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Wells Fargo Home Mortgage - Program Manager Resume Example

Caleb Baker

Experienced software systems implementer seeking a position as ScrumMaster/ Agile Coach.  25 years of successfully developing project teams to deliver within fast-paced, continually changing and complex organizations.   

  • Team Start-Up
  • Relationship Builder
  • Teacher/ Coach
  • Collaboration Developer
  • Conflict Navigator
  • Meeting Facilitator
  • Stakeholder Communicator
  • Process Improvement Facilitator
  • Problem Solver
Program Manager Oct 2014May 2015 Wells Fargo Home Mortgage
  • Served as Program Manager in planning a multi-iteration Business Intelligence initiative for Correspondent banking - followed by implementation of multiple pilots to confirm the project approach.
  • Included scope to migrate from multiple data sources to a Teradata platform - and included Requirements and Design development of the initial iterations.
  • Coordinated and managed both on and off-shore resources.
  • Pilot outcomes resulted in management decision to change from waterfall to agile development approach.
Program Manager Oct 2013Apr 2014 Anthem BlueCross BlueShield
  • Served as Program Manager for aggressively paced Business Intelligence initiative within Anthem's Health Care Analytics (HCA) organization.
  • Included development of new enterprise data warehouse / client reporting capability (web interface, static and ad hoc) to replace outsourced and internal legacy systems.
  • Coordinated and managed both internal and external resources (Deloitte, SAP, Teradata and IBM teams).
  • Deployed a multi-phase, iterative approach from business requirements development through testing.
  • Concurrently supported development of new HCA PMO's processes, procedures and tools - including project planning / maintenance and budget / actuals reporting.
Project Manager Mar 2013Aug 2013 Bremer Bank
  • Managed Loans Bundle Project (conversion/ implementation of Bank's hosted loan applications changes) - part of Project Blueprint - an overall initiative to convert core systems, including Deposits, Loans and Finance.
  • Assumed responsibilities "mid-stream," requiring aggressive re-planning and restructuring of project team and its tasks to help ensure implementation as originally scheduled.
  • Required coordination across multiple business, IT and vendor organizations.
  • Led internal and external (vendor) planning, design, development, testing and implementation activities. Given aggressive time frames, assisted team with leveraging "creative" opportunities to address business process and system issues/ constraints.
Integration Consultant May 2010Mar 2012 Wells Fargo Wholesale Bank
  • Led and facilitated various Wells Fargo/ Wachovia Bank merger/ integration support activities for Wholesale Technology group within Wholesale Bank (Treasury Management, International, Wholesale Loan Services, Commercial Mortgage, Wells Fargo Securities).
  • Included responsibilities on behalf of Wholesale Technology Integration Lead/ SVP to provide project change control reviews/ approvals and directly prepare/ present quarterly/ monthly/ weekly status reviews and reports to executive management teams and external audiences (OCC).
  • Ensured integration needs and issues were addressed with interfacing areas (Compliance, Finance, Wholesale business areas, enterprise-wide Technology groups).
  • Extensively supported Wholesale Bank program/ project managers (peaked at approximately 300 PMs during merger) with activities noted above by providing direct, ad hoc program / project management support.
Program Manager / Senior Project Manager Aug 2006Sep 2009 Thrivent Financial
  • Served as Program/ Project Manager for Annuities Sales Review Program, which focused on regulatory-based (FINRA, SEC), date-sensitive and resource-constrained projects.
  • Leveraged regulatory mandates to enhance Thrivent's overall sales/ products suitability determination processes.
  • Led 3 project managers in delivering seven projects on schedule, within budget ($7.5M in labor), and in accordance with defined scope.
  • Affected all primary business areas, requiring representation from each area for both project governance and direct project support. Additionally, majority of projects required selection, procurement and management of various vendors (including software, hardware and/ or telecommunications). 
  • Implemented multiple annuity sales and suitability determination practice changes for the 2,700 Field agents, requiring development and rollout of training (CBT, Brainshark presentations), communication and change management initiatives throughout the company.
Program Manager Jun 2005Jul 2006 Ameriprise Financial
  • Led full life-cycle development and deployment of Personal Trade Compliance monitoring and reporting system (Examiner 3.0). Implementation of web-based (.Net) package software system included coordination of planning, requirements (use cases), design, development and testing activities between software vendor and various Ameriprise Financial business and technology areas. This $2 million effort (labor) was completed on schedule and within budget.
  • Led evaluation of package software to provide an automated Personal Trading Certifications process for the company's employees and contractors (26,000 associated persons). The evaluation included business requirements development and software evaluation assessments.
  • Led incorporation of SEC changes within Ameriprise Financial's "Code of Ethics" documents and recertification of all 26,000 associated persons based on the new documents.   Required development and deployment of business process and system changes.
Program Director Jan 2005May 2005 United Health Group - Ovations
  • Led a Medicare products and services "proof of concept" initiative to demonstrate benefits of implementing an integrated system and customer life cycle process across the Marketing, Sales and Customer Service operations. Included assessment of: 1) Consumer Data Warehouse (to support 25 million prospects and members with automated campaign management capabilities, segmentation/ predictive modeling capabilities); 2) Integrated Siebel Sales platform (to support deployment of an inbound/ outbound call center and field sales force automation system); and 3) Integrated Siebel Customer Service platform (to support a member retention and customer intelligence process, integrated with the appeals and grievances process).
