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Merchant Services, Head of Processes and Practices

• Developed and instituted architectural governance practice for Merchant Services covering data, cloud, and legacy architectures. Managed process rollout, drafted training materials and operating procedures, and trained stakeholders. Served as governance lead and point of contact for bank-wide governance councils.
• Part of “war room” project team established to quickly remedy critical payment processing issues impacting clients and customers.
• Designed over 20 solutions covering tokenization, digital transformation, cloud migration, contactless payments, and location enablement for Merchant Services.

Chase Consumer and Community Banking, Technical and Application Architecture

• Led the development of 3-5 year strategies and multi-year plans across all of the consumer/retail (CCB) banking lines through collaboration with line of business Chief Architects, CTOs, and CIOs within business and technology. Delivered CCB-wide strategies driving innovations delivering multichannel, customer experiences, predictive analytics, complaint management, and customer verification and treatment. 
• Assisted in defining a new strategy development and management process for central architecture practice. Partnered with PMO to streamline the strategy, investment planning, roadmap development, and demand management processes reducing book of work planning times by 20%. 
• Developed the target state architecture for Treating Customers Fairly, a regulatory and customer experience cross consumer product initiative. The target state architecture involved rationalizing over 60 different complaint management systems across consumer/retail banking onto a single, centralized, cross-LOB solution. Managed a matrixed team of over 10 architects representing the various lines of businesses across Retail.  Provided end-to-end technical guidance and leadership to execution teams. 
• Product Owner for the Cognito, an enterprise portfolio management platform. Successfully stood up and delivered the first instance of the platform, influencing and aiding with the firm-wide adoption of the platform.   
• Assembled a team of 18 matrixed (inclusive of vendor), and dedicated resources distributed across the U.S. Under technical leadership, team delivered 690 reports, integrated 12 data sources, and developed a variety of dashboards supporting architects, portfolio managers, and senior-level (CTO/CIO) management in less than nine months.

Chase Auto Finance and Student Loans, Architecture

• Defined and implemented new architecture governance, demand management, and architecture engagement models for Auto and Student Loans. Governance model regarded as a best practice across Retail. 
• Evaluated and provided recommendations targeting cost and risk reduction within operational areas; print/fax channels, business remediation for regulatory and customer-related issues, payment processing, predictive behavioral analysis, electronic signatures, OCR. 
• Delivered solution architecture and roadmap for $10 MM replacement loan origination & processing platform to support all student loan product lines and retire legacy applications. Developed a common pluggable service framework for extending loan processing functionality across the line of business. Designed scalable architecture to support volume growth, reduce manual and inefficient processes, and increase processing efficiency.  
• Managed the application portfolio and execution team for the Consolidation loan product; a distributed development team consisting of 10 on- and offshore developers. 
• Successfully led acquisition projects focused on aligning and integrating Collegiate Funding Services’ student loan products, processes, and platforms with JPMorgan Chase’s environment and culture. 
• Architected and delivered solution to reduce operational and technical inefficiencies within the print shop. Solution decreased operational and development headcount, cut printing costs and overhead, improved reliability and scalability, decreased time to market for document-related projects and centralized print functions as a shareable service.  Managed the execution team consisting of 10 developers directly and matrixed team of QA, UAT, and business analyst resources.