Operations Planning and Governance - Operations Quality Assurance Specialist

Golden 1 Talent Acquisition Team; Manlove (CA); On-site; USD 35,000 - 37,000; Full time

Job summary

Golden 1 Credit Union is seeking an Operations Quality Assurance Specialist to review and improve payment and service operations, ensuring regulatory compliance and high-quality customer service. You will monitor calls, complete training modules, and help maintain QA standards.

The role requires 3+ years in credit/financial analysis within a financial institution, a business/finance degree, and strong attention to detail.

Qualifications

• Bachelor’s Degree in business, Finance, or equivalent work experience in a related field preferred
• 3+ years in a position performing credit and financial analysis within a financial institution required

Responsibilities

• Review a statistical sampling of Payment Operations and Service Operations processes to ensure timely, quality reviews.
• Monitor Service Operations calls to ensure excellent customer service and proper documentation and customer identification.
• Complete all regulatory and compliance tasks accurately and finish all learning modules within required timeframes.
• Maintain understanding of state and federal laws related to credit union compliance.
• Meet daily and monthly production goals contributing to department metrics and KPIs.
• Participate in team discussions and department meetings; engage in company events.
• Understand and follow Funds Availability policy and Regulation CC guidelines.
• Update quality assurance policies and procedures per regulatory/investor/internal changes.
• Confirm management corrective actions from reviews and perform follow-ups.
• Collaborate with management to identify inefficiencies and submit updates to procedures.

Skills

Analytical thinking

Regulatory expertise

Attention to detail

Education

Bachelor’s Degree in business, Finance, or equivalent work experience in a related field

Job description

Job Title: Operations Quality Assurance Specialist

Status: Non-exempt

Reports to: Supervisor - Operations Quality Assurance

Department: Operations Planning and Governance

Job Code: 11823

Pay Range: $25.40 - $26.50 Hourly

Location:

WHO WE ARE

Golden 1 Credit Union is among the top credit unions in the country. As a member-owned, not-for-profit cooperative, Golden 1 is guided by the credit union philosophy of “people helping people.” We are committed to empowering our members and uplifting our communities as we create a more equitable and financially inclusive California. We welcome all who embrace our Core Values.

WHO YOU ARE

You are driven by the chance to improve experiences and create lasting value. You combine analytical thinking, regulatory expertise, and attention to detail to strengthen operational controls, identify opportunities for improvement, and support compliance excellence across the organization.

WHAT YOU'LL DO

• Responsible for reviewing a statistical sampling of both Payment Operations and Service Operations processes. Utilize department tools and resources to ensure reviews are completed on a timely manner, within the benchmark timeframe, and without sacrificing quality.
• Responsible for monitoring Service Operations calls to ensure deliverance of excellent customer service and adherence to proper documentation practices and customer identification program.
• Process all regulatory and compliance tasks accurately and complete all learning modules within required timeframes.
• Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance.
• Achieve individual daily and monthly production goals, contributing to department benchmarks, metrics, and KPIs.
• Actively participate in team discussions and contribute to department meetings. Engage in company-wide events, fostering and developing interpersonal connections.
• Understand and follow Golden 1’s Funds Availability policy and Regulation CC guidelines.
• Assist with updating the quality assurance policies, procedures, and processes in accordance with * changes to federal and state regulations, investor guidelines and internal policies and procedures.
• Monitor and confirm management corrective actions that address findings from compliance reviews. Perform follow-up reviews to ensure appropriate actions were taken and desired results achieved.
• Collaborate with management to identify process inefficiencies and submit procedural updates for approval, as needed. Update and maintain department procedures.
• Perform all other related duties as assigned.

QUALIFICATIONS AND PREFERENCES

• Bachelor’s Degree in business, Finance, or equivalent work experience in a related field preferred
• 3+ years in a position performing credit and financial analysis within a financial institution required

WHY JOIN US

Golden 1 Credit Union provides its employees a market-competitive and internally equitable total rewards compensation package through a variety of programs. These programs are designed to attract, motivate, and retain employees that drive and support the achievement of Our Mission, Vision, and Strategic Goals. The Credit Union is committed a total rewards philosophy built on; a comprehensive compensation package, well-being and work-life balance, career development and growth, rewards and recognition, and a commitment to Diversity, Equity and Inclusion. We believe in fostering a workplace where every employee is recognized, valued, and motivated to contribute their best.

Please view the full job description detailing the complete list of duties and expectations for this role by clicking or copying this URL into your browser: https://golden1.jdxpert.com/ShowJob.aspx?EntityID=2&id=2419

DISCLAIMER/INTENT AND FUNCTION OF JOB DESCRIPTIONS

The above information on this description has been designed to indicate the general nature and level of work performed by team members within this classification. Because the nature of positions and job functions can change over time, this job description is not designed to contain or be interpreted as a comprehensive inventory of all essential functions, duties, responsibilities and qualifications requirements of team members assigned to this job. Job duties may be changed or modified in the Credit Union’s discretion. The Credit Union will keep team members updated on key functions, duties, and requirements of their position by communications from the Credit Union and by updating the job description from time to time. Any team member with questions about the nature of their job duties is encouraged to consult with their supervisor.