Project Manager, Client Audit and Due Diligence Facilitation

Job Locations US-PA-Moon Township
ID
2021-1766
Category
Other
Type
Full Time

Overview

Lender Strategy’s Project Manager, Client Audit and Due Diligence Facilitation is responsible for the Oversight, Direction, Facilitation and Coordination of client audits, visits, assessments, reviews and requests for information such as due diligence, questionnaires, assessments, document requirements, etc. to ensure adherence of company protocols, consistency, structure, timely response including remediation’s for FNF and ServiceLink business partners.  Assist, consult, and foster the relationship between business departments and shared services.  Ensure consistency, structure, and discipline of all related client audit requests, and client request for information, remediation’s and provide On-Site Client Audit Support. 

Duties

  • Oversee, administer, and facilitate Client Audit/Review/Assessment/Visit and Client Request for Information  
  • Plan, direct and manage multiple projects/audits to ensure timely and accurate response  
  • Facilitate and Manage Audit Notifications and communicate with Client  
  • Pre and Post Audit Deliverable Management and Coordination, Meetings, Review, and Delivery 
  • Collaborate with the Business Leaders, Stakeholders, and Business Unit Compliance Specialist (BUCS) 
  • Client Audit Business Preparation (Coaching, Audit Preparation, Logistics) 
  • Maintain and have knowledge of the corporate-level standard, approved responses of the master data repository  
  • Facilitate remediation’s and timely delivery to client  
  • Identify and recommend Procedures/Policies/Training 
  • Identify client audit assessments as part of remediation’s committed to clients 
  • Ensure timely response from business partners
  • Review of Client MSA(s)& SLA(s) to review business/audit requirements 
  • Formulate Reports as needed 
  • Assist and prepare responses 
  • Assist and make recommendations to operating processes to ensure consistency of team  
  • Consults on business/legal compliance issues 
  • Makes recommendations for operational development, implementation, and maintenance of an unusual occurrence procedure and training opportunities 
  • Maintains a strong and productive working relationship with Department Key stakeholders, Regulatory Agencies, General Counsel, and Clients 
  • The ability to maintain a positive, professional business relationship with Clients, Vendors, Internal Staff, and Regulatory Authorities 
  • All other duties as assigned including providing assistance to all departments when necessary  
  • Assist with Information and Due Diligence requests as needed

Requirements

Willingness to travel, if necessary

Experience

  • Knowledge of industry processes, procedures, and technology preferred 
  • Knowledge of FNTG and ServiceLink products and services
  • Strong verbal communication skills with the ability to communicate clearly and concisely
  • Excellent customer service, communication, attention to detail, and writing skills
  • Strong ability to analyze, read, write, and interpret operational reports and workflows
  • Robust organizational, project management, time management, organizational and planning skills
  • Concentrated attention to detail and assertive leadership qualities
  • Dedication to employee training and mentoring
  • Proven ability to develop working relationships at multiple levels within the organization
  • Proficient with Microsoft Office Suite (Word, Excel, PowerPoint, Visio and Project)
  • Client Relations experience a plus

Additional Information

Bachelor’s degree preferred and/or five years industry experience

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