Project Manager II

CSI

. Lead end-to-end delivery of projects from initiation through closure .

Posted 10/14/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading complex projects from initiation to closure, with a strong focus on stakeholder management, risk identification, and process improvement. Proficient in utilizing project management tools and methodologies to drive efficiency and customer satisfaction.

Highest-signal resume keywords

Project ManagementCross-Functional Initiative ManagementPMP CertificationAgile MethodologiesLoan Origination Processes

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project PlanningRisk ManagementStakeholder CommunicationTime ReportingProject Tracking

Soft Skills

Problem-SolvingOrganizationCommunication

Tools & Technologies

Project Management ToolsSaaS SolutionsLending Platforms

Certifications & Qualifications

PMPCAPM

Industry Keywords

Financial Institution OperationsLoan LifecycleLending Workflows

Tech Stack

Tools & technologies

PMP

About the role

Key responsibilities & impact

Lead end-to-end delivery of projects from initiation through closure
Drive effective handover from project sponsors
Lead and facilitate project kickoff meetings
Develop and refine project plans based on scope, complexity, and impact
Review project plans and key milestones with customers
Identify and align on critical success factors
Establish and manage overall project setup
Maintain regular communication with project teams to ensure progress
Proactively identify and manage risks, issues, and dependencies
Track project progress against plan, scope, and timeline
Review time reporting to ensure alignment with planned effort
Lead regular internal and client status meetings
Provide consistent written status updates
Escalate risks and issues that may impact project success
Lead post-project reviews to capture lessons learned
Collect customer feedback and measure satisfaction
Contribute to improving project management processes, tools, and methodologies
Identify opportunities to increase efficiency, cost savings, and profitability
Mentor and support other Project Managers as needed
Serve as a backup to department leadership when required
Work closely with internal teams, customers, and senior leadership to drive results

Requirements

What you’ll need

5+ years of experience managing multiple, complex projects
Proven ability to manage cross-functional initiatives and stakeholders
Strong communication, organization, and problem-solving skills
Ability to manage competing priorities and drive projects to completion
Bachelor’s degree or equivalent experience
PMP (Project Management Professional) or CAPM certification preferred
Familiarity with project management tools and Agile methodologies preferred
Experience with loan origination processes, lending workflows, or financial institution operations, including familiarity with the loan lifecycle from application through closing and funding preferred
Experience implementing SaaS, banking technology, lending platforms, core-adjacent systems, or other customer-facing financial software solutions preferred
Applicants must be authorized to work in the United States without the need for sponsorship now or in the future

Benefits

Comp & perks

Competitive salary
Eligibility for incentive awards based on individual and business performance
Comprehensive range of benefits