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Project Manager

Tailored Management • Contract • Remote (Dallas, TX, US) • $44 / hour • 1w ago

Position: Project Manager

Location: 8951 Cypress Waters Blvd., 2nd Floor, Dallas, TX 75019

Set Up: 100% Remote

Pay: $44.44 per Hour

Initial Assignment Length: 3 months (Opportunity for Extension or Conversion to FTE Possible)

Benefits: Paid Weekly, Health, Dental & Vision Benefits Available!

This is a great opportunity to join a leading financial and wealth management organization that offers room for growth and advancement!

Job Summary and Responsibilities:

Conduct the investigation, tracking, and resolution of client experience issues during the origination or servicing of a mortgage loan.
Input, update, and close all inquiries in appropriate proprietary firm systems; file and catalogue all supporting inquiry documentation.
Review/investigate allegations pertaining to Client complaints and draft necessary response communications adhering to company, legal and regulatory requirements.
Discuss as appropriate any/all updates to inquiries with Private Bankers, Financial Advisors, Operations personnel and associated partners.
Assist management in reviews of specific inquiries as needed.
Aid in developing, updating, and publicizing training on inquiry policies/procedures.
Manage inbound calls/e-mails from Clients, MS sales team, and third party vendors.
Produce and deliver monthly and ad hoc reporting to senior management.
Maintain excellent working relationships with both internal and external partners.
Complete additional assignments as directed by management.
Ensuring third-party is providing best in class customer service to *** clients and customers.
Reporting to Head of Client Experience Group (CEG).

Skills & Abilities:

Outstanding written, verbal, interpersonal and analytical skills.
Ability to manage processes and/or projects without supervision.
Deep knowledge of the mortgage originations industry and associated processes.
A firm understanding of industry standard regulatory requirements.
Ability to analyze complex issues and ensuring deliverables are met.
Ability to manage time, prioritize and plan accordingly.
Ability to manage key relationships with internal/external stakeholders.
Ability to negotiate and influence clients on key deliverables and timelines .

Experience:

Minimum 5 years’ experience in mortgage originations/operations.
Direct verbal and oral communication with client, field and operational partners in a client focused organization.
Legal/Compliance experience preferred.

Education:

Bachelor’s degree required.

Should you accept an offer for an opportunity, with this client, we do require a background check (7 years and active cases), fingerprinting, education verification, and verification of employment history for the last 7 years. You may be required to provide documentation (copy of your diploma, W2's or Paystubs) to help us verify this information.