Duncan resume Primary NC 2017

STEVEN DUNCAN, PMP
Monroe, North Carolina  704.776.4036  sduncanpm@yahoo.com
Change and Portfolio Management
Senior Change Manager: Senior business professional with a track record of delivering
creative, timely, and cost effective solutions making clients best of breed in their industry. Created
and managed Change Management process to include intake, documentation, governance, and
tracking of +450 change requests.
PMO Manager: Created 2 Project Management Offices in 2 separate industries, OEM Software
manufacturer and Insurance Provider. Managed a Project Management Office for a top 5 financial
organization allocating 48 project professionals across 5 teams supporting 13 lines of business.
Reporting status for 63 projects in flight simultaneously. Position included all budget and HR
responsibilities.
Program Leader: Created and managed a change management program responsible for
initiation, approval, and implementation of +450 change requests for 5 different testing groups.
Seasoned Project Manager: Lead projects in several diverse industries, Public Power
Generation, Banking and Finance, Information Technology, Insurance, Consulting, Food
Manufacturing, Consumer Products, Telecommunication, Newspaper Production
Areas of Expertise
PMO Operations ~ Program / Project Management ~ Change Process Development ~ Change
Management ~ Strategic IT Planning ~ IT Governance ~ Internal and Regulatory Compliance
Monitoring ~ Risk Management ~ Quality Assurance ~ Quality Control ~ Audit ~ Business
Development ~ Process Development and Re-Engineering~ New Product Development~
Business Continuity Planning
Supporting Capabilities
Methodologies:
Lifecycle Approach to Software Development (SDLC), Iterative and Waterfall Approach for
Enterprise-Wide Systems Development (UML/RUP/Use Cases), Waterfall Approach to System
Development, Six Sigma, PMI
Productivity Tools:
Microsoft Office ( Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Project,
Microsoft Visio, Microsoft Outlook), Nexis, Clarity, CREST, Quality Center, Peregrine
Industry Experience:
Banking and Finance, Information Technology, Public Utility, Insurance, Consulting, Food
Manufacturing, Consumer Products, Telecommunication, Newspaper Production
Page 1 of 6

STEVEN DUNCAN, PMP
Relevant Leadership Summary
Wells Fargo, Charlotte, NC (11/2015-Current)
Process Design Manager
Design and create three process to apply across the entire technology enterprise. Confer with
different line of business leaders to design a process that combines the factors detailed by the
differing Line of Business CIO’s to include 5 different sub=processes. With assistance of
Enterprise Risk, detail the risk model to detail the Business Relationship Model.
• Design several Process Design Document SharePoint sites
• Report progress in regular status report
• Author a comprehensive Process document to detail all aspects of the daily operation of
the process
• Complete the annual Risk Survey.
Bank of America, Charlotte, NC (5/2015 to 10/2015)
Consumer Bank Data Management
Program Manager
The delivery of data and meta-data was not standardized across the enterprise exposing the Bank
to risk and failed delivery of mission critical data from the Credit Card Domain and the Mortgage
Platform. Steve manages the conversion of domain centric data to meet 210 requirements that
will standardize the format and delivery of data to the dependent applications. Single point of
escalation for the domains certification managers for risks, issues, and questions. Conduit for
contact between the Quality Control Assessors and the data domains. Monitor the Check Points
and the gap remediation effort to meet requirements.
Program Manager responsible for:
• Manage and monitor on time delivery of data requirements to meet governance
mandates.
• Create status report to report progress toward certification to upper management
• Archive evidence of requirement completion for Assessor reference and to assist other
domains as a best practice.
Page 2 of 6
Design process to standardize the Business Relationship
Management Process across the Enterprise Information
Technology Division
Program Manager responsible to ensure completion of
requirements of two data domains meet new regulatory
requirements to standardize the delivery of data in a format
approved by governance

STEVEN DUNCAN, PMP
Bank of America, Charlotte, NC (7/2013 to 9/2014)
Enterprise Data Management, COO
Project Management Office Consultant
Responsible to design and develop new processes to allow Enterprise Data Management Division
to reduce risk by complying with standard processes mandated by Enterprise Change. Provide
business support for the 978 members of the Enterprise Data Management Division. Create
strategic plan with recommendations on staffing and future divisional PMO operations. Establish
Program Management meeting to share best practices, new information from Enterprise Change,
and facilitate communications between the EDM PMO and all Program Managers. Maintain
Quality Assurance and Quality Control processes to include management of Program and Project
Assessments. Filled roles of Change Steward, Change Sub-Committee Member, Quality Assurance
Coordinator, and Change Steward Delegate. Assist new programs with establishing required
standard record keeping repositories. Mentor Program Managers in Quality Assurance strategies.
Project Management Office Consultant
• Provided structure to in flight programs and projects by authoring processes and
procedures to ensure quality project delivery.
• Approve all Programs initial risk analysis and monitor all programs/projects monthly
progress and re-analysis of ongoing Program/project lifecycle
• Create SharePoint website to provide division with templates, processes, and storage
• Create reporting template to gather information on divisional project information for
senior leadership
• Create checklists to facilitate program/projects passing Enterprise Assessments
• Quality Assurance Auditor to ensure program/project adherence with published
Corporate and departmental standards.
• Develop metrics to measure and report Compliance with Enterprise Change requirements
• Quality Control Auditor to ensure processes are being maintained
• Member of Regional Change Audit Issue Workgroup
• Create and maintain the Division Monthly/Quarterly Portfolio Report utilizing the
Microsoft tools such as Excel and Visio.
Page 3 of 6
Strategist developing processes and recommendations to
close gaps between current and future state processes

