项目经理,信贷
Project Manager, Credit
职位简介
信用部门项目经理负责协调和管理支持运营卓越、风险管理、客户体验、流程改进和技术实施的项目。该角色与信用部门领导及跨职能团队紧密合作,组织项目活动,管理时间表,跟踪进度,促进沟通,并支持成功实施。项目经理是所负责项目的协调中心,帮助在整个项目生命周期中保持交付物、依赖项、风险和利益相关者期望的一致性。
你将负责的工作
- 从启动到实施管理指定的信用项目,确保范围、里程碑、时间表、交付物、质量和依赖项保持在正轨上。
- • 制定并维护项目计划、日程安排、状态更新、行动项跟踪器、决策日志和其他项目文档。
- • 安排并主持项目会议,记录决策,分配后续行动,并监控完成情况。
- • 与信用部门领导、信用团队成员、培训、E3PO和其他业务伙伴合作,协调项目执行。
- • 监控并协调解决项目风险、问题、依赖项和障碍,包括缓解计划和利益相关者升级。
- • 准备并提供简洁的项目状态报告、仪表盘和沟通内容,以展示进度、责任、风险、决策和下一步行动。
- • 协调实施活动,包括需求协调、测试、业务准备、培训准备、流程文档、上线支持和上线后跟进。
- • 领导流程文档工作,以提高信用部门内的一致性、可访问性、知识保留和运营准备。
- • 协调变更管理活动,包括利益相关者沟通、准备度跟踪、培训协调和采用跟进。
- • 参与定义和记录信用计划和流程改进的现状和未来状态流程。
- • 跟踪技术实施、自动化、报告增强、业务流程改进和其他跨职能信用项目。
- • 担任关键项目联系人和部门联络人,促进沟通,解决差距,并推动团队间的对齐。
• 完成其他指派的任务。
查看英文原文
What's the Short Version?
The Project Manager for Credit plans, coordinates, and manages projects that support operational excellence, risk management, customer experience, process improvement, and technology implementation across the Credit Department. This role partners closely with Credit leadership and cross-functional teams to organize project activities, manage timelines, track progress, facilitate communication, and support successful implementation. The Project Manager serves as the central point of coordination for assigned projects and helps keep deliverables, dependencies, risks, and stakeholder expectations aligned throughout the project lifecycle.
What Will You Be Doing?
- Manage assigned Credit projects from initiation through implementation, ensuring scope, milestones, timelines, deliverables, quality, and dependencies remain on track.
- • Develop and maintain project plans, schedules, status updates, action item trackers, decision logs, and other project documentation.
- • Schedule and facilitate project meetings, document decisions, assign follow-up actions, and monitor completion.
- • Partner with Credit leadership, Credit team members, Training, E3PO, and other business partners to coordinate project execution.
- • Monitor and coordinate resolution of project risks, issues, dependencies, and obstacles, including mitigation planning and stakeholder escalation.
- • Prepare and deliver concise project status reports, dashboards, and communications that provide visibility into progress, ownership, risks, decisions, and next steps.
- • Coordinate implementation activities, including requirements coordination, testing, business readiness, training preparation, process documentation, launch support, and post-launch follow-up.
- • Lead process documentation efforts to improve consistency, accessibility, knowledge retention, and operational readiness across Credit.
- • Coordinate change management activities, including stakeholder communication, readiness tracking, training coordination, and adoption follow-up.
- • Partner in defining and documenting current-state and future-state workflows for Credit initiatives and process improvements.
- • Track technology implementations, automation, reporting enhancements, business process improvements, and other cross-functional Credit projects.
- • Serve as a key project contact and department liaison, facilitating communication, resolving gaps, and promoting alignment across teams.
• Perform other duties as assigned.
- Comply with all policies and standards.
What Are We Looking For?
- Bachelor's Degree or equivalent experience
- • 2+ years project management, project coordination, business operations, or related experience.
- • Experience coordinating cross-functional projects with multiple stakeholders
- • Working knowledge of project management methodologies, tools, and best practices
- • Strong organizational and time management skills with the ability to manage multiple priorities
- • Excellent written, verbal, facilitation, and presentation skills
- • Ability to identify project risks, communicate concerns clearly, and coordinate practical solutions
- • Experience creating project plans, trackers, status reports, dashboards, meeting notes, and process documentation
- • Strong analytical, detail-oriented, and problem-solving skills
- • Ability to build effective relationships and influence outcomes without direct authority
- • Ability to work independently, adapt to changing priorities, and follow through in a fast-paced environment
- • Experience supporting process improvement, change management, training readiness, or business implementation activities preferred
- • Experience with collaboration, reporting, and project management tools preferred
- • Knowledge of Credit, Accounts Receivable, Order-to-Cash, AI, or automation is a plus
What's Our Offer?
Salary Range: You`ll earn between $80,170 - $100,000 annually, depending on experience.
Bonus: You`ll be eligible for an annual discretionary bonus up to 10% of base salary.
Paid Time Off: You`ll accrue paid time off on a bi-weekly basis based on hours worked up to 112 hours per year to start. Employees also receive 8 paid holidays and 1 paid family day off.
Additional Benefits:
- Comprehensive medical, dental, and vision benefits
- • 401k plan and matches $1 for $1 up to 4% of earnings, matched & vested at every pay cycle
• Life insurance
• Short/long-term disability coverage
- Paid maternity/paternity leave
• Pet insurance
What Should You Expect?
Remote: Our standard working hours are 8:00-5:00 PST. Periodic travel may be required. The employee is regularly required to sit for extended periods while working on a computer and participating in virtual and in-person meetings. Frequent use of hands for keyboarding and standard office equipment is required. Occasional standing, walking, and reaching may be needed to attend meetings or collaborate in an office setting. The role requires the ability to perform close visual work on a computer for extended periods. The employee may occasionally lift and/or move up to 10–15 pounds. Reasonable accommodations may be available to enable individuals with disabilities to perform essential job functions.
Originally posted on Himalayas