Rachel Jacobs
Portfolio Manager @Bank of America
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WORK HISTORY
Portfolio Manager @Bank of America
Responsible for business case development and program management of complex horizontal initiatives that impact across Retail, Credit Operations (RCO) and beyond, including leading Project Managers and Process Designers on multiple projects. Also serving as the strategic planning lead for Legal Order Operations group, including planning long term initiatives to comply with consent orders and intensive government oversight within a $8MM annual budget. 2026 Business Case DevelopmentLed the development of three and assisted on two additional business cases submitted for 2026 funding, requesting $30MM in technology advancements. Worked across executive leadership to develop business cases with competitive return on investment, technology partners to develop and size proper solutions, and enterprise financial partners to develop and submit cases for review. HLMS Migration to SWFT (Workflow Replacement)Led a $16MM+ multi-year program to replace the legacy HLMS workflow system with the new Simplified Workflow Tool, impacting all servicing groups across servicing, client-facing associates, and correspondence teams. This included managing a team of five Project Managers and three Process Design Leads.
EDUCATION
Moorpark College
Associate of Science (A.S.), Business Administration and Management, General
University of La Verne
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
ABOUT RACHEL JACOBS
Ambitious Project Manager with 14+ years of managing both people and mid to large projects. Comprehensive and diverse knowledgein mortgage payments, wealth management, regulatory compliance, credit reporting, associate surveillance, bankruptcy casemanagement, legal order fulfillment and quality control testing. Specialist in planning and organizing people and tasks with excellentcommunication and guidance to achieve successful outcomes. Balanced contributor supporting the community through leadingemployee networks and volunteer events, as well as nonprofit board work.
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