Operations Process Coordinator Senior

Summary

Join Pathward, a hybrid, remote-office financial empowerment company, and contribute to our mission of creating financial inclusion. As a Partner Quality Support team member, you will manage and streamline operational processes, ensuring compliance with all guidelines. You will develop and manage review processes, work with vendors to enhance systems, and provide training and support. This role requires strong analytical and communication skills, project management experience, and a high school diploma or equivalent with five years of related experience. Pathward offers a competitive salary, performance-based incentives, and a comprehensive benefits package including health insurance, 401(k), life insurance, disability benefits, and paid time off. We encourage applications from diverse candidates, even if they don't meet every requirement.

Requirements

• High School Diploma or equivalent
• Typically requires a minimum of five years of related experience
• Strong analytical skills with the ability to analyze complex processes and identify areas for improvement
• Excellent communication and interpersonal skills, with the ability to effectively communicate with stakeholders at all levels of the organization
• Project management skills with the ability to prioritize tasks and manage multiple projects simultaneously

Responsibilities

• Manages and streamlines operational processes for the Partner Quality Support team, to ensure efficiency, consistency, and compliance with Pathward, Network and Regulatory guidelines
• Develops and manages review processes for the team, such as self approval, disputes, KYTP/CDD, CIP, prelaunch testing, and periodic reviews
• Works with our marketing material review vendor to request and test enhancements to the system to simplify and optimize the marketing material review process
• Assists in and monitor the use of the marketing submission tool that Partners and Marketing Review Analysts utilize
• Ensures marketing materials are reviewed against work papers to ensure adherence to Pathward, Network, and Regulatory guidelines and regulations
• Updates work papers and ensuring they are up to date when there are changes to any guidelines or regulations
• Develops and manage periodic review schedule and process for Partners fee, website, and overdraft protection reviews
• Owns procedures and documentation for assigned processes, ensuring they remain up to date and are accurate
• Collaborates with cross-functional teams including TPR, IT, BSA & Compliance, to ensure alignment of operational processes with regulatory requirements
• Provides training and support to team members on new processes, tools, and systems to ensure successful implementation and adoption
• Other duties as assigned

Benefits

• Health insurance
• 401(k) retirement benefits
• Life insurance
• Disability benefits
• Paid time off
• Annual performance-based incentive opportunity