Sam Johanson - Pmp Email & Phone Number

United States

Manage complex, time-sensitive, mission-critical remediation projects arising from Consent Orders issued by the Federal Reserve Board and Office of the Comptroller of the Currency regarding controls, infrastructure and governance. Coordinate with cross-functional, senior-level business leaders to assure Consent Order dependencies are addressed, risks are reported, schedules are met and progress continues. Developed inclusive North America Transformation and Consent Order execution model and project plan. Manage overlapping, multi-year business transformation projects.

United States

Delivered 4 key strategic business initiatives across 3 BUs that together produced ~$37 billion profit on accrued interest on loans funded by higher average customer deposit balances. Also added more high net worth customers, grew market share and increased client loyalty and business retention across the U.S. market. • Subscriptions Benefit: launched loyalty program for clients with checking account balances of $250,000 to $1 million and helped manage tasks for onboarding governance.• Citigold Private Client Value Proposition: incentivized deposits of $1 million+.• Citi Self Invest: offered bundled services to clients desiring to manage their own investment portfolios.• Citi Wealth Builder: rolled out managed investment program and welcoming website for clients investing more than $3 million.

O'Fallon Mo

Reduced legal risk, catalyzed robust competitive advantage and facilitated millions in cost savings by delivering 3 key strategic initiatives (below) addressing regulatory compliance and business transformation initiatives. Consulted with business stakeholders to develop project scopes, charters and plans. Managed assignments with ±30 resources comprising business analysts, agile software developers and project owners/scrum masters. Coordinated timelines and dependencies among cross-functional teams. Identified risks and escalated corrective actions. Educated business and technical stakeholders and executive leadership on global project management governance as well as project issues, roadblocks and progress. Documented process changes. •Uniform Closing Dataset/Disclosure: Fulfilled Consumer Financial Protection Bureau (CFPB) mandate that detailed financial information on mortgage loan terms, projected monthly payments, fees and other costs be provided to borrowers at loan closing. •Mortgage Transformation: Created process flows and training methodology for mortgage processing platform that streamlines client loan processing from point-of-sale to post-closing via single digital platform that integrates with Dragonfly (below) to provide best-in-class loan processing experience across lending channels and products. Engineered mortgage origination and servicing process updates to support third-party vendor onboarding. •Dragonfly: Launched innovative digital mortgage origination platform that aggregates data automatically, delivers digital disclosures, accelerates credit decisions and reduces cycle times from loan application to underwriting and loan approval to as little as 20 minutes.

United States

Documented and refined mortgage fulfillment policies and procedures in compliance with regulatory updates and strategic initiatives. Coordinated associated training design and execution for the Correspondent and Retail channels. Worked cross functionally to support new product, regulatory and agency governance initiatives enabling channel updates. Tracked and reported schedules and risks.

United States

Accumulated a deep knowledge base in mortgage policy, loan underwriting and applicable regulatory guidelines. Validated property values and approved Correspondent non-delegated and in-house underwritten loans based on borrowers’ incomes, assets, liabilities, collateral, work histories and credit worthiness. •Prioritized and purchased Correspondent Channel loan submissions.•Regularly scored 95% or better on underwriting test cases, earning Quality Excellence Award Q4, 2012.

Maintained work load for thirty-four underwriters communicated priority and direction of workflow. Maintained correspondent lender turn times and published to Correspondent portal. Updated and maintained underwriter procedures.

United States

Cultivated and managed Correspondent lender relationships. Reviewed mortgage lenders mortgage collateral and managed stipulation resolution for missing detail. Worked from phone and workflow queues to resolve stipulations and purchase loans. •Managed largest lender in the Correspondent channel. •Maintained under 5% defect rate, significantly lower than peers.

United States

Mortgage data entry for Correspondent Channel. Data entry of borrower documentation into Loan Origination system.

Bachelor’S Degree, Information Technology

Associate’S Degree, Communication And Media Studies