Associate Digital Project Specialist at Lakeview Loan… · Remote

Summary: Lakeview Loan Servicing, LLC. is seeking an Associate Digital Project Specialist to support the development and management of digital customer experience initiatives within their marketing team. This role involves coordinating technical marketing projects, collaborating with various stakeholders, and ensuring successful project delivery in a fast-paced environment.

Responsibilities:
- Coordinate the execution of digital customer experience initiatives ranging from small enhancements to large cross-functional projects, managing day-to-day activities and ensuring alignment with project goals and timelines
- Manage project timelines, deliverables, stakeholder communications, approvals, dependencies, and launch readiness activities, exercising judgment to escalate risks and adjust priorities as needed
- Develop and maintain project documentation including business requirements, technical requirements, user stories, QA/UAT findings, compliance feedback, and project tickets, ensuring accuracy and completeness across all deliverables
- Serve as a cross-functional liaison between engineering, UX/UI, analytics, compliance, QA/UAT, and marketing teams, facilitating communication and driving alignment to support successful project delivery
- Participate in and contribute to agile workflows including sprint planning, backlog refinement, standups, testing, release coordination, and post-launch activities, applying independent judgment to recommend process improvements
- Evaluate and prioritize digital enhancements, feature requests, customer feedback, and usability improvements, making recommendations based on business impact, feasibility, and customer value
- Translate business and stakeholder requirements into organized technical and design requirements for development and UX/UI teams
- Support implementation and testing of customer-facing digital experiences including dashboard enhancements, calculators, engagement tools, digital campaigns, banner placements, and self-service features
- Collaborate with UX/UI teams by reviewing wireframes, developing basic mockups or workflow concepts, and communicating stakeholder vision and copy direction to inform design decisions
- Analyze digital experience performance metrics and customer feedback to identify optimization opportunities, measure initiative success, and present data-driven recommendations to stakeholders
- Proactively identify project risks, blockers, gaps, and dependencies, exercising judgment to determine appropriate escalation paths and communicate timely updates to stakeholders
- Maintain organized project documentation, meeting notes, status updates, and reporting materials, ensuring stakeholders have consistent visibility into project progress
- Provide flexible support for additional marketing initiatives, operational tasks, and cross-functional projects as business needs evolve

Required Qualifications:
- Bachelor's degree in Marketing, Business, Communications, Information Systems, or related field
- 1–3 years of experience in marketing, digital project coordination, product support, technical writing, or related roles
- Strong organizational, project coordination, and time management skills with the ability to manage multiple priorities simultaneously
- Excellent written and verbal communication skills with strong attention to detail and follow-through
- Ability to communicate effectively with both technical and non-technical stakeholders across cross-functional teams
- Interest in digital customer experiences, emerging technology, and customer-focused problem solving
- Familiarity with agile/scrum workflows and project management tools such as Jira, Trello, Asana, or similar platforms
- Experience creating project documentation, requirement documents, user stories, process flows, or technical specifications
- Ability to analyze and interpret digital performance metrics and customer feedback to evaluate initiative effectiveness and identify optimization opportunities
- Ability to work effectively in fast-paced environments with shifting priorities and tight deadlines

Preferred Qualifications:
- mortgage servicing or financial services experience
- Exposure to UX/UI collaboration and design tools such as Figma, Adobe XD, Miro, or similar platforms
- Basic understanding of software development lifecycles, QA/UAT testing processes, APIs/integrations, analytics tagging, A/B testing, and digital implementation workflows
- Familiarity with mortgage servicing systems, customer portals, authentication/SSO experiences, or customer self-service tools

Required Skills: Digital Project Coordination, Marketing, Agile/Scrum Workflows, Jira, Trello, Asana, Project Documentation, User Stories, Process Flows, Technical Specifications, UX/UI Collaboration, Figma, Adobe XD, Miro, Software Development Lifecycle, QA/UAT Testing, APIs/Integrations, Analytics Tagging, A/B Testing, Digital Implementation Workflows, Mortgage Servicing Systems, Customer Portals, Authentication/SSO, Customer Self-Service Tools, Digital Performance Metrics Analysis