Implementation Specialist I

Primary Residential CareersSalt Lake City, UT
Onsite

About The Position

The Implementation Specialist I provides support for implementation projects, including new branch openings, branch changes, and branch closures. This role focuses on administrative coordination, scheduling, communication, and learning company processes and compliance requirements.

Requirements

  • Strong communication, analytical, and problem-solving skills
  • Excellent writing and editing skills
  • Ability to effectively and professionally handle difficult situations that may arise
  • Ability to multi-task
  • Strong organizational skills and attention to detail
  • Ability to prioritize tasks and to delegate them when appropriate
  • Ability to function well in a high-paced and at times stressful environment
  • Knowledge of Microsoft Office applications (i.e. Word, Excel, Outlook, PowerPoint, etc.)
  • Must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting.
  • Must be able to work extended hours.
  • Must adhere to all applicable mortgage and fair lending laws and regulations as well as company policies.

Nice To Haves

  • Extraordinary attention to detail
  • Ability to work and to deliver content under tight deadlines
  • Ability to work independently

Responsibilities

  • Prepare weekly branch update meeting notes
  • Order labor law posters and send compliance postings for new office locations
  • Create projects in company systems of record to support implementation projects, ensuring accurate documentation and timely processing.
  • Schedule setup, changes, and termination of services with external vendors
  • Schedule meetings with stakeholders to discuss project needs and requirements
  • Set up Executive Welcome Calls
  • Send welcome kits to new branches

Benefits

  • Respect client and employee privacy.
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