Accenture

Loan Origination Platform Transformation Journeys (2017 to Mar 2021)

 - Large non-bank Lender (retail mortgage): Defined Program Management and stood-up governance and processes for 16+ projects as part of a retail mortgage loan origination platform transformation journey

- Top Australian bank: Brought nCino program best practice and thought-leadership to Australian bank in a planning phase; provided access to global nCino network / SMEs for areas of complexity

- Top Irish bank: Executed program delivery for Irish bank on cross-border assignment - first release of a multiple-year initiative to replace legacy loan origination platforms with nCino platform; first European nCino program, with emphasis on specialty Asset Finance line of business

- Large North America Bank: Led complex program delivery of the multiple-year program to replace legacy loan origination platform with the cloud-based Salesforce / nCino product for 10+ lines of business across the corporate and commercial bank
 
Top 10 Global Bank – Card Acquiring (Merchant Svc), Product Strategy  (Oct 2016-Feb 2017)
- Led team that performed end-to-end product assessment of over 60 current product offerings; analyzing product capability needs of 25+ industry verticals.
- Established a target vertical sales strategy, identified gaps, developed roadmap to close gaps to target strategy.

Top 10 Global Bank – Global Commercial Card, Transformation Program (4+ years)
- Program Delivery execution and resourcing for a large, multi-year, credit card processor / platform consolidation program (HP to TSYS).
- Included sun-setting of payments platform, migration of remaining clients to a target state, decommissioning the clients, associates, and technology, with oversight of BAU risk controls program during transformation.
- Business Readiness / Change leadership for communications and training.

Principal Director

Seizing It

I am passionate about helping you to Shine - to achieve your goals, dreams and possibilities. Using project management and spiritual essays, I have outlined an achievement process that you can follow!

Speaker, Author and Coach

Wells Fargo

Led team during the Wells Fargo / Wachovia integration, within the Treasury Management Business Integration Team, partnering with all product and subject-matter experts during monthly merger Customer Conversion events

Treasury Management Command Center, Team Lead (via contract with the Patton Group)

Bank of America

Directed initiative during Merrill Lynch merger initiative as part of a broader SAP Financial Transformation, leading program management execution, partnering with organization design, release management, vendor (Deloitte), and internal support teams, delivering successfully against significant timeline constraints

SVP, Quality & Change Delivery Executive

Bank of America Merchant Services Joint Venture

Led Associate Day One program related to joint venture between Bank of America and First Data:
• Program manager, responsible for working with business partners to start the project to deliver on-boarding of 1000+ joint venture associates, including payroll systems, benefits, staffing models, all human resource functions, and the provisioning of all associates with appropriate technologies (Laptops, BlackBerries, etc.)

SVP, Program/Sr Change Manager - Bank of America Merchant Services Joint Venture

Led cross-functional virtual project team for LaSalle Bank merger initiative, maintaining open communication and consistent delivery despite an aggressive merger timeline with complex multi-line-of-business funding and reporting requirements

SVP, Program / Sr. Change Manager - LaSalle Data Center Move

De-commissioned the SmartPay® Government Card Travel / Purchase card program, driving scope definition and planning for 3 year effort; orchestrated all project deliverables, project management, and financial management activities

SVP, Program/Sr Change Manager - Government Card De-conversion

Successfully executed the MBNA commercial card transition project related to the migrations of legacy MBNA customers to Bank of America electronic card reporting tools (and related functionality gap fills); led large cross-functional team to deliver merger project under tight timelines

Sr Chg Manager - MBNA merger

Project management accountability for multiple projects during acquisition of a card platform, during Fleet Bank merger, and on “Direct” Treasury Management platform

VP, Change Manager - Card Platform Acquisition, Fleet Merger, Bank of America Direct

The Geer Group, Inc

Co-owned and managed a technology company focused on database-driven marketing applications and accounting conversions

Business Owner

The Lexington Group

Managed accounting department for a Real Estate Development / Hotel Management company:
Supervised all aspects of financial statement preparation for nine separate legal entities including Accounts Payable, Accounts Receivable, Asset Management, Cash Flow, Payroll, Reporting, team management, and all other accounting functions

Controller

Pamela guides clients through transformation journeys. She has garnered a wide variety of experience (15+ years) delivering complex programs across Banking clients. In recent years she has focused on loan servicing in Canada/Brazil, and nCino loan origination in North America, Australia, and Ireland, including PPP Loan Forgiveness for a major US bank.

As an active podcaster (Dare To Shine Podcast for Inspiration) Pamela enjoys sharing ideas on achievement through motivational speeches and writing; her primary audiences are individuals who want to live their purpose and manifest their goals intentionally, and professional organizations.

In addition to complex delivery, Pamela has 10+ years experience in Credit, Commercial Card / Payments, Treasury, Finance, and has been in Accenture's Finance & Risk and Organization Change practices.

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Pamela Geer's Linkedin Analytics

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