· Account/Check Reconciliation |
· Automated Clearing House PEP+ |
· Controlled Disbursement |
· Conventional/Image Payment Processing |
· Conventional/Image Wholesale Lockbox |
· Demand Deposits |
· Domestic/International Collections |
· Domestic/International Wire Transfer |
· Float Management |
· Loan Operations |
· Research and Adjustments |
· Return Item Processing |
· Statement Rendition |
· Transportation and Mail |
My skills include Operations and Project Management, both very hands-on.I am adept at coordinating Users, Systems and Project Managers, acheiving successful implementations and directing long term projects. |
·Translating and Communicating wants and desires between User, Operations and Information Technology personnel. |
· Keeping project members on point to the Project's objectives, maximizing task at hand focus and minimizing scope creep. |
· Successfully managing many complex Systems-related projects involving operational implementations. |
· Achieving system analyst level on IBM's CPCS (Check Processing Control System). |
· Managing large-scale multiple-location operations. |
· 30 years experience working with Information Technology professionals as a User and Project Manager. |
I have solid, practical experience in traditional check processing, image check processing, as well as these specifics: |
I have a solid command on all Microsoft Office Products, including Project, Visio and PowerPoint. I am comfortable preparing and delivering executive presentations to all management levels. I have a working knowledge of most project and analytical tools, e.g. Clarity, Mercury, SharePoint, SQL, VisEbility, Workbench. |
Professional History |
October 2005 - October 2007 |
Phoenix Partners - Consultant Project Manager |
· As an individual contributor and Subject Matter Expert, participated in reducing three DDA systems to one at JPMorgan Chase |
October 2004 - October 2005 |
Edge Services - Consultant Project Manager |
· Provided Vendor Management as organization changed Item Processing Vendors. |
· Planned and implemented the move from a non-image IBM System to an AFS Image Vision on a Unisys NDP 2000 platform |
April 2002 - October 2004 |
InterCept Inc. - Manager |
· Managed and directed the implementation of a new Item Processing System. |
· Successfully implemented AFS Image Vision on a Unisys NDP 2000 platform utilizing an Orbograph Character Super Trinity |
· Managed Image Statement Rendition operation. |
June 1999 to March 2001 |
Sterling National Bank - Vice President - Deposit Operations |
· Managed and directed Deposit Operations, Incoming and Outgoing Return Items, CIF, Check Files, Signature Verification, |
Eastbrook Associates, - Consultant Project Manager |
· Provided check processing solutions to Provident Bank's General Ledger Department |
October 1998 to January 1999 |
· Responsible for establishing an International Euro Collection Department for ABN Amro Ban |
Armored Transport Systems - General Manager National Currency Vaults |
· Responsibility spanned eighteen physical sites Nationwide and encompassed over 800 employees with an annual budget of |
· Very strong customer interaction. |
The KPA Group - Consultant Project Manager |
· Led three consultants responsible for setting up an International Collections Department for Bank One. |
National Westminster Bank USA (now Bank of America) |
August 1968 - June 1997 |
Vice President Senior Group Manager 1993 - 1997 |
· Managed $30 Million Dollar Budget and 500 employees engaged in Item Processing Day One and Day Two Operations. |
· Successfully integrated three inter-state bank mergers with minimal incremental cost. |
Vice President Project Management Office 1991 - 1993 |
· Organized, formulated and directed diverse Strategic Reengineering Initiatives. |
· Successfully partnered with Cash Management Products and Systems and Programming. |
Vice President Trade Services 1989 - 1991 |
· Changed the manual Trade Services Documentary/Clean Collections systems to an automated LAN environment. |
· Managed the Trade Services Investigations area. Responsible for Project Planning and Disaster Recovery. |
Vice President Funds Transfer 1987 - 1989 |
· Managed and directed Nostro/ Vostro Reconcilement, Funds Transfer Investigations/Proof and Control. |
· Established and managed the Project Management area which successfully upgraded the B.E.S.S. system. |
Vice President Float Manager 1985 -1987 |
· Responsible for establishing Transit Sort Patterns, Direct Sends and Availability and Pricing Schedules. |
· Managed and directed Wholesale Lockbox and Bank wide Data Entry/CIF |
Operations Officer 1968 - 1985 |
· Incoming Return Items, Reconciliation and Transit, Proof and Encoding |
· Various operational related back-office functions |
Software: |
· MS Office·Project,PowerPoint, Word, Excel, Access |
· Visio, SQL, Mercury, Clarity, VisEbility, et al |
Professional Affiliations: |
· Past Instructor - American Institute of Banking (AIB) · Member of the Project Management Institute (PMI) |
Education: |
· New York Institute of Technology, Bachelor of Science, Business Administration |
· Authored and published a 1,400 page Data Dictionary for internal bank distribution. |
John Bass |
wiretree@yahoo.com |
What I have to Offer |
February 1999 to April 1999 |
Parson Group, - Consultant Project Manager |
October 1997 to June 1998 |
July 1997 to October 1997 |
$30 Million Dollars. Responsibilities included enormous cash inventory and all Receiving, Counting, Processing and Order |
Fulfillment activities. |
Reconciliation, Adjustments and Wholesale Lockbox. |
Recognition engine. |
utilizing an Orbograph Character Super Trinity Recognition engine. |
Bank One's SAP System. |
and Bank One. |
· As an individual contributor and Subject Matter Expert, participated in changing JPMorgan Chase's General Ledger System to |
· Teller Automation |
April 2008 - Present |
GlobalQuest - Consultant Project Manager |
· Provide Project Management to M&T Bank's FCS General Ledger Upgrade. |
· Provide Project Management and Vendor Management to M&T Bank's Branch Image Capture Initiative. |
· Provide IT leadership to M&T Bank's Credit Analysis Tool purchase. |