Posted 1 month ago

Must require Commercial Loans, ACBS

Responsibilities

  • Build trusted client relationships through proactive account management and effective project delivery.
  • Establishes knowledge of client business challenges and priorities to translate into opportunities.
  • Maintains regular client communication and satisfaction, ensuring opportunities and challenges are addressed in a timely manner.
  • Helps deliver presentations to clients and management teams.
  • Contributes to project discoveries, kickoff, prepare proposals and statements of work following company standards.
  • Translate client’s business needs into detailed business requirements documents, use cases and systems interaction diagrams.
  • Works with customers to establish approved wireframes and mock-ups for solutions.
  • Assists project team to establish high, mid, and micro level plans for project team.
  • Helps to establish critical path, milestones, delivery dates, and review client deliverables to ensure they meet client acceptance criteria.
  • Provides leadership throughout the lifecycles of a project, guiding the understanding the project team has through design and development to ensure project requirements are met
  • Helps establish project test strategy, methodologies, test plans as well as assist with test execution.
  • Instills team commitment to company delivery methodologies and practices.

Qualifications

ACBS SME, from a Team Lead/business analyst and/or project management perspective
• Strong understanding of back office operations controls (wash accounts, reconciliations, etc.)
• Prior experience leading a team, a plus Production Reporting/Process Improvement, escalation point of contact,
executing as time permits

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