Kathleen Cox
Urbandale
Summary
Dynamic Project Coordinator with a proven track record at Wells Fargo Home Mortgage, adept at reducing incomplete submissions by over 75%. Recognized for strong analytical skills and effective team collaboration, I excel in managing complex projects while ensuring compliance and delivering results on time. Committed to ethical standards and attention to detail.
Overview
12
12
years of professional experience
Work History
Project Coordinator
MDT Packaging
08.2022 - Current
- Coordinated with vendors to secure timely deliveries and maintain accurate cost forecasts
- Generate invoices and purchase orders to streamline procurement processes
- Assessed profitability of retail sales to inform pricing strategies and inventory management
- Ensure accurate inventory by making needed adjustments
- Produce weekly sales reports
- Recorded and classified payables and receivables in accounting system
- Process checks and prepare daily bank deposits
- Process and enter employee time sheets
Project Coordinator 2
Wells Fargo Home Mortgage
02.2018 - 04.2022
- Decreased incomplete time submission percentage for a line of business from 5.5% to 1.3% within 3 months by tracking incomplete submissions, analyzing data and training resources
- Tracked remediation event status within Application Maintenance Calendaring Tool and collaborated with Chief Information Officer and application managers to ensure compliance updates were communicated effectively
- Reported for the Recovery and Resolution Program by collecting, interpreting and reporting submissions to senior leaders to ensure compliance with Federal Banking regulations
- Communicated obstacles and Go-to-Green paths to senior leaders, leveraging strong verbal, written, and presentation skills to facilitate informed decision-making
- Collaborated with 19 project managers and consulting partners to verify accuracy of information shared across teams
Project Coordinator 1
Wells Fargo Home Mortgage
05.2016 - 02.2018
- Managed the most complex and highest volume program within the line of business, in addition to three other programs totaling over one hundred technology packages, each involving multiple releases, which were all implemented on schedule
- Aligned line of business system of record with enterprise system by managing projects/packages, tracking release date changes, and submitting change requests to ensure compliance of all deliverables
- Collaborated with project managers, tech teams, enterprise release management, wholesale release management, and information security office to ensure compliance of all deliverables
- Resolved last-minute issues with release implementation readiness by communicating and executing a plan of action to project team and release management partners
- Recognized by Information Security Officer, Program Management and Project Lead for reducing the number of at-risk projects
Project Manager 2
Signature Consultants
02.2016 - 05.2016
- Assisted project manager and team with project administration, ensuring timely delivery of project milestones.
- Developed status reports for change, issue, and risk management, enhancing project visibility and decision-making.
- Forecasted budgets and reconciled month end actuals, team member set up and invoice entry activities
- Facilitated training sessions for new offshore resources, improving onboarding and skill development.
- Under contract to Wells Fargo Home Mortgage
Assistant Controller/Benefits Manager
Nelson Construction & Development
01.2015 - 02.2016
- Supported Development Company with financial tracking, invoice payments, bank deposits, reconciliations, and budget forecasting to ensure accurate fiscal management
- Contributed to financial tracking and budget forecasting for Construction Company to facilitate informed decision-making
- Researched and compiled all supporting documents, pay applications and legal documents to obtain historic and other tax rebates resulting in over $300,000
- Managed PTO records and coordinated employee IRA contributions to maintain compliance and support employee benefits
- Processed bi-weekly payroll and produced reports for Workman's Comp Insurance audits
Project Coordinator/Project Analyst
Apex Systems, Inc.
04.2014 - 12.2015
- Coordinated multiple projects by tracking finances, forecasting budgets, and preparing month-end reports for multi-million-dollar technology initiatives
- Managed project activities and resources throughout lifecycle to ensure timely delivery and adherence to project scope
- Reviewed and loaded documents for approval, ensuring compliance with regulations and accuracy in documentation
- Adhered to strict monthly deadlines
- Executed contract services for Wells Fargo Home Mortgage
Education
B.A. -
Drake University
Des Moines, IASkills
- Data analysis
- Software proficiency
- Organizational skills
- Analytical skills
- Attention to detail
- Team collaboration
- Verbal communication
- Interpersonal skills
- Trustworthiness and discretion
- Ethical standards
References
References upon Request
Timeline
Project Coordinator
MDT Packaging
08.2022 - Current
Project Coordinator 2
Wells Fargo Home Mortgage
02.2018 - 04.2022
Project Coordinator 1
Wells Fargo Home Mortgage
05.2016 - 02.2018
Project Manager 2
Signature Consultants
02.2016 - 05.2016
Assistant Controller/Benefits Manager
Nelson Construction & Development
01.2015 - 02.2016
Project Coordinator/Project Analyst
Apex Systems, Inc.
04.2014 - 12.2015
B.A. -
Drake University