Investor Relations Operations Project Manager

Waterstone Mortgage Corporation • Brookfield, WI

3d

About The Position

Drive high-impact initiatives within Investor Relations by leading projects from concept through execution in a fast-paced mortgage environment. This role blends project management and operational support, partnering closely with senior leadership to manage priorities, coordinate cross-functional efforts, and keep complex, high-visibility initiatives on track. Ideal for a seasoned mortgage professional who can navigate ambiguity, communicate effectively, and bring structure to evolving processes while maintaining a high level of professionalism and discretion.

Requirements

• A high school diploma or general education degree (GED) is required.
• Five plus years of mortgage industry related experience is a must.
• Strong proficiency in Microsoft Excel is required, including the ability to generate, analyze and validate data and reports.
• Proficiency in Microsoft Office applications, including Word, PowerPoint, and Outlook

Nice To Haves

• Advanced degree preferred.
• Experience supporting Corporate Executive(s) and managing high level projects preferred.

Responsibilities

• Manage groups or series of projects associated with a specific business strategy to obtain benefits and controls within operations
• Develop and revise project plans, budgets and status updates as update occur
• Effectively leverage resources needed for large, high risk projects
• Collaborate effectively with external and internal partners
• Bridge differences between parties to come to an agreed upon solutions
• Coach and mentor project team members
• Drive and challenge business units on their assumptions of how the business will successfully execute their plans
• Establish the technical vision and analyze tradeoffs between usability and performance needs
• Evaluate information gathered from multiple sources, reconcile conflicts, break down high-level information into understandable details
• Maintain a basic understanding of investor and wholesale lender guidelines to support product rollouts and related initiatives.
• Responsible for the coordination of scoping meetings and other meetings as directed.
• Assist in the creation of job aids, reports and other presentations as requested.
• Prioritize and manage multiple projects simultaneously and follow through on issues in a timely manner
• Serve as primary point of contact for investor and wholesale lender recertifications, managing the end-to-end process for annual and quarterly submissions, including coordination of documentation, timeline management, and communication with internal stakeholders and external partners.
• Prepare correspondence to internal and external customers under the direction, and on behalf of the VP, Investor Relations/Credit Policy.
• Partner with departments on the collection, analysis and development of various reports
• Produces information by formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics
• Conserves executive's time by reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information; initiating telecommunications.
• Represent leadership in select internal and external meetings, demonstrating subject matter awareness, capturing key discussion points, asking informed questions, and ensuring appropriate follow-up actionMaintains customer confidence and protects operations by keeping information confidential.
• Lead coordination of project deliverables by engaging subject matter experts, setting expectations, and tracking progress to ensure timely completion.
• Generate and distribute recurring and ad hoc reports, ensuring data accuracy and completeness through thorough review and validation
• Provides historical reference by developing and utilizing filing and retrieval systems; recording meeting discussions.
• Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies
• Support evolving business needs by serving as initial point of contact for ad hoc initiatives, facilitating coordination and driving progress across cross-functional teams
• Complete any additional duties assigned by management
• Complete regulatory and compliance training, as required
• Assist WMC employees and departments as needed

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED