Waterstone Mortgage Corporation

Investor Relations Operations Project Manager

Waterstone Mortgage Corporation

full-time

Posted on:

Location Type: Remote

Location: WisconsinUnited 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