Job Description

CalPrivate Bank is an equal opportunity employer, committed to diversity, equity and inclusion!

Job Title - Portfolio Project Manager

Department - IT Department

Reports To - SVP, Product Management – Origination Technology

FLSA Status - Exempt

Job Summary:

As a Platform Delivery Manager on our Origination Technology team, you'll be crucial in kicking off, planning, executing, and completing multiple software development and configuration projects on our nCino platform. Reporting to the SVP, Product Management – Origination Technology, you'll be responsible for developing and improving our product and support delivery processes. You will drive process efficiency at every stage of the project, from inception through user support, using the right tools and methodologies. Other activities will include documentation and risk management across our team roadmap, aiding Product Management with requirements, documentation, testing, and prioritization, and coordination with the enterprise PMO on larger projects.

Your key responsibilities will include creating and monitoring project timelines, coordinating project management activities, and working closely with product managers to understand scope, budget, resourcing, and priorities. You will refine and socialize our agile working processes to drive efficiency, organize cross-functional meetings, prepare budget estimates, update and present project status reports, keep project schedules and budgets, and support feedback and issue resolution processes. You'll also track and report on platform product support tasks and SLAs.

In this role, you will also coordinate vendor management, including assisting with vendor selection, contracting, and onboarding processes, and organizing vendor and consultant work efforts. You'll interact frequently with internal stakeholders like executive leadership, the PMO, compliance, BSA/AML and fraud teams, sales, branch, operations, and credit teams, as well as external stakeholders like vendors and consultants.

Success in this role means delivering projects that meet their value objectives on time and on budget and creating consistent and effective delivery processes that enhance our team's predictability and efficiency.

Duties and Responsibilities:

• Create and monitor project timelines
• Coordinate project management activities, resources, equipment, and information
• Liaise with product managers to understand scope, budget, resourcing, and priorities across the team project portfolio
• Create, document, and refine the team’s agile working process to drive efficiency in execution
• Organize cross-functional meetings to support critical project management activities
• Create presentations for a variety of meeting types
• Help prepare budget estimates and coordinate budget approvals
• Review and manage project status reports
• Set and maintain project schedules
• Maintain project budgets
• Support and track feedback and issue reporting/resolution processes
• Assist with requirements, backlog maintenance, and prioritization in close collaboration with product management
• Track and report on team metrics like capacity, as well as project metrics like progress, milestones, and budget
• Document and track project risks and issues, and manage mitigation plans
• Other duties may be introduced as necessary

Qualifications

• Bachelor’s degree preferred
• PMP certification a plus
• Strong working knowledge of standard office and project management tools
• Minimum 5 years of project management experience, with at least 3 years in software project management
• Loan origination system experience required, commercial credit experience a plus
• nCino platform experience a plus
• Program management experience preferred
• Agile process experience preferred
• Product ownership or business analysis experience a plus
• Excellent time management skills

Competencies

• Highly organized and detail-oriented with an ability to successfully manage multiple projects effectively
• Able to coordinate schedules with multiple milestones and deadlines
• Experience with managing projects from initiation to completion on time and on budget
• Experience working on complex software implementations impacting multiple vendors and systems
• Critical thinker, able to work independently with minimal supervision
• Strong written and verbal communication skills
• Working understanding of lending processes, with an emphasis on commercial credit
• Demonstrates a problem-solving, growth-oriented mindset
• Excellent organizational skills
• Superior prioritization skills
• Team player
• Ability to stand up, refine, and optimize agile processes across implementation and ongoing support.
• Proficiency in office and project management tools
• Experience with Agile, Scrum, Kanban, SAFe, and Waterfall methodologies
• PMP and/or Scrum Master certifications are a plus
• Proactive and a self-starter
• Strong stakeholder management, leadership, and influence skills

BSA/AML Compliance Responsibilities

This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have the opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program.

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