Project Management Specialist jobs in United States, Arizona, Chandler

This job is responsible for working in a national inbound contact center and providing comprehensive home equity lending guidance and solutions to prospective borrowers. Key responsibilities include taking client calls to uncover their life priorities, financing objectives, and home equity lending needs, and structuring home equity loan solutions by leveraging defined processes and tools. Job expectations include connecting with clients to execute consistent follow-up routines and partnering with key functions to proactively manage priority milestones. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Provides end-to-end comprehensive lending guidance and solutions to prospective borrowers by uncovering their life priorities and determining client financing objectives
• Answers inbound calls and make outbound calls to provide new and existing clients with guidance and advice to uncover lending needs and assist them with determining the best solution
• Works with clients and business partners throughout the loan process to ensure consistent client communication and follow ups are conducted
• Partners with key functions across home lending to proactively manage priority milestones within the loan process
• Maintains and applies knowledge of home equity lending policies, procedures and regulatory requirements, changing market conditions, and business trends to prospective and existing bank clients when providing sales and service solutions
• Recommends additional bank products based on client’s needs through partner referrals
• Demonstrates a commitment to professional ethics, conforms to all Federal and State compliance policies, and adheres to Home Mortgage Disclosure Act (HMDA) requirements

Required Qualifications:

• 1+ year of customer facing and/or customer contact center experience
• Has a strongrelationship-deepeningand client care mentality
• Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively
• Has an ability to assess client needs and recommend products or services
• Has an ability to learn all platform systems utilized within the environment and/or aptitude in system technologies
• Has an ability to work under pressure during high volume periods
• Has an ability to build and maintain positive rapport with service partners
• Can prioritize competing tasks
• Has adaptability and is flexible to change
• Is a strong communicator, written, oral and non-verbal
• Can be flexible to work weekends and/or extended hours as needed
• Communicates professionally, effectively and confidently and is comfortable engaging clients over the phone
• Has an ability to handle multiple business models to support changing business needs
• Works effectively with business partners to expedite post-sale issues or problem resolution
• Has the ability to effectively balance performance, operational risk, and client relationship care
• Demonstrates a commitment to professional ethic and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State Compliance policies

Desired Qualifications:

• 1+ years of sales experience
• Thorough knowledge of mortgage products and programs
• Experience analyzing complex financial and credit data used to advise clients of product/pricing policies and guidelines, as well as gathering any required information or documentation
• Knowledge of processing, underwriting, and closing procedures, and federal lending regulations governing real estate lending
• Strong consultative skills including the ability to ask critical questions to identify opportunities We’re a culture that
• Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals
• Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world
• Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs
• Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

Skills:

• Attention to Detail
• Client Solutions Advisory
• Customer and Client Focus
• Oral Communications
• Written Communications
• Client Management
• Loan Structuring
• Pipeline Management
• Problem Solving
• Collaboration
• Credit Documentation Requirements
• Critical Thinking
• Referral Identification
• Referral Management

High School Diploma / GED / Secondary School or equivalent

This job is responsible for answering inbound calls and initiating outbound calls within a call center to assist new and existing clients with determining the best solution for financing the purchase of a home, refinancing an existing mortgage, or obtaining a new home equity line of credit. Key responsibilities include analyzing the clients financial goals, determining the most optimal lending product solution, submitting the mortgage application, assisting clients with gathering supporting loan documentation, and keeping clients informed throughout the mortgage loan process.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Provides exceptional client care
• Answers inbound calls and make outbound calls to provide new and existing clients with guidance and advice to uncover lending needs and assist them with determining the best solution
• Utilizes multiple technology systems to assist customers and referral partners
• Leverages defined lending processes and policies to meet guidelines and manage risks
• Communicates consistently with clients and business partners through outbound calls, email, and online messaging systems throughout the lending process
• Identifies opportunities through conversations with clients to recommend the bank's products through partner referrals as part of one team that delivers exceptional client care

Required Qualifications:

