Robyn Valdivia
Experience specifically relevant for Senior Project Management/Liaison between Business Partners and Corporate Departments
415-699-6903 (cell)
415-956-2006 (Home)
Overall Experience
21 years Program/Project Manager experience
21 years financial services experience
Merger experience
Extensive experience with formal project management tools (SDLCs) and processes, as well as the ability to apply them in a practical way to meet a specific business need.
Flexible approach to project methodology to ensure appropriate level of structure is used throughout the project phases.
Proven ability to drive results within tight deadlines and resolve issues across multiple levels of leadership.
Demonstrated ability to facilitate effective results in managing complex issues in a matrix-managed capacity.
Extensive experience leading projects across multiple business lines.
Proven experience leading team members at all levels in multiple divisions and multiple organizations.
Experienced in providing project management mentoring and coaching of team members.
Recent successful completion of a high-profile and sensitive efficiency ratio program that included variable products. Gained respect of team members which included executive level sponsors and business owners across the legal, products and distribution organizations.
Strong written and verbal communication skills.
Recognized as being “bottom line” oriented, demonstrating leadership, interpersonal skills, communication skills, and problem solving skills
Experience
Union Bank of California November 2005 - January 2006
Senior Project Manager, Bankwide Bank Secrecy Act/Anti Money Laundering (BSA/AML)
Bankwide Secrecy Act implementation, tracking and monitoring. Reporting to executive managers and OCC on implementation of BSA/AML policies and procedures.
Union Bank of California April, 2005 - August, 2005
Senior Project Manager, Independent Risk Monitoring Group - Compliance
Working with Legal (Internal and External), Audit, Compliance, and with all lines of businesses to update their processes and procedures to accommodate the BSA/AML regualtions. Gathered information from all groups for reporting progess of those updates to various Executive Committees - BSA/AML Oversight Committee, Audit Committee and the Board of Directors. Gained knowledge of the BSA/AML Regulation, the resultant bankwide Compliance policy, and assisted with the Bankwide Policy Manual modifications to conform to the Regulation.
Wells Fargo Funds Management Group 2004-2005
For the Strong Financial Acquision worked with 4 lines of business on intergration needs. Groups included Wells Funds Management, Wells Capitol Management, Wells Institutional Trust, and Wells Private Client Services. The groups worked with were Corporate Human Resources, Corporate Technology, Corporate PC implementation, Corporate Legal, Corporate Facilities, Corporate Controllers, and Corporate Security. Tracked project milestones, status of accounts, and everyday operating issues.
Union Bank of California 1985-2003
Senior Project Manager, Senior Vice President (SVP) 2000-2003
Worked with business partners and technical partners as a liaison to write and interpret business requirements
Created web sites to attract new clients and new revenues
Managed a team of 6 regional experts
Responsible for process reengineering of 30 projects
Matrix-managed multidivisional bank wide projects
Matrix-managed multidivisional projects for web portal sites for Small Businesses, Government Services (UPS), Not for Profit organizations, and Homeowners Associations. Features of these portals included payroll advice, Human Resources advice, loan applications, and regulatory updates.
Spearheaded the creation of Team Action Center, a multimedia website for bank-wide internal usage. Includes web-based workspace; project management and review function; automated workflow; interactive training, and online help.
Managed the creation and implementation of eMethodology – a template-based methodology for eBusiness projects, taking them from Business Vision to Marketplace Delivery
Office of the President 1999 – 2000
Mission Excel Implementation Coordinator, SVP
This was a bank wide project that touched every department in the bank to improve the Bank’s efficiency ratio.
Was responsible for 10 divisions of the bank to identify projects to help improve the efficiency ratio.
This was a very ambitious, 2 year project
One of six senior managers selected by the President to implement the projects identified in Mission Excel.
Responsible for 585 of the individual Division projects; managed 45 project managers. This resulted in an incremental $35 million to pre-tax income, a boost of approximately 12% for the company.
Mission Excel Challenge Team member, SVP 1997-1999
One of 40 senior managers from across the Bank to be selected to work on the bank Efficiency Ratio Improvement Project.
Directed the collection of 700 ideas from bank employees on how to improve bank process to improve and tracked the implementation of those projects.
Operations & Services Group Administration, SVP 1997 – 1999
Worked on a variety of concurrent (with the above) bank-wide projects for the Operations Division. Performed bank-wide projects involving multiple divisions and all levels of management
Started, organized, and completed multiple projects which included the following:
o Reduced Federal Reserve Bank reserve payments by $150 million
o Managed a branch process reengineering project, saving 450,000 hours of processing
o Mission Simplify to reengineer back-office operations to simplify them, centralizing many functions so that they would be completed uniformly across the bank.
o Program Manager for client/server LAN database to track Corporate Real Estate projects
o Managed a Productivity and Quality improvement project for Managers and Supervisors throughout the division.
Integration Center, Project Manager 1996 – 1997
Matrix-managed 45-50 senior managers to for coordinating the tracking and updating of all details in The Bank of California/Union Bank merger.
Reported to Executive Management on a bimonthly basis as to projects status’ and budgets.
Education
PMP to be achieved by December, 2006
Post Graduate Work, Golden Gate University, Business/Systems Analysis
Bachelor of Arts, University of Kentucky, College of Telecommunications
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