Sam W. Email & Phone Number

United States

Greater San Diego Area

• Manage various Medicare Part D programs, including all technical, business, compliance, software functional requirements, enhancement prioritizations, and client-specific customizations.• Agile pipeline product manager responsible for management and direction of resources and determination of project and enhancement prioritizations for multiple business units including Medicare and Medicaid initiatives.• Coordinate and manage formal client communications, track and report status of… Show more • Manage various Medicare Part D programs, including all technical, business, compliance, software functional requirements, enhancement prioritizations, and client-specific customizations.• Agile pipeline product manager responsible for management and direction of resources and determination of project and enhancement prioritizations for multiple business units including Medicare and Medicaid initiatives.• Coordinate and manage formal client communications, track and report status of program initiatives, monitor resource constraints, and work directly with all stakeholders to ensure timely service and product delivery.• Continuous review of CMS guidance and regulations, and manage all technical changes to align program outputs with guidance as required, including document print specifications and policy updates.• Manage vendor relationships and changes necessary to ensure compliance, including the facilitation of joint application design sessions, and ongoing issue resolution.• Execute all aspects of research and analysis of reported issues and defects including SQL queries, impact analysis, root cause determinations, and remediation of defects.• Major contributor to a $2Mil project to migrate all CMS regulatory document generation and printing functions to a new vendor, including RFP processes, requirement documentation and management across all project phases. Show less

San Diego, California, United States

• Successfully managed complex technology projects through all phases of the project lifecycle, including the upgrade of Oracle 11g with Oracle personnel and internal technology resources.• Tracked and reported project costs and budgets, overall status, resource constraints and work directly with business partners to ensure complete and accurate requirements and solutions.• Reported and communicated with program managers and executive management regarding project status, risks, issues… Show more • Successfully managed complex technology projects through all phases of the project lifecycle, including the upgrade of Oracle 11g with Oracle personnel and internal technology resources.• Tracked and reported project costs and budgets, overall status, resource constraints and work directly with business partners to ensure complete and accurate requirements and solutions.• Reported and communicated with program managers and executive management regarding project status, risks, issues, solutions, and compliance adherence.• Managed SIT and UAT cycles, and worked closely with all business and technology groups to ensure strategic alignment and effective collaboration during post-implementation cycles. Show less

San Diego, California, United States

• Managed a team of eight call-center and operations employees responsible for all vendor and supply chain management efforts in an ecommerce drop-ship model for over 300 vendors including inventory and fulfillment functions, and responsibility for web-based information presented to customers for thousands of products.• Managed and evaluated all aspects of a new international shipping channel into Canada via UPS and worked closely with all business and technology groups to ensure strategic… Show more • Managed a team of eight call-center and operations employees responsible for all vendor and supply chain management efforts in an ecommerce drop-ship model for over 300 vendors including inventory and fulfillment functions, and responsibility for web-based information presented to customers for thousands of products.• Managed and evaluated all aspects of a new international shipping channel into Canada via UPS and worked closely with all business and technology groups to ensure strategic alignment and effective collaboration in an agile/scrum environment.• Monitored and evaluated all KPI’s related to shipping times, cancellations and delayed order rates, back orders, fulfillment priorities, ultimately insuring estimated shipping times are met and properly communicated via the website.• Managed the operational aspects of establishing new vendor relationships, and all logisticalrelationships with major national shipping carriers (UPS, FedEx, etc.), including contract reviews, and evaluations of cost metrics. Show less

San Diego, California, United States

• Managed highly complex business and IT projects through all phases of the project lifecycle, including regulatory projects, product development changes, and infrastructure initiatives.• Tracked and reported project budgets, and work directly with technology partners to ensure complete and accurate requirements and solutions, and documented specific statements of work with external vendors.• Reported and communicated effectively with all levels of executive management regarding project… Show more • Managed highly complex business and IT projects through all phases of the project lifecycle, including regulatory projects, product development changes, and infrastructure initiatives.• Tracked and reported project budgets, and work directly with technology partners to ensure complete and accurate requirements and solutions, and documented specific statements of work with external vendors.• Reported and communicated effectively with all levels of executive management regarding project status, risks, issues, and solutions.• Managed and evaluated vendor relationships, including management of SIT and UAT cycles, and worked closely with all business and technology groups to ensure strategic alignment and effective collaboration. Show less

