Summary
Overview
Work History
Education
Skills
Websites
Certification
Volunteeringandleadership
Timeline
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Rosa Fernandez

Dallas,TX

Summary

Highly skilled Project Manager with years in the banking industry. Proven track record of process automation and improving within delivery timelines by enhancing customer product quality. Implemented new technical changes and improved manual processes to automation with new IT solutions across work streams. Managed projects from execution of initiatives to closure. Expert in Agile and Waterfall software development methodologies, practice, and principle. Driven consumer and client satisfaction based on project scope and plan aligned with requirements. Excellent strategic and analytical skills with the ability to guide and build strong, relentless relationships.

Overview

26
26
years of professional experience
1
1
Certification

Work History

Project Manager

Bank Of America
Dallas, TX
01.2023 - 06.2023
  • Maintained projects in Jira, while documenting current functionality to determine potential areas of improvement.
  • Manage user permissions for tools according to the needs of projects and teams
  • Provided recommendations based on architectural solutions design, and reviewed document findings
  • Enhanced secure quality of services, products, and created/implemented change requests to improve client satisfaction
  • Collaborated with developers within the 6 DepOps phases by supporting business needs before, during, and after transitions of onboarding applications
  • Facilitated post-release debriefs with team members to identify areas of improvement within the PI, driving continuous process refinements over time for application improvement.
  • Monitored progress of the change initiative through regular meetings and check-ins with stakeholders.
  • Developed metrics to measure effectiveness of organizational changes.
  • Performed post-implementation reviews to evaluate success of new initiatives.
  • Planned and led team meetings to review business results and communicate new and ongoing priorities.
  • Coordinated release planning activities including feature sets, launch dates, marketing campaigns.

Product Manager/Project Manager

Depository Trust (DTCC)
Dallas, USA
08.2021 - 02.2022
  • Supported IT infrastructure of the system for municipal debt trades, Money Market products, and IT end to end support by opening tickets to manage services for asset acquisition operations
  • Managed incidents related to support any operational issues, or impact before the products are deployment release/production phases
  • Collaborated and supported changes aligned with releases and deployment phases
  • Assigned tasks to personnel based on their skill sets and monitored progress to ensure timely completion.
  • Served as a point-of-contact for customers during major outages or service disruptions.
  • Investigated incidents to determine root cause and implemented corrective actions.
  • Maintained accurate records regarding changes in scope, budgeting, timeline, throughout the lifecycle of each project.

Project Manager

Fairway Independence Mortgage
Carrolton, TX
09.2019 - 05.2020
  • Lead elicitation integration sessions using various requirements-gathering methods such as interviews, observations, and root-cause analysis
  • Tracked and documented various releases within Jira, Confluence, and ServiceNow.(Scrum Master Role) Documented status reports for progress-related products, eliminating bugs, testing software performance results, and integrating applications to present in weekly stand ups
  • Assigned resources to work tasks within change releases, up to, during, and post change window while managing engineering delivery tasks
  • Effectively communicated change assessments for impact, assess change readiness, and identify key stakeholders.
  • Maintained a library of artifacts related to each release cycle including installation packages, configuration files, test results.
  • Identified opportunities for improving existing processes by implementing new automation techniques.
  • Participated in continuous improvement initiatives aimed at increasing efficiency of operations.

Product Manager

Mr. Cooper Nationstar
Irving, TX
04.2018 - 04.2019
  • Apply structured methodologies and lead change management activities to support adoption of the changes required by a project or initiative
  • Managed project backlog to address missed requirements,clean up bugs,and to aid in clearing technical debts to reduce toil
  • Tracked and documented various releases within Jira, Confluence, and ServiceNow such as patching, upgrade, change enhancement.
  • Developed project plans, budgets, and timelines to ensure successful completion of projects..
  • Coordinated meetings with stakeholders including clients, architects, engineers, subcontractors and other parties involved in the project.
  • Created user stories for each feature based on customer feedback and requirements.
  • Participated in design reviews to ensure that proposed solutions meet both functional and non-functional requirements.

Assistant Project Manager

Texas Capital Bank
Dallas, TX
10.2017 - 09.2018
  • Advised senior management regarding improvements that can be made in existing processes related to KYC and AML compliance.
  • Conducted due diligence reviews on new customers based on KYC and AML standards.
  • Managed and maintained release repositories,software libraries , and lead release readiness reviews
  • Facilitated daily Stand-up, Sprint Planning, Backlog Grooming, and Sprint Demo ceremonies based on Agile principles and practices intended for product reviews and final approvals from line of business and stakeholders.
  • Developed project plans, identified resources and established deadlines.
  • Collaborated with cross-functional teams to troubleshoot and resolve any issues encountered during the software release process.
  • Maintained a repository of version control systems containing source code files and configuration information related to deployed applications.

Lead Business Analyst

Caliber Home Loans - Newrez LLC
Irving, TX
03.2017 - 08.2017
  • Facilitated change/problem management weekly meetings with customer, to schedule meetings to evaluate product enhancements
  • Built relationships with internal departments such as HR, IT, and Operations in order to ensure proper alignment between business objectives and technology solutions.
  • Provided guidance on application architecture design decisions based on industry standards.
  • Assisted in the integration of new technologies into existing applications.
  • Analyzed user needs and system functionality to determine technical design specifications.
  • Created communication plans to ensure stakeholders were informed of changes throughout the process.
  • Actively sought feedback from stakeholders about their experience with organizational changes so that improvements could be made going forward.

