Experienced and motivated Vice President Product Manager with expertise in aligning systems and driving product vision, design, consulting, sales, enablement, delivery, product ownership and industry analysis with a demonstrated history of go to market excellence working within the financial services and software industry. Designs relevant, forward-thinking products centered on company success and competitive growth, while building successful teams and optimizing product growth and dominance.
Overview
14
14
years of professional experience
Work History
Vice President Product Owner Manager III
JP Morgan Chase & Company
10.2023 - Current
Collaborated with senior management to develop strategic initiatives and long-term goals.
Moved 6 vertical teams from Outlook to a new email product which resulted in a 126,000-email reduction per month.
Built high-performance teams through effective recruitment practices focused on competency alignment coupled with ongoing performance management processes.
Championed talent development programs, promoting employee engagement and retention while enhancing overall workforce capabilities.
Ensured regulatory compliance at all times by implementing robust internal controls systems coupled with proactive monitoring mechanisms. Worked with the control team for all improvements made.
Monitored key business risks and established risk management procedures.
M
Vice President Product Manager Wholesale Lending
JP Morgan Chase & Company
10.2023 - Current
Launched new products in various markets by conducting comprehensive market research studies and tailoring offerings based on customer needs analysis which resulted in 3 million in sales for Finastra.
Monitored key business risks and established risk management procedures, including conducting a full Risk Self-Assessment review with tech team and partners.
Devised and presented business plans and forecasts to board of directors.
Formulated and executed strategic initiatives to improve product offerings.
Demonstrated proficient leadership skills to motivate employees and build competent teams.
Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
Commercial Lending Senior Product Manager
Technisys (now Galileo Technologies)
10.2021 - 02.2023
Increased product adoption throughout Finastra and external clients by identifying customer needs and developing innovative product features.
Improved user experience by collaborating closely with design and development teams on UI/UX enhancements.
Mentored junior Product Managers in effective project management techniques and industry best practices.
Managed product roadmaps, aligning with company goals and ensuring timely delivery of key features.
Enhanced customer satisfaction rates through proactive communication of feature updates, bug fixes, and other relevant information related to products managed.
Leveraged Agile methodologies for efficient project management and rapid iteration cycles in response to changing market demands.
Championed selecting a Loan Origination System for Galileo Technologies and CitiBank
Liaised with sales and marketing team to collect customer feedback, incorporating into subsequent production runs and development lifecycles.
Collaborated with sales teams on generating targeted marketing materials that effectively communicated unique selling points of each product offering.
Identified productivity bottlenecks and devised innovative solutions while remaining conservative with resources.
Oversaw product design and roadmap and coordinated aspects of development and rollout.
Commercial Banking Product Owner
Technisys (now Galileo)
04.2021 - 10.2022
Collaborated with engineering teams on technical feasibility assessments, resulting in realistic scope definition for projects.
Developed comprehensive roadmaps outlining the product vision, goals, and milestones for successful execution.
Proactively identified risks associated with project timelines or deliverables, implementing mitigation strategies when necessary.
Owned and prioritized product backlog.
Reduced time-to-market by effectively coordinating resources, tasks, and timelines within the team.
Oversaw entire product deployments from vision and creation to rollout and delivery.
Facilitated communication between development teams and stakeholders, ensuring clear understanding of requirements and expectations.
Championed user-centric design principles throughout the development process to ensure exceptional user experiences.
Coordinated with software developers to create custom applications and trackers to achieve client goals.
Conducted data-driven analysis to measure product success metrics, informing future enhancements or adjustments.
Expert Product Owner/Senior Product Manager
Finastra Software Solutions
05.2019 - 04.2021
Managed backlog prioritization, ensuring alignment with business goals and stakeholder expectations.
Collaborated with engineering teams on technical feasibility assessments, resulting in realistic scope definition for projects.
Developed comprehensive roadmaps outlining the product vision, goals, and milestones for successful execution.
Proactively identified risks associated with project timelines or deliverables, implementing mitigation strategies when necessary.
Owned and prioritized product backlog.
Streamlined project management processes for improved efficiency and timely product delivery.
Visited 72 banks internationally to understand market and compliance needs for Finastra products.
Served on Finastra's Product Committee for the CRM, Loan Origination and Loan Accounting System (Loan IQ) products.
Conducted comprehensive reviews of banks to streamline their departments and to expand their use of Finastra products and services.
Senior Business Consultant
Finastra Software Solutions
04.2017 - 06.2018
Led a team to configure Finastra's Loan Origination Product, Credit Management Enterprise, to industry best practice standards. Trained organization and banks with new standards. Worked with technical writer team and marketing team to record updates.
Developed long-term business strategies to position companies for success in competitive markets.
Formulated recommendations and effective solutions to improve Credit Management Enterprise overall profitability and success, including turning it into a SaaS product.
Conducted assessments and counseled clients regarding controls, risks, process issues and productivity inefficiencies.
Collaborated with stakeholders to develop key performance indicators that measured success and informed future decisionmaking.
Identified potential acquisition targets, conducting due diligence and negotiating deals to drive expansion efforts.
Optimized financial performance by implementing budgetary controls and monitoring expenditure against targets.
Business Analysist II
Finastra Software Solutions
08.2014 - 04.2017
Assessed the potential impact of 184 regulatory changes on company operations, providing recommendations for proactive adjustments.
Standardized reporting procedures across departments, improving data accuracy and consistency for more reliable decision-making insights.
Enhanced communication between departments through the implementation of collaborative tools, fostering a cohesive work environment.
Facilitated workshops for stakeholder engagement, ensuring a clear understanding of project goals among all involved parties.
Collaborated with IT teams to develop and implement new technology solutions that supported business growth objectives.
Partnered with stakeholders to define project requirements, ensuring alignment with business objectives and priorities.
Loan Officer
Resource One Credit Union
09.2012 - 08.2014
Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
Originated, reviewed, processed, closed, and administered customer loan proposals.
Submitted loan applications to underwriter for verification and recommendations.
Applied knowledge of underwriting guidelines to maintain compliance with applicable regulations and company standards.
Analyzed credit, income, compliance, title documents, and appraisals during underwriting process.
Documented underwriting decisions and provided evidence of compliance with applicable regulations.
Commercial Lending Specialist
State Bank and Trust
04.2010 - 09.2012
Educated clients on various lending products available, helping them make informed decisions that best suited their financial goals.
Collaborated with underwriting team to ensure adherence to lending guidelines while maintaining client confidentiality throughout the process.
Resolved customer complaints promptly and professionally, resulting in increased satisfaction rates among borrowers.
Developed strong relationships with clients, fostering trust and loyalty to maintain a high retention rate of satisfied customers.
Created loan documents and conducted all loan closings.
Followed up with Clients for tracking items throughout the life of the loan.
Skills
Team Leadership
Relationship Building
Decision-Making
Critical Thinking
Complex Problem-Solving
Strategic Planning
Risk Management
Process Improvement
Training and mentoring
Accomplishments
Certifications
DevOps Foundations Introduction to Generative AI Learning Cloud Computing: Core Concepts
Honors-Awards
International Diamond Forum Winner for Strategic Consulting and Delivery