San Diego, California, United States

• Promoted to manage a staff of 6 unit team managers and 60 full-time and 19 part-time employees responsible for the collection of 30-90day short-term (loss mitigation) delinquent automobile accounts in a highly active call center, including call and VRU monitoring, coaching to ensure adherence to collections compliance requirements.• Worked as the liaison for off-site and off-shore loss mitigation collectors and department managers in India, and Los Angeles from the San Diego office.•… Show more • Promoted to manage a staff of 6 unit team managers and 60 full-time and 19 part-time employees responsible for the collection of 30-90day short-term (loss mitigation) delinquent automobile accounts in a highly active call center, including call and VRU monitoring, coaching to ensure adherence to collections compliance requirements.• Worked as the liaison for off-site and off-shore loss mitigation collectors and department managers in India, and Los Angeles from the San Diego office.• Strategically analyzed and balanced workloads, managed relationships with consumer lending national AIB director and national regional managers to insure all service levels were exceeded.• Completed monthly incentive review exceeding $15,000, reconciled monthly budget, and conducted performance management evaluations and functions across the entire department for all 85 employees. Show less

San Diego, California, United States

• Promoted to manage a staff of 3 unit team managers and 38 full-time employees responsible for the origination of the Autos-in-Branches refinance loans for 800+ nationwide consumer finance branches, including retention time to effectively end originations due to dissolution of business by HSBC.• Strategically analyzed and balanced workloads, managed relationships with consumer lending national AIB director and national regional managers to insure all service levels were exceeded.•… Show more • Promoted to manage a staff of 3 unit team managers and 38 full-time employees responsible for the origination of the Autos-in-Branches refinance loans for 800+ nationwide consumer finance branches, including retention time to effectively end originations due to dissolution of business by HSBC.• Strategically analyzed and balanced workloads, managed relationships with consumer lending national AIB director and national regional managers to insure all service levels were exceeded.• Completed monthly incentive review exceeding $5,000, reconciled monthly budget, and conducted performance management evaluations and functions across the entire department. Show less

San Diego, California, United States

• Promoted to manage the implementation of a major multi-faceted, self-service consumer-facing financial web site, which involved numerous major technical systems, legal and compliance risks, and required several years of development and implementation time; Total budget exceeded $1mil.• Effectively managed the post-implementation and operational risks of major initiatives with an emphasis on problem-solving and relationship management.• Worked with wed user interface team to developed… Show more • Promoted to manage the implementation of a major multi-faceted, self-service consumer-facing financial web site, which involved numerous major technical systems, legal and compliance risks, and required several years of development and implementation time; Total budget exceeded $1mil.• Effectively managed the post-implementation and operational risks of major initiatives with an emphasis on problem-solving and relationship management.• Worked with wed user interface team to developed screen mock-ups of new web-based origination system, implemented several initiatives to improve operational efficiencies, documented all operational and business processes using MS Visio, and reduced loan origination costs.• Promoted to manage the end resulting web-based product. Show less

San Diego, California, United States

• Promoted to manage the development and implementation of numerous major operational system enhancements and loan origination products, including process analysis, business requirement development, testing, implementation, and post-implementation evaluations.• Coordinated the timely delivery of all project objectives, effectively managed project risks, including the legal and compliance aspects of major implementations; delivered all projects within time lines and under budget.• Worked… Show more • Promoted to manage the development and implementation of numerous major operational system enhancements and loan origination products, including process analysis, business requirement development, testing, implementation, and post-implementation evaluations.• Coordinated the timely delivery of all project objectives, effectively managed project risks, including the legal and compliance aspects of major implementations; delivered all projects within time lines and under budget.• Worked with external vendors and partners to develop and document relevant business requirements, and maintained positive relationships throughout all projects and phases.• Developed extensive technical knowledge and technical problem-solving skills. Show less

San Diego, California, United States

• Promoted to manage staff of up to 20 credit and funding personnel including senior supervisory staff; made hiring and termination decisions; trained and developed existing staff.• Developed and managed the implementation and launch of a new Autos-in-Branches product, including the management of ongoing relationships with consumer lending staff across 800+ nationwide consumer finance branches.•Managed daily credit and funding operations, including performance management, relationship… Show more • Promoted to manage staff of up to 20 credit and funding personnel including senior supervisory staff; made hiring and termination decisions; trained and developed existing staff.• Developed and managed the implementation and launch of a new Autos-in-Branches product, including the management of ongoing relationships with consumer lending staff across 800+ nationwide consumer finance branches.•Managed daily credit and funding operations, including performance management, relationship management with internal and external departments, credit and funding pipeline management, implemented operational process improvements, insured adherence to all policies and procedures, and wrote and implemented new policies and procedures. Show less

Bachelor Of Science - Bs, Business Administration And Management, General

Accounting, Psychology, Photography, Business Management

Finance