Project Manager I (Anaheim, CA)

Wescom Financial; Anaheim (CA); Hybrid; USD 81,000 - 122,000; Full time

Job summary

Wescom Financial is seeking a Project Manager I to assist in planning, coordinating, and delivering projects across the organization. The role involves working with management, team members, clients, and vendors to gather requirements and define scope, resources, and timelines.

The position emphasizes PMO governance and effective communication. Strong analytical skills, leadership, and the ability to manage multiple priorities are essential for successful implementations.

Qualifications

• Must have strong communication and organizational skills.
• Experience guiding projects through lifecycle and PMO alignment.
• Ability to coordinate with internal/external stakeholders and vendors.

Responsibilities

• Assist in planning, coordinating, and delivering projects and implementations.
• Support project governance, timeline, scope, and resource management.
• Track milestones, dependencies, risks, and deliverables; communicate updates to PMO.
• Collaborate with management, clients, and vendors to document requirements and success criteria.
• Help ensure testing, resource allocation, and post-implementation reviews.
• Prepare project documentation and facilitate cross-functional teamwork.

Skills

Project coordination

Stakeholder comms

Leadership

Analytical thinking

Education

High School diploma

Bachelor’s degree or equivalent

Job description

We value and rely on the unique talents and contributions of our employees to absolutely excel in member engagement by Delivering Signature Experience.

Salary Grade 158E

Salary Pay Range For This Position $81,255.00 - $121,935.00

Position Summary

The Project Manager I is crucial in assisting in planning, coordinating, and providing support and delivery of various procedures, projects, and implementations within the organization. The Project Manager I will work closely with management and experienced team members assisting with projects through the entire project lifecycle and effectively learning and applying the established project management methodology. The Project Manager l assists experienced team members in working closely with internal and external stakeholders, product owners, and clients to gather business requirements and determine project scope and resource needs to ensure successful implementation of WRG products or services. The Project Manager I assists in creating comprehensive action plans concerning resources and timeframes for projects, providing assistance from start to finish, improving progress, and ensuring project governance is adhered to and adequately documented as outlined by the Project Management Office (PMO). Strong analytical and leadership skills are essential for building relationships with credit unions, vendors, and staff and for developing programs that enhance member service and client satisfaction.

Essential Position Functions

Perform key tasks in conversion, migrations, disaster recovery, third-party vendor changes, and implementation efforts for new Wescom Resources (WRG) clients. When working with the WRG client base and vendors, communicate and model the credit union’s service-focused culture and vision and ensure its application to CUSO operations.

Assist in the planning, coordinating, and executing of migrations, conversions, disaster recovery setup or testing, third-party vendors, or WRG software implementation project activities under the guidance of management or senior team members.

Participate and assist in managing the initiate, plan, execute, control, and close phases of projects. Oversee the day-to-day aspects of assigned projects regarding scope, schedule, quality, and resources. Help track project interdependencies, milestones, and deliverables. Communicate project risks to the appropriate stakeholders, management, and the PMO on time.

Collaborates alongside management or Senior Project Managers, internal departments, clients, and third-party vendors to develop a detailed understanding of business and user needs. Consult with technical or functional experts to document requirements. Works with project stakeholders or owners to design the goals, success markers, and measurements.

Help ensure the appropriate support resources are included early on in projects for appropriate resource allocation.

Participates in ensuring all new processes, including connections with clients’ third-party vendors and WRG software implementations, are adequately tested through established quality control processes to maximize the positive impact on our clients.

Works collaboratively with other project managers, teams, and clients to ensure mutual attainment of goals and adequate cross-divisional support. Conducts research within the credit union and externally to support WRG’s needs.

Liaising with project stakeholders concerning project details and deliverables, analyzing data as required, conducting administrative duties, such as setting up meetings, tracking and reporting project progress, and performing other duties assigned by the Senior Project Manager.

Contribute and prepare the documentation of projects or implementations of new and current processes, products, procedures, third-party vendors, enhancements, and best practices.

Must be able to effectively communicate verbally and in written form to all levels of the credit union, clients, and vendors and provide project updates to the PMO as required.

Facilitate communication and collaboration among project team members and conduct post-project evaluations to identify lessons learned and recommend and document process improvements.

Education, Experience, Skills, And Abilities

High School graduate. Bachelor’s degree or equivalent experience is preferred.

Previous Financial Industry, Operations, And Customer Service Experience Preferred.

Strong written and oral communication skills.

Excellent multitasking and organization skills.

Ability to work under pressure with minimal supervision.

Must be detail-oriented with excellent problem-solving skills.

Computer Skills

Proficient in Microsoft applications (Word, Excel, Outlook, Office 365, Teams). Must be proficient in technology applications including the Credit Union’s operating system and specialized software required for performance of position.

Mathematical Skills

Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rates, ratios, and percentages.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle or feel; reach with hands and arms, climb or balance, stoop kneel, crouch, crawl; talk or hear and taste or smell. The employee must occasionally lift and/or move up to 20 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Work Environment

This position may qualify as Remote or Hybrid with a home base at one of Wescom’s offices. The Remote or Hybrid status may be discontinued by Wescom in its sole discretion at any time and for any reason or no reason, with or without notice by Wescom or Employee. The work environment characteristics described here are representative of those an employee encounters while performing functions of this job. The noise level in the work environment is moderately quiet. It is a non-smoking environment. The above job requirements are representative of minimum levels of knowledge, skills, and abilities. The marginal functions have not been included. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description in no way implies that these are the only duties to be performed. An employee will be required to follow any other job-related instructions and duties as requested by the supervisor and/or management. All positions, including those that are hybrid and remote, require employees to reside within Wescom's service area in California.