Project Specialist


This position reports to the Director of Project Management. The person in this role will execute on tasks in support of the service delivery and operations teams including producing documents, labeling and organizing documents, researching and gathering data. The person in this role will be responsible for direct and professional communication at various levels of an organization including timely and appropriate escalation.

Responsibilities Include But Not Limited to:

  • Create, organize, and label documents for projects teams
  • Support implementation, adoption and usage of new tools and processes
  • Support creation of standard operating procedures
  • Track, report and present project progress
  • Support teams directly with process or project issues

Required Skills:

  • Highly adaptable in a dynamic environment
  • Exceptional attention to detail
  • Excellent written and oral communication
  • Accustomed to working in an environment driven by high standards for service and system delivery
  • Excellent team player; self-starter and the ability to work unsupervised
  • Ability to plan and maintain schedules
  • Uses collaborative methods to resolve a wide range of issues in creative and practical ways to satisfy customer needs
  • Excellent customer service skills
  • Demonstrate good judgment in selecting methods and techniques for solving problems and obtaining solutions

Desired Experience:

  • Minimum of 3 years of related experience
  • Experience in working with solutions involving enterprise-grade software applications
  • Financial Industry experience preferably in operational technology such as payments, digital, core account processing
  • Experience with project coordination and scheduling
  • Business process consulting experience a plus
  • Experience with Document Management, Project Management application, Sales CRM platforms, Quality Measurement and reporting

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