Project Manager Banking Resume Samples

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RM
R Marvin
Rupert
Marvin
34887 Durgan Forge
Philadelphia
PA
+1 (555) 853 3080
34887 Durgan Forge
Philadelphia
PA
Phone
p +1 (555) 853 3080
Experience Experience
San Francisco, CA
Mortgage Banking Project Manager
San Francisco, CA
Beer Inc
San Francisco, CA
Mortgage Banking Project Manager
  • Recruit and develop effective managers and staff, ensuring continuity and backup
  • If managing others
  • This position may, but typically will not, manage employees
  • This position leads the project team (which may including both IT and business resources) through all or some of the Project Life Cycle, potentially from idea generation through final execution and closure, ensuring timely visibility of issues and risk are critical for this position
  • This position is responsible for managing one or two moderately-sized projects or several smaller-sized projects, and is typically focused on program/project execution
  • Drive decisions and tasks to defined plan dates
  • Manage scope and escalate issues / risks
Boston, MA
Mortgage Banking, Project Manager
Boston, MA
Morissette, Block and Trantow
Boston, MA
Mortgage Banking, Project Manager
  • Provide feedback and lessons learned on project execution and project team performance
  • Create project plans and manage project costs, quality, and schedules to drive project execution activities through implementation and project closure
  • Document, manage, and communicate project issues, risks, and action items
  • Manage project scoping and estimation activities, document the project scope and approach, review plans with business and technology stakeholders and acquire sign-off from business and technology leadership
  • Provide cost/benefit models in support of business and infrastructure initiatives
  • Assist in evaluating priorities and advise on options, risks, and costs versus benefits of proposed solutions
  • Partner with GTI, IT and business partners to identify , model, and execute on risk analysis and cost save opportunities around Shared storage/infrastructure, and application specific storage and infrastructure
present
Houston, TX
Project Manager for Banking Project
Houston, TX
Mraz-Yundt
present
Houston, TX
Project Manager for Banking Project
present
  • People management (hiring, performance appraisals, team mood monitoring)
  • Reporting to Luxoft management
  • Continuous process improvements
  • Cooperation with the client to establish the best delivery practices and processes
  • Risk management
  • Project planning - analyse, estimate, plan, commit for the release
  • Issues solving, impediments removal
Education Education
Bachelor’s Degree
Bachelor’s Degree
East Carolina University
Bachelor’s Degree
Skills Skills
  • Strong knowledge in one or more of the following areas
  • Strong interpersonal skills with the ability to build and manage business relationships
  • Strong project management and organizational skills
  • Application, servicing, collection, etc systems that will enable complete and efficient transition to Core Banking system
  • Application, servicing, collection, systems that will enable complete and efficient transition to Core Banking system
  • Strong written/verbal communication skills
  • Experience and proficiency with Microsoft Office (Word, Excel, PowerPoint)
  • Student loan products, including underwriting, servicing, collections, and third party banking systems as they relate to student loans
  • Industry competitive capabilities, customer trends, and economic environment
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12 Project Manager Banking resume templates

1

Mortgage Banking Project Manager Resume Examples & Samples

  • Effectively Communicate with Others: defined by behaviors such as listening actively, communicating effectively and clearly, relaying important information to others when needed (i.e., explaining important information peers or direct reports); communicating in writing in a clear, concise manner; using appropriate methods to guide group meetings; fostering openness; sharing information all the time
  • Learning Agile: Is able to quickly synthesize information, new ideas, process and/or policy changes and understand business impacts
  • Flawless Execution: Leverages business knowledge, functional expertise, and personal commitment to excellence to deliver results that meet all standards of quality, compliance, timeliness and customer experience
  • Analyzes Problems: Identifies problems, recognizes the root causes, and identifies multiple potential or innovative solutions to problems
  • Project Management: Demonstrates project management experience including developing and maintaining project plans, consulting with the business and end users, and documenting steps required to execute or modify programs
  • If managing others
  • This position is responsible for managing one or two moderately-sized projects or several smaller-sized projects, and is typically focused on program/project execution
  • This position leads the project team (which may including both IT and business resources) through all or some of the Project Life Cycle, potentially from idea generation through final execution and closure, ensuring timely visibility of issues and risk are critical for this position
  • Good written and verbal communication skills are required because this position sometimes interacts with employees at a variety of levels in Mortgage Banking
  • This position is responsible for ensuring inclusion of all key stakeholders and control groups including Legal, Compliance, Controls, Risk and Audit for project delivery when and where appropriate
  • This position may, but typically will not, manage employees
  • 2 - 5 years of relevant experience
2

