Project Manager I (Anaheim, CA)

Wescom Financial is a company that values the unique talents of its employees to enhance member engagement. They are seeking a Project Manager I to assist in planning, coordinating, and delivering various projects and procedures within the organization, working closely with management and team members throughout the project lifecycle.

Responsibilities

• Perform key tasks in conversion, migrations, disaster recovery, third-party vendor changes, and implementation efforts for new Wescom Resources (WRG) clients
• Assist in the planning, coordinating, and executing of migrations, conversions, disaster recovery setup or testing, third-party vendors, or WRG software implementation project activities under the guidance of management or senior team members
• Participate and assist in managing the initiate, plan, execute, control, and close phases of projects
• Oversee the day-to-day aspects of assigned projects regarding scope, schedule, quality, and resources
• Help track project interdependencies, milestones, and deliverables
• Communicate project risks to the appropriate stakeholders, management, and the PMO on time
• Collaborates alongside management or Senior Project Managers, internal departments, clients, and third-party vendors to develop a detailed understanding of business and user needs
• Consult with technical or functional experts to document requirements
• Works with project stakeholders or owners to design the goals, success markers, and measurements
• Help ensure the appropriate support resources are included early on in projects for appropriate resource allocation
• Participates in ensuring all new processes, including connections with clients’ third-party vendors and WRG software implementations, are adequately tested through established quality control processes to maximize the positive impact on our clients
• Works collaboratively with other project managers, teams, and clients to ensure mutual attainment of goals and adequate cross-divisional support
• Conducts research within the credit union and externally to support WRG’s needs
• Liaising with project stakeholders concerning project details and deliverables, analyzing data as required, conducting administrative duties, such as setting up meetings, tracking and reporting project progress, and performing other duties assigned by the Senior Project Manager
• Contribute and prepare the documentation of projects or implementations of new and current processes, products, procedures, third-party vendors, enhancements, and best practices
• Must be able to effectively communicate verbally and in written form to all levels of the credit union, clients, and vendors and provide project updates to the PMO as required
• Facilitate communication and collaboration among project team members and conduct post-project evaluations to identify lessons learned and recommend and document process improvements

Skills

• High School graduate
• Bachelor's degree or equivalent experience is preferred
• Previous financial industry, operations, and customer service experience preferred
• Strong written and oral communication skills
• Excellent multitasking and organization skills
• Ability to work under pressure with minimal supervision
• Must be detail-oriented with excellent problem-solving skills
• Proficient in Microsoft applications (Word, Excel, Outlook, Office 365, Teams)
• Must be proficient in technology applications including the Credit Union's operating system and specialized software required for performance of position
• Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals
• Ability to compute rates, ratios, and percentages

Benefits

• This position may qualify as Remote or Hybrid with a home base at one of Wescom’s offices.
• If you are applying for a Hybrid/Remote position, please note applicants are required to reside within our Wescom service areas which are defined as the following counties: Los Angeles, Orange, San Bernardino, Riverside, Ventura, Santa Barbara, San Diego, Imperial ,Fresno, Kern, Kings, Madera, Merced, Mariposa, Monterey, San Benito, San Joaquin, San Luis Obispo, Santa Cruz, Stanislaus and Tulare counties.

Company Overview