Associate Director - Solutions in Houston, Texas at Opus Capital Markets Consultants LLC

POSITION PURPOSE
The Associate Director, Solutions serves as a strategic partner to the Vice President of Solutions and plays a critical role in supporting the development, implementation, and optimization of business solutions that drive operational excellence, client satisfaction, and company growth.
This position combines business strategy, operational improvement, product management, financial awareness, technology enablement, and client solution development. The Assistant Director will collaborate across Operations, Sales, Technology, Product, Finance, and Client Services to design innovative solutions, improve processes, support client engagements, and ensure successful execution of strategic initiatives.
Ideal Candidates-
The ideal candidate is a highly analytical and strategic business leader who possesses a strong understanding of mortgage operations, financial services, business process optimization, technology-enabled solutions, and client-focused consulting.
They are comfortable working in both strategic and hands-on environments, capable of translating complex business challenges into scalable solutions. They possess exceptional communication skills, strong business acumen, and the ability to influence stakeholders at all levels of the organization.
This individual is naturally curious, solutions-oriented, and thrives in a fast-paced environment where innovation, collaboration, and continuous improvement are critical to success.
The role is ideal for a forward-thinking leader who can bridge business needs with operational and technical capabilities while helping scale the organization's service offerings and solution delivery capabilities.
Key Responsibilities
Strategic Solutions Leadership
• Support the Vice President of Solutions in executing the department's strategic vision and objectives.
• Assist in identifying new business opportunities, service offerings, and revenue-generating solutions.
• Participate in the development and execution of strategic initiatives that support company growth and client success.
• Conduct research and analysis of industry trends, market opportunities, emerging technologies, and competitive positioning.
Business Solutions & Client Engagement
• Assist in designing customized client solutions that align with business objectives, operational requirements, and regulatory expectations.
• Participate in client discovery sessions, solution design workshops, and strategic planning meetings.
• Support proposal development, Statements of Work (SOWs), business cases, and client presentations.
• Collaborate with Sales and Business Development teams during pre-sales and prospect engagements.
• Help evaluate client requirements and develop innovative operational, technology, and staffing solutions.
Product & Service Development
• Support product management activities, including product enhancements, implementation planning, and lifecycle management.
• Assist in developing and maintaining service offerings and solution frameworks.
• Work with Operations, Product, and Technology teams to identify opportunities for service innovation and automation.
• Monitor solution performance and recommend enhancements based on client feedback and operational results.

Process Improvement & Transformation
• Identify operational inefficiencies and recommend process improvements.
• Lead or participate in business transformation initiatives.
• Support process mapping, workflow analysis, root cause analysis, and solution implementation efforts.
• Assist in developing scalable best practices, methodologies, and operational standards.
Technology & Innovation
• Partner with Technology and Product teams to evaluate emerging technologies, automation opportunities, AI capabilities, and digital transformation initiatives.
• Assist in identifying technology solutions that improve efficiency, accuracy, compliance, and client experience.
• Support implementation and adoption of new tools, systems, and platforms.
Leadership & Collaboration
• Serve as a trusted advisor and delegate for the Vice President of Solutions when appropriate.
• Build strong relationships across all functional departments.
• Lead project teams and cross-functional workgroups.
• Mentor and support team members participating in solution development and implementation projects.
• Promote a culture of innovation, accountability, and continuous improvement.
Experience
Required
• 7+ years of progressive experience in business solutions, operations management, consulting, business transformation, product management, financial services, mortgage operations, or related fields.
• Experience leading cross-functional projects and strategic initiatives.
• Experience developing client-focused business solutions.
• Experience presenting to executive leadership and external clients.
• Strong analytical and problem-solving experience.
Preferred
• Mortgage industry experience.
• Due diligence, underwriting, quality control, transaction management, or mortgage fulfillment experience.
• Experience supporting SaaS, technology-enabled services, or consulting organizations.
• Experience with AI, automation, workflow technologies, or digital transformation initiatives.
• Experience supporting sales and business development efforts.
Knowledge
• Business strategy and operational management principles.
• Financial planning, budgeting, forecasting, and profitability analysis.
• Product management and solution development methodologies.
• Process improvement frameworks and operational excellence practices.
• Change management and organizational transformation.
• Technology and systems implementation.
• Mortgage industry regulations, processes, and client delivery models.
• Emerging technologies, automation, and artificial intelligence applications.
• Client relationship management and consultative solution selling.
Skills & Competencies
Leadership Competencies
• Strategic Thinking
• Business Acumen
• Decision Making
• Executive Presence
• Influence and Collaboration
• Change Leadership
• Relationship Building
Technical Competencies
• Financial Analysis
• Business Process Analysis
• Product Management
• Solution Design
• Project Management
• Data Analysis and Reporting
• Technology Assessment
• Process Improvement Methodologies
Professional Skills
• Exceptional written and verbal communication
• Presentation and facilitation skills
• Analytical and critical thinking
• Problem solving and root cause analysis
• Organizational and project management skills
• Negotiation and stakeholder management
• Client-facing consulting capabilities
Success Measures
Success in this role will be measured by:
• Contribution to strategic growth initiatives.
• Successful development and implementation of client solutions.
• Improvement of operational efficiencies and business processes.
• Support of revenue growth and profitability objectives.
• Successful execution of transformation and innovation projects.
• Positive client satisfaction and stakeholder feedback.
• Effective partnership with the Vice President of Solutions and cross-functional leadership teams.
Work Environment
This position operates in a professional business environment and requires regular collaboration with internal teams, clients, and executive leadership. Occasional travel may be required to support client engagements, strategic initiatives, conferences, or company meetings.
Physical Requirements
Ability to sit and work at computer for extended periods of time. Ability to use computer keyboard and monitor for extended periods of time. Ability to stand in front of a classroom for a few hours at a time.

All candidates offered a position must successfully complete a drug test and background.

EEOC Employer.