First American Financial Group, Inc. · 14 hours ago
Conversions Project Manager (Remote)
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Responsibilities
Drives effective conversion processes. Builds and sustains client relationships during the conversion phase.
Collaborates with management and internal teams to identify conversion needs and ensure appropriate follow up.
Ensures accurate communication is disseminated across all stakeholders including internal teams, external partners
Has responsibility throughout the onboarding cycle including planning, setup, execution and management of assigned projects.
Responsible for the initial system setup and provides troubleshooting support during the testing and conversion phase.
Provides the highest levels of professional customer service throughout the project lifecycle.
Conducts online meetings/conference calls to orient a new employee or customer, present new functionality, perform training and collaborate with clients about concerns.
Develops conversion plans which include timelines and metrics for communication, marketing and training activities.
Creates and maintains a “source of truth” for impacted groups with respect to all value-added products and services available.
Works closely with end user/client to understand and prioritize business goals and information needs related to the conversion/project.
Accomplishes objectives, identifies and addresses future concepts, and implements best practices.
Uses skills as a seasoned, experienced professional with a full understanding of industry practices and established policies and procedures
Troubleshoots a wide variety of complex problems and identifies solutions within broad application of functional expertise
Removes barriers to project success
Provides risk management and issue resolution
Errors will have significant business and financial impact
No formal responsibility for the supervision of others but may provide functional advice or training to less experienced team members
Works independently with supervisory consultation
Ability to establish and maintain effective working relationships at the senior management level across functional groups and business units
Qualification
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Required
Bachelor’s degree of equivalent combination of education and experience
6-8 years of directly related experience
Able to evaluate Change Management scope of project
Leadership skills with ability to build consensus among disparate groups
Ability to manage multiple clients and projects/tasks simultaneously
Strong customer service skills
Strong internal communication skills including ability to work with various departments such as Sales, IT, Training, Marketing and Support
Strong background in Mortgage, or related industry
Strong knowledge of department operating systems/applications and software/applications that integrate with those systems
Familiar with a variety of the field’s concepts, practices and procedures
Strong interpersonal, relationship-building and teamwork skills
Able to translate and communicate technical information to a nontechnical audience
Self-motivated; self-starter
Proficient in Microsoft Word, Excel and PowerPoint
Benefits
Medical
Dental
Vision
401k
PTO/paid sick leave
Employee stock purchase plan
Company
First American Financial Group, Inc.
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Funding
Current Stage
Early StageCompany data provided by crunchbase