Summary
Overview
Work History
Education
Skills
Timeline
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Gillian Caldwell

Summary

Accomplished leader with a proven track record at JP Morgan Chase, adept in Mortgage Lending Operations and Project Management & Implementations. Spearheaded cross-functional teams to streamline operations and enhance productivity, achieving significant process improvements. Skilled in fostering relationships and leading change, consistently driving projects to successful completion with innovative strategies and effective decision-making.

Overview

22
22
years of professional experience

Work History

Director of Major Lending Projects

Financial Partners Credit Union
06.2021 - 01.2024
  • Managed major projects for the Mortgage, Commercial and Consumer lending divisions.
  • Implemented innovative solutions that included outside Fin-tech products, to solve complex problems, resulting in increased productivity and streamlined operations.
  • Proactively identified potential risks and implemented mitigation strategies to minimize negative impacts on projects or business operations.
  • Facilitated cross-functional collaboration for improved decision-making processes within the organization.

Senior Project Manager

JP Morgan Chase
09.2018 - 08.2020
  • Worked with the sales and implementations teams to develop the project framework, scope and timing charter
  • Communicated project plans and progress to key stakeholders and project contributors.
  • Directed changes to project scope and cost and implemented appropriate change management processes to keep project on track.
  • Presented regular status reports to executive leadership, providing insights into progress made toward achieving key milestones.

Manager, Change Implementation

American Advisors Group
10.2016 - 07.2018
  • Managed the change implementation team for the centralized Retail Sales organization
  • Launched the team and created the project management structure and process
  • Led enterprise change management initiatives to drive organizational transformation
  • Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.

Senior Process Manager

OpEx Now, Consulting
08.2015 - 04.2018

Arizona Federal Credit Union:

  • Managed a project to bring mortgage lending operations in-house to increase loan volume and revenue, increase efficiencies, and improve the client experience

Western Federal Credit Union:

  • Developed and implemented strategic initiatives for mortgage lending process improvement, leading to more efficient operations and cost savings.

Vice President - Regional Manager

JP Morgan Chase
03.2011 - 05.2015
  • Managed the West & Southeast Implementation Teams in the Commercial Banking Treasury On-Boarding organization, with staff of 25 VP & AVP level project managers in thirteen states
  • Responsible for the implementation of cash management solutions for new and existing clients, both domestic and international
  • Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
  • Collaborated with senior management to develop strategic initiatives to support the organization's customer service goals.
  • Cultivated strong relationships with key stakeholders and customers to promote collaboration and long-term success.

Senior Project Manager

OpEx Now - Consulting
07.2008 - 03.2011
  • Key member of the core team engaged to implement the HASP/HMP government program for loan modifications during the 2008 mortgage crisis
  • Implemented change management processes to accommodate evolving project requirements while minimizing disruptions.
  • Updated customers and senior leaders on progress and roadblocks.
  • Nurtured strong working relationships with internal and external stakeholders, building trust and credibility that facilitated smooth collaboration on shared goals.

Vice President

Washington Mutual
01.2002 - 06.2008
  • Managed a team of eight project managers in the Wholesale Lending Strategic Support division
  • Designed and implemented process changes to support regulatory and credit updates impacting sales and operations
  • Subject Matter Expert for Mortgage Operations, Credit Guidelines, Training, & Policy & Procedures
  • Established a culture of continuous improvement, fostering innovation and driving sustainable growth across the organization.

Education

High School Diploma -

Taft Charter High School
Woodland Hills, CA

Skills

  • Project Management
  • Process Improvements
  • Operations Management
  • Change Management
  • Staff Management
  • Verbal and written communication

Timeline

Director of Major Lending Projects

Financial Partners Credit Union
06.2021 - 01.2024

Senior Project Manager

JP Morgan Chase
09.2018 - 08.2020

Manager, Change Implementation

American Advisors Group
10.2016 - 07.2018

Senior Process Manager

OpEx Now, Consulting
08.2015 - 04.2018

Vice President - Regional Manager

JP Morgan Chase
03.2011 - 05.2015

Senior Project Manager

OpEx Now - Consulting
07.2008 - 03.2011

Vice President

Washington Mutual
01.2002 - 06.2008

High School Diploma -

Taft Charter High School
Gillian Caldwell