Beal
Summary
The Project Manager will lead project efforts across multiple Beal Bank USA entities. The ideal candidate will be experienced in the financial services industry with a strong business analysis toolkit. This person should have a proven ability to engage with all levels of the organization, including C-suite executives of large corporations along with staff support at all levels. This person will have successfully led full lifecycle projects across multiple disciplines. The position may include other duties as directed by the SVP, Strategy Operations.
This is an on-site (non-remote) position based at our Plano, TX headquarters location. No relocation assistance provided.
Essential Duties & Responsibilities (included but are not limited to): Manage daily activities related to project scope, budget and schedule to advance the work of multiple projects and process improvement initiatives Quickly identify the business needs and translate into business requirements, exhibiting comprehensive knowledge of the Bank's business and system flows within the organization Oversee the implementation of projects by developing or coordinating project plans, facilitating meetings, gaining consensus and creating appropriate communications of status to senior management Develop, analyze and manage project schedules and appropriate project management documentation Actively seek to understand the Bank's organization, business areas, systems and applications in order to contribute to the overall successful execution of its initiatives Negotiate project plans, timeframes and trade-offs with Business Partners understanding the impacts to the project and enterprise Coordinate with third party vendors to provide services, deploy new technologies and assist with projects requiring their expertise Write detailed business description of user needs, program functions and steps required to develop or modify processes Make recommendations to management to help identify methods, procedures and technologies that enhance project processes and improve deliverables Accurately depict and report on project status to management through use of Smartsheet and other tools Help identify risks and issues and their impact on project success in order to facilitate mitigation plans or escalating alternative solutions as needed Other projects as assigned by manager Qualifications (Education, Computer Skills, Certifications, Etc.):
Bachelor's degree in business or equivalent required Five (5) years plus Business and Technical Project Management experience in a financial services organization Knowledge or retail banking operations and loan servicing strongly desired Must be proficient in the use of tools: Microsoft Excel, PowerPoint, Word, Sharepoint and Visio Preferred experience using Smartsheets for project Management or Microsoft Project Excellent verbal and written communication skills and organizational skills Very strong consultative skills and the ability to define requirements based on minimal input from stakeholders Demonstrated experience with relationship building, collaboration and team facilitation Must be able to work in a fast-paced environment that is continuously changing Robust decision-making skills and ability to navigate complex challenges PMP certification preferred by not required Benefits options include:
Medical, dental and vision coverage 401K with company match 10 paid holidays Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis Applicant may be eligible for annual discretionary bonus
If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.
Beal Bank, Beal Bank USA, and their affiliates are Equal Opportunity Employers. Beal Bank, Beal Bank USA, and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.
All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links: FMLA EEO EPPA
Notice to California Residents: Beal Bank, Beal Bank USA, Beal Service Corporation, Beal Nevada Service Corporation, CLMG Corp., and CSG Investments, Inc. may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy, CPRA Policy | CLMG Corp, CPRA | CSG Investments CPRA Policy | for details.
The Project Manager will lead project efforts across multiple Beal Bank USA entities. The ideal candidate will be experienced in the financial services industry with a strong business analysis toolkit. This person should have a proven ability to engage with all levels of the organization, including C-suite executives of large corporations along with staff support at all levels. This person will have successfully led full lifecycle projects across multiple disciplines. The position may include other duties as directed by the SVP, Strategy Operations.
This is an on-site (non-remote) position based at our Plano, TX headquarters location. No relocation assistance provided.
Essential Duties & Responsibilities (included but are not limited to): Manage daily activities related to project scope, budget and schedule to advance the work of multiple projects and process improvement initiatives Quickly identify the business needs and translate into business requirements, exhibiting comprehensive knowledge of the Bank's business and system flows within the organization Oversee the implementation of projects by developing or coordinating project plans, facilitating meetings, gaining consensus and creating appropriate communications of status to senior management Develop, analyze and manage project schedules and appropriate project management documentation Actively seek to understand the Bank's organization, business areas, systems and applications in order to contribute to the overall successful execution of its initiatives Negotiate project plans, timeframes and trade-offs with Business Partners understanding the impacts to the project and enterprise Coordinate with third party vendors to provide services, deploy new technologies and assist with projects requiring their expertise Write detailed business description of user needs, program functions and steps required to develop or modify processes Make recommendations to management to help identify methods, procedures and technologies that enhance project processes and improve deliverables Accurately depict and report on project status to management through use of Smartsheet and other tools Help identify risks and issues and their impact on project success in order to facilitate mitigation plans or escalating alternative solutions as needed Other projects as assigned by manager Qualifications (Education, Computer Skills, Certifications, Etc.):
Bachelor's degree in business or equivalent required Five (5) years plus Business and Technical Project Management experience in a financial services organization Knowledge or retail banking operations and loan servicing strongly desired Must be proficient in the use of tools: Microsoft Excel, PowerPoint, Word, Sharepoint and Visio Preferred experience using Smartsheets for project Management or Microsoft Project Excellent verbal and written communication skills and organizational skills Very strong consultative skills and the ability to define requirements based on minimal input from stakeholders Demonstrated experience with relationship building, collaboration and team facilitation Must be able to work in a fast-paced environment that is continuously changing Robust decision-making skills and ability to navigate complex challenges PMP certification preferred by not required Benefits options include:
Medical, dental and vision coverage 401K with company match 10 paid holidays Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis Applicant may be eligible for annual discretionary bonus
If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.
Beal Bank, Beal Bank USA, and their affiliates are Equal Opportunity Employers. Beal Bank, Beal Bank USA, and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.
All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links: FMLA EEO EPPA
Notice to California Residents: Beal Bank, Beal Bank USA, Beal Service Corporation, Beal Nevada Service Corporation, CLMG Corp., and CSG Investments, Inc. may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy, CPRA Policy | CLMG Corp, CPRA | CSG Investments CPRA Policy | for details.