Platform Delivery Manager

Job Description

Job Description

CalPrivate Bank is an equal opportunity employer, committed to diversity, equity and inclusion!

Job Title

Platform Delivery Manager

Department

IT Department

Reports To

SVP, Product Management – Origination Technology

FLSA Status

Exempt

Job Summary

As a Platform Delivery Manager on our Origination Technology team, you'll be crucial in kicking off, planning, executing, and completing multiple software development and configuration projects on our nCino platform. Reporting to the SVP, Product Management – Origination Technology, you'll be responsible for developing and improving our product and support delivery processes. You will drive process efficiency at every stage of the project, from inception through user support, using the right tools and methodologies. Other activities will include documentation and risk management across our team roadmap, aiding Product Management with requirements, documentation, testing, and prioritization, and coordination with the enterprise PMO on larger projects.

Your key responsibilities will include creating and monitoring project timelines, coordinating project management activities, and working closely with product managers to understand scope, budget, resourcing, and priorities. You will refine and socialize our agile working processes to drive efficiency, organize cross-functional meetings, prepare budget estimates, update and present project status reports, keep project schedules and budgets, and support feedback and issue resolution processes. You'll also track and report on platform product support tasks and SLAs.

In this role, you will also coordinate vendor management, including assisting with vendor selection, contracting, and onboarding processes, and organizing vendor and consultant work efforts. You'll interact frequently with internal stakeholders like executive leadership, the PMO, compliance, BSA / AML and fraud teams, sales, branch, operations, and credit teams, as well as external stakeholders like vendors and consultants.

Success in this role means delivering projects that meet their value objectives on time and on budget and creating consistent and effective delivery processes that enhance our team's predictability and efficiency.

Duties and Responsibilities

• Create and monitor project timelines
• Coordinate project management activities, resources, equipment, and information
• Liaise with product managers to understand scope, budget, resourcing, and priorities across the team project portfolio
• Create, document, and refine the team’s agile working process to drive efficiency in execution
• Organize cross-functional meetings to support critical project management activities
• Create presentations for a variety of meeting types
• Help prepare budget estimates and coordinate budget approvals
• Review and manage project status reports
• Set and maintain project schedules
• Maintain project budgets
• Support feedback and issue reporting / resolution processes
• Assist with requirements, backlog maintenance, and prioritization in close collaboration with product management
• Track and report on team metrics like capacity, as well as project metrics like progress, milestones, and budget
• Document and track project risks and issues, and manage mitigation plans
• Other duties may be introduced as necessary

Qualifications

Competencies

BSA / AML Compliance Responsibilities

This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA / AML. The employee will have the opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank’s BSA / AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program.