Financial Process Optimization Analyst

Lake Trust Credit Union; Brighton (MI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(K) matching up to 5%

Reduced health insurance

Employee wellbeing services

DEI initiatives

Work-life balance

Job summary

Lake Trust Credit Union is seeking a Business Optimization Analyst to enhance processes across banking, lending, and compliance. You will partner with Risk, Compliance, Operations, IT, and Audit to deliver data‑driven recommendations that reduce risk and improve efficiency.

You’ll use Excel, SQL, Power BI, and Tableau to analyze data and build dashboards, while creating detailed process maps and SOPs for audit traceability. A bachelor’s degree and 2+ years in financial services are required.

Qualifications

• Two+ years in financial services operations, risk management, business analysis, or process improvement.
• Experience documenting, analyzing, or improving business processes.
• Experience analyzing financial or operational data and presenting findings.

Responsibilities

• Analyze end‑to‑end financial operations processes (underwriting, loan servicing, KYC, etc.).
• Identify control gaps, inefficiencies, and bottlenecks affecting risk or member experience.
• Apply Lean, Six Sigma, and other continuous improvement methods to plan improvements.
• Assess processes for regulatory alignment (FFIEC, NCUA, AML/BSA).
• Strengthen internal controls and documentation to support audits.
• Build dashboards and scorecards to measure process effectiveness.
• Develop detailed process maps and SOPs for audit traceability.
• Lead change management with stakeholder communication and training.
• Support system enhancements, automation, and IT/business integration.
• Facilitate cross‑functional workshops and executive‑level reporting.

Skills

Data analytics

Lean Six Sigma

KPI reporting

SQL

Power BI

Tableau

Excel

Process mapping

Project management

Regulatory knowledge

Education

Bachelor’s degree in business, Finance, Operations, Data Analytics, or related field

Tools

Microsoft Visio

Lucidchart

Tableau

Job description

Lake Trust Credit Union is seeking a Business Optimization Analyst to enhance processes across banking, lending, and compliance. You will partner with Risk, Compliance, Operations, IT, and Audit to deliver data‑driven recommendations that reduce risk and improve efficiency.

You’ll use Excel, SQL, Power BI, and Tableau to analyze data and build dashboards, while creating detailed process maps and SOPs for audit traceability. A bachelor’s degree and 2+ years in financial services are required.