Summary:

The Chief of Staff will support the Senior Executive Vice President (future CEO) across all functions with a focus on strategic initiatives and driving successful delivery. This role will be instrumental in succession planning that integrates with the business strategy and yields an agile organization. This role has three primary areas of focus: Leadership Support, Collaborative Program & Strategic Planning and Management, and Information Management & Communication.

Essential Job Duties and Responsibilities:

Leadership Support

Objective: As a critical member of the leadership team, serve as a representative and champion for Insight across the enterprise serving as liaison and eliminating noise to allow the senior leadership team to focus on the most important work.

• Identify opportunities to serve as SEVP proxy, as appropriate

• Serve as an integrator to create greater team cohesion and inspire further engagement in the vision/strategy to ensure the SEVP is focused on what is most important

• Become a trusted advisor, thought partner, confidante, and sounding board for the SEVP

• Develop and foster strategic relationships that further the brand

Collaborative Program & Strategic Planning and Management

• Lead collaboration across the organization through the planning process, creating alignment and accountability among the senior leadership team

• Facilitate a fully integrated approach to the execution of the mid-term strategic and short-term business plan

• Partner with the SLT to communicate changes to the organization as priorities shift

• Collaborate with leaders to drive Strategy development and documentation in coordination with Market Leads

• Driving accountability for progress against strategic milestones and ensure the business priorities move from conception to completion

• Establish, cultivate, and maintain strong, collaborative working relationships with key internal and external constituencies, with a focus on resolving as many internal questions and issues as possible

• Partner with the SLT to take ownership and accountability for key priorities, as appropriate

• Vett and provide feedback and action-oriented delivery on programs and other key initiatives (Real Estate, Workforce Management, Performance Reporting, Requisition Governance, etc.)

Information Management & Communication

• Acquire, verify, and distribute information for the

• Gather information and integrate data to develop and manage monthly/quarterly/annual/ad-hoc executive level reporting for, including required cadence for Annual Planning, Quarterly Business Reports, etc., paying close attention to detail for accuracy and insight

• Consult on and prepare executive-level presentations (both internal and external, as appropriate), serving as the voice of the executive in meetings as appropriate

Other Job Duties and Responsibilities:

• Performs other related duties as assigned.

• Maintain regular and punctual attendance.

Supervisory Responsibilities:

This position does not have direct reports but may provide guidance, leadership, or training to others.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Able to take a comprehensive approach to forecasting and achieving sustainable, well-substantiated solutions with accountable, measurable tracking and reporting metrics

• Capable of processing and presenting information to diverse audiences while maintaining effective, collaborative relationships with all stakeholders, including members of the leadership team, external organizations, and vendors

• Able to listen intently and respond effectively and empathetically in spoken and written communications

• Can take a deep-rooted approach with integrity and high ethical conduct when communicating with or about other associates

• Able to deliver complex messages facilitating trust and mutual respect among all staff levels

• Strong writer, capable of preparing written reports for senior leaders that effectively summarize strategic updates and initiatives

• Able to coordinate and drive progress for cross-functional initiatives, working closely with department heads and other stakeholders to ensure alignment and successful execution

• Can manage special projects and initiatives as assigned by the SEVP, ensuring timely completion and high-quality deliverables

• Experienced at developing and maintaining strong relationships with key stakeholders, including customers, partners, and industry associations

• Able to prepare presentations and reports for the SEVP and executive team, summarizing key metrics, initiatives, and risks

• Experience analyzing emerging trends and opportunities and providing recommendations on strategic investments and partnerships

Education and/or Experience:

• Bachelor’s degree in financial or technology discipline

• MBA preferred

• 12-15 years of experience in a strategic or operational role

• Strong project management skills with experience managing complex projects and initiatives

• Excellent communication and interpersonal skills, with the ability to build relationships with a variety of stakeholders

• Highly organized with strong attention to detail

• Strong analytical skills with the ability to think strategically and make data-driven decisions

• Ability to manage multiple priorities and work effectively in a fast-paced environment

• Experience working with or influencing senior leadership

• Knowledge of the mortgage or financial industry is preferred

Certificates, Licenses, Registrations:

None Required

Language Skills:

Ability to read words and to recognize similarities and differences between words and between series of numbers. Ability to comprehend and write simple instructions, correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Mathematical Skills:

Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages.

Reasoning Ability:

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Customer Service Relationships:

Requires moderate interpersonal and communication skills to ensure that customer requests or needs are met. Acknowledges and clarifies customer inquiries, requests, or complaints to ensure that needs are identified, documented and addressed.

Work Complexity:

Problems and issues faced are frequently complex and multi-dimensional, requiring broad-based consideration of variables that impact areas outside of immediate responsibility. Extensively analyzes problems to seek understanding of the underlying issue and root cause of the problem.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.

Equal Employment Opportunity:

Freedom Mortgage is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws.

Americans with Disabilities Act:

Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.

Job Responsibilities:

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. Freedom Mortgage Corporation may change the specific job duties with or without prior notice based on the needs of the organization.