Kevin Lewis
Fort Mill,SC
Summary
Experienced professional with a strong focus on achieving goals, backed by extensive years in financial, organizational, and operational sectors. Demonstrates proficiency in both independent work and collaborative team efforts, consistently upholding company standards and achieving client satisfaction. Proactively takes on challenges, additional responsibilities, and special projects to drive substantial revenue growth. Forward-thinking professional with solid history of accomplishment in settings. Keep operations smooth and consistent to maintain company stability and sustainability. Articulate and personable leader with excellent program management, strategic planning, and operational oversight abilities.
Overview
14
14
years of professional experience
Work History
Assistant VP/Lead Business Execution Consultant
Wells Fargo Corporate & investment banking
Charlotte, NC
06.2021 - Current
- Led strategy for automation requests in Facilities Management, streamlining BAU/Ad Hoc requirements across various business lines to ensure daily operations
- Gathered and communicated business requirements, aligning client needs with internal and external stakeholders in Facilities Management
- Managed both Waterfall and Agile projects, coordinating with diverse stakeholders and handling multiple project components simultaneously
- Utilized strong verbal and written communication skills to interact with executives, managers, and subject matter experts
- Served as the liaison between business lines and the technology team, facilitating the flow of project requirements
- Collaborated with developers and subject matter experts to balance usability and performance needs
- Created Business Cases for funding approval, supporting various Lines of Business within the Facilities Management Project Intake process
Assistant VP/Senior Business Support Consultant
Wells Fargo Legal Department
Charlotte, NC
01.2019 - 12.2021
- Evaluate and define business requirements, ensuring a clear understanding of client needs and effective communication internally and externally within the Legal Department
- Lead projects using both Waterfall and Agile methodologies, managing multiple concurrent project elements involving diverse internal and external stakeholders
- Demonstrate strong verbal and written communication skills, engaging professionally with executives, managers, and subject matter experts
- Act as the bridge between the customer community (Line of Business) and the technology team, facilitating project ideation and requirement flow
- Collaborate with developers and subject matter experts to shape the technical vision, balancing usability and performance requirements through user story creation and backlog refinement
- Prepare Business Cases for various Lines of Business, securing funding approval through the Legal Department Project Intake process for projects of varying financial scopes
- Support business operations by providing performance metrics and capacity planning data, delivering regular executive project reports on a weekly and monthly basis
- Accomplishments:
- Successfully implemented the BoardPad application, enabling Board Members to vote on critical decisions
- Developed a monthly Newsletter for the Legal Department Strategy, supporting the Portfolio Office, Design, and Support functions
Assistant VP/Business Support Consultant
Wells Fargo
Fort Mill, SC
01.2017 - 12.2019
- Collected and formulated business requirements, comprehended client needs, and effectively communicated them internally and externally for the Payments, Virtual Solutions, and Innovations Fraud and Claims Management team
- Demonstrated exceptional verbal and written communication skills, fostering professional interactions with diverse groups including executives, managers, and subject matter experts
- Acted as the liaison between the customer community (Line of Business) and the technology team, facilitating the flow of requirements for project ideation
- Collaborated closely with developers and subject matter experts to define the technical direction and assess trade-offs between usability and performance requirements
- Developed Business Cases for multiple Lines of Business to secure funding approval across various financial scales within the PVSI FCM Project Intake process
- Supported business operations by providing performance statistics and facilitating capacity planning through Project Impact Assessments
- Accomplishments:
- Successfully redesigned the RoadMap submission form for Lines of Business to enhance usability
- Established a streamlined SharePoint site to optimize the PVSI FCM Project and Initiative Intake process
Business Support Consultant
Wells Fargo Home Mortgage
Fort Mill, SC
01.2015 - 12.2017
- Collaborated to gather and define business requirements, ensuring a thorough understanding of client needs for Borrower Communications, and effectively communicated these needs internally and externally
- Identified issues and recommended controls by developing enhanced procedures for all aspects of Letter Operations
- Acted as the liaison between internal and external customers and the software development team, facilitating the flow of requirements for letter development
- Demonstrated strong analytical and product management skills, translating customer business needs into clear application and operational requirements for each letter
- Exhibited excellent verbal and written communication skills, engaging professionally with a diverse group including executives, managers, and subject matter experts
- Successfully managed multiple letter projects and assignments concurrently
- Collaborated with developers and subject matter experts to define the technical direction and assess trade-offs between usability and performance requirements
- Enhanced systems by analyzing current practices and implementing improvements in letter design