Commercial Banking Project Manager Resume Examples & Samples

  • Lead prospect prioritization meetings with MMB Market Managers, communicate timelines, process and status updates to market
  • Manage timelines based on volume and capacity, monitor progress and results
  • Key responsibilities for Prospect Prioritization
3

Ccb-mortgage Banking Risk Business Management Project Manager Resume Examples & Samples

  • BA or BS degree and minimum 8 years of project management experience
  • 5+ years experience in Financial Services
  • Strong project management skills and established track record of execution & delivery in a complex and changing environment
  • Excellent organization & planning skills with experience initiating and running projects and proven track record in delivery
  • Prior Risk experience a plus
  • Prior Mortgage experience a plus
  • Excellent communication skills including attention to detail with the ability to succinctly communicate requirements to LOBs with appropriate presentation materials
  • Proactive and creative problem solving; deals comfortably with ambiguity and uncertainty
  • Team player with ability to work with colleagues in a collaborative manner, as well as ability to manage prioritization
4

Mortgage Banking Remediation & Corrections Oversight Project Manager Resume Examples & Samples

  • 1) Partnering with the business and controls to identify customer impacting issues and oversee projects to ensure customer issues are corrected. Manager works to ensure adherence to CCB RCGO Remediation Guidelines which requires specific data, documentation, approvals, and oversight. This role is also responsible for managing customer correction activities, internal communications, appropriate engagement, escalation, and reporting for customer remediation initiatives
  • 2) Supporting Mortgage Banking profitability initiative on Investor/ Insurer claims in Default and driving data analytics in the claims process, assisting process improvement and financial recovery on expenses
  • Case Management
  • Bachelor's Degree in Finance, Accounting, Business Administration or related discipline required
  • Public Accounting or Audit experience preferred
  • 5 years experience in MB / CCB Operations, Risk or Audit preferred
  • Knowledge of Mortgage Banking data, preferred
  • Ability to follow complex methods and procedures in diverse routine and non-routine tasks
  • Ability to deal with highly confidential information in a professional manner
  • Knowledge of operational processes throughout MB/ CCB strongly preferred
  • Knowledge of statistical sampling techniques preferred
  • Ability to interview, interpret, and document a process required
5

Mortgage Banking Project Manager Resume Examples & Samples

  • Own relationship with business leadership, ability to influence leadership regarding project prioritization and project scope
  • Determine completeness of resource requirements identifying critical dependencies
  • Drive decisions and tasks to defined plan dates
  • Manage scope and escalate issues / risks
  • Communicate status effectively written and verbal
  • Recruit and develop effective managers and staff, ensuring continuity and backup
  • 10 years of senior project management experience with minimum of 5 years in mortgage
6

Project Manager Banking Resume Examples & Samples

  • Manage the project solution components from initiation to post implementation
  • Manage and coach team leads and their deliverables based on time-lines established
  • Manage client, vendor and technology relationships as required and make recommendations to senior management as the opportunities arise
7

Fair-project Manager, Banking Resume Examples & Samples

  • Manage third party vendors and offshore development teams
  • Proactively anticipate risks and/or organizational challenges and develop mitigating strategies
  • Provide thought leadership to identify and develop new business opportunities
  • Exceptional client relationship management and negotiation skills
  • Demonstrated experience in evolving strategic positioning to support business needs
  • Extensive management experience in application development methodologies and standards, including agile methodologies
8