• Has 1+ year sales and mortgage experience
• Has a strongrelationship-deepeningand client care mentality
• Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively.
• Has an ability to assess client needs and suggest/promote alternative products or services
• Has ability to learn all platform systems utilized within the environment and/or aptitude in system technologies
• Has effective customer service skills with ability to manage the full client end-to-end origination experience and problem resolution at key points in lending process
• Has an ability to work under pressure during high volumes
• Has an ability to build and maintain positive rapport with service partners
• Can prioritize multiple competing tasks
• Has adaptability and is flexible to change
• Is a strong communicator, written, oral and non-verbal
• Demonstrates solid sales production over a sustained time frame
• Can be flexible to work weekends and/or extended hours as needed.
• Communicates professionally, effectively and confidently and is comfortable engaging all clients over the phone.
• Has an ability to handle multiple lines of business and models to support changing business needs
• Independently works with other business partners to expedite post-sale issues or problem resolution
• Has the ability to effectively balance performance, operational risk, and client relationship care.
• Demonstrates a commitment to professional ethic and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State Compliance policies.

Desired Qualifications:

• Has contact center experience
• Has knowledge of loan products (Conventional, Jumbo and Government)
• Can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information.
• Familiarity with FHA and HUD guidelines
• Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending
• The ability to analyze and comprehend complex financial data and provide financial alternatives
• Strong consultative skills including the ability to ask critical questions to identify opportunities

Skills:

• Attention to Detail
• Client Solutions Advisory
• Customer and Client Focus
• Oral Communications
• Written Communications
• Client Management
• Loan Structuring
• Pipeline Management
• Problem Solving
• Collaboration
• Credit Documentation Requirements
• Critical Thinking
• Referral Identification
• Referral Management

High School Diploma / GED / Secondary School or equivalent

• Performs onboarding and maintenance of accounts and reviewing required account documentation.
• Responds to client inquiries via numerous channels to support operational efficiency and quality client service
• Performs basic research, follow-up and resolution of routine research requests
• Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
• Provides general operational support including handling inbound calls, mail sorting, and mail distribution
• Reviews and approves required account documentation

• Account Management
• Customer and Client Focus
• Oral Communications
• Research
• Attention to Detail
• Collaboration
• Written Communications
• Prioritization
• Recording/Organizing Information
• Result Orientation

• Performs completeness and reasonable risk assessment of documentation or client account information and identifies and resolves any discrepancies or gaps, then approves/returns the request for account opening or maintenance according to the established written guidelines and procedures​
• Researches and resolves data errors by applying procedures and escalation using a trouble shooting guide and engaging support partners when needed
• Responds to internal business partner via phone and email and escalates more challenging issues to leadership as needed
• Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding of how the work impacts other operational units​

• Account Management: The ability to provide services and support to clients.
• Customer and Client Focus: The ability to identify, understand and prioritize the needs of internal, external, prospective and existing customers in order to provide solutions, resolve problems, and address questions.
• Collaboration: The ability to work with others to complete a task or achieve a common goal in the most effective and efficient way.
• Research: The ability to gather information about a topic, review, analyze and interpret the results to support a recommendation or solution.
• Attention to Detail: The ability to achieve thoroughness and accuracy when accomplishing a task and process detailed information effectively and consistently.

• Account Management
• Customer and Client Focus
• Oral Communications
• Research
• Attention to Detail
• Collaboration
• Written Communications
• Prioritization
• Recording/Organizing Information
• Result Orientation

This job is responsible for performing analytical requests, reporting and analysis, and assisting with modeling activities to help manage risk and minimize credit and operating losses. Key responsibilities include overseeing portfolio trends, developing data sets or queries to extract data, and supporting the production of internal and external reporting needs. Job expectations include effectively driving information and insights which have significantly impact regulatory, financial accountability, and directly impact to business policies and goals.

Responsibilities:

• Develops and executes reporting to allow risk and business partners to effectively identify and manage risk in an effective manner
• Identifies trends and manages the data design, portfolio trends, loss trends, and portfolio dynamics to ensure alignment with business strategies
• Participates in various product strategic initiatives affecting multiple risk functions and lines of business to ensure company goals are met
• Facilitates the development of database production processes and performance reports for senior management, using data mining and other advanced analytical techniques to aggregate data
• Responds to complex ad-hoc requests for information from both internal and external parties
• Coordinates cross-functional efforts to remediate data quality issues
• Manages the outputs of controls and investigates alerts from the control checks

Required Qualifications:

• Bachelor’s degrees or above in fields including but not limited to: Finance, Economics, Mathematics, Computer Science, Statistics, Process and Mechanical Engineering, Operations Research, Data Science, Accounting, Business Administration
• 5+ years of relevant work experience

Qualifications:

