Back to search
About this opportunity
The Project Coordinator – Capital Markets will drive key operational initiatives, bridge tech and secondary marketing workflows, and manage end-to-end process development from inception to execution. This role demands exceptional attention to detail and rigorous, proactive follow-up with cross-functional teams to keep projects on track and eliminate roadblocks. You will lead capital markets project testing, make informed execution decisions, maintain seamless alignment across departments to ensure closed-loop communication.
Key Responsibilities
• End-to-End Process Development
o Work with leadership to identify areas for improvement with the department workflow and current process and coordinate update from start to finish.
o Maintain up-to-date, step-by-step Standard Operating Procedures (SOPs) and training materials for operational teams.
o Identify workflow bottlenecks and build structured rollout plans for new operational procedures.
• Cross-Functional Follow-Up & Alignment
o Maintain continuous follow-up with other departments to ensure project deliverables stay on schedule.
o Serve as the central hub for open project items, tracking dependencies, action items, and timelines with high precision.
o Lead project status meetings, document clear meeting notes, and communicate updates effectively across all stakeholder levels.
• IT Project Testing & QA
o Develop detailed user acceptance testing (UAT) scripts for pricing engines, loan origination systems (LOS), and secondary marketing platforms.
o Execute rigorous end-to-end testing with meticulous attention to edge cases, logging bugs accurately and verifying fixes before release.
o Coordinate integration testing between internal mortgage technology tools and external investor portals.
• Operational Decision-Making
o Evaluate project risks, scope shifts, and timeline impacts to make confident, well-reasoned operational decisions.
o Prioritize technical feature requests and bug fixes based on revenue impact, risk exposure, and team efficiency.
Location and Schedule
This is a full-time, office-based position in a modern, cozy environment in our Troy, MI office.
Our standard working hours are Monday to Friday, 9:00 AM to 6:00 PM, promoting a healthy work-life balance.
Skills & Qualifications
• Experience: 3+ years of project coordination experience; mortgage industry background required (Secondary Marketing/Capital Markets preferred).
• Core Competencies: 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 technical 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.
What We Offer | Career and Culture
Company Culture: Inclusive, supportive company culture where you are not a number, but a voice that's heard and brings value.
Growth Path: Defined paid training and clear pathways for career development.
Benefits: Comprehensive benefits package including PTO, sick days, paid volunteer hours, medical, dental, vision insurance, and 401(k).
Take the first step towards a rewarding career in the mortgage industry with AD Mortgage.
Our Recruitment team will reach out to you shortly!
Connect with us: Explore our social media to get a sense of our corporate culture.
YouTube
TikTok
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sexual orientation, age, marital status, veteran status, or disability status.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Learn more about this Employer on their Career Site
