Jerome James
Mckinney,TX
Summary
Experienced Program Execution Leader with a strong background in leading application development and program management to support mission-critical business and risk-control initiatives. Skilled in managing product lifecycles, defining roadmaps, and aligning cross-functional teams to deliver business value. Proven expertise in project planning, scope management, risk mitigation, stakeholder engagement, and Agile delivery within financial services. Adept at translating business needs into actionable requirements, guiding iterative development, and ensuring regulatory compliance. Strong liaison between business, technical, and sales teams driving alignment, adoption, and solution quality. Passionate mentor and team leader committed to driving performance, innovation, and operational efficiency.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Project Manager - Security Services
JP Morgan Chase
03.2024 - Current
- As a Project Manager in the Global Custody space, I Leading risk governance for multi-million-dollar custody operations, embedding controls into strategic initiatives.
- Key Contributions:
- Supporting Compliance and Operational Risk Management directing cross-functional issues and action plans, partnering with Product, Operations, Development, Legal, and Compliance to remediate gaps, meet regulatory requirements, and enforce compliance through SOP updates.
- Led ERISA Trust and Oversight team to enhance controls and improve alternative investments subscription process.
- Leading a Federal initiate with SIFMA The Securities Industry and Financial Markets Association to meet federal and industry compliance requirements
- Driving client and broker communications from legacy fax systems to secure SWIFT messaging collaborations across business units to enhanced efficiency, and reduce operational risk.
- Preparing weekly reports for Senior management, summarizing project progress, status and key risk for Action Plan oversight.
- Managing multiple teams to ensure changes are planned, communicated, deliver based on agreed timelines.
- Leveraging advance AI prompting techniques and LLM-driven analysis to enhance workplace efficiency.
Business Consultant
James Real Investments
07.2023 - 03.2024
- Successfully facilitated commercial loan funding by connecting businesses with financial institutions and securing tailored financing solutions. Conducted detailed financial assessments, negotiated favorable terms, and managed the end-to-end loan process, ensuring regulatory compliance. Built strong lender relationships driving client satisfaction and business growth.
VP Project Execution - Payment Solutions
JP Morgan Chase
12.2018 - 07.2023
- Served as a Technical Program Manager (TPM) at a global leader in the payments space, I lead high-performing scrum teams and manage complex, multi-million-dollar programs that span multiple lines of business with firm-wide impact.
- I collaborate closely with Product Leaders, Application Owners, Design Architects, and Agility Leads to drive execution and deliver scalable payment management solutions that meet stakeholder expectations.
- I directed enterprise regulatory programs ensuring adherence to AOX, GLBA, PCI, DSS, OCC standards.
- Oversaw end to end software delivery of Salesforce, Document Management and Payments platforms, integrating risk controls into design, build, and UAT processes.
- Championed AWS cloud migration initiatives, leading through planning, execution, and cutover of applications.
- Built risk dashboard to monitor remediation progress, ensure continuous readiness and to proactively track and address emerging threats.
- Led PMO governance forms to review and set standards, escalate issues, and drive effective remediation oversight.
- Manage Jira backlogs in partnership with Agility Leads and Product Owners, enabling clear epic prioritization and backlog grooming.
Consultant - Payment Solutions
JP Morgan Chase
11.2017 - 12.2018
- Served as the Lead Business Systems Analyst (BSA) within Chase Merchant Services (CMS), I drove the product vision by partnering with Domain Product Owners to define and refine requirements, prioritize backlogs, and align roadmap strategies with business objectives.
- I led cross-functional teams across global Scrum teams, coach BSAs on best practices and leadership, and collaborate with System Architects and UX designers to enhance the user experience.
- I facilitate backlog grooming, translate customer insights into actionable features, and ensure alignment across impacted systems by coordinating with Application Development Leaders.
- I support Behavior Driven Development (BDD) by defining clear user stories and acceptance criteria, while also fostering strong relationships with upstream and downstream teams to maintain alignment with evolving product roadmap.
- My ability to eliminate delivery obstacles, maintain stakeholder alignment, and coach teams enables continuous improvement and delivery of high-impact solutions.
Product Owner – Financial Technology Integration
FICO via UDig
06.2016 - 09.2017
- Served as a Product Owner supporting strategic banking initiatives by partnering with financial stakeholders to define requirements, manage backlogs, and align roadmaps with business goals.
- Led cross-functional collaboration, customer research, and regulatory compliance (AML, OFAC, KYC, CIP), while driving Agile ceremonies, backlog refinement, and seamless product delivery.
- Conducted current state assessments of business processes through observation and stakeholder interviews to identify improvement opportunities.
- Approved all user stories based on demo and my analysis of the system's behavior, appearance, and functionally, providing consultative feedback to ensure quality and alignment with business goals.
Education
Bachelor of Arts - Business Administration & Political Science
The William Patterson University
Wayne, NJSkills
- Project planning and execution
- Agile development methodologies
- Collaborative leadership
- Compliance and risk assessment
- UI/UX Design, AWS migrations
- XML SOAP JSON WebServices APIs
- Financial Services
- Stakeholder Relationship Management
- Backlog Management
- Product Strategy and Vision
- Requirements Gathering & User Stories
- Jira, Confluence, Visio, Excel, Tableau
Certification
- Project Management Certificate (Collin College) - 2010
- Certified ScrumMaster (Scrum Alliance) - 2016
- Certified Scrum Product Owner (Scrum Alliance) - 2025
- (In Progress) CRISC - Risk Management
Timeline
Project Manager - Security Services
JP Morgan Chase
03.2024 - Current
Business Consultant
James Real Investments
07.2023 - 03.2024
VP Project Execution - Payment Solutions
JP Morgan Chase
12.2018 - 07.2023
Consultant - Payment Solutions
JP Morgan Chase
11.2017 - 12.2018
Product Owner – Financial Technology Integration
FICO via UDig
06.2016 - 09.2017
Bachelor of Arts - Business Administration & Political Science
The William Patterson University