Special Projects – Partner Management (Temp)

Pathward, N.A.; Deutschland; Hybrid; EUR 39.000 - 42.000; Vollzeit

Benefits dieser Stelle

Health insurance

401(k)

Life insurance

Disability benefits

Paid time off

Zusammenfassung

Pathward, N.A. is seeking a detail-oriented professional to manage partner documentation, Salesforce records, and governance tasks in a hybrid/remote setup.

You will collaborate with Compliance, Legal, Risk and Account teams to ensure accuracy and timeliness while driving automation and process improvements. The role emphasizes documentation review, case management, reporting and data integrity, with a comprehensive benefits package and opportunities for growth within a financial services

Qualifikationen

• 2+ years in banking/financial services, compliance, QA or related field.
• Strong document review, editing and QA capabilities.
• Salesforce experience: case management, reporting, workflows.
• Knowledge of governance, risk, compliance, or operational controls.
• Excellent analytical, organizational and communication skills.
• Experience coordinating with cross-functional teams and external partners.

Aufgaben

• Review partner documentation for completeness and accuracy.
• Update Salesforce opportunities, cases and onboarding records.
• Monitor SLA adherence and assist governance tasks.
• Coordinate with Quality, Compliance, Legal, Risk and Account teams.
• Prepare reports, dashboards and status updates on Salesforce.
• Support new Salesforce workflows, automation and process improvements.

Kenntnisse

Document review

Salesforce proficiency

Governance & compliance

Analytical skills

Cross-functional collaboration

Attention to detail

Tools

Salesforce

Jobbeschreibung

We are a hybrid, remote-office company dedicated to growing our talent anywhere!

We have onsite locations in: Sioux Falls, SD, Scottsdale, AZ, Louisville, KY, Troy, MI, Franklin, TN, Easton, PA.

At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™.We area financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.

We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success. We celebrate, and embrace, our team members through our*HUMBLE*HUNGRY*SMARTapproach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

Key Responsibilities

• Perform detailed reviews of partner documentation and supporting materials for completeness, accuracy, and adherence to program requirements for IDV/CIP/EDD execution
• Maintain and update Salesforce opportunities, cases, onboarding records, and workflow activities according to defined standards and procedures.
• Monitor SLA adherence and help ensure timely completion of governance and operational tasks.
• Coordinate with Partner Quality, Compliance, Legal, Risk, and Account Management teams to facilitate documentation for Salesforce assets.
• Prepare reporting, dashboards, and status updates related to Salesforce updates
• Support implementation and testing of new Salesforce workflows, automation initiatives, and process improvements.

Required Qualifications

• 2+ years of experience in banking, financial services, compliance, quality assurance, account management, or a related field.
• Strong document review, editing, and quality assurance skills.
• Demonstrated Salesforce proficiency, including case management, reporting, workflow navigation, and data integrity practices.
• Knowledge of governance, risk management, compliance, or operational controls.
• Strong analytical, organizational, and communication skills.
• Experience collaborating with cross-functional stakeholders and external partners.

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range: $33 hourly – $35 hourly

Salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future. This role is also eligible for an annual performance-based incentive opportunity. Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.

#LI-Remote

Don’t have everything listed under qualifications? If you’re excited about this role but your experiences don’t match exactly to everything in the posting, we encourage you to. You may be just the right candidate for this or other Pathward roles. Pathward is an equal employment opportunity employer and considers candidates for roles without regard to their race, sex, national origin, ethnicity, age, disability or any other category protected by law.

Who we are:

Our commitment to inclusion is woven into our DNA. We believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, transgender status, pregnancy, national origin, age (age 40 and over), disability, genetic information, marital status, hair texture or hairstyle, ancestry, service in the uniformed services, protected veteran status, status as a victim of domestic violence or any other class protected by federal, state and local laws.

Please to learn more about our benefits and review information about our Privacy Policy, affirmative action plan and other notices. Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. For assistance completing an application, please contact a Pathward People & Culture Representative by emailing – [e-mail]

Applications will be accepted for a minimum of 3 days after posting, and there is no predetermined date by which applications should be submitted.

Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights.

Candidate Scam Warning

We encourage you to be cautious of hiring scams that impersonate Pathward. Copy and paste the following URL into your browser to learn more: https://www.pathward.com/about-us/people-culture/careers/