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As a Process Improvement Associate I within the OEO Home Lending team, you will be responsible for supporting the coordination of tasks, timelines, and resources to ensure successful project delivery while adhering to the quality standards. The associate participates in the end-to-end configuration process, including conceptualization and design, and conducts application testing to validate functionality and performance. Managing internal client relationships between the business, finance, key stakeholders, and solution users is a key responsibility, along with maintaining support for internally built solutions to ensure scalability and robustness.
OEO provides Home Lending with innovative tools to better serve customers, guides employees through change and ensures successful adherence to core functions and regulatory requirements. OEO is the centralized utility responsible for managing business change, resolving escalated customer complaints, developing automated business solutions, executing program management, leading employee readiness, responding to employee feedback, ensuring proper fee treatments, processing vendor invoices and providing oversight and foundational support.
Job Responsibilities
Review and understand business requirements and determine feasibility of developmentAssist in project management efforts by supporting the coordination of tasks, timelines, and resources to ensure successful project delivery, while adhering to budget and quality standardsIdentify opportunities for process improvement and implement strategies to enhance efficiency, reduce costs, and improve overall project outcomesParticipate in the end-to-end configuration process including conceptualization and design Conduct application testing to validate functionality and performanceManage internal client relationships between the business, finance, key stakeholders, and solution usersMaintain support for internally built solutions ensuring scalability and robustnessCreate executive-level presentations and status updates provided to clients and stakeholdersCustomize reports to provide insights and support data-driven decision-making
Required qualifications, capabilities and skills
Knowledge in handling or delivering process innovation projectsExcellent oral and written communication skillsProficiency in Microsoft Office applicationsAbility to support the delivery of high-quality results under tight deadlinesStrong analytical, logical reasoning, and problem-solving abilityAnalytical Thinking: Ability to systematically organize, compare, and evaluate various aspects of a situation to identify key or underlying informationCommunication: Effectively communicate complex financial concepts and calculations to management or internal/external parties in a clear and succinct mannerProblem Solving: Identify and differentiate the symptoms and root causes of issues and problemsProject Management: Lead or actively participate in projects, including assisting systems support groups with design, programming, analysis, testing, and implementationBuilding Relationships: Adopt and exhibit practices to strengthen and maintain productive relationships, managing internal and external client expectationsTime Management: Effectively prioritize tasks and manage time to meet deadlines and project goalsPreferred qualifications, capabilities and skills
External applicants: College level with at least 2 years of hands-on project delivery experience and familiarity with in-application guidance tools.Internal applicants: At least 1 year of hands-on project delivery experience and familiarity with in-application guidance tools.Experience in the banking or financial services industry, with knowledge of banking products.Coursework or demonstrated interest in finance or business analytics is a plus.Understanding of common web technologies such as HTML, CSS, JavaScript, and jQuery.Knowledge of one or more data mining or transformation tools (e.g., Alteryx, Trifacta, SQL Oracle, Toad, Visual Studio) is an advantage.Strong teamwork and partnership skills, with the ability to create and deliver effective presentations to senior management and stakeholders both in person and virtually. Demonstrates strategic thinking, adaptability to new situations and challenges, and a growth mindset with a willingness to learn and apply new knowledge on the job.
Internal Application Eligibility Requirements
TENURE:
Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business, the standard tenure requirement is 12 months.
PERFORMANCE:
Meets satisfactory performance standards as defined by the firm
By submitting an application and/or joining the interview, you affirm to meet the Internal Mobility Eligibility Requirements as stated in the Applying for Internal Positions Firmwide Standard. You are expected to provide true and accurate information to the Company during the recruitment and application process. Knowingly giving false or misleading information shall be subjected to the imposition of appropriate corrective action, following the firm’s HR Policies and Guidelines.
Inform your manager once scheduled for an interview. Include in your discussion if you have questions about eligibility or Line of Business specific guidelines.
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In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.