Tennessee Bankers

1701-4 Implementation/Project Manager

Position Document for Implementation / Project Manager


Job Description

The Project Manager oversees the planning, implementation, and tracking for new client installs of Integra’s loan origination software and specific short-term projects.  Implementation will include client training onsite or via web.



  • Create and define the scope of each project. Develops and maintains a project plan within tracking system that represents the full scope of the client’s implementation for the duration of the project.
  • Hosts and facilitates initial project kick off call.
  • Schedules and conducts project planning sessions as required. Hosts a regularly scheduled Project Management call with the client to review and update the project plan at least once a week during Implementation until transition to Support
  • Implementation: Conducts training classes onsite or via web training for clients
  • Documents training and ensures participants understand all aspects trained.
  • Monitors all work on the implementation project to make sure that all deliverables are accomplished as promised
  • Ensures that the implementation schedule is kept in line with the established project plan.  Notifies VP Customer Fulfillment and client of any issues or deviations from the established project plan.
  • Assists the Support Department with Level 2 support issues, researches issues, documents and update tickets accordingly.


Desired Experience

  • Experience with consumer, commercial lending either through a bank, or credit union. This experience comes from an operational or management level position.
  • Experience with mortgage lending either through a bank, mortgage lender, or credit union would be beneficial. This experience comes from an operational or management level position.
  • Experience using Windows Server, SQL Server, and Windows is mandatory.
  • Experience in training and/or implementation
  • Experience as a Project Manager.  Seeing a project through the Software Development Life Cycle.
  • Experience managing a ticket queue (JIRA experience preferred)


Desired Skills, Abilities, and Knowledge

  • Intermediate to advanced knowledge level with mortgage, commercial, and consumer lending principles.
  • Excellent verbal and written communication skills.
  • Strong work ethic.
  • Desire and ability to learn software programs.
  • Professional demeanor.
  • Ability to work effectively with others in a team environment.
  • Ability to multi-task effectively.


Desired Results

  • Meet overall implementation goals as mutually determined by Integra and Implementing client within the targeted dates as defined in the respective client’s project plan.
  • Maximize the use of Integra’s resources for the betterment of the client’s implementation.


Accountability Standards

  • Online Mortgage Course training final exam will meet or exceed established minimum score standard.
  • Subject to an internal test covering all segments of System Administration training and End User loan data entry.
  • President will audit clients’ Project Plan for accuracy and projected goals are being met.  Review training goals and training surveys.
  • President will audit the Integra timesheet system to ensure that all billable and non-billable time are recorded and accurately accounted for.
  • Reports to the President.


Qualified applicants may send their resumes to jpratt@integra-online.com.