Manages and drives success around line of business performance in key operational and high risk metrics through detailed routines, initiatives, and technology improvements
Serves as a primary contact to executive leadership and key partners to communicate change initiatives and gain support for the execution of projects and programs
Monitors process or key metric performance to identify issues and proactively offers solutions to mitigate risk
Hosts and actively participates in critical line of business meetings to provide regular updates on change initiatives and performance requirements and influences others to help drive success
Manages strategies and controls to address policy, technology, environmental, and operational gaps

5+ years of strong experience analyzing data across multiple inputs (metrics, complaints, controls, quality reviews, surveys, etc.) to develop holistic insights
Demonstrated ability to lead complex initiatives and manage a portfolio of work with competing priorities
Strong analytical skills with the ability to identify root cause versus symptom
Exceptional written and verbal communication skills, including experience delivering executive‑level reporting
Proven ability to influence and partner across lines of business, operations, and control functions

Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Portfolio Manager – Client Services, Process Health Assessments

Key skills