Client Project Manager

Global Wave Group
Aliso Viejo, CA Full Time
POSTED ON 8/8/2023 CLOSED ON 10/23/2023

What are the responsibilities and job description for the Client Project Manager position at Global Wave Group?

Global Wave Group is a technology solutions provider to the financial services industry. Our value proposition is to enable bankers to become more efficient in processing loans, thereby allowing them to spend more time speaking with their customers and generating new business to help grow the bank’s portfolio. Our business model is focused on helping banks streamline credit operations, manage credit risk and become more efficient by use of our technology products. Our flagship product, Credit Track is a browser-based CRM, loan origination, workflow, approval, monitoring and reporting software suite that helps bankers manage their loan portfolio and mitigate commercial lending risks.


POSITION DESCRIPTION

Global Wave Group is a technology solutions provider to the financial services industry. Our clients are large, well known regional banks across the country, who depend on our expertise and solutions to manage their operations efficiently and profitably. Our flagship product, Credit Track is a web-based CRM, loan origination, workflow, approval, monitoring and reporting software suite that helps bankers manage their loan portfolio and mitigate commercial lending risks. We enable bankers to become more efficient in processing loans, thereby allowing them to spend more time speaking with their customers and generating new business to help grow the bank’s portfolio.

RESPONSIBILITIES

The Client Project Manager is responsible for driving and developing project requirements, managing project implementations, building deep relationships with key executives and managers, driving solution and process adoption, and most importantly, listening to the needs of their clients. Successful candidates must have prior software, project management, consulting experience and specific expertise in commercial lending.

  • Work closely at all levels within a client, perform Needs Analysis, and take a leadership role in driving change and best practices
  • Develop advisory relationships within banks, credit unions and finance companies
  • Manage existing business relationships
  • Develop and execute project plans that exceed clients’ expectations
  • Work with internal and external project teams to successfully complete projects

QUALIFICATIONS

  • Must have a deep understanding of banking and commercial lending practices
  • Excellent communication skills and a willingness to be a client advocate inside the company
  • Strong written communication skills and ability to produce internal and external documents, presentations, and project materials
  • Capable of working closely and comfortably with all levels of staff and management in the field and at the corporate office
  • Must have a minimum of 5 years experience at a technology company managing software projects and services to banks, credit unions and finance companies.
  • Experience in a consultative role preferred
  • Ability to work independently and within a team
  • Ability to cultivating new relationships and managing existing clients
  • Excellent interpersonal skills both in-person and remote
  • Manage detailed information, organize work and meet deadlines
  • Quickly analyze situations, identify and troubleshoot problems, recommend solutions and use good judgment in making decisions
  • Highly motivated, self-directed, and results driven

EDUCATION

  • A 4-year degree is strongly preferred although not required. Preference towards Business, Computer Science or related major. Prefer direct banking experience.

CONTACT

Please send your resume / CV to the email address below:

careers@globalwavegroup.com
(949) 916-9800

Salary : $98,700 - $125,000

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