
Investor Relations Operations Project Manager
Waterstone Mortgage Corporation
full-time
Posted on:
Location Type: Remote
Location: Wisconsin • United States
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About the role
- Drive high-impact initiatives within Investor Relations by leading projects from concept through execution in a fast-paced mortgage environment
- Manage groups or series of projects associated with a specific business strategy to obtain benefits and controls within operations
- Develop and revise project plans, budgets and status updates as update occur
- Effectively leverage resources needed for large, high risk projects
- Collaborate effectively with external and internal partners
- Bridge differences between parties to come to an agreed upon solutions
- Coach and mentor project team members
- Drive and challenge business units on their assumptions of how the business will successfully execute their plans
- Establish the technical vision and analyze tradeoffs between usability and performance needs
- Evaluate information gathered from multiple sources, reconcile conflicts, break down high-level information into understandable details
- Maintain a basic understanding of investor and wholesale lender guidelines to support product rollouts and related initiatives
- Responsible for the coordination of scoping meetings and other meetings as directed
- Assist in the creation of job aids, reports and other presentations as requested
- Prioritize and manage multiple projects simultaneously and follow through on issues in a timely manner
- Serve as primary point of contact for investor and wholesale lender recertifications, managing the end-to-end process for annual and quarterly submissions, including coordination of documentation, timeline management, and communication with internal stakeholders and external partners
- Prepare correspondence to internal and external customers under the direction, and on behalf of the VP, Investor Relations/Credit Policy
- Partner with departments on the collection, analysis and development of various reports
- Produces information by formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics
- Conserves executive's time by reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information; initiating telecommunications
- Represent leadership in select internal and external meetings, demonstrating subject matter awareness, capturing key discussion points, asking informed questions, and ensuring appropriate follow-up action
- Maintains customer confidence and protects operations by keeping information confidential
- Lead coordination of project deliverables by engaging subject matter experts, setting expectations, and tracking progress to ensure timely completion
- Generate and distribute recurring and ad hoc reports, ensuring data accuracy and completeness through thorough review and validation
- Provides historical reference by developing and utilizing filing and retrieval systems; recording meeting discussions
- Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies
- Support evolving business needs by serving as initial point of contact for ad hoc initiatives, facilitating coordination and driving progress across cross-functional teams
Requirements
- A high school diploma or general education degree (GED) is required
- Advanced degree preferred
- Five plus years of mortgage industry related experience is a must
- Experience supporting Corporate Executive(s) and managing high level projects preferred
- Strong proficiency in Microsoft Excel is required, including the ability to generate, analyze and validate data and reports
- Proficiency in Microsoft Office applications, including Word, PowerPoint, and Outlook
Benefits
- None 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
Applicant Tracking System Keywords
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Hard Skills & Tools
project managementdata analysisbudget managementreport generationdocumentation managementusability analysisperformance analysisconflict resolutioncoachingmentoring
Soft Skills
collaborationcommunicationleadershipproblem-solvingtime managementorganizational skillsattention to detailcustomer serviceadaptabilitycritical thinking
Certifications
high school diplomaGEDadvanced degree