Project Manager

Full Time
Santa Ana, CA 92705
Posted
Job description
Great Opportunity at Orange County's Credit Union


Workplace Excellence.
Through our associates' opinions and voices, Orange County's Credit Union is a proud recipient of the Peter Barron Stark Best of the Best Award for highest associate satisfaction in the workplace! As a leading financial service provider with over 80 years of experience serving 123,000+ members, Orange County's Credit Union is currently $2+ billion in assets & growing.

Generous benefits including:

  • Kaiser and Blue Shield HMO medical & Delta Dental HMO– OCCU covers 100% employee’s monthly premium and about 75% dependents/spouse
  • Life insurance at no cost to employee.
  • 401(k) – OCCU automatically contributes 3% of the employee’s earnings PLUS matches up to 5% of the employee’s contribution (dollar for dollar)
  • Vacation hours – 13 days per year and rolls over year to year, and increases with tenure
  • Sick hours – 7 days per year and rolls over year to year
  • Paid Holidays – 12 days per year plus 3 partial days
  • Annual performance merit increases
  • Professional and personal development programs, including educational grants up to $2k per year, and step progression opportunities
  • Annual discretionary bonus
  • Professional, friendly work environment focused on achieving goals, recognizing successes, and excelling at member service.

Putting People First: Connect, Discover, Deliver & Wow is Orange County’s Credit Union mantra. If you’re passionate about serving people, this role is rewarding, brings purpose, and the opportunity to make a difference!


POSITION SUMMARY:
Under minimal supervision and direction using independent and discretionary judgment, drives the execution of corporate projects, ensuring the achievement of the Credit Union’s strategic goals, while maintaining the highest levels of service, productivity, and profitability. Takes projects from original concepts through final implementation. Defines project scope and objectives collaborating with project owners, sponsors, and vendor partners. Develops detailed work plans, schedules project estimates, resource plans, and status reports. Conducts project meetings and is responsible for project tracking and analysis. Directs and inspires excellence in leading cross-functional project teams from all areas of the credit union.

The Project Manager must be an initiator, a great communicator, a facilitator, a self-starter, creative, agile, accountable, and be able to balance efficiency with effectiveness. Strong analytical and interpersonal skills are a necessity.

ESSENTIAL FUNCTIONS:
In this role, the Project Manager will:
  • Lead day-to-day management of projects from original concept, definition of business requirements and processes to systems development, testing and implementation
  • Work directly with business units to understand project concepts, objectives, and scope
  • Solicit information through interviews, meetings, and existing reporting mechanisms
  • Translate business priorities and requirements into actionable, structured, project plans
  • Plan and facilitate project meetings
  • Prepare project artifacts including charters, work breakdown structures, and status reports
  • Adopt and champion project management process, tools and methodology
  • Monitor and track projects that require a high level of integration between multiple departments and/or third parties
  • Monitor project metrics including scope, schedule, budget, and risk
  • Identify issues, remove blocks, and escalates to management where required
  • Build and sustain relationships and initiate communication with stakeholders at various levels of the organization as well as other internal and external resources
  • Conduct post-project reviews and communicate lessons learned to identify successful project elements and deficiencies
  • Document and archive project artifacts, deliverables, tools and findings for historical needs

ASSOCIATE EXPECTATIONS:
  • Able to lead multiple concurrent projects within Project Portfolio
  • Consistently practices the Service Philosophy of “Put People First” exercising the Connect, Discover, Deliver & Wow components in every encounter with internal and external members, creating extraordinary experiences
  • Exhibits the Leaders at All Levels concept of Leading yourself, Leading Up, Leading across Teams, and Leading the Team
  • Utilizes personal Strengths to contribute to the Team and the Credit Union success, and exercise awareness of, and utilizes the strengths of others
  • Effectively conveys information and communicates with immediate supervisor and the Project Management team keeping others advised of project progress
  • Displays behavior that matches the value of Mutual Respect by relating favorably at all levels within the organization
  • Manages stress in a productive manner and works well under pressure
  • Uses tact and good judgment to resolve issues
  • Maintains good housekeeping, safety and security measures
  • Displays professional appearance
  • Complies with all Orange County’s Credit Union policies, service standards, safety standards, procedural guidelines, and regulatory compliance, and completes all assigned training.
  • Has regular and predictable attendance which is essential
  • Cares for equipment and follows proper guidelines for use

LEADERSHIP:
Undertakes continuous self-development of both functional and leadership skills. Focus and evidence of development in the following:
  • Thinks strategically
  • Executes for results
  • Leads Project Teams
  • Is self-regulating and has strong impulse control
  • Exercises emotional intelligence
  • Facilitates, not controls
  • Inspires commitment
  • Exhibits strong business acumen

QUALIFICATIONS:

Required Qualifications
:
  • College degree in related field or equivalent knowledge
  • At least 1 to 3 years of directly related experience in a Project Coordinator or Project Management role
  • Solid understanding of project artifacts, practices, and terminology
  • Excellent verbal and written communication skills, including ability to write clearly, concisely, and logically
  • Strong presentation skills
  • Strong people skills with ability to build relationships, instill confidence, and work with diverse personality types
  • Collaborative mindset and inherent desire to partner with the business teams
  • Ability to analyze a situation, interview, formulate questions, and probe for deeper knowledge/ understanding
  • Problem solver with ability to apply critical thinking skills and data driven evidence to identify, mitigate, and resolve complex risks and issues
  • Excellent time management, organizational, and prioritization skills with the ability to balance multiple priorities simultaneously

Preferred Qualifications
:
  • General knowledge of Agile/SCRUM methodologies
  • General understanding of software development life cycle
  • Experience with project management and related tools (ClickUp, Jira, etc.)

Physical and Environmental Elements:
  • Vision sufficient to read instructions, procedures, source documents, reports, files, and information on video display terminals.
  • Manual dexterity to write and operate a variety of office equipment, including a personal computer.
  • Body mobility to move to and from different work areas to access materials to perform the essential functions.
  • Ability to bend and stoop to reach files/shelves including the strength to lift and carry materials up to 20 pounds, also to pull and push open file cabinet drawers.
  • Ability to sit or stand for prolonged periods of time.
  • Position may require working evenings, Saturdays, weekends, and early mornings.


The targeted hourly range is $28.15 – $42.22. Final offer will be determined based on experience, education, training/certifications and specialized skills.

We perform thorough background checks, credit checks and pre-employment drug screening. EOE

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