Ted Mason Email and Phone Number

Large Client Implementation Services - Servicing Technologies

Consumer & Community Banking - Basel 239: Lead Program Manager for CCB’s firm wide initiative for Basel 239 (BCBS Principles for Risk Data Aggregation and Risk Reporting) compliance. Internally recruited to turn around failing Regulatory initiative, by bringing large program governance and execution experience to bear. Managed day-to-day Program Office and planning efforts for multi-year $100MM+ program aimed at the implementation of Risk Data & Reporting strategic data ecosystem initiative. Resulting effort exceeded targets set with Banking Regulators, finishing on time, under budget and achieving compliance with a critical regulatory effort.

2012 - 2014Executive Director: Mortgage Banking Demand Management & Central Program Management Office. Manage the overall partnership with Technology and act as the Program Executive for Mortgage Banking Shared Services. Responsible for managing the technology investment, prioritization, annual budgeting and expense reduction efforts2011 - 2012Executive Director: Mortgage Banking Program Executive responsible for 100+ member project teams focused on implementing new standards and compliance with various government and regulator guidance directives, including those required by Dodd-Frank Wall Street Reform, Consumer Protection Act, DOJ, OCC and Treasury’s MHA/HAMP programs. 2006 - 2011Vice President - Merger / System Consolidation: At the peak of the financial crisis, led the Mortgage Banking platform consolidation merger event for the JPMC / WaMu / Bear Sterns portfolios. Timely execution was critical to both meeting regulator requirements and merger commitments. Vice President - System Consolidations: Led largest servicing system conversion in Mortgage Banking industry. Program resulted in annualized business benefits, reducing operational & technology costs.2004 - 2006Senior Technology Officer: Hired to lead overall Program focused on standardized workflow & document & knowledge management solutions. Multi-year effort that resulted in extensive business efficiencies in operational units including: Consumer Card, Auto, Mortgage and Consumer & Business Banking.

Consulting company aimed at Management Consulting & Project Management. Responsible for the recruiting, management and career development of consulting staff. Mentored staff in methodology and consulting excellence and best practices in project management. As principle Management Consultant & Program Manager, directed multiple integration efforts on business practice methodologies, process re-engineering, workflow and BPM solutions for Financial & Insurance sector clients. Client Engagements include: 2003 - 2004Led team of technical & business leads from across JPMorgan Chase - Retail Financial Services, developing major program focused on implementing standardized workflow & document management tools across [RFS] (pre Bank One merger). Drove RFP and Business Case strategies resulting in the approval and launch of multi-year Workflow & document management strategy for the retail banking divisions across Chase brands. 2001 - 2003Led eBusiness, web & portal strategies for key AIG unit, United Guaranty, leading to the successful launch of several key web products supporting new e-Strategies, including back-office operations. 2000 - 2002Co-led the largest workflow strategy for San Francisco PUC. Provided Program Management, subject matter expertise and executive sponsorship for multiple government units – leading to successful funding and deployments over an 18 month engagement.2000 - 2002Led Financial systems/Accounts Receivable system conversion for Lowe Home Improvement, designing the 1st fully digital image & workflow based solution in the home improvement retailer.

Recruited to establish new business model/strategy for Systems Implementations, reporting to the CEO. Directly responsible for start-up / expansion operations into the Charlotte, NC region, as well as adding EDMS solutions to CRG’s core offerings.

Led systems implementation function for Southeast region. Led systems implementations & PMO / project management engagements for workflow & document management solutions.