Mortgage Banking, Project Manager Resume Examples & Samples

  • Provide cost/benefit models in support of business and infrastructure initiatives
  • Gain a firm understanding of the Corporate Retention Policy and the impacts and opportunities associated with it
  • Partner with GTI, IT and business partners to identify , model, and execute on risk analysis and cost save opportunities around Shared storage/infrastructure, and application specific storage and infrastructure
  • Serve as liaison between the many teams in the organization as the deliver on their associated task for our programs
  • Manage project scoping and estimation activities, document the project scope and approach, review plans with business and technology stakeholders and acquire sign-off from business and technology leadership
  • Assist the business in identifying, assessing, and documenting business requirements
  • Assist in evaluating priorities and advise on options, risks, and costs versus benefits of proposed solutions
  • Create project plans and manage project costs, quality, and schedules to drive project execution activities through implementation and project closure
  • Document, manage, and communicate project issues, risks, and action items
  • Hold project status meetings to review overall project RAG status, risks and issues, and track progress
  • Document implementation plans and facilitate implementation activities
  • Provide feedback and lessons learned on project execution and project team performance
  • Knowledge and experience using project management software such as Microsoft Project
  • Ability to work with cross-functional teams and interact effectively with all levels
  • Flexibility, able to execute against tight deadlines, work with minimum supervision and exercise independent judgment
  • Prioritizes multiple tasks effectively. Ability to multi-task in a fast paced environment and handle multiple issues at one time. Highly organized
  • Ability to set priorities among competing demands
  • Customer focus mindset
  • Strong problem solving and decision making skills
  • Familiarity with SDLC and Agile delivery practices
  • Highly self-motivated, ability to work independently with minimal guidance
9

Project Manager Banking Resume Examples & Samples

  • Minimum 3 years of experience within the financial services industry in a Project Management role
  • Working knowledge and experience of managing projects using Agile/Scrum methodology
  • Strong understanding of the project and product life-cycle and the ability to employ these concepts in product/process design, system implementation and the development of client deliverables
  • Able to create a vision on the future of banking, think about the opportunities of digitization in the banking sector (customer experience, operational efficiency)
  • Experience in Banking (with banking processes and products) is considered a must
10

CIB F&BM Global Banking Project Manager Resume Examples & Samples

  • Manage project portfolio ensuring deliverables, risks and issues are transparent to Global Banking Controller
  • Coordination and implementation of the annual submission for the Global Banking Resolution and Recovery plan
  • Act as the man point of contact CIB and Corporate project teams building strong partnerships
  • Interact and influence with the wider Finance Team within Banking Product Control, P&A, Business Managers and Financial Control. This include model review and reengineering current functional boundaries
  • Main point of contract for multiple projects including Resolution and Recovery, Data Quality requirements and improvements, TS Billing Strategy, etc
  • Represent the interest of the Banking business in all related forums while the policies/standards are in the development phase
  • Works with PC to ensure orderly implementation of new policies and standards (PC Standards, LE Standards, Accountability Standards)
  • Develop in-depth understanding of Banking financial architecture and process flows to support driving optimization – P&L Aggregator, GIB Client Billing, TS Billing strategy
  • Experience working on projects within structured Project Life Cycle, including experience working through entire project life cycle (initiative through implementation)
  • Understanding of reference data and implications to system development
  • Experience managing virtual teams and influencing across functions
  • Minimum 5-7 years’ experience with project management in financial services background
  • Strong accounting / finance background highly preferred
  • Excellent technical skills in Microsoft Office Suite, including extensive experience using PowerPoint to create polished Executive Reports
  • Knowledge of CDGL, Paragon, FDW and Business Objects applications is a great plus
  • Self-starter & learner who actively contributes to team, and thrives in a continuously changing and evolving environment with a focus on efficiency and quality
  • Ability to quickly grasp concepts, learn processes and execute on deliverables in a timely manner
  • Excellent time management skills, being flexible to handle multiple tasks at the same time and prioritize the tasks in the order of importance
11

Mortgage Banking, Project Manager Resume Examples & Samples

  • SharePoint administration
  • SharePoint data connections (connecting to from Excel, Access, etc)
  • Forms design
12

