IT & Project Oversight Specialist

Job Description

Job Description

Information Technology & Project Oversight Specialist
Reports To: Chief Correspondent Banking Officer
Secondary Oversight: Chief Operating Officer (COO)
Financial Governance : Chief Financial Officer (CFO)
Location: Office-based with occasional coordination across departments and vendors

Position Summary
The Information Technology (IT) & Project Oversight Specialist is responsible for coordinating, monitoring, and supporting the Bank’s technology and product-related workflows. This role serves as a key liaison between internal departments, leadership, and the Bank’s Managed Service Provider (MSP). While not requiring deep technical engineering expertise, the position demands a strong understanding of technical terminology, project oversight, and regulatory alignment with FFIEC, GLBA, and internal control expectations.

Primary Focus
• Oversee technology operations, risk management, and MSP performance.
• Coordinate product workflows, system changes, and cross-functional communication.
• Lead and support technology and operational projects from initiation through implementation.
• Ensure compliance with regulatory standards and internal policies governing IT and product oversight.

Key Responsibilities

1.      Oversight & Technology Risk Management

·          Coordinate and monitor MSP performance, service-level adherence, and contract expectations.

·         Maintain and update the Technology Risk Assessment in collaboration with MSP, Compliance, and the Technology Committee.

·         Oversee lifecycle documentation, change controls, and operational readiness for technology and products.

·         Maintain IT and product-related policies and ensure alignment with regulatory requirements.

·         Prepare and present updates on risks, incidents, and key technology metrics.

2.        Product Operations & Technology Coordination

·         Coordinate product-related workflows including requirements gathering, documentation, and vendor communication.

·         Support lifecycle management for banking systems and technology products.

·         Translate business and operational needs into actionable requirements for MSPs and vendors.

·         Ensure alignment across departments and support communication and training for system changes.

3.      Project Leadership & Implementation Oversight

·         Lead technology, information security oversight, and operational enhancement projects in coordination with the MSP.

·         Develop and maintain project charters, scope documents, timelines, and communication plans.

·         Review MSP project deliverables including documentation, test plans, and rollout readiness materials.

·         Coordinate user acceptance testing (UAT), training schedules, go-live communications, and post-implementation reviews.

·         Maintain the multi-year technology and product roadmap.

4.      Cybersecurity & Information Security Oversight

·          Support MSP oversight of the Information Security Program (ISP) and required documentation.

·         Lead and track user access review processes.

·         Maintain the Incident Response Plan and coordinate periodic tabletop exercises.

·         Review MSP cybersecurity recommendations and ensure internal follow-through.

·         Ensure completion of employee cybersecurity training and proper incident documentation/reporting.

5.      Vendor Management Support

·         Assist with vendor due diligence, SOC reviews, risk assessments, and contract renewals.

·         Ensure MSP contract obligations align with the Bank’s technology needs.

·         Support Compliance and Audit functions in maintaining vendor documentation and risk assessments.

6.      Change Management Oversight

·         Review and approve technology-related change requests, ensuring proper testing, risk review, and rollback procedures.

·         Monitor MSP adherence to change management protocols.

·         Validate internal readiness and communication for system updates.

·         Coordinate system maintenance windows across departments and product lines.

7.      Technology Workgroup Participation

·         Provide regular updates on risks, incidents, project progress, and roadmap initiatives.

·         Present issues requiring leadership input and communicate decisions to stakeholders.

·         Track action items and ensure accountability across internal teams and MSP partners.

8.      Internal User Coordination

·         Serve as the primary internal contact for technology and product-related inquiries.

·         Review and approve internal technology requests prior to MSP engagement.

·         Coordinate provisioning and deprovisioning workflows (executed by MSP).

·         Provide limited administrative support and facilitate adoption of system changes.

Education Requirements
• High School Diploma or GED required.
• Associate’s or Bachelor’s degree preferred; equivalent experience may be substituted.

Required Skills & Competencies
• Strong communication skills with the ability to convey technical and non-technical information effectively.
• Working knowledge of IT concepts and terminology sufficient to interpret MSP reporting and recommendations.
• Ability to analyze service performance, incidents, and risk-related reports.
• Strong project and product management capabilities with the ability to manage multiple initiatives simultaneously.
• Ability to bridge communication between technical vendors and business stakeholders.
• Strong organizational skills with attention to detail, documentation, and follow-through.
• Ability to work cross-functionally and manage competing priorities in a regulated environment.

Preferred Qualifications
• Experience working with Managed Service Providers (MSPs) or third-party technology vendors.
• Background in project, product, or operational oversight roles.
• Familiarity with IT risk management and regulatory frameworks such as FFIEC or GLBA.
• Experience preparing reports and presentations for leadership or committees.
• Basic familiarity with Microsoft 365 and Windows environments from a user or oversight perspective.