Patsy Thomas, Pmp, Csm Email & Phone Number

Orlando, Fl, Us

Gilbert, Arizona, Us

Currently striving to create functional processes, documentation, and standard operating procedures for the Partner Integrations team while managing client implementation projects.• Manage implementation projects for open API clients utilizing cloud-based deposit, loan, and monetary transaction solutions• Create standard requirements documentation along with spreadsheets to capture client information required for set up of end-to-end cloud-based open API solution.• Define and document standard operating procedures for implementation of API solution.• Manage partners expectations regarding client project scope and timelines• Clarify the message structure for partners writing to the open API solution

Strived to insure the NXTsoft offers Best in Class interactions with our clients.• Manage the daily operations of Client Experience Technicians, Advocates, and Representatives across multiple business units• Provide representation for the Client Experience Departments in Executive Management meetings • Facilitate Team growth through strong leadership and group workshops • OmniConnect database mapping subject matter expert for Client Experience Team• Fulfillment of custom-tailored client requests through Professional Services • Research and Investigation of Client questions and cases• Touch Point for all Senior Management questions and requests.• Top performing manager responsible for reducing the outstanding number of client care cases and the length of time cases remain in an open status

Project Manager/Operations• Scheduled projects and services pertaining to the opening of a new Recreational Vehicle dealership • Handled all correspondence between vendors and Director of Operations • Assisted the IT resources establishing systems for employees at the dealership • Worked directly with Financial Institutions to establish dealership finance agreements • Hands on creation of promotional products/materials and building signage as needed • Represented the dealership in the community and at industry related functions

Milwaukee, Wisconsin, Us

Milwaukee, Wisconsin, Us

• Managed software implementation projects with national financial institutions to insure project completion within specified timeline and within budget. • Worked with Technical leads to support implementations working with different geographies • Prepared budget reports for Project cost management efforts • Monitored projects for change management documents or testing scenarios that might affect project timeline; risk analysis • Monitored critical path to ensure project is started as scheduled, software is delivered on time and within budget • Managed client expectations regarding project scope, time frame, and resource assignments • Managed team member roles and expectations concerning assignments, responsibilities, and project timelines. • Coordinated all project activities with internal and external stakeholders including technical resources, business analysts, testers, end users, and professional services.

• Managed software installation projects with national financial institutions to ensure project completion within specified timeline and within budget, while upselling when appropriate • Elicited client requirements and translated those into a working design document • Defined project scope, determined the critical path for timelines • Created project schedules based on resource availability using critical path analysis • Monitored critical path to ensure project is started as scheduled, software is delivered on time and within budget • Managed client expectations regarding project scope, time frame, and resource assignments • Managed team member roles and expectations concerning assignments, responsibilities, and project timelines. • Coordinated all project activities with internal and external stakeholders including technical resources, business analysts, testers, end users, and professional services. • Consulted with clients to identify key requirements for customization and determine scope of the project • Monitored projects for change management documents or testing scenarios that might affect project timeline; risk analysis • Updated the projects in the Sales Force platform to ensure documented information aligns with the current project status/timeline • Drafted business requirement documents and quotes for Professional Services review and confirmation • Hosted weekly virtual meetings with clients to communicate project status and deliver software adjustments • Performed VBScript data mapping to configure databases to meet client needs • Assisted the Sales Team in development of sales proposals (RFPs) and in technical calls for customers, partners, and prospects • Maintained strong commitment to accuracy, detail, and confidentiality • Provided status updates/reports to senior management • Handled escalated/high profile clients to ensure service excellence • Support of Sales Team as needed to ensure sales goal were met

• Familiar with all phases of the Project Management to include defining scope of project, defining requirements, documenting design specifics, development validation and documentation of enhancement/defect correction;• Responsible for identifying business needs through internal and external stakeholder analysis and documenting business requirements for development

Miami Lakes, Fl, Us

• Assist the Project Management teams determining resources requirements for Data Validation activities relative to Fiserv software conversions;

Charlotte, Nc, Us

• Administration of all production applications to include Fiserv Signature, Fiserv Desktop Teller, and Fiserv Aperio; • Developed and documented current functions and processes to be used for audits and Bank of America integration;• Analyzed and solved inquiries from the Office of the President related to possible fraud activities;

Milwaukee, Wisconsin, Us

• Trained clients around the country to use core loan application• Utilized E-Team defect-ticketing software to document software defects for development teams.• Acted as mediator between various departments when inconsistent software requirements were requested.• Used both Agile and Waterfall methodologies to develop and release patches for various software applications• Ensured quick response to critical issues for loan, sales, and teller applications• Created documentation for identified defects, fixes and enhancements to be included in service packs• Performed software functionality validation to ensure correct design and quality

San Francisco, California, Us

Banking Center Manager with Lending and Business Development Goals

Charlotte, Nc, Us

Project Management Professional Certification

Banking And Finance, Banking, Finance, And Management

Certified Scrum Master