Client Implementation & Discovery Coordinator

About Our Client

The organization operates in the mortgage subservicing industry, providing full-service loan subservicing and interim subservicing solutions. With experience dating back to 1991, it manages a portfolio of over 1.8 million loans across all 50 states. The team consists of seasoned professionals with extensive expertise, focusing on delivering servicing solutions to banks, credit unions, mortgage companies, investors, and homeowners.

About the Opportunity

The Client Implementation & Discovery Coordinator is responsible for supporting the onboarding and implementation of new clients by coordinating project activities and facilitating discovery efforts. This role ensures clear communication, tracks progress, and helps define requirements and deliverables, contributing to the successful execution of projects within the mortgage subservicing environment.

Responsibilities

• Coordinate project execution to meet milestones and outcomes.
• Lead the discovery phase to gather requirements and align stakeholders.
• Develop and monitor detailed project plans and timelines.
• Facilitate collaboration across teams and stakeholders.
• Track project status, document updates, and escalate issues as needed.
• Conduct meetings, provide status updates, and prepare presentations.
• Ensure clear documentation of requirements and deliverables.
• Support operational implementation, follow-ups, and project closeout.
• Develop knowledge of mortgage subservicing operational processes.
• Follow up with operational teams on assigned tasks.
• Perform other duties as assigned.

Requirements

• High School Diploma or equivalent.
• Minimum 3 years of experience in mortgage servicing or banking.
• At least 3 years of project management experience, familiar with methodologies and tools like Microsoft Office and SharePoint.
• Strong verbal and written communication skills.
• Ability to prioritize project tasks and operational needs.
• Experience leading large, complex, cross-organizational teams.
• Capable of managing multiple projects simultaneously.
• Ability to work independently with minimal supervision.
• Experience facilitating collaboration in complex project environments is desired.

Pay

Compensation ranges from $22.45 to $37.69 per hour, varying based on qualifications, skills, and experience.

Benefits

• Optional medical, dental, vision, life, and disability insurance.
• Paid holidays, vacation, and sick leave.
• Matching 401(k) and employee stock purchase plans.
• Access to wellness programs including mental health resources.
• Employee recognition programs.
• Discounts on gym memberships, pet insurance, and tuition reimbursement.