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Wescom Financial · 1 day ago

Project Manager I (Anaheim, CA)

Anaheim, CA

Full-time

Hybrid

New Grad, Entry Level

$80K/yr - $120K/yr

Wescom Financial is seeking a Project Manager I to assist in planning, coordinating, and delivering various projects within the organization. The role involves working closely with management and team members throughout the project lifecycle, ensuring effective communication with stakeholders and adherence to project management methodologies.

Financial Services

Growth Opportunities

Responsibilities

Perform key tasks in conversion, migrations, disaster recovery, third-party vendor changes, and implementation efforts for new Wescom Resources (WRG) clients

Assist in the planning, coordinating, and executing of migrations, conversions, disaster recovery setup or testing, third-party vendors, or WRG software implementation project activities under the guidance of management or senior team members

Participate and assist in managing the initiate, plan, execute, control, and close phases of projects

Oversee the day-to-day aspects of assigned projects regarding scope, schedule, quality, and resources

Help track project interdependencies, milestones, and deliverables

Communicate project risks to the appropriate stakeholders, management, and the PMO on time

Collaborates alongside management or Senior Project Managers, internal departments, clients, and third-party vendors to develop a detailed understanding of business and user needs

Consult with technical or functional experts to document requirements

Works with project stakeholders or owners to design the goals, success markers, and measurements

Help ensure the appropriate support resources are included early on in projects for appropriate resource allocation

Participates in ensuring all new processes, including connections with clients’ third-party vendors and WRG software implementations, are adequately tested through established quality control processes to maximize the positive impact on our clients

Works collaboratively with other project managers, teams, and clients to ensure mutual attainment of goals and adequate cross-divisional support

Conducts research within the credit union and externally to support WRG’s needs

Liaising with project stakeholders concerning project details and deliverables, analyzing data as required, conducting administrative duties, such as setting up meetings, tracking and reporting project progress, and performing other duties assigned by the Senior Project Manager

Contribute and prepare the documentation of projects or implementations of new and current processes, products, procedures, third-party vendors, enhancements, and best practices

Must be able to effectively communicate verbally and in written form to all levels of the credit union, clients, and vendors and provide project updates to the PMO as required

Facilitate communication and collaboration among project team members and conduct post-project evaluations to identify lessons learned and recommend and document process improvements

Qualification

Financial Industry ExperienceProject ManagementCommunication SkillsMicrosoft ApplicationsProblem-Solving SkillsMultitaskingOrganization SkillsDetail-OrientedWork Under Pressure

Required

High School graduate

Strong written and oral communication skills

Excellent multitasking and organization skills

Ability to work under pressure with minimal supervision

Must be detail-oriented with excellent problem-solving skills

Proficient in Microsoft applications (Word, Excel, Outlook, Office 365, Teams). Must be proficient in technology applications including the Credit Union's operating system and specialized software required for performance of position

Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals

Ability to compute rates, ratios, and percentages