Operations Policy & Process Specialist

Teachers Federal Credit Union; Hauppauge (NY); On-site; USD 39,000 - 47,000; Full time

Benefits offered by this job

Annual discretionary bonus program

Paid time off: vacation, personal days

401(k) company contribution

Dental & Vision premium covered

Tuition reimbursement for full-time

Credit card loan discounts

Other loan discounts

Job summary

Teachers Federal Credit Union in Hauppauge, NY, seeks an Operations Procedure Specialist to develop, update, and standardize documentation for retail operations, contact centers, and back-office teams. You will ensure compliance with regulatory changes and improve process efficiency while mitigating risk.

The role requires strong writing skills, attention to detail, and the ability to work with multiple departments to produce clear, user-friendly guides and knowledge resources.

Qualifications

• Bachelor’s degree or eight years of directly related work experience required
• Minimum three years experience researching, analyzing, writing and reviewing content required
• Knowledge of branch and back office operations, policy and procedures, practices, protocols, systems, and financial compliance laws and regulations required
• Proficient in Microsoft Office
• Good knowledge of DNA core systems, Velocity, CRM Salesforce
• Strong analytical skills, organized, problem-solving, planning, and ability to operate in a fast-paced environment
• Strong oral and written communication skills at a professional business level
• Solid PowerPoint presentation and public speaking skills
• Excellent ability to listen, record, and prioritize
• Experience in creating documentation for audiences with different levels of technical skill
• Ability to work independently while supporting an overall team effort

Responsibilities

• Writes, edits, and updates operational procedures, technical guides, and resources for retail operations, contact centers, and back-office teams
• Collaborate with managers and program teams to ensure all documentation meets quality, clarity, and industry standards
• Creates user-friendly documentation, including charts, graphs, and tables to enhance clarity and understanding
• Standardizes content across various platforms and updates KnowledgeBase with accurate procedures
• Develops and implements solutions to streamline processes and address operational gaps
• Communicates policy changes through presentations, workshops, and leader connects
• Manages and maintains Risk Operations internal intranet page and ticket system
• Supports the creation of educational resources and job aids for new and existing procedures
• Assists with departmental projects and helps implement new procedures
• Perform other duties as assigned by the supervisor

Skills

Analytical skills

Oral and written communication

Public speaking

Documentation/writing

Education

Bachelor’s degree

8 years related work experience

Tools

Microsoft Office

DNA core systems

Velocity

CRM Salesforce

Job description

Teachers Federal Credit Union in Hauppauge, NY, seeks an Operations Procedure Specialist to develop, update, and standardize documentation for retail operations, contact centers, and back-office teams. You will ensure compliance with regulatory changes and improve process efficiency while mitigating risk.

The role requires strong writing skills, attention to detail, and the ability to work with multiple departments to produce clear, user-friendly guides and knowledge resources.