  • Created and established program management planning processes and tools (to support program's cost / benefit analysis, budgeting, staffing, time/ expense tracking & reporting and status reporting).
  • Provided project management support including initial project plan setup and test planning activities.
EPMO Consultant Dec 2003Dec 2004 Thrivent Financial
  • Assisted in development and refinement of enterprise-wide portfolio, program and project management processes and tools including: Portfolio Management, Program/ Project Governance and Program/ Project Methodologies.
  • Conducted formal project quality reviews.
  • Led development and implementation of EPMO Website (served as information portal for portfolio management, program/ project governance, and project methodologies, processes and tools).
Senior Project Manager Apr 2002Jun 2003 Wells Fargo Home Mortgage
  • Led a two-phased project in designing and implementing Home Mortgage Disclosure Act (HMDA) regulatory changes.
  • Required management of project team members across all WFHM sales and operations areas.
  • Initial effort included detailed analysis and confirmation of regulatory changes via extensive reviews with Legal and Compliance departments and outside entities (Freddie Mac and Fannie Mae).
  • Led process and system changes within all business areas and their external/ internal web-based sales systems and mainframe-based operations systems.
  • Led development of user procedures and training through a combination of train-the-trainer and web-based instruction.
Director Apr 2001Sep 2001 DBI Consulting
  • Led practice responsible for providing technical architecture, design and development resources for data warehousing, client/server and web-based development projects.
  • Included business development (marketing/sales strategy, recruiting and training) and operations management.
  • Projects included OO design and development assignments using various middleware technologies (including IBM's WebSphere and BEA's WebLogic products).
  • In-process activities included migrating practice from staff augmentation assignments across manufacturing, government and financial services industries to project-based engagements for clients seeking enterprise application integration (EAI) solutions.
Vice President May 1995Mar 2001 US Bank
  • Led EPMO of 165 project managers and business analysts (employees and contractors) across multiple Midwest and Western state locations.
  • Accountable for creating and disseminating standard project methods, processes and tools.
  • Formally trained approximately 500 project managers, development managers and project support personnel across the Twin Cities, Portland and Denver development sites to use MSP 2000, enhanced project management procedures and standard planning templates.
  • Led IT Division Analysis and Testing group, which supported approximately 50 systems and business areas. Projects ranged in size from 200 to 100,000 hours and numbered to approximately 400 projects annually.
  • As overall project manager, led design and implementation of Bank's consumer loan origination system with delivery of 110,000-hour project (peaked at 85 team members) within budget over a 14-month period.  Included imaging and printing capabilities between 1,000 branches and centralized back-office - and training of more than 3,000 branch and 250 back-office employees.
Senior Manager May 1986Apr 1995 Accenture
  • Served as a senior project manager on Minnesota statewide human resource, payroll, procurement and accounting systems development project.
  • Led 30-member project team in developing a reengineered and automated collections system for a Minnesota state government agency.  Delivered under $3 million budget and within schedule with documented efficiency gains of more than 600 percent for key system functions, which included bar-coding and imaging technology.
  • Served in multiple state government projects as Team Leader for design, programming and testing teams.
  • Served as a programmer/ analyst for several airline industry and state government projects.  Applications were developed on IBM mainframes under several operating systems (VM, MVS, TPF).  Programmed in COBOL, CICS and ADS/O using several data structures including VSAM, DB2 and IDMS.
  • Served as the Regional Marketing/ Operations Manager for Midwest Government practice (14 states). Responsibilities included: planning strategy and sales, establishing strategic partnerships with 15 hardware/ software companies, negotiating client/ subcontractor contracts, planning/ coordinating staff deployment, and administering financial processes.  Midwest Government practice grew at an annual average rate of 28 percent over 3 years, culminating in sales of $65 million in 3rd year.
MBA : Operations Management Indiana University Bloomington, IN
Bachelor of Science : Psychology/ Sociobiology University of Michigan Ann Arbor, MI, US
  • Project Management Professional (PMP) - Project Management Institute (PMI)
  • Certified ScrumMaster (CSM) - Scrum Alliance
  • Certified Process Improvement Trainer - Pritchett Rummler-Brache
  • PMI (Minnesota Chapter)
  • MN Agile Experiences Group (MNAEG)
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Resume Details

This is a real resume for a Program Manager in Eagan, Minnesota with experience working for such companies as Wells Fargo Home Mortgage, Anthem Bluecross Blueshield, Bremer Bank. This is one of the hundreds of Program Manager resumes available on our site for free. Use these resumes as templates to get help creating the best Program Manager resume.

Previous Companies:

  • Wells Fargo Home Mortgage
  • Anthem BlueCross BlueShield
  • Bremer Bank

Previous Job Positions:

  • Program Manager
  • Project Manager
  • Integration Consultant
  • Senior Project Manager
  • Program Director


  • Indiana University
  • University of Michigan

Level of Education:

  • MBA
  • Bachelor of Science

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