HOA Project Specialist

Columbia BankDallas, TX
Onsite

About The Position

The Project Specialist IV serves as a subject matter expert with responsibility for planning, organizing, administering, and/or leading short-term initiatives of varying scope within a division(s) and/or department(s). The Project Specialist may work on several projects concurrently. Develops strategies and tactical plans to implement organization-wide projects. Manages resources to ensure that projects are implemented in the most cost-effective manner. Negotiates agreements/contracts with outside vendors or entities and ensures commitments are met. Communicates the purpose of the project to internal constituencies and/or external customers/community members. Develops and implements measures to determine and monitor effectiveness of projects. May provide training to others regarding features and benefits of projects. May be required to represent the company in the community. Works on problems of highly complex scope where analysis of data requires evaluation of various identifiable factors. Exercises judgment within broadly defined practices and policies in selecting methods and techniques for obtaining solutions. May exercise judgment where policies and procedures do not exist. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned.

Requirements

  • Bachelor's Degree in business, a related field, or equivalent
  • 7-10 years of relevant management and/or operations experience in project area.
  • Superior relationship management and operational experience, analytical and problem-solving skills and project management skills.
  • Superior knowledge of products and services within project area.
  • Proven track record of success and skills in operations, managing others and development of new systems and processes.
  • Superior knowledge of policies, procedures, practices and documentation within project area.
  • Superior ability to develop workflow processes and procedures to conform to efficient and responsive service set ups and audit requirements.
  • Superior written and verbal communication and presentation skills.
  • Superior ability to work effectively with individuals and groups across the company to manage customer relationships, including executives.
  • Requires significant experience in the project area and a demonstrated ability to manage projects within time and budget constraints.
  • Demonstrated ability to lead/influence others to achieve goals.
  • Superior negotiating skills.
  • Superior knowledge of “best practices” in industry and project area.
  • Advanced proficiency with personal computers and related software packages such as Word and Excel, and other business machines.
  • Proven ability to train and present to small and large audiences.

Nice To Haves

  • Familiarity with the program area (preferred)

Responsibilities

  • Planning, organizing, administering, and/or leading short-term initiatives of varying scope within a division(s) and/or department(s).
  • Develops strategies and tactical plans to implement organization-wide projects.
  • Manages resources to ensure that projects are implemented in the most cost-effective manner.
  • Negotiates agreements/contracts with outside vendors or entities and ensures commitments are met.
  • Communicates the purpose of the project to internal constituencies and/or external customers/community members.
  • Develops and implements measures to determine and monitor effectiveness of projects.
  • May provide training to others regarding features and benefits of projects.
  • May be required to represent the company in the community.
  • Works on problems of highly complex scope where analysis of data requires evaluation of various identifiable factors.
  • Exercises judgment within broadly defined practices and policies in selecting methods and techniques for obtaining solutions.
  • May exercise judgment where policies and procedures do not exist.
  • Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities.
  • Keeps up to date on regulation changes.
  • Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
  • Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
  • May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
  • Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
  • Takes personal initiative and is a positive example for others to emulate.
  • Embraces our vision to become “Business Bank of Choice”
  • May perform other duties as assigned.

Benefits

  • Comprehensive healthcare coverage (medical, dental, and vision plans)
  • 401(k)-retirement savings plan with employer match for qualifying associate contributions
  • Employee assistance program
  • Life insurance
  • Disability insurance
  • Tuition assistance
  • Mental health resources
  • Identity theft protection
  • Legal support
  • Auto and home insurance
  • Pet insurance
  • Access to an online discount marketplace
  • Paid vacation
  • Sick days
  • Volunteer days
  • Holidays
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