1. JULIE LAUX
(480) 883-9128 (Home)
(602) 471-1567 (Cell)
Email: JulieLaux@cox.net
QUALIFICATIONS:
Extensive Project Management, call center management, and quality analysis experience
Successfulproject and timeline management
Demonstrated planning, implementation, leadership and communication skills
Ability to work independently and in teams to support both internal and external customer
needs/expectations
EXPERIENCE: CHASE (1990 – 2015)
Project Manager – Mortgage Express (February 2013 – May 2015)
Lead/manage diverse teams of business and technology partners resulting in on time/in scope delivery
of multiple projects within the Consumer Originations division
Identify, manage and prioritize issues/risks to milestones
Manage project delivery timelines and milestones to ensure initiatives remain on track
Partner with Communications/Policy/Procedure teams to ensure successfulcommunication/training for
each initiative is achieved
Support project testing and implementation
Mortgage IVR Channel Manager (April 2009 – February 2013)
Utilize caller activities to identify and manage IVR initiatives to improve self service functionality
Oversee development/management of IVR infrastructure, environment and application changes
Manage a team responsible to conduct UAT for all IVR enhancements and cross impacting corporate
initiatives
Conduct employee focus groups to gather feedback and information provided to them by customer
base as well as employee observations
Manage successfulimplementations of new and existing IVR systems used by Chase Mortgage
Servicing and Default customers. (Zero defects or issues for IVR deployments since 2009)
Partner with Quality Servicing and Click Fox teams to respond to customer behavior and trends.
Improved automation usage and customer authentication on average of 5.75%
Line of business representative for Chase global IVR initiative
Quality Analyst/ Test Lead – Chase Home Finance (June 2008 – April 2009)
Analyze business application requirements to prepare test strategies
Conduct test planning sessions for assigned projects with appropriate business partners
Partner with business teams to ensure all requirements were satisfied with test scenarios
Utilizing Quality Center, detail IST and UAT test cases/sets. Confirm all project requirements were
recorded and linked to test cases
Create test plan for business partners to follow test cases in Quality Center
Ensure all testing from a business perspective was completed within project timelines
IVR BusinessAnalyst – Enterprise Contact Center Solutions (February 2007 – June 2008)
Analyze business requirements to determine best IVR flow and design for development team
Partner with business units to review business requirements and propose appropriate IVR options
Document and communicate design specifications to development teams
Ensure successfultesting and deployment of changes from a technical and userperspective
Review corporate initiatives to determine technology changes orimpacts
Successfultesting and deployment of application changes for corporate initiatives
Exceed goal of 3% margin of error defects metric during business UAT. Defect margin was 1.5%
Achieved 99% change success rate for production deployments
2. Product Manager – Mortgage and Auto IVR applications (April 2000 – February 2007)
Organized employee focus groups to gatherfeedback and information provided to them by customer
base as well as their observations
Participated in and managed customer focus group sessions.Compiled information to present to IVR
management for project consideration
Documented IVR business requirements for presentation to technology partners
Managed successfulimplementations of new and existing IVR systems used by all retail and small
business customers
Improved automation usage on average of 5.75% for Mortgage and Auto IVR’s
Completed successfulrewrite of Payment automation functionality which earned line of business an
additional $1,238,650 in revenue the first 12 months of design
Automated Promise to Pay functionality – Business saw a 3% decrease of monthly call volume to
Default departments
Planned, implemented and tested ongoing enhancements and modification of new features in res ponse
to client needs as determined by customer behavior, business changes/requirements or surveys
Ensured that external vendordelivered code changes in a timely and accurate manner
Ensured quality standards were met and worked with call center teams to determine additional
improvements
Systems Development / Project Management (November 1998 – April 2000)
Managed group of technology staff that supported Mortgage originations and call centers which
included: IVR design,product support,systemupgrades. 800 number call routing and management
of plans
Gathered and documented business requirements for Home Equity IVR application
Managed vendorrelationship for Mortgage.(IVR and Telephony)
Project and test management for other technology initiatives requested by line of business
Systems Development / Lead Call Center Project Manager (January 1997 – November
1998)
Line of business liaison for National Call Center systems development and requirements gathering
Work with technical teams to identify and implement technical enhancements and improvements
(Desktop, IVR and Servicing research applications)
Managed user acceptance testing team for applications identified
Communicated call center systems changes and enhancements to all affected units
Telephone Banking Call Center and Technology / Telecommunications Manager
(November 1995 – January 1997)
Managed Retail Deposits Sales and Service group
Established first Southwestern Consumer Banking sales team
Maintained acceptable controls for teams to ensure customer service and profitability metrics
Member of a team that successfully integrated 29 call centers into 2 national sites
Responsible for analyzing call center applications and proposing potentialchanges to accommodate the
new call center structure (IVR, telephony and desktop)
Manager Retail Lending Customer Service (April 1992 – November 1995)
Managed Lending Customer Service team
Successfully implemented incentive programs that included rewards to referring new and existing
loans to Loan By Phone (Referrals increased from $2mm to $11mm in a 12 month period)
Ensured bank policies and procedures were followed for servicing loan and line products (Every
internal bank audit passed with a satisfactory rating)
Maintained acceptable service levels while monthly call volumes continued to increase
Worked with Marketing to establish Credit Line campaigns and communications
3. Quality Control / Work FlowManager (March 1991 – April 1992)
Established service quality monitoring standard for Loan By Phone
Monitored Loan By Phone service levels
Reviewed department service levels and recommended potential changes to staffing levels
Created various staffing and service level reports for management review
Supervisor / Project Coordinator Retail Lending (February 1990 – March 1991)
Project participant responsible for creating the first Retail Lending Customer Service group in AZ
Programmed and maintained IVR application that serviced installment loan and credit line inquiries
Programmed and maintained AT&T Call Management Systemfor the Customer Service team
Supervised staff of 8 employees
Assisted in creation of service quality standards
Created staffing and service level reports for management review
EDUCATION:
Attended Northern State University Aberdeen SD. Emphasis on business courses
General banking, management and technical courses offered internally and externally.
SKILLS:
SQL
Microsoft Suite (Excel, Word, PowerPoint, Visio, Outlook and Project)
SDLC
Ability to lead and drive for results
Quality and zero defects results driven
Clarity (Project Management Tool)
ALM Quality Center
Live link
Web stats reporting tools