- Monitored letter project progress by tracking activities, resolving issues, issuing progress reports, and recommending necessary actions
- Kept abreast of industry advancements and maintained professional knowledge through workshops, publications, networking, and participation in professional societies
Business Systems Consultant (Assignment: Wells Fargo Home Mortgage)
TEKSystems
Charlotte, NC
01.2014 - 12.2015
- Acted as a liaison and internal consultant bridging client needs with technical solutions, facilitating the planning and analysis of fundamental business challenges addressed through automated systems
- Provided technical expertise in identifying and assessing cost-effective automated systems and procedures that align with business requirements
- Collaborated with user groups to deliver training, resolve inquiries, support User Acceptance Testing (UAT), and regression testing, while evaluating user needs and implementing necessary database adjustments
- Led both virtual and in-person meetings with business analysts, IT teams, project managers, and sponsors to efficiently coordinate cross-project initiatives and secure milestone approvals
- Captured requirements to create Business Requirements Documentation (BRDs), Project Definition Documentation (PDDs), and Risk Analyses
- Contributed to developing database usage guidelines and compiled comprehensive descriptions of user needs, program functions, operational requirements, and steps for system enhancement development/modification
- Accomplishments:
- Designed a business requirements template and traceability matrix to capture impact and feedback, mitigating risks during implementation testing and system release, thus preventing project delays and reducing costs
- Enhanced workflow analysis within business units by refining an impact analysis template, enabling better tracking of project data impacts and improving responsiveness, thereby reducing delays in project execution
Business Process Analyst (Assignment: Wells Fargo Securities)
Mindseeker, inc
Charlotte, NC
01.2015 - 09.2015
- Served as a liaison and internal consultant for business units, overseeing the implementation of new products, services, and technological advancements such as the Lombard Risk: COLLINE application, aligning with current processes like ALGOrithmics: Collateral Management application within the Capital Markets Collateral Team
- Conducted analysis and documented business process flows across Collateral Management to adapt to changes in products, services, or technology affecting multiple business units
- Collected requirements and developed comprehensive documentation including Business Requirements Documentation (BRDs), Project Definition Documentation (PDDs), Wholesale Risk Analysis (WRAs), and other PMQA deliverables
- Prioritized action items to manage initiatives and ensure timely delivery of commitments
- Managed daily, weekly, and bi-weekly status updates and presentations for key project stakeholders
- Facilitated virtual and in-person meetings with business analysts, IT teams, project managers, and sponsors to coordinate cross-project initiatives and secure milestone approvals
- Collaborated with user groups to provide training, resolve queries, support User Acceptance Testing (UAT) and regression testing, assess user requirements, and implement necessary database changes
- Accomplishments:
- Successfully redesigned Action Item Log in Sharepoint to automate updating to assigned business unit SMEs via email
Business Analyst
Roundpoint mortgage
Charlotte, NC
01.2011 - 12.2014
Collections Account Manager
American Credit acceptance
Spartanburg, SC
01.2010 - 12.2011
Education
Bachelor of Science - Management Information Systems
Clemson University
Clemson, South Carolina05-2010
Skills
- Operations Management
- Strategic Planning
- Project Management
- Risk Analysis
- Problem Solving
- Collaborating
- Risk and Compliance
- Communications
- Financial Management
- PMQA
- Multitasking
- Business Requirement Documentation
- Self-Starter
- Backlog Refinement Sprints
- Project Planning
- INVEST Methodology (Agile)
- Excel
- Performance Improvement
- Operations Oversight
- Schedule Management
- Program Management
- Visio and other Flowchart Software
- Microsoft Project & Gantt Charts
- SharePoint Administration
- Reporting and Managing Projects (RAMP)
- Product Lifecycle Management
- Scrum Framework
- Product Roadmaps
- Shared Risk Platform (SHRP) Corrective Actions
- Enterprise Portfolio Management Tool (EPMT)
- Jira, Atlassian, Rally
- Space Utilization
- Site due diligence
Websites
Accomplishments
- Collaborate closely with project managers and firms to develop tailored process improvement programs.
- Demonstrated track record of achieving measurable objectives under tight deadlines.
- In-depth knowledge of current industry risk, compliance, and reporting issues.
- Key contributor to developing business unit data plug-in templates.
Knowledgeandexpertise
- Operations Management
- Strategic Planning
- Project Management
- Risk Analysis
- Problem Solving
- Collaborating
- Agile
- Risk and Compliance
- Communications
- Financial Management
- PMQA
- Multitasking
- BRDs
- PDDs
- Self-Starter
- Backlog Refinement
- Project Plans
- INVESTMethod (Agile)
Timeline
Assistant VP/Lead Business Execution Consultant
Wells Fargo Corporate & investment banking
06.2021 - Current
Assistant VP/Senior Business Support Consultant
Wells Fargo Legal Department
01.2019 - 12.2021
Assistant VP/Business Support Consultant
Wells Fargo
01.2017 - 12.2019
Business Support Consultant
Wells Fargo Home Mortgage
01.2015 - 12.2017
Business Process Analyst (Assignment: Wells Fargo Securities)
Mindseeker, inc
01.2015 - 09.2015
Business Systems Consultant (Assignment: Wells Fargo Home Mortgage)
TEKSystems
01.2014 - 12.2015
Business Analyst
Roundpoint mortgage
01.2011 - 12.2014
Collections Account Manager
American Credit acceptance
01.2010 - 12.2011
Bachelor of Science - Management Information Systems
Clemson University
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