Project Manager

Summary of Position

The Project Manager is responsible for leading and completing projects by a set deadline to uphold business initiatives. This role is focused on planning, scheduling, and tracking a project plan through it’s completion. The project manager is responsible for the direction, coordination, implementation, execution, control, documentation and completion of the project while remaining aligned with the strategy, commitments and goals of the organization.  

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• Coordinate internal resources for the flawless execution of projects
• Ensure that all projects are delivered on-time and within scope
• Developing project scopes and objectives, involving all relevant stakeholders and ensuring technical feasibility
• Ability to read and analyze client contracts & questionnaires to determine project scope
• Documentation of project workflows
• Development of detailed project plans to track progress
• Measure project performance using appropriate systems, tools and techniques
• Work with Project team to drive new client onboarding set ups including systems, reports, billing & accounting
• Create and maintain comprehensive project documentation
• Creating long- and short-term plans, including setting targets for milestones and adhering to deadlines
• Delegating tasks on the project to employees best positioned to complete them
• Making effective decisions when presented with multiple options for how to progress with the project
• Serving as a point of contact for teams when multiple units are assigned to the same project to ensure team actions remain in synergy
• Communicating with senior leadership to keep the project aligned with their goals
• Performing quality control on the project throughout development to maintain the standards expected
• Client facing experience – must be able to engage, lead and drive client conversation
• Analysis and summarization of large data sets from various sources:  SSRS, Power BI, Salesforce, Sage
• Prepare project presentations utilizing Microsoft PowerPoint, as needed
• Other duties as assigned

• Excellent client facing and internal verbal & written communication skills
• Ability to work independently with minimal supervision and collaboratively within groups
• Must be able to eloquently present project plans and updates to internal and external stakeholders
• Solid organizational skills including attention to detail, multi-tasking, with adaptability to change
• Strong working knowledge of Microsoft Office required
• Advanced Microsoft Excel skills required – Power Pivots, writing formulas (Index/Match, CountIfs, SumIfs, etc.)
• Strong working knowledge of Visio required
• Salesforce experienced preferred – administration certification a bonus, but not required
• Project management certification is a bonus
• Mortgage industry experience a bonus

• Competitive payrates based on skills and experience
• Extensive benefits package: Medical, dental, vision, HSA, mental health programs, Employee Assistance Program, short term disability, voluntary insurance (LTD, auto, home, life, legal, pet, identify theft), employee discounts
• Rest and relaxation: Paid holidays and generous PTO based on tenure
• Community and Philanthropy: Paid volunteer time
• Paid Maternity and Parental Leave
• Contribute to your future: 401K plan and robust continuous learning opportunities
• Work Perks Program: Access to discounts that help save money in your daily life

Is this the ideal location for you?

Mortgage Connect is committed to offering a flexible work environment for this role. This is remote. (Remote work is subject to Mortgage Connect’s remote work policy and business needs.)

Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with a multitude of services they need in connection with a loan. Our entrepreneurial mindset allows us to differentiate ourselves in the market through continuous improvement and innovation, as well as our diversified suite of product offerings. Our people are driven and committed to our cultural values we call “The 5C’s”: Connect, Collaborate, Communicate, Care, and Celebrate. We take these seriously and coming on board with us means you agree to adopt these values in your everyday work life with us.

All onboarding employees will be required to complete a pre-employment background check and drug screening.

We are an Equal Opportunity employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity or any other factor protected by applicable federal, state, or local laws. Mortgage Connect is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact HR@mortgageconnectlp.com