Senior Project Manager Strategic Initiatives

Posted Yesterday
Be an Early Applicant
Hiring Remotely in United States
Remote
100K-130K Annually
Senior level
Fintech • Real Estate
The Role
Lead end-to-end delivery of high-priority, cross-functional mortgage and corporate strategic initiatives. Build project plans, manage risks, coordinate stakeholders across Production, Servicing, Technology, Finance and Compliance, maintain program dashboards, drive change control, support budget/resource tracking, author launch and adoption materials, and apply mortgage domain knowledge to anticipate operational and regulatory impacts.
Summary Generated by Built In

Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.

Position Summary

The Senior Project Manager plays a critical execution role within Guild Mortgage’s Strategic Initiatives function. Reporting directly to the SVP, Corporate Strategic Initiatives, this role is responsible for driving structured delivery of high-priority, cross-functional initiatives spanning origination, servicing and corporate departments. The Senior Project Manager ensures complex, multi-workstream programs are organized, tracked, and executed with rigor — translating strategic direction into actionable plans, managing stakeholder alignment, and maintaining program momentum across all phases of delivery.

Compensation

This role is an exempt position with a targeted salary range of $100,000 to $130,000 annually.

Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant’s geographical location.

Essential Functions

  • Program & Project Delivery
  • Own end-to-end project management for assigned corporate strategic initiatives.
  • Develop and maintain comprehensive project plans, workback schedules, RACI matrices, risk registers, and status dashboards across multiple concurrent workstreams.
  • Translate strategic direction from executive sponsors into structured project charters, scope definitions, and milestone frameworks.
  • Proactively identify risks, issues, and dependencies; escalate blockers with recommended resolution paths.
  • Manage change control processes; document scope changes and assess downstream impact on timelines and deliverables.
  • Stakeholder & Cross-Functional Coordination
  • Coordinate effectively across Production, Servicing, Technology, Finance, Compliance, Capital Markets and other business functions to drive alignment and accountability on shared deliverables.
  • Prepare and facilitate working sessions, steering committee updates, and project reviews; author meeting materials, decision logs, and action item trackers.
  • Keep stakeholders informed on initiative status, risks, and decisions through structured, timely communications calibrated to audience level.
  • Partner with SMEs, discovery hires, and technology teams to gather requirements, validate assumptions, and sequence workstreams.
  • Execution Rigor & Reporting
  • Maintain program health dashboards and consolidated reporting across the project portfolio; surface insights on milestone attainment, budget tracking, and resource utilization.
  • Author project documentation including pre- and post-launch communications, adoption playbooks, training coordination, and hand-off plans to long-term owners.
  • Conduct lessons learned retrospectives; produce recommendations reports to capture institutional knowledge and improve future delivery.
  • Support budget and resource tracking in coordination with the SVP and Finance business partners.
  • Mortgage Domain Application
  • Apply working knowledge of mortgage origination and servicing operations to anticipate operational impacts, regulatory dependencies, and change management considerations within project planning.
  • Understand loan officer and branch operations environment well enough to identify how transformation initiatives affect frontline workflows.
  • Navigate compliance-sensitive program environments with appropriate discretion and judgment.
  • Perform other duties as assigned.

Qualifications

  • Bachelor's Degree directly related to the position or equivalent, required.
  • Bachelor's Degree in Business, Finance, Operations, or related field; or equivalent experience.
  • Minimum seven years experience in project or program management experience, with at least 3 years in mortgage, financial services, or highly regulated industry.
  • PMP, PMI-ACP, or equivalent preferred. Agile, Lean, or Six Sigma exposure a plus; not required.
  • Demonstrated ability to manage complex, multi-workstream programs in a regulated environment with competing priorities and tight timelines.
  • Strong working knowledge of mortgage origination and/or servicing operations, including loan processing, underwriting, funding, and key regulatory frameworks.
  • Proven ability to structure ambiguous problems into clear project frameworks, milestones, and decision points.
  • Skilled at managing upward and across senior stakeholders; can communicate program status and risks clearly to executive audiences.
  • High proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook); familiarity with project and task management tools such as JIRA, ClickUp, or equivalent.
  • Experience working in or alongside technology programs, including LOS platforms, servicing systems, or data/AI initiatives preferred.
  • Strong written communication skills; able to author executive updates, project charters, and stakeholder-facing documentation.
  • Highly organized, detail-oriented, and self-directed; able to manage multiple workstreams simultaneously without losing quality or momentum.
  • Operates with discretion and professionalism when handling sensitive program, personnel, or organizational information.
  • Excellent verbal and written communication skills required.
  • Highly organized and detail-oriented; ability to work in a fast-paced, metrics-driven environment required.
  • Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications required.
  • Commitment to company values.
  • Customer Service - Proactive attention to each person.
  • Integrity - Do and say what's right.
  • Respect - Treat others with dignity.
  • Collaboration - Listen and work together.
  • Learning - Seek knowledge and strive for improvement.
  • Excellence – Deliver the unexpected.

