Capital Markets Project Lead – Mortgage Operations

AD Mortgage; Troy (MI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

PTO

Sick days

Medical insurance

Dental insurance

Vision insurance

401(k)

Job summary

AD Mortgage in Troy, MI is seeking a Project Coordinator – Capital Markets to drive key operational initiatives, bridge lending tech and secondary marketing workflows, and manage end-to-end process development from inception to execution. You will lead capital markets project testing and maintain alignment across departments to ensure smooth delivery.

The role requires 3+ years in project coordination within mortgage markets, strong attention to detail, and effective cross-functional

Qualifications

• 3+ years of project coordination experience; mortgage industry background required (Secondary Marketing/Capital Markets preferred).
• Meticulous attention to detail, proactive multi-team follow-up, UAT testing, process mapping, and operational decision-making
• Cross-Functional Communication: ability to translate complex capital markets concepts and IT requirements into clear, actionable language in order to ensure project success. Ability to hold other teams accountable to deadlines.
• Executive & Stakeholder Reporting: Strong verbal and written skills for delivering concise project status reports, risk assessments, decision summaries, and meeting briefings to senior managers.

Responsibilities

• End-to-End Process Development
• Work with leadership to identify areas for improvement with the department workflow and coordinate update from start to finish.
• Maintain SOPs and training materials for operational teams.
• Identify workflow bottlenecks and build rollout plans for new procedures.
• Cross-Functional Follow-Up & Alignment: maintain follow-up with other departments to ensure project deliverables stay on schedule.
• Lead project status meetings, document notes, and communicate updates across stakeholders.
• IT Project Testing & QA: develop UAT scripts for pricing engines, LOS, and secondary marketing platforms; execute end-to-end testing.

Skills

Attention to detail

Cross-functional communication

UAT testing

Process mapping

Executive reporting

Job description

AD Mortgage in Troy, MI is seeking a Project Coordinator – Capital Markets to drive key operational initiatives, bridge lending tech and secondary marketing workflows, and manage end-to-end process development from inception to execution. You will lead capital markets project testing and maintain alignment across departments to ensure smooth delivery.

The role requires 3+ years in project coordination within mortgage markets, strong attention to detail, and effective cross-functional