Project Coordinator

Charlotte, NC

Posted: 03/03/2023 Category: Professional Job Number: DAPEL28

Job Description

Title: Project Coordinator II – Attestation Support

Location: Charlotte, NC (Hybrid)

Job Description:

We are looking for a Project Coordinator to work closely with the Sales, Sales Operations, Readiness, and Channel Readiness teams to execute on plans to obtain attestations related to upcoming product releases. The scope of project coordination includes research, planning, communication, and the implementation of new policies and procedures.

Position Duties:

• Leveraging the client Lending Portal and to identify target audiences
• Auditing target audience lists to ensure contact information is captured accurately
• Owning the execution of outbound phone and email communications to obtain attestations from the target audience
• Capturing document attestation in accordance with Legal, Risk, and Compliance requirements
• Documenting training attestation in

Position Requirements:

• 1+ year of high-volume outbound phone calling experience
• Intermediate knowledge of Microsoft Office Suite, including Excel and Outlook
• Excellent time management and organizational skills, and a strong attention to detail
• experience preferred
• CRM system experience preferred
• A minimum of a High School Diploma or GED required; Bachelor’s Degree in a relevant field preferred


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