Project Manager, Change Management

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* Regular Full-Time Associate Mill Valley, CA, US

5 days ago Requisition

Salary Range: $ To $ Annually

Core Vest is a leading provider of financing solutions for residential real estate investors. Our technology supports the full lending lifecycle—from origination and underwriting through pricing, closing, servicing, treasury, and capital markets.

We are looking for an experienced Project Manager who can bring structure, visibility, and momentum to complex technology initiatives across the Core Vest platform.

As Project Manager, Lending Technology, you will lead the planning and delivery of a portfolio of business-critical technology initiatives. You will turn strategic priorities into practical, sequenced delivery plans; align demand with internal and vendor capacity; and manage projects from initial planning through launch, adoption, and operational transition.

This is a highly collaborative role that works across Product, Engineering, Data, Finance, Risk, Compliance, Operations, and external partners. You will help teams anticipate dependencies, resolve roadblocks, make informed tradeoffs, and maintain a clear view of scope, timing, resources, budget, and risk.

The ideal candidate combines strong project and program management fundamentals with an understanding of mortgage or real estate lending. You are comfortable moving between executive-level portfolio discussions and the day-to-day details required to keep delivery teams aligned and accountable.

• Partner with business and technology leaders to translate annual and multiyear priorities into an integrated roadmap of programs, projects, releases, and milestones.
• Lead project intake and initiation by defining business outcomes, scope, success measures, assumptions, constraints, governance, and delivery approach.
• Sequence initiatives based on business value, regulatory commitments, architecture dependencies, operational readiness, risk, and available capacity.
• Develop scenarios and recommendations when priorities, funding, resources, or assumptions change.
• Align project plans with product roadmaps and technology architecture while maintaining clear accountability for delivery.

• Build rolling capacity plans using forecasted demand, team availability, delivery velocity, skill requirements, vendor commitments, and production-support needs.
• Work with functional leaders to assign resources, address capacity or skill gaps, and manage competing priorities.
• Facilitate quarterly and release planning, including what-if analysis and documented tradeoffs among scope, schedule, cost, quality, and risk.
• Develop and maintain project estimates, budgets, forecasts, and variance reporting.
• Manage vendor statements of work, deliverables, invoices, service commitments, and change requests.
• Coordinate resource transitions, onboarding, and knowledge transfer to support both delivery and ongoing operations.

• Own the project lifecycle from charter and planning through execution, release, operational transition, benefits review, and closeout.
• Create and maintain integrated delivery plans, milestones, dependency maps, critical-path analysis, RAID logs, and decision logs.
• Manage multiple concurrent and interdependent initiatives while controlling changes to scope, schedule, budget, quality, and delivery commitments.
• Coordinate work across internal teams and third parties, including projects involving lending, finance, treasury, capital markets, trading, and enterprise platforms.
• Remove impediments,…