Patrick Roos Email & Phone Number

Hammonton, Nj, Us

Huntsville, Alabama, Us

Entrusted to provide guidance and leadership for multiple technical teams and business units to deliver on industry best practices. Increased value of solutions through detailed business requirements documentation, multi-team collaboration and vision execution while maintaining budget and time constraints. Developed and implemented the Project Management Office to deliver and support internal initiatives and third party vendor engagements. As a team of three, successfully vetted, on-boarded and delivered more than fifty projects focused on increasing revenues, improved SLA’s and reduced production defects. Provided senior technical and logistical leadership on core business systems for internal and external stakeholders. Developed tracking tools and standards for all projects to document business requirements, project status and expected outcomes. Engaged directly with senior leadership to provide project updates, deliver challenges and accountability.. Directly involved in conflict resolution to generate positive common ground solutions while maintaining responsibility and project requirements.Directly managed multiple different service vendors to maximize utilization, increase adoption and eliminate feature overlap and revenue loss. Identified strategic opportunities within vendor offerings to maximize technology spend, leverage advanced system configuration for customer engagement and mentorship of business and technical stakeholders.

Hunt Valley, Md, Us

Cherry Hill, Nj, Us

Moorestown, Nj, Us

Chicago, Il, Us

Executed a multi-faceted role within an all-encompassing position, reporting on existing communication and business processes while assessing department compliance with SLAs, quality, and timeliness standards. Evaluated, managed, and resolved potential issues while steering training & development for employees and store operators on system functionality & processes. Worked with business & technology stakeholders to improve end user acceptance and adoption of operational and system changes through collaboration and documentation of workflows and technical requirements.

Malvern, Pa, Us

Performed as a primary technology product owner & server administrator for upgrades, custom form creation, system configuration, security features & functionalities, and all layers of troubleshooting including level 1 needsServed as an encompass & system administrator while executing SDLC best practices to deliver solutions for business needs and industry changes with a team of analysts, developers, help desk staff and stakeholdersCollaborated with vendors to troubleshoot discrepancies for end-users while deploying Ellie Mae best practice use of Services integrations to decrease process times, increase data integrity, and meet SOX & FDIC standards

Chicago, Il, Us

Steered & directed system configuration and business development within the technology space, account setup, security trimming, business rule structure, and business analysisOperated as a business subject matter expert while liaising with developers to incorporate business requirements into the coding process along with ensuring efficiency, productivity, customization, and streamlined processes

Chicago, Il, Us

Operated as a SharePoint administrator, managing multiple projects, processes, and operations with precision & accuracy while deploying the desktop application in an efficient and effective mannerActed as a primary liaison for business stakeholders in the design and delivery of custom solutions workflow automations using out-of-the-box resources and 3rd party software integrationsAdministered application support & training for personnel to ensure knowledge transfer while creating training modules, thus providing direct support for custom HTML/CSS & JavaScript website design and development

Hammonton, Nj, Us

Effectively served within a Citrix environment, performing IT help desk and knowledge base support, thus delivering high quality recommendations via presentations and detailed reports for stakeholdersConducted advanced troubleshooting for user accounts, directory set up, and server management while operating as the first point of contact for account creation and managing the Intranet knowledge baseServed as a system administrator for active directory while migrating company technology to a new SharePoint platform with full responsibility for setup and deployment of HR management, processes, systems, and onboardingRemained accountable for designing, cultivating, and implementing the Intranet including structure, layout, functionality, and user engagement for a mutually beneficial knowledge foundation to share internal information and generate cross-functional synergy which supported the sale of the company

Hammonton, Nj, Us

Product owner of lead distribution platform responsible for increasing efficiency of lead assignment using XML data to match loan officer needs.

Hammonton, Nj, Us

Build and expand the reverse mortgage division across all levels of the company by developing a certification program for sales staff, establish new relationships with Wall Street investors and broaden operations ability to support additional loan volume.

Hammonton, Nj, Us

Support and promote over 300 various loan programs to sales and operations staff through direct phone support, training materials and educational conference calls. Directly involved in designing and implementing CMS to provide employees access to resources for proprietary and Wall Street investor loan products.

Hammonton, Nj, Us

Manage lock desk for over 150 sales staff to execute rate lock requests and changes. Contribute to ongoing risk management through pipeline assessment, risk analysis of open commitments and execute/settle MBS security trades with Government Agencies and Wall Street investors.

Evaluate and manage the financial needs of clients to ensure investment and retirement needs were met with appropriate degree of risk and reward.