Mortgage Project Manager jobs in United States
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Silverton Mortgage · 5 months ago

Mortgage Project Manager

Silverton Mortgage is a people-first organization recognized as a top workplace. The Mortgage Project Manager will support the VP of Sales by managing projects, optimizing mortgage sales processes, and enhancing overall team effectiveness through data analysis and reporting.

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Comp. & Benefits

Responsibilities

Works directly with the VP of Sales to support company vision in business operations, process improvements and optimization for the Sales team
Oversees day-to-day business operations and ensures they run smooth and efficient by monitoring communications, team processes and practices, facilitating meetings, attending meetings on behalf of the VP, providing oversight or information on department initiatives, monitoring budget on projects/initiatives, facilitating collaboration between departments, etc
Manages process improvements for maximum clarity, efficiency, and success (e.g., automating workflows for routine tasks such as document collection and verification or escalation processes or streamline lead verification process)
Analyze Sales data, identify trends (e.g., underperforming areas) and create reports with recommendations for Sales leadership
Serves as a reliable resource to implement, develop, and provide communications regarding action plans for the Sales organization, as well as the overall Company strategic focus
Implement analytic tools to track performance and generate actionable insights for operations teams (e.g., marketing campaigns, capital market sales)
Enforces successful implementations across multiple functions within the Company
Identifies skill gaps and consults with leadership for process improvement
Creates custom reports using existing reports or pull raw data and format it, review it and drive decision on next steps; participate in quality assurance testing to verify if data is correct or if an error exists and addresses it with the appropriate party
Leads projects and initiatives as requested by VP of Sales and ensure they are completed on time and within budget
Directs and manages projects with specific focus on deliverables, risk factors, delays, impacts, tasks, and due dates
Compiles reporting and analytics for Executive review related to project progress and completion for large projects
Outlines project plans, outcomes, and/or risks to Ops and Executive Team; share results upon completion in a timely manner
Partners on ad-hoc projects/task requests in different areas within the Company when they impact Sales team
Identifies risks to implementing initiatives or on projects and discuss mitigation opportunities with VP of Sales; helps implement mitigation plans with VP of Sales
Keeps the VP of Sales advised of time-sensitive and priority issues, ensuring appropriate follow-up
Implement, develop, and provide communications regarding action plans for the overall Company strategic focus
Partners with Executive Leadership & Training Management to create tools and ideate ways to accelerate team member productivity, speed, and accuracy
Identifies skill gaps and consults with Sales leadership for process improvement
Partners with other departments and leaders to ensure successful implementations as the Sales team representative
Maintains professional and technical knowledge by attending educational workshops, reviewing professional publications, and establishing personal networks

Qualification

Project Management CertificationMortgage Lending KnowledgeAnalytical SkillsCommunication SkillsReporting SkillsGoal-orientedSelf-motivatedOrganizational SkillsProblem-solvingTeam Leadership

Required

High School Diploma or equivalent experience required
5+ years of experience assisting Executives or working in Sales or Mortgage Lending
Knowledgeable in multiple disciplines in mortgage lending (technology, accounting, capital markets) preferred
Excellent written and verbal communication skills along with solid computer skills
Analytical thinker and consultative mind to support both team members and managers in all areas of the business
Goal-oriented, self-motivated with the capacity to meet and exceed assigned goals
Proficiency in scheduling, prioritizing tasks, and managing deadlines to ensure timely completion of work and projects
Ability to identify issues, analyze problems, and develop effective solutions
Ability to make informed decisions quickly and effectively under pressure
Ability to align project goals with organizational objectives
Excellent organizational skills and the ability to multitask to complete a wide variety of tasks
Ability to analyze complex issues and identify areas for improvements
Capacity to adapt to changing business environments and requirements
Ability to meticulously examine processes and projects and identify subtle inefficiencies and accuracy and quality
Ability to lead and motivate teams to implement process improvements
Ability to think strategically about process improvements and their long-term impact on the organization
Strong people skills with ability to interact with all internal teams and external customers
Must be able to maintain sensitive and confidential information
Diligence to ensure tasks are completed thoroughly and on time
Strong reporting skills

Preferred

Certification in Project Management preferred

Company

Silverton Mortgage

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Founded in 1998, Silverton Mortgage is a recognized industry leader within the mortgage community.

Funding

Current Stage
Growth Stage

Leadership Team

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Jason Strain
Chief Operating Officer
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Company data provided by crunchbase