Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

Patrick F. Bell

Silver Spring,MD

Summary

Dynamic managerial professional with over 20 years of experience overseeing and delivering complex projects on time and within budget. Expertise in streamlining processes and leading high-performing teams has consistently driven organizational success. Recognized for strong analytical skills and a steadfast commitment to achieving results while fostering a collaborative environment. Proven ability to adapt to changing needs ensures teams remain agile and focused on objectives.

Overview

31
31
years of professional experience
1
1
Certification

Work History

1st Assistant Vice President, Senior Program Manager

EagleBank Corp
03.2024 - Current
  • Spearheaded project management initiatives at EagleBank Corp, collaborating with the Director of Strategic and Program Management, ensuring adherence to EagleBank's rigorous project management policies.
  • Established project governance and standardization for the PMO office for project managers and how projects are managed bank wide.
  • Orchestrate cross-departmental communication with various senior leaders to align project objectives with corporate risk, due diligence, and resource management standards, leading to the successful execution of multifaceted projects with the bank, and leading, coaching, and evaluating project managers and business analysts.
  • Developed Risk Management reports for senior leaders that informed executive sponsors and stakeholders on the status of projects.
  • Facilitated and developed strategy discussions with C-level bank executives on projects that will maximize the organization’s strategy proven ability to coordinate and work with various vendors, management, and stakeholders.
  • Lead various large and complex IT projects that had a significant impact on bank operations, including the implementation of a new wire system, commercial loan origination systems, and a new account reconciliation system.
  • Built and maintained strong relationships with various stakeholders from Information Technology, Compliance, Third Party Risk, Branch Administration, and other departments and business lines within the bank.
  • Currently leading the implementation of a machine learning fraud application.
  • Microsoft Project, RAI reports, and project status dashboards.
  • Coached and developed goals and objectives for the PMO team and staff.
  • Develop resource management reports for projects within the bank’s portfolio.
  • Authored or revised PMO policies and procedures.
  • Developed and distributed requests for proposals for stakeholders seeking goods or services for their business lines.
  • Completed a pivotal end-to-end process improvement project using Lean Six Sigma for the bank’s commercial loan approval process, significantly contributing to the bank’s 2024 strategic initiative and enhancing operational efficiency.
  • Prepared a strategy roadmap for the loan origination system that documented the implementation of various capabilities of the application.
  • Implemented various applications that were developed by large fintech vendors such as Fiduciary Information Services, Finastra, and BakerHill.
  • Established a Program Management work stream to implement the bank’s commercial loan origination system.
  • Accomplishment: Performed as the project lead for a records retention project that involved working with our external and data storage vendors, which will lead to annual cost savings for the bank of over $500,000.

Assistant Vice President, Application Product Manager

EagleBank Corp
06.2023 - 02.2024
  • Managed the product life cycle for three major applications used within the enterprise. These responsibilities included:
  • Tracking and planning upgrades, testing upgrades with the business lines, and tracking desired functional enhancements.
  • Provided production issue tracking and worked with internal departments and vendors to provide remediation to the issues.
  • Developed backlog reports in Smartsheet for upgrades and other issues that required vendor involvement.

Assistant Vice President, Project Manager

EagleBank Corp
01.2019 - 01.2023
  • Independently managed vital corporate projects, often impacting large organizational segments or significantly impacting the customer and systems.
  • Managed the project management process and assisted the project owners in ensuring deliverables fell within the applicable scope and budget, which included developing test plans and test scripts for UAT phases.
  • Coordinated with other departments to ensure all aspects of each project are compatible concerning risk, due diligence, human resources, and resources.

Senior Business Analyst

Freddie Mac
04.2018 - 01.2019
  • Served as a consultant for the Service-Released XChange Program and FAST, a new automated servicing transfer tool. Assisted the product development manager in developing strategies and operations effectiveness to increase Freddie Mac’s customer utilization of this new tool.
  • Ensured all downstream data consumers were fully aware of the changes, reviewed user stories to determine the impact on internal partners, and communicated the project’s status to various teams. Facilitated and prepared minutes of weekly status meetings of eleven application stakeholders to ensure the accomplishment of the project goal.
  • Served as the point of contact for the downstream data work stream and resolved any issues delaying deployment by these applications.
  • Redesigned the Price Execution Initiative SharePoint site to align closely with the various program releases.

Project Manager

Fannie Mae
05.2015 - 03.2018
  • Served as Project Manager for the eMortgage Program, including developing novel capabilities in an agile environment to transform Fannie Mae’s digital customer experience, and for the re-certification project, demanding re-certification of the re-performing loans by twenty-six custodian banks.
  • Worked with the director for the eMortgage program to develop a strategy for adopting eMortgages by various financial institutions that sold their mortgages to Fannie Mae.
  • Developed the eMortgage Program budget, which exceeded $2 million annually.


Senior Business Analyst, Cash Management Analyst IV- Project Lead, and Senior Consultant

Fannie Mae
09.2010 - 05.2015

Held various positions within Fannie Mae

Senior Business Analyst - May 2014 - July 2015

  • Led an outcome-based testing team, leveraging the data from the company’s Bond administration, and validated the Common Security Platform’s functionality during the early development of the platform.