• Intellectual Curiosity
• Applies critical thinking and connects the dots on how processes relate to one another.
• Demonstrates understanding of and passion for the “why”.
• Looks around the corner, explores uncharted territories with an “outside-in” perspective.
• Life-long learner who not only assertively educates self but encourages others to learn and grow.
• Feels ownership and accountability for delivering high quality work, able to prioritize effectively, adapt, and meet strict deadlines.
• Ability to recommend and implement process control improvements.
• Executive Interaction & Communication
• Strong written, verbal, presentation creation and delivery skills.
• Communications are timely, concise, easy to follow and tailored to topic, audience, and competing priorities.
• Exercises excellent judgment, discerning appropriate moments to challenge or insert point of view.
• Presentations tell a compelling story and influence action.
• Asks the next level of questions, applies context to determine direction.

Technical Qualifications:

• Expert knowledge of complex data architecture, including modeling and data science tools and libraries, data warehouses, and machine learning.
• Expert level coding skills, Excel, and End user interface development
• Managing large data sets utilizing tools such as Hadoop.
• Transforming large datasets to identify patterns and summarize insights.
• Ability to turn data into insights to tell a story; present large amounts of data in a visually insightful way that can be easily digested by an executive audience.
• Experience with large number of different data storage solutions and understanding of efficient usage.
• Mastery of Python and Tableau
• Experience with machine learning

Skills:

• Business Intelligence
• Data Visualization
• Issue Management
• Project Management
• Risk Management
• Business Acumen
• Continuous Improvement
• Risk Analytics
• Stakeholder Management
• Technical Documentation
• Adaptability
• Attention to Detail
• Data and Trend Analysis
• Performance Management
• Regulatory Relations

This job is responsible for answering inbound calls and initiating outbound calls within a call center to assist new and existing clients with determining the best solution for financing the purchase of a home, refinancing an existing mortgage, or obtaining a new home equity line of credit. Key responsibilities include analyzing the clients financial goals, determining the most optimal lending product solution, submitting the mortgage application, assisting clients with gathering supporting loan documentation, and keeping clients informed throughout the mortgage loan process.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Provides exceptional client care
• Answers inbound calls and make outbound calls to provide new and existing clients with guidance and advice to uncover lending needs and assist them with determining the best solution
• Utilizes multiple technology systems to assist customers and referral partners
• Leverages defined lending processes and policies to meet guidelines and manage risks
• Communicates consistently with clients and business partners through outbound calls, email, and online messaging systems throughout the lending process
• Identifies opportunities through conversations with clients to recommend the bank's products through partner referrals as part of one team that delivers exceptional client care

Required Qualifications:

• Has 1+ year sales and mortgage experience
• Bilingual – Spanish Required
• Has a strongrelationship-deepeningand client care mentality
• Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively.
• Has an ability to assess client needs and suggest/promote alternative products or services
• Has ability to learn all platform systems utilized within the environment and/or aptitude in system technologies
• Has effective customer service skills with ability to manage the full client end-to-end origination experience and problem resolution at key points in lending process
• Has an ability to work under pressure during high volumes
• Has an ability to build and maintain positive rapport with service partners.
• Can prioritize multiple competing tasks.
• Has adaptability and is flexible to change.
• Is a strong communicator, written, oral and non-verbal.
• Demonstrates solid sales production over a sustained time frame.
• Can be flexible to work weekends and/or extended hours as needed.
• Communicates professionally, effectively and confidently and is comfortable engaging all clients over the phone.
• Has an ability to handle multiple lines of business and models to support changing business needs.
• Independently works with other business partners to expedite post-sale issues or problem resolution
• Has the ability to effectively balance performance, operational risk, and client relationship care.
• Demonstrates a commitment to professional ethic and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State Compliance policies.
  

