Wesley Loesch

About Me

Seasoned Senior Program and Portfolio Director with over 20 years of progressive leadership in project management across the financial services and technology sectors. Proven track record overseeing enterprise-scale portfolios exceeding $125 million in annual active projects, leading cross-functional initiatives aligned to both business and technology strategies. Recognized for building and managing high-performing teams—over 20 direct-report Project Managers, Scrum Masters, and Business Analysts—while driving consistent delivery across Lending, Deposits, Marketing, and Data domains.

Known for strategic planning, executive-level stakeholder engagement, and implementing governance frameworks that enable transparency, mitigate risk, and align outcomes to organizational goals. Adept in Agile, Waterfall, and hybrid methodologies, with a passion for mentoring talent and fostering collaboration to deliver complex programs on time and within budget.

Resume

I'm happy to provide a copy of my resume upon request. Feel free to contact me directly at wes@wesleyloesch.com or call/text me at (415) 370-6348 for more information or to start a conversation.

Project Highlights

• Directed High-Impact PMO Team: Oversaw a team of 20+ Project Managers, Scrum Masters, and Business Analysts, leading strategic initiatives across 7 lines of business. Implemented a strategic prioritization framework in collaboration with business leaders, ensuring resources were directed toward the most critical and high-value initiatives—accelerating delivery on key programs while reducing delays and resource strain across the portfolio.
• Managed $95M+ Active Portfolio: Directed strategic project portfolios spanning Lending and Deposit Services, ensuring alignment with business goals and regulatory compliance through Agile and Waterfall methodologies.
• Enterprise-Wide LIBOR & COFI Transition: Spearheaded the regulatory-critical transition from COFI and LIBOR to SOFR across multiple loan products, coordinating stakeholders across Compliance, Legal, Finance, and Technology to ensure a smooth conversion with zero service disruptions.
• nCino Securities-Based Lending Platform: Led end-to-end implementation of nCino on Salesforce, combining Agile sprints with structured Waterfall milestones. Successfully deployed a fully integrated digital lending solution for high-net-worth clients, enhancing loan origination speed and visibility.
• $120M Loan Sale Execution: Delivered the Business Banking Loan Sale on time and on budget in September 2024. Approximately 110 commercial loans with $120M in balances were divested via First Financial Network (FFN), reducing portfolio risk and improving capital efficiency.
• $49B Loan Platform Conversion: Orchestrated the ACBS conversion of 14,000 commercial loans totaling $21B in principal and $49B in commitments. Conducted rigorous end-to-end testing and mock conversions to ensure seamless production cutover over a 3-day weekend, completed November 2024.
• Microsoft 365 Platform Decommission: Directed the migration of all Lending Technology resources—including Email, Distribution Lists, SharePoint, and OneNote—from First Republic infrastructure to Chase enterprise systems. Scheduled completion: April 2025.
• $125M In-Flight Project Portfolio Oversight: At peak delivery in 2022, managed 36 active initiatives (21 corporate projects, 2 programs, 7 department efforts, and 8 completed projects), maintaining delivery timelines and financial tracking across all efforts.
• Strategic Annual Planning & Execution: Partnered with executive leaders to develop enterprise-wide business plans and prioritization models. Delivered aligned roadmaps that enhanced transparency, improved resource forecasting, and enabled quarterly progress reporting.
• Mentorship & Talent Development: Led weekly team huddles and biweekly 1:1s to coach and mentor 20+ professionals. Fostered cross-functional collaboration and elevated team engagement and performance metrics year-over-year.
• Executive Communication & Governance: Conducted monthly portfolio reviews with business and tech executives, providing comprehensive status reporting, risk mitigation strategies, and data-driven decision support through enterprise project management systems.
• Operational Excellence in Documentation & QA: Maintained complete audit trails and project documentation using enterprise PPM tools. Conducted regular site reviews and assessments to ensure compliance and continuous improvement.

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