Mutual of Omaha Mortgage

Salesforce Project Manager

Mutual of Omaha Reverse Mortgage - Irvine, CA - Full Time

Job Title: Salesforce Project Manager

Location: CA- Irvine

Job Type: Full-Time

Mutual of Omaha is a Fortune 300 Company. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees. 

We offer an extensive compensation package. Benefits include Medical, Dental, and Vision insurance, company paid life insurance, 401K with a generous employer match and additional benefits such as Free Legal Services and an Employee Loan Program.

Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs, please review and apply for our opening below!

This position will be responsible for scoping out projects, creating technical and business requirements, and then seeing the project through to completion. This is a hands-on position where we’re looking for someone with technical skills that is comfortable navigating through multiple platforms and systems to come up with solutions to business objectives.  Serve as the liaison between the business units, technical teams, and third-party vendors.  This is a functional role and must have great communication skills, as well as strong requirements-gathering and documentation skills.  Under general direction, formulates and defines systems scope and objectives based on both user needs and a good understanding of applicable business systems and industry requirements.   

Essential Functions:

  • Create and maintain timelines and required documentation for each stage of projects.
  • Conduct internal and external meetings to discuss project progress and to ensure that objectives are understood and achieved, establishing team rapport.
  • Prepare for, lead, and/or participate in Requirements Gathering.
  • Confirm and detail scope and requirements for requests, working with internal and external teams to accurately quote time and budget to clients.
  • Develop a deep understanding of the existing business processes and cross-department interactions.
  • Work with business leads and SMEs to understand and document the current state, and the challenges that exist within the operational infrastructure, including identification of business and technical gaps.
  • Ability to synthesize information from multiple sources into informational documents and diagrams with purpose.
  • Prepare comprehensive future state documentation for business processes.
  • Analyze and recommend process improvements to determine best practices and makes recommendations to management on how to improve current practices and processes and solve issues related to business unit
  • Contribute creative and innovative ideas; gather insights, facts, and data to enrich the planning and creative processes for the client and internal teams.
  • Elicit and document business requirements and visual models that communicate what must occur to realize the future state.
  • Review and contribute to approve functional design definitions deliverables to ensure business requirements are being met.
  • Participate in vendor selection or evaluation processes where applicable; including preparing RFI/RFP deliverables, coordinating demonstrations, coordinating feedback and results prepare resulting documentation, etc.
  • Act as primary point of contact for the project team during development to clarify business requirements, resolve issues, and make recommendations as needed where business impacts may arise.
  • Support user acceptance testing, as required

Minimum Qualifications (Knowledge, Skills and Abilities)

  • 3+ years of experience working as a Project Manager
  • Extensive Salesforce experience required
  • Experience working as a Business Analyst
  • Telephony system implementation experience.
  • The ability to translate marketing strategies into smart and sound tactics and deliverables
  • An ability to take complex issues or technologies and frame them simply for internal and external audiences
  • A desire to help grow a foundational department as a true team player
  • Exceptional written, verbal, phone, and presentation skills
  • Stress-tolerant, quick thinking, accurate, and calm under pressure
  • Ability to work in a fast-paced environment
  • Extremely organized and detail-oriented
  • Demonstrated critical thinking and problem-solving skills to recognize, evaluate, and brainstorm solutions to encountered issues.
Apply: Salesforce Project Manager
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