Enterprise Banking Project Manager Resume Examples & Samples

  • Conducts research and performs financial analysis related to business initiatives
  • Responsible to work with various business users to review, analyze and evaluate business systems and make recommendations for improvements and changes
  • Establishes and implement project management processes and methodologies to ensure projects are delivered on time, within budget, adhere to high quality standards and meet customer expectations
  • Responsible for assembling project plans and teamwork assignments, directing and monitoring work efforts on a daily basis, identifying resource needs, performing quality review and escalating functional, quality, timeline issues appropriately
  • Acts as liaison with management and staff to resolve issues as needed
  • Responsible for tracking costs, key project milestones and adjusting project plans and/or resources to meet the needs of customers
  • Coordinates communication with all areas that impacts the scope, budget, risk and resources of the work effort being managed
  • Designs, implements, evaluates and audits project management processes and templates
  • Prepares PowerPoint and other forms of presentations for executive management
  • Bachelors in Business Administration, Computer Science, Information Systems or related degree and 4+ years’ experience in project management and business analysis methodologies and tools, resource and change management practices and techniques or other directly related experience
  • Extensive knowledge of project management, including scope management, financial tracking, scheduling and resource management
  • Experience in solution identification and assessment, vendor selection, and creation of business and financial case
  • Must have strong leadership, presentation, and communication skills, both verbal and written
  • Requires strong analytical, organizational and problem solving skills
  • Requires solid interpersonal skills with the ability to work with both management and staff employees, meet deadlines, schedules and budgeted costs
13

Mortgage Banking Project Manager Resume Examples & Samples

  • Conflict resolution, change management, influencing, project management, delegation and coaching skills
  • LOB, business process and procedures and business applications knowledge
  • May be required to have business-specific skills or certification
  • Networks effectively with colleagues
  • Knowledgeable of the Firm’s HR practices and policies
  • Effectively prioritizes own work and proactively seeks advice
  • Sets high standards for self
  • Executes superbly and meets commitments
  • Acts with a sense of urgency
  • Proactive, strong attention to details
  • Drives for results; strong accountability
  • Escalates issues quickly and helps to resolve; solution focused
  • Takes into account the impact of expenses
  • Responsive and accessible to clients
  • Exhibits a strong understanding of a client’s business and actively seeks input to anticipate client needs and effectively meets or exceeds them
  • Collaborates effectively with colleagues
  • Listens to understand various points of view whether or not she/he agrees
  • Understands and applies knowledge of role-related risks
  • Keeps abreast of current regulatory requirements applicable to responsibilities
  • Acts in shareholder's best interest
  • Effectively remediates issues by engaging appropriate resources to mitigate risk with a sense of urgency
14

Banking Project Manager Resume Examples & Samples

  • 5+ years experience in technical project management, including banking PM experience
  • Large, complex technology project experience
  • Experience with transformational programs
  • Collections/default project experience
  • Data intensive project experience
  • Interface and real-time integration project experience
15

Project Manager, DSL Core Banking Resume Examples & Samples

  • Bachelors or four year degree, or equivalent work experience required
  • Strong knowledge in one or more of the following areas
  • Student loan products, including underwriting, servicing, collections, and third party banking systems as they relate to student loans
  • Application, servicing, collection, systems that will enable complete and efficient transition to Core Banking system
  • Product knowledge, profit and loss, interdependencies of functional areas, customer base and preferences, and system needs
  • Industry competitive capabilities, customer trends, and economic environment
  • Strong project management and organizational skills
  • Strong interpersonal skills with the ability to build and manage business relationships
  • Experience and proficiency with Microsoft Office (Word, Excel, PowerPoint)
16

