015-7/2015) Lead Project.

Los Angeles California

Provide project management and training consulting services for various operations and technology service groups for Ellie Mae Encompass System Conversion for Prospect Mortgage.- Planned and executed startup of project utilizing requirement analysis, creation of project charter and artifacts, estimates and timelines, resources

Southborough, Massachusetts

Led full learning and development life cycle project in Lean Six Sigma continuous process improvement for Olympus OSTA division. - Conducted task, audience, environment, and content analysis utilizing performance consultant approach to prescribe appropriate learning solutions to meet the needs of business partners. - Created project charters to develop.

Richmond, Virginia Area

Provide project management and training consulting services for various operations and technology service groups for Black Knight Empower LOS conversion for SunTrust Bank.- Planned and executed all phases of project development cycle: requirement analysis, estimates and timelines, test system environments/functionality, document performance gaps and.

Norwood, MA

Provide project management and training consulting services for various operations and technology service groups for Ellie Mae Encompass System Conversion.- Planned and executed startup of project utilizing requirement analysis, creation of project charter and artifacts, estimates and timelines, resources

Providence, Rhode Island Area

Provide project management and training consulting services for various operations and technology service groups for Black Knight Empower LOS conversion and IT Process improvement for Citizens Bank.- Planned and executed all phases of project development cycle: requirement analysis, project estimates and timelines, test system environments/functionality.

Boston MA

Responsible for for full Life cycle Design and Project Management of training solutions in leadership, management effectiveness,diversity, industry knowledge, and technical skills for Fund Services operations.

Boston MA

Led full Life cycle learning and development project for New Loan Officer Mortgage Boot-camp course for Bank of America.

Boston MA

Responsible for Daily Managment for of New loan pipeline for wholesale mortgage division and Post Closing Loan Delivery

Boston MA

Responsible for Daily Managment for of New loan pipeline for wholesale mortgage division and Post Closing Loan Delivery

Boston MA

Responsible for for full Life cycle Design and Project Management of training solutions for Retail and Wholesale channels of Washington Mutual’s Loan Fulfillment division. Areas of training included: Leadership, change management, role specific training for Loan Delivery, Senior Loan Coordinator, Underwriting, Closing, and Compliance.

Responsible for for full Life cycle Design and Project Management of training solutions for Call Center, Processing and Accounting Control units of PFPC's Transfer Agency division. Areas of training included: Industry knowledge, customer service skills, systems and compliance.

Westborough, MA

Provided inbound telephone service support as a Licensed Series 6 & 63 agent for various clients at PFPC Investor Services

Worcester, MA

Licensed Life Accident & Health Agent, Series 6&63 Securities

Waltham, MA

Provide inbound customer service for Bank Boston Premier clients.

Bs, Business Management

Diploma