STEVEN DUNCAN, PMP
Bank of America, Charlotte, NC (6/2011-12/2012)
Legacy Asset Servicing-Quality Control
Senior Change Manager
Responsible to design, develop and manage an auditable Change Management Process for Legacy
Asset Servicing-Quality Control Division. Create all Change Management documentation to
include templates, process flows, and reference materials. Develop Change Control SharePoint
site to register new Change Requests, track status, archive of all Change Requests presented.
Maintained positive access control for the Change Request SharePoint Site. Created all change
Management Presentations for the Quality Control Senior Leadership Team.
Senior Change Manager/Business Support Manager
• Key member responsible for coordination and control of Group Project Management
Plans in the Quality Control Project Management Office team that successfully answered
the Office of Currency Controller Consent Order requirements.
• Primary contact responsible for answering and closing Audit Issues by coordinating work
effort across all Development Teams in the Quality Control Division
• Received Gold Appreciation Award for developing and delivering Change Processes
• Primary Change Process contributor for the Legacy Asset Servicing Validated Reliance
Model and Validated Design of Testing Processes
• Other Quality Control mission critical business support tasks
• Monitor compliance with the Office of Currency Controller regulatory requirements to
ensure on time delivery of evidence documentation
Bank of America, Charlotte, NC (4/2010- 6/2011)
Change Manager (Contractor)
Responsible for analyzing present-state, developing alternative future-state approaches and
facilitating implementation. Actively involved in the conduct/execution of project activities,
performance management, and decision-making responsibilities for team. Typically has
responsibility for project staff and budget. Serves as primary contact to senior department
managers for critical change initiatives.
End-to-end Change Manager.
• Negotiated schedule in accordance with the enterprise release requirements.
• Manage testing effort to eliminate all defects prior to implementation
• Manage post implementation support of enterprise reported defects
• Maintained positive financial control of all budget and human resources
Solutions Consultants, Inc., St. Louis, Mo (10/2009-4/2010)
Page 4 of 6
Change Process Owner for Legacy Asset Servicing-Quality
Control Division
Created new web application to provide a stable and
responsive price modeling tool to domestic and international
Associates

STEVEN DUNCAN, PMP
Program/Senior Project Manager
Principle project manager for the applications development group. Developed applications to
deliver brokerage solutions to close gaps during a merger of two banking entities. Interfaced with
Executives, business partners, project managers, developers, testers, and other stake holders.
Developed processes and procedures to document work effort, value of project, and progress of
projects
• Manage the initiation, design, and creation of software applications
• Coordination of all development groups
• Represent group management at merger meetings
Fiserv CBS, Lake Mary, FL (9/2007-8/2008)
Program/Senior Project Manager
Principle point of contact for the business partners to ensure requirements for the success of the
project. Responsible to recognize the need for any change of scope that the business side required
and implement the proper change management procedures to alter the scope documents to reflect
the accurate requirements as authorized by the principle stakeholders. Authored new change
management procedures, new reporting procedures, and new risk management procedures and
shepherd them through approval and adoption process
• Manage the initiation, design, and creation of a major new international software
application
• Coordination of 4 different companies on three different continents to bring new
application to the international market
• Initiation of relationship between different project management offices for differing lines
of business
• Corporate representative to project management forum comprised of 6 different Fiserv
companies project management offices
• Developed 3 online applications to enable online banking
Page 5 of 6
Develop and implement solutions for a major brokerage of
Fortune 500 financial institution developing software
applications interfacing with several internal agencies.
Integrated the work effort of four international companies to
create a new software product and bring it to the
international finance market

STEVEN DUNCAN, PMP
Bank of America, Charlotte, NC (7/2006-9/2007)
Senior Project Manager (Contractor)
Managed most successful consumer real estate project in corporate history to bring new
functionality to the consumer agents authoring new contacts. Negotiated and brought all
stakeholders to consensus on requirements for project success. Combined work product from 7
different development teams to produce an application signed off by all stakeholders.
• Negotiated schedule in accordance with the enterprise release requirements.
• Manage testing effort to eliminate all defects prior to implementation
• Manage post implementation support of enterprise reported defects
• Maintained positive financial control of all budget and human resources
Education and Additional Qualifications
University of Missouri, St. Louis, Missouri
Professional Development
Project Management Institute: Project Management Professional certified through 2017
Executive-level training: Risk Management, Project Scheduling and Cost Control, Rapid
Assessment and Recovery of Struggling Projects, Six Sigma Training, Change
Management, Facilitation Training, Procurement, Executive Level Presentation Skills,
Software Quality Assurance, Business Continuity Planning
Page 6 of 6
Created new application to enable a new consumer real
estate program to increase market share over clients 48
state footprint

Duncan resume Primary NC 2017

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