Project Manager With Banking Resume Examples & Samples

  • 10 years of project management experience in successfully delivering large end to end projects
  • Solid Project Management background and understanding of the business
  • Good personality fit to thrive in the Banking environment and high pressure, high visibility projects
  • Able to work closely with both business and technology teams
  • Project Manager with experience in day-to-day leadership of compliance testing projects
  • Should be knowledgeable regarding retail Banking compliance and regulations to help craft the overall testing program related to Sales Practices
  • Knowledge of retail and consumer banking regulations is very important (related to checking, savings, credit cards, loans, lines of credit) and small business banking with understanding or processes at branch networks and call centers also important
  • Project Manager will proactively manage and coordinate the delivery of a project including creation of work & resource plans, work-stream schedule setup & maintenance, management of work according to work plan
  • Should have experience in Compliance testing scenarios & scripts, data evaluation, test planning and scheduling
  • Experience managing a team of data analysts in the application of testing criteria, documentation of evidence, identification of risks / issues and management / escalation based on established criteria
  • Ensure adherence to processes and standards around governance, communication, and quality
  • Creation of performance and status reports for relevant stakeholders
  • Detail oriented with good communications skills
  • Demonstrated ability to build strong relationships with stakeholders
  • Minimum of 10 years’ experience leading projects within a Consumer Banking, financial services and technical environment
  • Technical knowledge of various systems (technology)
17

Project Manager Banking W Agile Resume Examples & Samples

  • 7-8 Years of Project/Program Management experience
  • 2-3 Years of Project Management Experience in the Agile Methodology or certified Scrum Master
  • Preferred experience managing Tableau or Micro-strategy projects
  • Demonstrates an understanding of customer's tactical goals and effectively participates in the development and implementation of business solutions
  • Actively manages the work efforts of multiple functional resources through the project plan
  • Establishes advanced scope control procedures
  • Initiates and maintains reporting relationships with project stakeholders including team members, peers, managers, customers, vendors, and other affected departments to coordinate efforts across multiple business units and ensure continuous efficient management of projects; gathers input and feedback
  • Analyzes and reports project status and research information; monitors project performance to maintain the quality of services, deliverables, and content
  • Responds to operational issues and RFI's within defined areas of responsibility while progressing on project work
  • Collaborates and communicates with other project managers and leaders to coordinate cross-project initiatives and activities
  • Identify and eliminate obstacles to solution plans, business goals or implementation
  • Lead in the development and implementation of contingency plans
  • Lead in the development of project budgets in compliance with the company's financial practices
18

Project Manager for Banking Project Resume Examples & Samples

  • Project planning - analyse, estimate, plan, commit for the release
  • Project status monitoring, status reporting
  • People management (hiring, performance appraisals, team mood monitoring)
  • Deliveries / release coordination
  • Cooperation with the client to establish the best delivery practices and processes
  • Day-to-day communication with the customer
  • Issues solving, impediments removal
  • Continuous process improvements
  • Reporting to Luxoft management
  • Experience in PM role driving Enterprise level of projects - 5+ years
  • Ability/Experience to manage dedicated project team (direct and indirect team members)
  • Experience of implementation of the applications/systems in banks and/or insurance companies and/or telecom
  • Advanced MS Project user
  • Advanced/fluent English
19

Cbna-gcg-digital Banking Project Manager Resume Examples & Samples

  • Project management or IT development background. Familiarity with online / mobile banking or other banking/card apps is a plus
  • Detailed and patient
  • Experience / knowledge in test execution and documentation for mobile and web based applications
  • Must possess strong interpersonal skills to be able to communicate effectively, both orally and in writing
  • Self-motivated; ability to take independent action while being a strong team member
  • Ability to understand audience needs, whether interacting with frontlines or executive level
20

Project Manager Iv-private Banking Resume Examples & Samples

  • Minimum of 5 years banking or financial industry experience
  • Must be extremely knowledgeable in Bank-wide strategic planning and direction
  • Must have vast industry knowledge to support the design and or vendor product selection to solve corporate wide issues or enhancements
  • Solid understanding and planning skills in all aspects of a system/business project lifecycle, i.e. enhancements, user requirements, application configuration
  • Demonstrated tract record of delivering positive results in project work, including high quality implementations, cost savings, revenue enhancements and within time and budgetary constraints
  • Aptitude to prioritize and analyze a list of measureable product and service characteristics along with associated target values
  • Ability to set and develop strategic goals and techniques for a project and effectively communicate this to all project team members
  • LI-NS1