Platform Delivery Manager

CalPrivate Bank is an equal opportunity employer, committed to diversity, equity and inclusion!Job Title - Portfolio Project ManagerDepartment - IT DepartmentReports To - SVP, Product Management - Origination TechnologyFLSA Status - ExemptJob Summary:As a Platform Delivery Manager on our Origination Technology team, youll 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, youll 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. Youll 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. Youll 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 teams predictability and efficiency.Duties and Responsibilities:Create and monitor project timelinesCoordinate project management activities, resources, equipment, and informationLiaise with product managers to understand scope, budget, resourcing, and priorities across the team project portfolioCreate, document, and refine the team's agile working process to drive efficiency in executionOrganize cross-functional meetings to support critical project management activitiesCreate presentations for a variety of meeting typesHelp prepare budget estimates and coordinate budget approvalsReview and manage project status reportsSet and maintain project schedulesMaintain project budgetsSupport and track feedback and issue reporting/resolution processesAssist with requirements, backlog maintenance, and prioritization in close collaboration with product managementTrack and report on team metrics like capacity, as well as project metrics like progress, milestones, and budgetDocument and track project risks and issues, and manage mitigation plansOther duties may be introduced as necessaryQualificationsBachelor's degree preferredPMP certification a plusStrong working knowledge of standard office and project management toolsMinimum 5 years of project management experience, with at least 3 years in software project managementLoan origination system experience required, commercial credit experience a plusnCino platform experience a plusProgram management experience preferredAgile process experience preferredProduct ownership or business analysis experience a plusExcellent time management skillsCompetenciesHighly organized and detail-oriented with an ability to successfully manage multiple projects effectivelyAble to coordinate schedules with multiple milestones and deadlinesExperience with managing projects from initiation to completion on time and on budgetExperience working on complex software implementations impacting multiple vendors and systemsCritical thinker, able to work independently with minimal supervisionStrong written and verbal communication skillsWorking understanding of lending processes, with an emphasis on commercial creditDemonstrates a problem-solving, growth-oriented mindsetExcellent organizational skillsSuperior prioritization skillsTeam playerAbility to stand up, refine, and optimize agile processes across implementation and ongoing support.Proficiency in office and project management toolsExperience with Agile, Scrum, Kanban, SAFe, and Waterfall methodologiesPMP and/or Scrum Master certifications are a plusProactive and a self-starterStrong stakeholder management, leadership, and influence skillsBSA/AML Compliance ResponsibilitiesThis 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.

Created: 2025-02-19