•Project Manager, Records Management, Vendor Management, Business Analyst.•Agile SCRUM, PMBOK Waterfall SDLC, Risk and Controls Partner, Analytics, Change Management.•Power User of the Microsoft Tools including ACCESS and VISIO, JIRA, MS Project, Some SQL abilities.•Business and Technology Project Management and Business Analyst with Control, and Risk Management experience. •Trusted Business and IT contributor to partner with senior management and staff of all levels to solve for operational efficiencies, development and governance needs.•Experience with full project lifecycle, including testing, defect management and training.•Business requirements writer based on user needs.•Application of project and data management concepts to merge business needs with IT high quality creative solutions.•Acted as principle for legal hold data gathering, tracking activities and reconcilement for Home Lending and Legal Discovery Management teams for 900+ active legal matters.•Developed technology controls, data dissemination processes and communication practices safeguarding the management of legal holds that have been applied to records.•Maintained relationships with 100 Custodians of record for the records management team in support of the Legal holds process.•Record management oversight and data management for all physical and electronic assets.•Supported the full-scale initiative to solve for the resolution of Consumer Financial Protection Bureau regulations to shore up records management practices for Chase Home Lending.•Selected to support Records Management and Access Administration for all of Chase Home Lending.•Implementation and oversight of record management policy, Retention, Metadata and Procedures.•Developed and maintained external email entitlement grants for all of Home Lending.•Managed process to monitor and properly categorize electronic records stored on all SharePoint sites and Shared Drives. 1000 sites, 2000 Shared Drives.

Vendor management Underwriting/Appraisal Specific Project Management• Integration of a vendor based system to manage underwriting loan integrity operational controls.• Build and rollout a comprehensive underwriter scorecard measurement process to gauge underwriter effectiveness.• Report metrics to measure vendor appraisal company’s turnaround time and overall performance.• Integrate best performing appraisal management companies into Chase loan originations processes. FNC/RealEC.• Integrate new fee structures and processes for vendor credit bureaus. Core Logic/Equifax.• Document Management Integration of 1+ Million underwriting documents being stored outside of Chase systems of record to secure internal storage environments.

Capital Markets program manager and data steward for the business.Capital Markets Project Management and Data Management• Selected as a Data Steward for the Capital Markets business.• Information owner for Capital Markets systems in support of operational risk management and regulatory reporting. Corrected flawed reporting to the Consumer Financial Protection Board.• Decommission several legacy reporting systems. Rebuild and improve these legacy systems into a single site portal for all newly developed Capital Markets applications.• Rollout of Business Objects reporting across all business areas for single site report management.• Developed a co-issue trading program with Citibank increasing trading revenue 20%. • Automated the GNMA buyback program improving profitability and trade cycle turn time. $490 MM/Weeks to days.• Developed a mortgage banking chargeback process for unsalable loans increasing revenue 6MM annually.Government Sponsored Entity Programs. FNMA, FHLMC, GNMA• Total support of loan delivery processes to FHLMC, FNMA. GNMA.• Integrated GSE appraisal requirements into Capital Markets systems and business processes.• Capital Markets business lead for several major changes mandated by FNMA, FHLMC and GNMA including:• Achieve MISMO compliance for loan delivery. Added 145 new data points to all loan manufacturing systems to support new loan delivery requirements.• Adjusting GSE allocation delivery requirements for best execution trading based on new appraisal standards.• Multiple additional data quality integration/improvement projects mandated by the GSE’s to improve loan delivery to the GSE’s.Servicing • Consolidation of WAMU and Bear Stearns accounts onto a single Servicing platform.• Retire and rebuild of Chase in house Servicing platform to a vendor based solution. (Black Knight).• Project managed the consolidation of WAMU and Bear Stearns accounts and servicing data into Capital Markets systems.

Assistant Vice President, MIS Manager• Developed and managed the customer profitability platform. Managed a staff of seven responsible for delivering customer profitability reporting across regions and industries globally. • Developed and managed control environment to monitor data delivery into and out of the reporting platform. • Established security module and protocols across the user base. (450 Global user’s $1.4B Revenue ytd).• Application development and reporting enhancements including:• Rollout of front end delivery system for web-based proprietary global reporting product.• Rollout of a plan reporting module to the profitability reporting system.• Testing of business specifications for enhancement to the core reporting application.

Assistant Vice President, MIS Specialist• Managed daily operation of the North American data warehouse for Citibank Global Transaction Services.• Collect, aggregate and disseminate product processor MIS globally. Interfaced with product/customer/systems areas in all facets of data management and profitability reporting including:•Monitored data feeds into and out of the core reporting system.•Developed run books, job schedules and quality controls to ensure the accurate and timely delivery of reports.•Developed dashboards and key performance indicators for management review.•Converted new General Ledger and DDA interfaces into existing reporting platform.•Identified $5 MM previously unreported to the customer. Identified $350K previously unbilled.