Stephen Carson
Plano, Texas, 75086 |- (M) |-| https://www.linkedin.com/in/stevecarsontx/
Professional Summary
Proven executive with high levels of success in leadership, management, relationship and team building,
communication, customer satisfaction, and compliance. Strong track record of major project and program
delivery including numerous turnaround efforts.
Areas of Expertise
ü Collaborative Business Leadership
ü Team Building
ü Communication, Mediation and Negotiation
ü Relationship and Conflict Management
ü Management Coaching
ü Program and Vendor Management
Experience
Executive Business and Technology Consultant, Consumer and Commercial Loans
Citi, Las Colinas, TX, Contract June 2023 – Present
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Recruited by NY office to address OCC Consent Order Article V compliance deficiencies and internal
relationship conflicts
Cross-product planning and execution of Wholesale Loans business strategy
Managed completion of data lineage exercises for over 200 models, processes, and reports
Coaching and training non-defensive communication and conflict management techniques
Repaired and developed relationships with CDO, Risk, Finance, and technology teams
Director of Program Management, Consumer/Commercial Pricing, Credit Risk, IT
Santander Consumer USA, Dallas, TX, FTE Jan 2019 – May 2023, Contract May 2018 – Dec 2018
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Recruited by the Chief Technology Officer to implement business, technology, and culture initiatives
Orchestrated turnaround and execution of core pricing decisioning engine implementation
Responsible for over $4M in annual cost savings in IT project turnaround
Managed end-end build of new major west coast office to attract top talent engineers
Resolved $50M in Credit Risk vendor and procurement pain points and restoring corporate reputation
Trained department leads in mediation and communication techniques
Vice President, Consumer Bank Risk Management & Retail Financial Services Technology
J.P. Morgan Chase & Co., Dallas, TX, November 2012 – May 2018
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Four-time “Five Points of Great Customer Experience” recognition
Managed engineering teams to serve Deposit, Marketing, and Customer Service units
Central relationship manager for Auto, Mortgage Bank, Wealth Management, and Consumer Card LOBs
Responsible for $10M in annual savings with corporate wide user migrations and scorecard development
Senior Project Manager
TIAA-CREF, Denver, CO, September 2008 – November 2012
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Achieved highest possible employee ratings and recognition
Directly responsible for turnaround of failed central data warehouse project, recovering $10M in sunk costs
Managed spiral-driven development team with a $10M annual development budget
Developed multiple division-wide executive scorecards and metrics for management performance, quality, and
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throughput with Siebel Analytics and Oracle BI
Developed strong relationships and successfully negotiated win-win projects for both Pensions and IT units
15 Years of Experience
Multiple Places, November 1996 – August 2011
• August Consulting Group
• J.P. Morgan Chase Bank, N.A, Institutional Trust
• University of Texas at Dallas
• MCI Systemhouse
Education
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Master of Science in Mental Health Counseling, Southern Methodist University, 2022
Master Certification in Alternative Dispute Resolution, Southern Methodist University, 2017
Bachelor of Science in Engineering and Computer Science, University of Texas at Dallas, 1999
Affiliations and Licenses
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Licensed Professional Counselor 89233 (Texas - 2022)
National Certified Counselor, (exp 2027)
Certified Mediator (Civil and Family) – Texas
Dallas County Dispute Resolution Center, Member and Volunteer
* References available upon request