Operations Process Coordinator Sr

1 hour, 7 minutes ago
Full-time
Senior
Project and Program Management
Pathward

Pathward

Pathward is a federally registered financial institution that enhances financial inclusion by offering a robust banking infrastructure and a variety of financial solutions to support businesses in accessing the necessary funds for growth.

Diversified Financial Services
251-1K
Founded 1954

Description

  • Manage and streamline operational processes for the Partner Quality Support team to ensure efficiency, consistency, and compliance.
  • Develop and manage review processes for self-approval, disputes, KYTP/CDD, CIP, prelaunch testing, and periodic reviews.
  • Work with the marketing material review vendor to request and test system enhancements that improve the review process.
  • Assist with and monitor use of the marketing submission tool used by Partners and Marketing Review Analysts.
  • Ensure marketing materials are reviewed against work papers and updated guidelines or regulations.
  • Develop and manage the periodic review schedule and process for partner fees, websites, and overdraft protection reviews.
  • Own procedures and documentation for assigned processes and keep them accurate and current.
  • Collaborate with cross-functional teams including TPR, IT, and BSA & Compliance to align operations with regulatory requirements.
  • Provide training and support on new processes, tools, and systems to drive implementation and adoption.

Requirements

  • High school diploma or equivalent.
  • Minimum of 5 years of related experience.
  • Strong analytical skills with the ability to analyze complex processes and identify improvements.
  • Excellent communication and interpersonal skills with the ability to communicate across all levels of the organization.
  • Project management skills with the ability to prioritize tasks and manage multiple projects simultaneously.
  • Experience working with compliance, regulatory, or operational review processes (implied by role duties).
  • Ability to work with cross-functional stakeholders and external partners.
  • Preferred candidates may have experience with marketing review, KYC/KYTP/CDD, CIP, or similar review workflows.

Benefits

  • Hourly salary range of $24.00 to $40.30.
  • Eligible for an annual performance-based incentive opportunity.
  • Comprehensive health insurance benefits.
  • 401(k) retirement benefits.
  • Life insurance and disability benefits.
  • Paid time off.
  • Remote/hybrid work environment.

Interested in this position?

Apply directly on the company website

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