Scheduling Workflow Coordinator

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🦌 Connecticut, Maine, +3 more states – Remote

🦌 Connecticut – Remote 🦞 Maine – Remote 🗻 New Hampshire – Remote 🍂 Massachusetts – Remote 🍁 Vermont – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

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M&M Consulting, LLC

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 1996

🏦 Banking

📋 Compliance

🤝 B2B

Banking • Compliance • B2B

M&M Consulting, LLC is a risk management and regulatory compliance consulting firm serving community financial institutions and banks. The firm provides outsourced and co-sourced internal audit services, commercial loan review, compliance auditing and monitoring, and specialized consulting (including SOX/FDICIA, IT audits, asset/liability reviews, and electronic banking audits). M&M positions itself as a team of subject-matter experts delivering cost-effective, risk-based solutions to strengthen institutional safety, stability, and regulatory readiness.

📋 Description

• Manage and coordinate scheduling for all client engagements across the Internal Audit and Compliance divisions. • Serve as the primary liaison for scheduling requests and adjustments. • Implement and maintain a new system for tracking scheduled engagements. • Identify opportunities to improve scheduling efficiency and workflow processes. • Coordinate initial communications between consultants and clients to ensure smooth engagement setup. • Prepare and deliver preliminary engagement information and documentation to clients in advance of scheduled work. • Respond promptly and professionally to client requests and inquiries. • Work closely with consultants and unit leadership to align schedules with organizational priorities. • Provide regular updates on scheduling status and engagement tracking. • Maintain accurate records of scheduled engagements and client communications. • Assist in archiving engagement materials and maintaining record-retention systems in accordance with organizational policies. • Ensure documentation is stored accurately, consistently, and in compliance with retention requirements.

🎯 Requirements

• Experience in scheduling, coordination, audit or risk management roles, is preferred. • At least 2 years of banking experience is preferred • Strong organizational and time management skills. • Excellent communication and interpersonal skills. • Proficiency in scheduling software and tools, including Microsoft Word, Excel and Bigtime time and expense systems, and SharePoint. • Ability to handle multiple tasks and prioritize effectively. • Problem-solving skills and the ability to work under pressure. • Ability to work remotely.

🏖️ Benefits

• Equal Opportunity Employer