Operations Process Coordinator Sr

Pathward, National Association; United States; Hybrid; USD 33,062 - 55,104; Full time

Benefits offered by this job

Health insurance

401(k) retirement benefits

Life insurance

Disability benefits

Paid time off

Job summary

Pathward, National Association is seeking a role focused on Partner Quality Support to ensure compliant, efficient review processes. This hybrid position collaborates with internal and external partners to streamline operations and uphold regulatory guidelines.

The candidate will develop review workflows, support marketing material reviews, and align cross-functional teams with evolving requirements. Strong analytical and communication skills are essential for success.

Qualifications

• High School Diploma or equivalent.
• Typically requires a minimum of five years of related experience.
• Strong analytical skills to analyze complex processes and identify areas for improvement.
• Excellent communication and interpersonal skills.

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.

Skills

Analytical skills

Communication

Project management

Stakeholder management

Education

High School Diploma

Job description

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.

About the Role:

Works with internal and external partners to build, improve, and manage the teams' ongoing reviews of our Partners activities. These reviews are in place to ensure compliance with all Pathward, Network, and Regulatory guidelines.

What You Will Do:

• 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.

What You Will Need:

• 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.

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

Salary range: $24.00 hourly - $40.30 hourly

The 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 apply anyway. 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.

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