Supervision

Job Scope:  Responsible for understanding the department/functional area objectives and goals and how own job contributes to achievement of these goals; may recommend changes and enhancements based on analysis and evaluation of circumstances.

Complexity:  Problem solving involves evaluating and resolving discrepancies with people, data, analyses, processes, etc. within prescribed program/project guidelines; may also involve resolving basic resource coordination and availability.

Impact:  Decisions and actions have a major impact on the outcomes of the department, projects, and programs; Has a direct and significant impact on the business and/or operations of major segments of the organization.

Interaction/Supervision:  Works under broad direction with considerable latitude for independent actions; guided by professional standards, desired outcomes and unit/project/program specifications.

Requirements

  • Work is primarily sedentary; mobility in an office setting.
  • Ability to operate standard office equipment and keyboards.
  • Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
  • Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation.
  • Expressing or exchanging ideas by means of the spoken word to impart oral information to clients or the public and to convey detailed spoken instructions to other workers accurately, loudly, or quickly.
  • Office environment – moderate noise, no substantial exposure to adverse environmental conditions.
  • Travel 10-20%.
  • Must be able to adhere to process protocol. Must be able to apply established protocols in a timely manner.
  • This role requires effective adaptation to workplace stressors, including customer service complaints, security responsibilities, and competing priorities.
  • Ability to communicate with visitors, ability to complete tasks in situations that have a speed or productivity quota.
  • Work is primarily performed during the business week, Monday - Friday; occasional night or weekend may be necessary.

Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.

Guild Mortgage Company is an Equal Opportunity Employer.

REQ#: SENIO018239

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • Bachelor's degree in Business, Finance, Operations, or related field, or equivalent experience.
  • Minimum seven years project or program management experience, with at least 3 years in mortgage, financial services, or a highly regulated industry.
  • Demonstrated ability to manage complex, multi-workstream programs in a regulated environment with competing priorities and tight timelines.
  • Strong working knowledge of mortgage origination and/or servicing operations, including loan processing, underwriting, funding, and regulatory frameworks.
  • High proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook) and familiarity with project/task management tools such as JIRA or ClickUp.
  • Skilled at managing upward and across senior stakeholders; able to communicate program status and risks to executive audiences.
  • Strong written communication skills; able to author executive updates, project charters, and stakeholder-facing documentation.
  • Highly organized, detail-oriented, self-directed; able to manage multiple workstreams simultaneously.
  • Operate with discretion and professionalism when handling sensitive program, personnel, or organizational information.
  • Proficiency with Wiki, collaborative cloud-based programs, and third-party software applications.
  • Experience working in or alongside technology programs, including LOS platforms, servicing systems, or data/AI initiatives.
  • PMP, PMI-ACP, or equivalent certification; Agile, Lean, or Six Sigma exposure.
  • Willingness/ability to travel approximately 10-20% for the role.

Guild Mortgage Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Guild Mortgage and has not been reviewed or approved by Guild Mortgage.

  • Parental & Family Support Fully paid parental leave is described as generous, with 12 weeks for medical, non-birthing parent, and caregiving leave from day one, and 18–20 weeks for birthing parents. This indicates strong support for families across different caregiving situations.
  • Leave & Time Off Breadth Paid holidays include a collective week off around July 4 and floating holidays, with PTO that rolls over and a five‑week paid sabbatical after 4.5 years. Additional options include sick leave, volunteer time, bereavement, jury duty, and open PTO for some roles.
  • Healthcare Strength Medical, dental, vision, and mental health coverage are offered alongside life and disability insurance, with options to purchase enhanced policies. Wellbeing perks such as a fitness stipend complement the core health benefits.

Guild Mortgage Insights

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The Company
San Diego, CA
3,600 Employees
Year Founded: 1960

What We Do

Guild Mortgage has become one of the nation’s leading independent ‭mortgage providers by following a ‭simple rule—doing what’s right for our customers. Since 1960, we’ve grown ‭through every economic cycle. ‭Today, no other mortgage lender ‭has our stability, experience and ‭uncompromising focus on ‭customer service. When you choose Guild, you get: - A commitment closing your loan on time - A wide array of ‭specialized products and programs for every type of homebuyer - Loan officers you can meet face-to-face or online ‭ - A direct lender that tailors each loan to fit the needs of individual borrowers - Long-term relationships—we ‭service the majority of loans we close Guild Mortgage Company; Equal Housing Opportunity; AZ BK #0018883; Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act; MA Mortgage Lender License #MC3274; MA Mortgage Broker License #MC3274; Licensed by the Mississippi Department of Banking and Consumer Finance; Licensed by the N.J. Department of Banking and Insurance; NV Mortgage Company #1141; OR ML-176; Rhode Island Licensed Lender; Rhode Island Licensed Third-Party Loan Servicer; Company NMLS ID 3274. www.nmlsconsumeraccess.org/. All loans subject to underwriter approval. Terms and conditions apply, subject to change without notice. Guild Mortgage Company is an Equal Opportunity Employer. Guild Mortgage Company 5887 Copley Drive, San Diego, CA 92111; For more licensing information, please visit www.guildmortgage.com/licensing.

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