Cash Management Analyst IV- Project Lead from September 2011 - May 2014

  • Acted as subject-matter-expert for various Enhanced Servicing Program business processes requiring communication with internal and external auditors, Senior management, and other internal partners of the organization.
  • Coached and developed staff on performing business processes and functions vital to the various programs.
  • Authored business requirements documents for validation projects and created test cases in the Quality Center.
  • Led the staff in user acceptance testing of a new business tool, implemented the tool in a production environment, and trained the staff.

Senior Consultant - March 2010 -September 2011

  • Held coworker roles as a service line implementation manager and project manager.
  • Served as a project manager for a $40 million project that involved the development of a new information technology control that will provide the FINRA/FIN consolidation of Fannie Mae securities.


Business Analyst II

Ernst & Young
01.2009 - 01.2010
  • Hired as a subcontractor for Ernst and Young to assist the Controllers Division of Fannie Mae in a project that involved the development, testing, and implementation of a new information technology control that will provide the FINRA/FIN consolidation of Fannie Mae securities.

Chief Financial Officer

CTI/DC Inc.
01.2008 - 01.2009
  • Hired to provide the financial oversight and operations for a $40 million ready-mix cement company.

Business Consultant

MBD Consultants
09.2003 - 01.2008
  • Founded an investment and business consulting firm specializing in assisting smaller firms seeking to improve their business development and operational functions. Consulting engagements included:
  • Veterans Administration - Washington, DC (2008): Created and presented a retirement manual called “Navigate to Success: A Guide to Retirement Planning.”
  • Stephen James - Baltimore, MD (2007-2008): Assisted in the restatement of earnings for Muni Mae LLC located in Baltimore, MD.
  • Reviewed asset management of mortgage bonds and prepared to adjust journal entries of the tax-exempt bond portfolio to ensure compliance with FAS 115 guidelines over the restatement period.
  • Callaway Partners - Atlanta, GA (2005-2007): Employed by the firm to assist in the restatement of earnings for Fannie Mae Corporation, located in Washington, DC.
  • Christy Welfare League of America - Washington, DC (2005): Employed as interim controller.
  • Assisted the Chief Financial Officer in preparing monthly financial statements.
  • Sparks Staffing - Rockville, MD (2004-2005): Employed as a contractor performing bank reconciliation and data processing for a $4B mutual fund firm.
  • Profit Investment Management - Silver Spring, MD (2003-2004): Senior Investment Strategist responsible for developing investment strategies for a $300 M registered investment advisory firm.
  • Developed a small capitalization model portfolio that utilizes the firm’s proprietary investment process, outperforming its benchmark by 1100 basis points.

Director of Pension Investments and Senior Investment Officer

Montgomery County Board of Investment Trustees
01.1999 - 01.2003
  • Responsible for the investment management and agency operations of a $2B investment program (Defined Benefit, Defined Contribution, and Deferred Compensation).

Senior Investment Officer
01.1995 - 01.1999
  • Established and monitored Board policies that pertain to the asset allocation and risk management of the investment programs for the various plans.
  • Performed contract oversight and selected 17 external investment managers in various asset classes such as domestic equities, international equities, fixed income, real estate, private equity, and market-neutral strategies.

Education

Master's - Business Administration

University of Maryland Global Campus

Bachelor of Science - Accounting

Long Island University / C.W. Post Campus

Skills

  • Project Planning & Execution
  • SQL
  • Microsoft Project
  • Microsoft Office(Excel, Powerpoint and Word)
  • Product Management
  • Stakeholder Engagement
  • Process Improvement
  • Resource Allocation & Utilization
  • Risk Assessment & Mitigation
  • Policy Development & Enforcement
  • Smartsheet
  • Sharepoint
  • HP Quality center

Websites

Certification

  • Lean Six Sigma Yellow Belt
  • Scrum Master Certification
  • Project Management Professional Certification
  • Procure to Invoice System Administration Certification (Coupa)
  • George Mason University – Office of Continuing Education – Business Analysis Tools and Techniques

Timeline

1st Assistant Vice President, Senior Program Manager

EagleBank Corp
03.2024 - Current

Assistant Vice President, Application Product Manager

EagleBank Corp
06.2023 - 02.2024

Assistant Vice President, Project Manager

EagleBank Corp
01.2019 - 01.2023

Senior Business Analyst

Freddie Mac
04.2018 - 01.2019

Project Manager

Fannie Mae
05.2015 - 03.2018

Senior Business Analyst, Cash Management Analyst IV- Project Lead, and Senior Consultant

Fannie Mae
09.2010 - 05.2015

Business Analyst II

Ernst & Young
01.2009 - 01.2010

Chief Financial Officer

CTI/DC Inc.
01.2008 - 01.2009

Business Consultant

MBD Consultants
09.2003 - 01.2008

Director of Pension Investments and Senior Investment Officer

Montgomery County Board of Investment Trustees
01.1999 - 01.2003

Senior Investment Officer
01.1995 - 01.1999

Bachelor of Science - Accounting

Long Island University / C.W. Post Campus

Master's - Business Administration

University of Maryland Global Campus