Wells Fargo (Wholesale Lending)
Charlotte, NC
June 2018 — September 2020
Project Manager Wholesale Lending Transformation (WLT) program
Key Responsibilities and Achievements:
- Manage multiple business process transformation projects for the Wholesale Loan operations to inventory and harmonize Board and Funding documentation processes across multiple business lines. Worked with Process Engineers to interview and document workflows; presented findings and improvement recommendations to executive team(s).
- Using Agile and Waterfall methodologies, ensure formal PMO Governance compliance from Idea to Close for all assigned projects. In early 2019, converted legacy projects to new PMO processes tool and governance processes.
- In February 2020, transitioned to the Covid-19 Business Continuity Plan (BCP) team to assess scope, legal & regulatory compliance, and workflow solutions to handle loan processes requiring wet signatures. Successfully partnered with multiple business lines SMEs, managers, and compliance (Risk/Legal) representatives to create, present, receive approval, and communicate solutions to all Wholesale retail and internal operations.