Strategic Sr. Product Manager with 15 years of experience in the Financial Industry leading product strategy and supporting implementation of innovative products. Creative strategic planner with product value and impact assessment prowess. End-to-end product leader successful bringing products from inception to rollout with efficiency and speed.
Overview
14
14
years of professional experience
Work History
Senior Product Manager
Payment Solutions
05.2022 - Current
Area Product Owner (APO) for the Merchant Services Digital Onboarding and Online Merchant Experience.
Manage system decommissions and customer migrations to modern platforms.
Redesigned our public Marketing pages to streamline and simplify the Merchant experience
Building a new digital onboarding experience for our Merchants to establish their account
Building a new digital shopping experience for our Merchants to find, order, and use their desired payment solution
Built out Analytics from the ground up to influence better business decisions and track successes
Build and manage all analytics dashboards and reporting from multiple systems of record
Build a strategy for a new way of connecting our Merchants with third party solutions
Building new self servicing capabilities such as reporting, location and terminal management and the ability to manage disputes online
Lead necessary Refinements, Daily Huddles, Release Kick Offs, Defect Statuses, Product Cabinets and leadership SteerCo meetings.
Senior Product Manager
Business Banking Digital Account Opening
01.2018 - 05.2022
APO for the Business Banking Digital Account Opening and Merchant Services Products managing multi million dollar projects
Built the Business Banking Digital Account Opening from ground up, reducing the account opening process by 70%
Lead the strategy, planning and execution of third-party integrations into our application
Manage a team to prioritize entire book of work for Business Banking deliverables: Business Banking Deposits, Merchant Services, Controls, and Analytics
Manage intake from all stakeholders: Line of Business, AML/KYC, Fraud/Risk, and Analytics
Write, manage and prioritize Initiatives, Epics and Stories to ensure a successful project delivery
Manage and prioritize defects within our own teams and across the Platform
Manage a team for Analytics and Reporting to monitor our applications success, identify gaps, and drive the most important areas to focus on enhancing
Manage and oversee all current controls, identify and build new controls and lead audits
Manage and lead the strategic work to build our digital application for all retail branches to use
Manage third-party integration into our application
Manage timelines to ensure all key partners stay on schedule for all releases
Work with all levels of management to deliver and report on all deliverables
Lead necessary JAD sessions, Daily Huddles, Weekly Touch Bases, Release Kick Offs, Defect Statuses and Product Cabinet meetings
Manage and deliver all Analytics dashboards and Reporting for the Digital Account Opening product.
Product Owner
Business Banking Lending
01.2017 - 01.2018
Help initiate Business Process Improvement by helping migrate from Waterfall to Agile Methodology for project delivery
Work with key stakeholders, gather requirements and successfully deliver projects
Manage high priority regulatory and compliance projects
Organize and lead Requirement Reviews, UAT Hand-Offs, Refinement Sessions and other project related meetings in order to meet project deliverables and timelines
Resolve and manage Test and Production defects
Work on system migrations which requires strong mapping expertise
Manage and lead for major Credit Documentation changes
Manage and lead Regulatory NAICS and Comp Code enhancements
Identify gaps and conduct Risk Assessment on project deliverables
Acts as a mentor and leader by assisting, guiding and managing peer level Project BAs
Help manage the Test Team with timelines, requirements, and overall project deliverables.
Business Systems Analyst
Retirement Services
05.2016 - 01.2017
Lead Regulatory Audit Reporting process to stay in compliance
Utilize Service Now for Audit Requests, System Enhancements, and Walk Ups
Gather requirements in order to create the reports to satisfy the regulatory and compliance audits
Lean-Agile Production support
Production defect management
Work with both Development and Business teams to discover root cause of production defects
Write Story Cards for defects with technical resolutions, so the Development team implement a fix
Create Test Plans, Test Cases, and Test Scripts
Run SQL Developer queries to retrieve and provide Test Criteria
Execute both QA and Functional Testing
Technical Requirement writing.
IT Business Analyst
IT Project Management Organization
11.2014 - 05.2016
Lead IT Business Analyst delivering a company wide customer complaint tool for all 37 lines of business
Work as a liaison between System Architects, Project Managers, and Application Developers to ensure all system deliverables are designed and implemented successfully
Work with Business partners to elaborate and elicit Business Requirements for development
Write up and manage Impact Matrixes, Data Matrixes, Use Cases and Technical Design Documents
Create and manage Project Documentation including Process Flows, Diagrams, and Tables
Facilitate and participate in Design, Build, and Test processes to ensure projects are delivered accurately and on time
Works with multiple databases and applications to ensure they are interfacing properly
Lead Business Analyst for Letters and Correspondence
Lead Business Analyst for Imaging and Archiving
Facilitates meetings between all necessary co-suppliers to complete data mapping documents
Manages defects and works with development staff to implement fixes
Gather and condition any necessary criteria for Test Teams
Participates in Command Centers for Enterprise Releases.
QA/UAT Lead
Branch Systems
11.2012 - 11.2014
Manage individual projects varying from low to high complexity
Exhibits excellent problem-solving skills while working with Business Requirements for Enterprise Releases to design Test Plans and Test Cases for efficient testing
Managing and directing personnel with Project Test Case execution
Participating in User Acceptance Testing
Proficiency with QC/ALM (Application Lifecycle Management)
Uses ALM to open and closes defects while coordinating with developers to implement a fix
Uses ALM to monitor Test Case, defect, and over-all Project status to ensure a smooth delivery
Coordinates with all levels of management and Lines of Business to direct projects accordingly
Utilizes resources to provide best results possible.
Senior Operations Analyst
Policy And Procedure
08.2010 - 11.2012
Proficient with Chase Policy and Procedure to effectively support Chase Private Client branches
Exercise problem solving skills on a daily basis to provide best support possible
Work with many Lines of Business to resolve issues for the branches
Lead AML/KYC (Anti-Money Laundering/Know Your Customer) Compliance project to help branches stay within our compliance guidelines
Managed development center and trained new hire employees in Chase Policy and Procedure
Acquired additional duties to support Research and Adjustments, Exceptions Money Movement, National Account Maintenance while maintaining top analyst consistently
Making decisions and directing retail branches with best practices when dealing with legal situations
This included reviewing legal documents: Trusts, Estates, Power of Attorney, Medallion Signature Guarantee, Notary, Death Certificates, Securities, Annuities, Stocks and Bonds to ensure the correct practices are being followed
Displayed strong problem-solving skills to ensure the retail branch employees were making informed decisions congruent with Chase Policy and Procedure
Mentor Analysts to ensure they have the information and resources they need to do their job well
Maintained top score card while continually being top analyst.