Job Description

Portfolio Manager Lead (Mortgage) Location Hybrid remote in San Antonio, TX :

Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special!

The Opportunity

We are seeking a Portfolio Manager Lead for the Bank's Real Estate Technology group. You will be responsible leading a subset of the Real Estate Portfolio technology investments, associated projects and work efforts from the planning stage beginning with an initial business case, translating it into business capabilities and technology scope items through the oversight of execution and delivery of the business value through agile methodologies. You will work with all levels of the Real Estate organization from business owners, Agile product owners, IT architects and technology managers to plan and prioritize the work to deliver business value. The Real Estate Sub Portfolio is responsible for all Mortgage and Home Equity programs and projects and is governed by the Bank and USAA Enterprise Portfolio Management processes and standards.

Responsible for governing CoSA or local portfolios and ensuring compliance with applicable policies, procedures, standards, controls and regulations. Partners with Executive Sponsors, Program Sponsors, business owners and additional stakeholders to ensure alignment to strategic objectives and effective prioritization, planning, delivery and benefits realization of work efforts.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in San Antonio in the Federal Savings Bank Services building. Relocation assistance is not available for this position.

What you'll do:

• Oversees, governs and is accountable for local CoSA or local portfolio (i.e., Staff Agency Portfolio).
• Accountable for completion of governance routines.
• Accountable and responsible for overseeing the portfolio on an ongoing basis, to resolve and disseminate information.
• Identifies, leads and resolves systemic cross-work risks / issues and interdependency conflicts
• Manages risk to overall portfolio and escalates issues as needed.
• Ensures effective financial and resource management of overall portfolio, assisting in managing portfolio expenses to achieve business value.
• Monitors work efforts for stale projects and need for resolution, including termination proposal if applicable.
• Works with Enterprise Integrated Planning (EIP) to influence prioritization and sequencing of work efforts within portfolio, as applicable.
• Monitors and makes decisions pertinent to scope changes as needed.
• Reviews and resolves risk and issue escalations for portfolio, identifies need for escalations as needed.
• Communicates regularly with Executive Sponsors, Program Sponsors, business owners, and additional stakeholders as required.
• Establishes and manages critical path by mapping out and managing work effort scheduling and interdependencies based on constraints and risks.
• Reviews health and performance of portfolio regularly and identifies performance improvement opportunities.
• Ensures compliance of Portfolio with company and regulatory policies and procedures.
• Adheres to EPMO processes, procedures, controls, standards, tools and templates (as required).
• Leverages existing change management routines as needed.
• Drives the adoption and sustainment of changes within the organization in compliance with USAA's Change Management methodology.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor's Degree; OR 4+ years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
• 8+ years of progressive program or portfolio management experience to include process improvement and/or consulting for large strategic efforts.
• Strong understanding of project, program and portfolio management and principles.
• Proficient in the full life cycle experience managing strategic and operational work efforts.
• Experience on portfolio management and execution experience delivering complex work efforts working with Waterfall and Agile methodologies.
• 3+ years SAFe methodology experience and well versed with Scaled Agile Framework's Portfolio Management methodology.
• Currently possess at least one of the following: Certified Project Manager (CPM), Lean Portfolio Management Certification, Project Management Professional (PMP), or gain one within 6 months of placement.

What sets you apart:

• Solid understanding and/or experience with financial services, FinTech or Banking and supporting technology platforms, such as Fiserv, Black Knight, Calyx, FIS, Jack Henry, Sage, etc
• Experience decomposing business strategies into capabilities and scoping of technology work efforts
• Experience successfully facilitating and translating business and technology discussions to achieve desired outcomes
• Confirmed executive-level verbal and written communication skills
• US military experience through military service or a military spouse/domestic partner

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

What we offer:

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $104,660 - $199,970 .

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, please visit our benefits page on USAAjobs.com.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job Tags

Full time, Work at office, Local area, Remote work, Relocation package, Flexible hours,

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