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Change Management Marketing Coordinator

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We are looking for a skilled Marketing Specialist with strong Change Management experience. This Change Management Junior Relationship Manager will work with Mortgage Bank Operations Divisions to manage the implementation of Division Change Requests (CRs) from inception to deployment. This includes coordinating discussions of impacted business units, monitoring CR activities and status, troubleshooting and remediating delays, and performing any other activities needed to track and manage CR deliverables and processes to ensure the implementation date is met.

The Change Management team manages the business change function for the Mortgage Bank for all Divisions outside of Originations. The team manages the intake, planning, monitoring and tracking of change requests which are submitted by the Line of Business teams to implement regulatory or business driven changes to operating procedures, customer letters and/or employee training. The Change

Management team also has direct responsibility for managing Operating procedures (the Knowledge Management team) and delivery of employee operational communications.

Main Responsibilities:

 Manage Change Requests (CRs) throughout the Life Cycle of a CR (from inception to deployment) ensure the project documentation is updated, clear, concise, and complete with necessary information

 Engage and maintain communication with Change Requestor and business units impacted by the change to advance CR implementation, and identify any interdependencies or risks associated with achieving desired date

 Monitor and track CR activities for assigned Division(s), including conducting daily CR review and updating CR management systems with status of all deliverables tied to change request

 Perform regular dashboard reporting of CR status and key messages to ensure communication notification and employee readiness

 Perform periodic Tollgate reviews/meetings to confirm the current status of the change request to ensure that impacted groups and the associated impacted changes are discussed and on track for deployment

 Work with Operations Division, Change Management and support teams to help improve efficiency and effectiveness of change management execution

 Work with Operations Division as needed to help prioritize requests and resolve execution issues

 Interface with key aligned division support partners as needed, including Compliance, Risk, Controls, Letter Admin, Training, etc.

 Assist Senior Relationship Manager with helping Division to make appropriate prioritization decisions, submit complete Change Requests and identify issues for business resolution as needed

 Constantly look for ways to improve the change management process and drive efficiencies


 Strong partnership, collaboration and influence management skills across Mortgage Banking and at all levels of the organization

 3+ years experience in Mortgage Banking Operations, other relevant Operations or

Project/Change Management experience preferred

 BA/BS degree preferred

 Project management & issue resolution skills a plus

 Strong leadership, presentation, & general management skills

 Highly organized with strong attention to detail and accuracy

 Ability to function in a fast-paced environment, work independently and handle multiple initiatives concurrently

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