SolomonEdwards · 2 days ago
Senior Project Manager
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Responsibilities
Lead the end-to-end transfer process of Personal Purpose Loans to the Consumer Shop, ensuring alignment with the operating model and anticipating challenges associated with outsourced consumer operations.
Evaluate and ensure the operating model’s effectiveness post-conversion. Identify any gaps, address process improvements, and collaborate with stakeholders to ensure ongoing stability.
Partner with internal teams and outsourced consumer operations to secure alignment on goals, timelines, and responsibilities, ensuring wealth clients experience smooth servicing throughout the conversion.
Conduct thorough quality control reviews and compliance checks at each project stage, ensuring proper documentation, data integrity, and adherence to all regulatory requirements.
Identify potential operational and customer experience risks associated with the conversion, especially given the security-backed nature of these loans, and proactively manage mitigation strategies.
Provide regular updates to senior leadership and stakeholders, presenting clear progress reports, potential issues, and effective solutions to keep the project on track.
Qualification
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Required
Bachelor’s degree in Business, Finance, Project Management, or a related field.
5+ years of project management experience, ideally within financial services, lending, or consumer banking.
Demonstrated experience with security-backed loans and knowledge of loan servicing requirements for high-net-worth clients.
Strong communication and organizational skills, with the ability to engage effectively with both internal and external stakeholders.
Exceptional attention to detail, especially regarding quality control and compliance standards.
Problem-solving mindset with a focus on ensuring operational stability and customer satisfaction.
Preferred
Familiarity with loan system conversions, especially with platforms like SuperNova, is highly desirable.
Benefits
Health insurance
Sick leave
401(k)
Company
SolomonEdwards
SolomonEdwards is a privately held, national professional services firm focused on strategy execution.
Funding
Current Stage
Late StageTotal Funding
$3.2M2005-01-20Series Unknown· $3.2M
Recent News
2024-11-05
2023-12-22
The Business Journals
2023-12-22
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