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Strategy & Transformation Project Manager - Loan Operations

SMBC Group
New York, NY Full Time
POSTED ON 2/17/2025
AVAILABLE BEFORE 5/12/2025

The anticipated salary range for this role is between $122,000.00 and $175,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.

Role Description

As part of SMBC Americas' strategy to build a commercially competitive, U.S. regulatory-based Commercial and Investment Bank, SMBC Americas Division has launched an organizational transformation initiative aligning all end-to-end efforts across the organization.

The Loan Ops Strategy & Transformation VP will engage with stakeholders across multiple business lines to ensure alignment and participation and agree on target end state and ownership, as well as monitor delivery throughout the life of the transformation effort and assess outcomes to ensure completeness and sustainability. The position will primarily interface with Financing Operations with the incumbent acting as a key contributor in support of governance and oversight while applying critical thinking to organizational change. The role will manage end-to-end delivery for large-scale transformation program or portfolio of transformation and remediation programs.

Role Objectives : Delivery

Lead high priority remediation and transformation program or portfolio of programs, that cover, among other components, organizational design, process improvement, and system implementation.

  • Define program stakeholders, scope, timing, resource requirements and deliverables.
  • Engage stakeholders across multiple business divisions to ensure alignment and participation and agree on target operating model.
  • Identify and mobilize subject-matter experts throughout the organization to contribute as required.
  • Implement standardized templates and communication channels to drive transparency and consistency across work-streams.
  • Monitor delivery throughout the life of the transformation effort and assess outcomes to ensure completeness and sustainability.
  • Modify program plan and / or timelines as necessary in coordination with business stakeholders.
  • Coordinate the development of project artefacts incl. project charters, business cases, governance materials, etc. to ensure effective governance and delivery of projects.

Role Objectives : Interpersonal

Form strong partnerships with business stakeholders across the organization to agree and refine program scope, timelines, and target deliverables.

  • Promote coordination between program work-streams to ensure alignment and awareness of over-arching program objectives.
  • Partner with impacted product and process owners to inform program delivery and objectives.
  • Share expected outcomes and impact assessments to encourage buy-in on target end state.
  • Demonstrate a strong awareness of business stakeholder requirements and organizational context through delivery of complete, timely and sustainable transformation outcomes.
  • Leverage excellent organizational skills to establish and manage well-structured transformation teams with clear roles and responsibilities.
  • Cultivate and maintain internal network of subject matter experts to advise on questions and contribute to program delivery as required.
  • Align with transformation teams in other regions or disciplines to share best practice and collaborate on cross-divisional or cross-regional initiatives as appropriate.
  • Role Objectives : Expertise

  • The ideal candidate will have experience with one or more of the following programs or products : Implementation of vendor applications Eximbill / Eximbills Enterprise or similar, and / or experience with Trade Finance, Loan Ops / Servicing or similar.
  • Knowledge of branch operations, banking organizational structures, regulatory frameworks, product offerings, financial operations, and planning.
  • Previous or current responsibility for project or change governance in a in a large, diversified financial institution or consulting firm.
  • Demonstrated experience with defining and implementing project / change management, governance, or reporting standards and procedures.
  • Qualifications and Skills

  • 5 years of experience in a Program Management / Change Management role.
  • Undergraduate degree required, MBA or other advanced degree preferred.
  • Strong project management skills within investment banking or other financial services.
  • Advanced sense of initiative-taking, accountability, and follow-through with an ability to effectively prioritize multiple tasks and goals.
  • Excellent relationship management, collaboration and influencing skills.
  • Salary : $122,000 - $175,000

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