Lead Business Analyst

Southwest Airlines
Dallas, TX
01.2016 - 03.2017
  • Coordinated testing activities to pulled data to create test cases, test data, and Test scripts-of all application releases
  • Facilitated change/problem management weekly meetings with customer and scheduled meetings to evaluate product enhancements and assist senior management with product function
  • Presented product demos and display changes to seniors before releasing changes to business partners, SMEs, Managers, and senior levels for final approval
  • Enhanced testing strategy across multiple platforms and applications, leading to increase in efficiency and accuracy to improved project delivery timelines.
  • Managed a team of DevOps, BA's and QA across the Southwest region onshore and offshore to ensure targets were met or exceeded.

Project Team Lead

Capital Management Inc-Allsec Financial
Irving, Texas
01.2015 - 04.2016
  • Managed transaction audit reports related to customers' activities and functions associated with BSA/AML/KYC and OFAC policies
  • Assisted in developing policies and procedures related to BSA and AML compliance requirements.
  • Created risk assessments to identify areas of potential high-risk exposure or non-compliance issues within the organization.
  • Analyzed customer data to detect fraud patterns, trends, and anomalies.
  • Developed case files to document findings and conclusions of investigations.

Operations Business Analyst

Citi Global Command Center Operations
Irving, TX
02.2014 - 09.2014
  • Managed global workload integration efforts for North America (LATAM, EMEA, ASPAC)
  • Supported the LATAM Distributed Team by creating and opening ServiceNow ITSM to track the number of platform downtimes and helps identify areas for improvement in system stability, reliability, and infrastructure resilience
  • Collaborated all communications during critical outage , problem management, production communications, and production environment with continuous improvement for resiliency and stability
  • Responsible for tracing platforms, software applications, and tools downtimes to help identify areas for improvement in system stability, reliability, and infrastructure resilience.
  • Provided timely and accurate information on incidents or outages to internal customers.

Fannie Mae GSE Investment Banking

Fannie Mae
Addison, TX
10.2010 - 06.2013
  • Managed DART/HSSN Integration of System Application to report FHA-HAMP MOD Combination Loan Modification and Partial Claims such as COMBO Loan Products, Modification and Partial Claims to servicers, lenders and bank real estate homeowner loan applications following FNMA incentives program.
  • Coordinated testing activities and developed Test Plans and documented Test Cases and scenarios to to test functionality, system constraints, business conditions to test progression or regression and UAT to test system changes.
  • Informed investment decisions by analyzing financial information to forecast business, industry or economic conditions.
  • Oversight of all loan application cycles, timelines, and phases associated with process automation and migrations related to data mapping, prototype, design configuration, testing, go-live, user training, and post-release support.

SBA Portfolio Manager

JP Morgan Chase Bank NA
Irving, TX
02.2006 - 10.2010
  • Collaborated with internal stakeholders including traders, analysts and advisors.
  • Developed and implemented portfolio strategies to meet clients' short-term and long-term financial goals.
  • Attended industry events to stay abreast of developments in the sector.
  • Reviewed existing portfolios regularly to ensure they remain aligned with clients' needs.
  • Maintained accurate records of all transactions within the portfolio management system.

Closing Funding Officer

CitiMortgage Inc.
Irving, TX
09.1997 - 01.2004
  • Prepared daily funding reports for management review.
  • Processed various types of mortgage loans including FHA, VA, conventional and jumbo products.
  • Coordinated with third-party vendors to secure necessary documents required for closing loans.
  • Analyzed credit report findings prior to approving or denying applications.
  • Validated accuracy of figures used in calculations such as debt-to-income ratio, loan amount and interest rate.

Education

Associate degree in Business Administration -

Monroe College

Skills

  • Agile Software Development
  • Application Software
  • Business Requirement
  • Change Request
  • Credit Analysis
  • Data Analysis
  • JIRA
  • Kanban
  • Lean Six Sigma
  • Procedures
  • Project Budget Software
  • Project Management Life Cycle
  • Project Planning
  • Risk Management
  • Scrum Methodology
  • ServiceNow

Certification

  • Certified Scrum Master
  • Scaled Agile SAFe
  • Lean Six Sigma
  • Real Estate Notary

Volunteeringandleadership

  • Notary Public
  • Notary Association Hispanic Women - Partner with NNA to provide Notary training.

Timeline

Project Manager

Bank Of America
01.2023 - 06.2023

Product Manager/Project Manager

Depository Trust (DTCC)
08.2021 - 02.2022

Project Manager

Fairway Independence Mortgage
09.2019 - 05.2020

Product Manager

Mr. Cooper Nationstar
04.2018 - 04.2019

Assistant Project Manager

Texas Capital Bank
10.2017 - 09.2018

Lead Business Analyst

Caliber Home Loans - Newrez LLC
03.2017 - 08.2017

Lead Business Analyst

Southwest Airlines
01.2016 - 03.2017

Project Team Lead

Capital Management Inc-Allsec Financial
01.2015 - 04.2016

Operations Business Analyst

Citi Global Command Center Operations
02.2014 - 09.2014

Fannie Mae GSE Investment Banking

Fannie Mae
10.2010 - 06.2013

SBA Portfolio Manager

JP Morgan Chase Bank NA
02.2006 - 10.2010

Closing Funding Officer

CitiMortgage Inc.
09.1997 - 01.2004

Associate degree in Business Administration -

Monroe College

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Rosa Fernandez