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Mortgage Change Management Specialist

4 months ago

Plano, United States First United Bank & Trust Full time

Job Description

SUMMARY

Change Management Specialist is responsible developing and implementing strategies and plans that maximize employee adoption and usage of required changes. These responsibilities also include plans and efforts to anticipate and minimize resistant behaviors from employees and stakeholders who are impacted by the changes. As the Change Management Specialist, you will work closely with the First United Bank Leadership, Quality Assurance and Training team to design and execute an effective change strategy and plan; focusing on the people side of change – including changes to business processes, systems and technology and ways of working.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

Leverage a , process and tools to create a strategy to support adoption of the changes required by a project or initiative. Enable the design, development, delivery, and management of key communications. Conduct impact analyses, assess change readiness, and identify key stakeholders. Provide input, document requirements, and support the design and delivery of . Complete change management assessments Identify, analyze and prepare risk mitigation tactics Identify and manage anticipated and persistent resistance Support and engage Senior Leaders  and Supervisors Support organizational design and definition of roles and responsibilities Coordinate efforts with other specialists Evaluate and ensure user readiness Manage Stakeholders Track and report issues Define and metrics and monitor change progress Support change management at the organizational level Manage the change portfolio Ensure Policy and Procedures reflect appropriate changes and are updated in the system of record for future audit or training purposes. Assist in Audit preparation, documentation preparation and/or any other functions assigned by Change Management Manager. Assist in project management and/or any other functions that assist in the implementation of a new or updated process

ADDITIONAL DUTIES AND RESONSIBILITIES

A solid understanding of and the change process Experience with and knowledge of change management principles, methodologies and tools Exceptional communication skills, both written and verbal Excellent active listening skills Ability to clearly articulate messages to a  Ability to establish and maintain strong relationships Ability to influence others and move toward a common vision or goal Flexible and adaptable; able to work in ambiguous situations Resilient and tenacious with a propensity to persevere Forward looking with a holistic approach Organized with a natural inclination for planning strategy and tactics Problem solving and root-cause identification skills Able to work effectively at all levels of an organization Must be a team player and able to work collaboratively with and through others Acute business acumen and understanding of organizational issues and challenges Familiarity with approaches, tools and phases of the project lifecycle Experience with large-scale organizational change efforts  or designation desired Maintains cleanliness in and around workstation. Recommends to supervisor possible methods to improve department. Completes all required compliance exams on a yearly basis. Adherence to all First United Policies and Procedures. Dresses professionally. Other duties as assigned by supervisor.

EMPLOYEE SPECIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Work Experience

3-5 years experience in change management 5+ years of mortgage servicing experience preferred Excellent written and verbal communication skills Demonstrated intermediate research and analysis skills Flexibility and willingness to work in a team environment Ability to work in a fast pace environment Professional demeanor and appearance

Technical/Functional Competencies

Ability to build personal credibility and strong working relationships through quality of contributions, trustworthiness and openness. Provides influential counsel and coaching to business leaders motivating change. Ability to influence effectively in a matrix organization Superior mathematical skills. Superior computer skills. Good problem-solving and decision-making skills. Demonstrates good judgment. Strong organizational skills. Ability to work in a fast-paced environment and work well under pressure. Strong interpersonal skills and ability to work well with a wide range of people. Ability to communicate well with customers by all means of communication including written, verbal, and non-verbal communication. Ability to be tactful and diplomatic when dealing with customers and employees. Ability to use e-mail, phone, and other communication tools are necessary. Willingness to accept additional responsibilities Dependable and adheres to timelines and schedules. Takes initiative in development and completion of projects.

Physical Working Conditions

This is somewhat sedentary work that requires the following physical activities:

Sitting or standing for long periods, walking, finger dexterity, feeling, repetitive motions, talking hearing, and visual acuity including close vision. Occasional lifting (up to 10 pounds of computer equipment or paper). May be required occasionally to stoop or kneel. Accommodation may be made for some of these physical demands for otherwise qualified individuals who require and request such accommodation.

Working Conditions

Normal Office environment. Moderate noise level.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:

Plano-Parkwood