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Sam Montoya - Project Manager
Sam Montoya's Bio:
Sam Montoya's Experience:
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Program Administrator at Primary Residential Mortgage
April 2012 - July 2013- Project Management of new programs, initiatives and revenue channels. - Contract Negotiation with External Vendors and Investors. - Review and interpret Investor/Agency/MI memos and determine impact to the corporation. - Identify/implement opportunities to leverage systems to reduce risk associated with programs. - Research and gather business and/or financial information, perform ad hoc analysis to support business decisions and provide feedback to executive management regarding results. - Develop a thorough understanding of the business and its functions, processes and operations. - Keep abreast of business and market trends, which may affect the organization. - Substantial interaction with both internal and external contacts in order to obtain pertinent information.
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Secondary Marketing Analyst at Primary Residential Mortgage
February 2011 - May 2012- Facilitate and manage the lock pipeline for Secondary. - Analyze existing reports used by the Secondary Marketing team to ensure accuracy and completeness of data. - Identify issues with current reporting mechanisms, determine cause and recommend solution to ensure accuracy and completeness. - Analyze the delivery and transaction functions to identify opportunities to become more efficient. - Assists in identifying and implementing process improvements for secondary marketing functions. - Supports the Capital Market team as needed to assist in the fulfillment of trades. - Supports the Program Admin team on the implementation of new products.
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Credit Analyst at Discover Financial Services
September 2010 - January 2011- Took existing risk management systems and applied those towards existing credit card customers. - Created new processes for enhanced risk management which resulted in lowering defaults by 20%.
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Sales, Tech Support and CSR at Wells Fargo
September 2009 - February 2010- Sales of new services and products to existing client base via inbound calls - Tech Support of online banking platform - Customer Service for outstanding issues related to customer accounts
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Tech Support, Sales and CSR at Verizon Wireless
February 2007 - June 2009- Started in Customer Service and was promoted within six (6) months to Retention - Was promoted to Tech Support within six (6) months of going to Retention
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VP of Operations at TMS Broadcasting
July 2004 - March 2006- Created a new platform for game companies to create new content delivery methods while in the alpha/beta testing phase to increase beta pull through rates. - Worked with several large companies such as Warner Bros. Entertainment, SOE, Wind-Up Records and Warner Bros. Records as well as a few smaller companies such as Turbine and Perpetual. - Created (3) three radio stations for three games which each had their own Personnel and management structure. - Managed three (3) Station Managers, of which managed their respective personnel (i.e. DJs, HR Personnel, Programmers, etc.)
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VP of Operations at RadioFreeZion
August 2004 - May 2005- Created a new platform for game companies to create new content delivery methods while in the alpha/beta testing phase to increase beta pull through rates. - Worked with several large companies such as Warner Bros. Entertainment, SOE, Wind-Up Records and Warner Bros. Records as well as a few smaller companies such as Turbine and Perpetual. - Created (3) three radio stations for three games which each had their own Personnel and management structure. - Managed three (3) Station Managers, of which managed their respective personnel (i.e. DJs, HR Personnel, Programmers, etc.)
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Project Manager at Primary Residential Mortgage
July 2013- Tasked with creating a Project Management Office (PMO) - Manage Enterprise level project development from Initiation to Closure - Execute Projects based upon PMI and Scrum Alliance methodology -- Waterfall and Agile (Scrum) - Complete Work Breakdown Structure (WBS) to estimate effort - Provide project schedule to identify when each task will be performed based upon stakeholder input - Clearly communicate expectations to team members and stakeholders - Resolve any issues and solve problems throughout project life cycle - Effectively manage project scope by ensuring any changes to scope are documented and approved via Executive Project Steering Committee by change control management - Track and report on project KPIs such as Milestones, EVM, CPI, and SPI using PMIS and PPM tools - Determine how results are to be measured and complete a post-project evaluation to determine level of project success - Lead, coach, and motivate project team members on a proactive basis - Develop project management training and provide support when needed - Work with Executive Project Steering Committee and Project Sponsors to safely crash unsuccessful projects and re-prioritize existing program/portfolio projects - SharePoint 2007 Admin duties
Sam Montoya's Education:
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Copper Hills High School
1996 – 1999
Sam Montoya's Interests & Activities:
Risk Management, Mortgage Banking, Finance, Project Management, Sales, FHA, Mortgage Lending, Analysis, Credit, Customer Service, Management, Contract Negotiation, MOSS 2007, Financial Analysis, Program Management, Scrum