Desired Qualifications:

• Has contact center experience
• Has knowledge of loan products (Conventional, Jumbo and Government)
• Can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information.
• Familiarity with FHA and HUD guidelines.
• Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending.
• The ability to analyze and comprehend complex financial data and provide financial alternatives.
• Strong consultative skills including the ability to ask critical questions to identify opportunities

Skills:

• Attention to Detail
• Client Solutions Advisory
• Customer and Client Focus
• Oral Communications
• Written Communications
• Client Management
• Loan Structuring
• Pipeline Management
• Problem Solving
• Collaboration
• Credit Documentation Requirements
• Critical Thinking
• Referral Identification
• Referral Management

Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent

This job is responsible for answering inbound calls and initiating outbound calls within a call center to assist new and existing clients with determining the best solution for financing the purchase of a home, refinancing an existing mortgage, or obtaining a new home equity line of credit. Key responsibilities include analyzing the clients financial goals, determining the most optimal lending product solution, submitting the mortgage application, assisting clients with gathering supporting loan documentation, and keeping clients informed throughout the mortgage loan process.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Provides exceptional client care
• Answers inbound calls and make outbound calls to provide new and existing clients with guidance and advice to uncover lending needs and assist them with determining the best solution
• Utilizes multiple technology systems to assist customers and referral partners
• Leverages defined lending processes and policies to meet guidelines and manage risks
• Communicates consistently with clients and business partners through outbound calls, email, and online messaging systems throughout the lending process
• Identifies opportunities through conversations with clients to recommend the bank's products through partner referrals as part of one team that delivers exceptional client care

Required Qualifications:

• Has 1+ year sales and mortgage experience
• Has a strongrelationship-deepeningand client care mentality
• Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively.
• Has an ability to assess client needs and suggest/promote alternative products or services
• Has ability to learn all platform systems utilized within the environment and/or aptitude in system technologies
• Has effective customer service skills with ability to manage the full client end-to-end origination experience and problem resolution at key points in lending process
• Has an ability to work under pressure during high volumes
• Has an ability to build and maintain positive rapport with service partners
• Can prioritize multiple competing tasks
• Has adaptability and is flexible to change
• Is a strong communicator, written, oral and non-verbal
• Demonstrates solid sales production over a sustained time frame
• Can be flexible to work weekends and/or extended hours as needed.
• Communicates professionally, effectively and confidently and is comfortable engaging all clients over the phone.
• Has an ability to handle multiple lines of business and models to support changing business needs
• Independently works with other business partners to expedite post-sale issues or problem resolution
• Has the ability to effectively balance performance, operational risk, and client relationship care.
• Demonstrates a commitment to professional ethic and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State Compliance policies.

Desired Qualifications:

• Has contact center experience
• Has knowledge of loan products (Conventional, Jumbo and Government)
• Can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information.
• Familiarity with FHA and HUD guidelines
• Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending
• The ability to analyze and comprehend complex financial data and provide financial alternatives
• Strong consultative skills including the ability to ask critical questions to identify opportunities

Skills:

• Attention to Detail
• Client Solutions Advisory
• Customer and Client Focus
• Oral Communications
• Written Communications
• Client Management
• Loan Structuring
• Pipeline Management
• Problem Solving
• Collaboration
• Credit Documentation Requirements
• Critical Thinking
• Referral Identification
• Referral Management

High School Diploma / GED / Secondary School or equivalent

In this role, you will:

• Lead a high performing team of managers responsible for managing relationships of medium to large and complex high producing auto dealer accounts (both franchise and independent) within the assigned region
• Identify and recommend opportunities for process improvement and risk control development within assigned territory
• Ensure growth and development of new and existing dealer relationships for both franchise and independent auto dealerships
• Manage auto applications, loan volume and overall stability of credit portfolio of assigned territory
• Make decisions and resolve issues regarding the team in order to meet business objectives
• Execute Auto retail sales goals and objectives
• Hire, train, manage, motivate and develop a team
• Establish and maintain relationships with all levels of internal and external customers, and interface with all level of management, both internal and external partners
• Manage allocation of people and financial resources for Retail Auto Relationship Management
• Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

• 4+ years of Retail Auto Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 2+ years of Leadership experience

Desired Qualifications:

• Strong prospecting, sales, negotiation, and influence skills
• Ability to negotiate, influence, and collaborate to build successful relationships
• Ability to participate in the development and implementation of sales and service goals to ensure that organizational and customer goals are met
• Strong organizational, multi-tasking, and prioritizing skills
• Auto finance experience
• Previous experience with CRM tools such as Salesforce

Job Expectations:

• Ability to travel and have residency in assigned territory (UT/NV/CO/AZ)
• Remote position, other locations within assigned territory will be considered
• Ability to travel up to 75% of the time
• Ability to work nights, weekends, and/or holidays as needed or scheduled
• Flexibility to address incidents as needed 24 hours a day

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.