Nuvision Federal Credit Union
Project Manager ll
At a glance
Location: US-TX-Temple Map
Posted: 09/24/2021
Closing: 10/23/2021
Degree: 4 Year Degree
Type: Full-Time
Experience: 5 to 8 years
Nuvision Federal Credit Union
Job description

The Project Manager II has the responsibility of planning, organizing and staffing an assigned team of resources with the ultimate goal of delivering strategic initiatives and approved projects across the enterprise on time and within budget.

The Project Manager II’s role is to direct an assigned team of resources to fulfill approved organizational strategic projects. This role will be responsible for utilizing the appropriate project delivery methodology (i.e. standard waterfall, agile) and ensuring that assigned resources adhere to the methodology selected. This fulfillment of project deliverables will require scope definition, planning, management of scope, regular status reporting, risk/mitigation and collaboration with leaders and subject matter experts throughout the enterprise.

The Project Manager II is responsible for tight management of scope and ensuring all project stakeholders, and leaders are kept apprised of status, risks, issues, etc. The Project Manager II works with minimal amount of supervision and direction and is authorized to take reasonable actions necessary to carry out the assigned responsibilities, provided that such action is consistent with cost-effective practices and is consistent with the policy and procedures of Nuvision Federal Credit Union.

The Project Manager II has no direct supervisory responsibilities but is expected to lead project team members including subject matter experts and other resources assigned to their strategic initiatives/projects. Provides guidance, support and coaching to Project Managers on the team. The role further requires the indirect supervision of external resources including contract talent, programmers and consultants or other indirect resources as assigned.


1. Planning/Organizing – Determining what needs to happen to ensure the project is successful:

• Create project scope/charter in collaboration with project owner

• Identify vendor needs/deliverables

• Develop a detailed project plan/schedule and milestones which identifies and sequences activities needed to successfully complete the project

• In collaboration with project owner, determine resources (personnel, tools, facilities, hardware and software), and processes required to complete the project

• Ensure resource availability and allocation

•  Coordinate internal resources and third party vendors for execution of project

• Ensure all project team members clearly understand their role/responsibilities and deliverables

• Assess project dependencies/impacts with other projects in the portfolio

• Facilitate a formal project kick-off

• In collaboration with the Project owner establish business benefits realization plan to monitor and report on business benefits of the project

• Establish Training plan for all impacted teams within the organization

• Establish the internal/external communication plan of the project

• Delegate tasks and responsibilities to appropriate departments assigned to the project

• Manage shifting priorities, demands and timelines through analytical and problem-solving capabilities

• Establish and maintain relationships with third parties/vendors

2. Leading - carrying out the project plan in order to successfully achieve project objectives using clear communication, conflict resolution techniques

• Execute projects according to the project plan

• Coordinate project activities across organizational functions

• Managing project team including vendors that provide project related services or software functionality.

• Apply conflict resolution with a collaborative approach and use escalation approach selectively

• Continuously analyze the project happenings to ensure proposed project solution is in alignment with the project goals

• Ensure appropriate level of detailed and consistent communication is made to all stakeholders and appropriate team members

• Use and continually develop leadership skills

3. Control - Ensure the project stays on track

• Track project progress

• Monitor progress of the projects and make adjustments as necessary to ensure successful completion

• Ensure all project information is appropriately documented (i.e. Using credit union project management methodology/deliverable)

• Ensure risks/issues are identified early and mitigation is planned

• Communicate project status and issues to all stakeholders regularly

• Tightly manage scope, documenting pro’s / con’s, benefits, implications and recommendations

•  Liaise with project sponsor and other project team to maintain project schedule and efficacy

• Ensure all project requirements are met

4. Project Delivery and Reporting

• Ensure projects are delivered on time, within budget and at the required level of quality

• Manage the delivery of assigned strategic initiatives, and/or “approved” Enterprise projects (multiple concurrent projects) according to the credit union’s standard Project Management methodology

• Ensure project scope is managed throughout the program/project lifecycle

• Report and escalate risks to management as needed

• Oversee all project related communication including information reports, timelines, meeting presentations, minutes and agendas

5. Measuring Success

• Evaluate the outcomes of the project as established during the initiation and planning phase

• Conduct Lessons Learned Session and Project Closeout Process

• Evaluate project management success per the credit union project management methodology

• Transition the project and Business Benefits Realization analysis to BAU Process

6. Collaborates with internal business partners to ensure PMO supports defined member experience and optimize business processes. Identifies and addresses any challenges/issues and assists the Project Managers with escalated items as needed

7. Supports and participates in continuous improvement activities. Represents the Credit Union in a positive and professional manner. Maintains member, team members and other sensitive information with confidentiality. Treats co-workers and members with respect.

8. Supports, participates and volunteers in credit union member community activities, member relations and events that promotes member centric experiences. Stays abreast of current trends in financial services, business operations, processes, information technologies and project management disciplines

9. Continue professional development in order to stay current in project management principles, methodology and best practices

10. Other related duties as assigned


  • 5-8 years of experience in managing complex medium-large scale projects involving multiple cross functional disciplines and/or geographical regions
  • Extensive experience in delivering projects through the full project life cycle
  • Must have experiences in operational efficiency initiatives
  • Experience in integrated business applications solutions development, testing and implementation
  • Experience working in a high-level collaborative environment and promoting a teamwork mentality
  • Experience working for an organization with a regional model including some matrix reporting structure
  • Comprehensive knowledge of resource management planning and execution methodologies
  • Strong demonstrated knowledge of quality planning, quality control and quality improvement models and techniques
  • Strong knowledge of delivery systems and process interdependencies and connectivity of Retail channels (branches, call center, digital), Operations, Lending, Accounting/Finance, Marketing and Training
  • A thorough understanding of operations, business processes, systems development lifecycle, project/organization change management
  • Strong project management skills and understanding of project planning techniques and methodologies
  • Ability to produce detailed project plans, project dependencies, resource plans and costs estimates
  • Self-starter with excellent communication skills, both written and orally
  • Strong presentation, interpersonal skills with all levels of staff, time management and organizational skills
  • Ability to plan, develop and implement effective problem and change management strategies
  • Ability to isolate issues and lead to strategic solutions as well as the day-to-day tactics
  • Strong vendor management and contract negotiation skills
  • Strong sense of personal accountability regarding project delivery
  • Demonstrated ability to assess project implementation readiness and managerial courage to identify project as “No Go””
  • Demonstrated ability to communicate with stakeholders, gather requirements, understand intricacies (interrelation between needs/wants, legal compliance, system capabilities, etc.) and develop thoughtful solutions
  • Build and maintain relationships by engaging business leaders to establish credibility, solve problems, build consensus and achieve objectives
  • Must be able to learn, understand and apply new technologies
  • Drive for Results
  • Functional/Analytical/Technical Skills
  • Peer Relationships
  • Problem Solving
  • Fluent in Microsoft products such as Word, Excel, PowerPoint and Project or similar enterprise project management solution

Education: Bachelor’s Degree in business, technology or related field or equivalent experience

Professional Project Management Certification (PMP or similar designation)



  • Medical
  • Dental
  • Vision
  • Life Insurance
  • Flexible Spending Account
  • 401(k) Matching
  • Paid Time Off
  • Training Provided
  • Tuition Reimbursement

Covid-19 Precaution(s):

  • Remote Interview Process (some positions vary)
  • In-Person Interview required for Front-Line Positions
  • Social Distancing and Mask Guidelines in place

Project Manager ll