Reporting to the VP of Ops and Strategy, the Associate Vice President (AVP) of Operations and Strategy, will lead and support critical strategic initiatives including digital transformation, process automation, and operations optimization. This role requires both strategic and operational skillsets and the ability to manage relationships with executives across operations and other stakeholder groups (e.g., sales, tech).

Drawing from a strong background in management consulting, financial services, operations optimization and/or tech, this role will not only accelerate our transformation but also help implement initiatives that leverage innovative analytics/automation technologies for broader operational enhancement.  The salary range for this position is $160,000 to $180,000, plus an annual bonus.

• Strategic Leadership
• Collaborate with executive stakeholders and business leaders within the Mortgage Originations Teams to identify strategic opportunities.
• Develop and refine overarching strategies that convert these opportunities into measurable benefits, guiding the organization’s long-term success.
• Analytical Oversight & Execution
• Lead comprehensive financial and operational analyses to enhance organizational performance. Develop analytical frameworks and guide analysis.
• Utilize data-driven and advanced modeling techniques to assess and improve operational efficiency, revenue growth, and process innovation, ensuring alignment with strategic goals.
• Strategic Project Management
• Oversee and lead key projects and workstreams within the digital transformation and broader operational initiatives.
• Ensure impact and achievement outcomes of projects through strategic alignment, resource management and strong execution.
• Process Optimization
• Lead the identification and execution of business process enhancements by employing innovative methodologies such as design thinking and zero-based design.
• Utilize cutting-edge automation tools to maximize operational efficiency and effectiveness.
• Transformational Leadership
• Drive the adoption of new technologies and processes as part of digital transformation.
• Provide organizational transformation leadership and promote change management practices to ensure success of programs and adoption of technologies.
• Other duties as assigned.

• Bachelor’s degree in: Mathematics, Statistics, Computer Science, Data Science, Economics, Finance, or a related field preferred. MBA or other advanced degrees a plus.
• Ideally, minimum of 3 years of work experience at a top-tier management consulting firm 
• 5+ years of experience in other industries may be considered: top-tier financial services, technology, or mortgage firms (in strategy or operations capacity) preferred
• Experience with financial services or mortgage industry preferred
• Exceptional problem-solving abilities and the capacity to apply innovative methodologies to business challenges.
• Demonstrated experience in leading strategic initiatives and operations optimization.
• Strong financial modeling skills (Excel), experience developing analytical frameworks on which teams can execute.
• Strong presentation (Powerpoint) and verbal communication skills; capable of conveying complex ideas simply to executives a clear and crisp manner.
• Direct experience in digital transformation, business process optimization, and/or automation projects is highly valued.
• Self-motivated and takes initiative; able to drive analyses / projects standalone or coordinate resources to execute on projects amid ambiguity.
• Maintains a sense of urgency, commitment, and accountability, making sound decisions to achieve goals.
• Upholds a strong work ethic and takes pride in contributing to a team-oriented, results-driven organization.
• Experience leading teams and/or interest in managing and developing colleagues a plus.
• Embraces change and continuous improvement, with a strong commitment to transparency and collaboration.
• Navigates entrepreneurial environments and ambiguity effectively, adapting well to change and varied situations.
• Possess unquestionable integrity, ethical and moral character.

Certifications, Licenses, and/or Registration

N/A

Physical Demands and Work Environment

While performing the duties of this job, the employee is regularly required to sit and use hands to handle, touch or feel objects, tools, or controls.  The employee frequently is required to talk and hear.  The noise level in the work environment is usually moderate.  The employee is occasionally required to stand; walk; reach with hands and arms.  The employee is rarely required to stoop, kneel, crouch, or crawl.  The employee must regularly lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus.

EEOC

Lakeview is an Equal Employment Opportunity employer.  All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.