Technology Credit Process Owner

Symetra Financial Corporation; United States; Remote; USD 77,000 - 130,000; Full time

Job summary

An established industry player is seeking a Technology Credit Process Owner to enhance and manage the tech credit process. This role is crucial for ensuring compliance, efficiency, and customer satisfaction in technology-related credit processes. You will work alongside various teams to identify improvements and automate workflows, ensuring a smooth experience for both internal stakeholders and customers. Join a company that values diversity and inclusion, and contribute to creating a world where financial freedom is accessible to all. This position offers flexible working arrangements and a comprehensive benefits package.

Benefits

Flexible telecommuting arrangements

401(k) plan with company matching

Paid time off including vacation and sick time

Community involvement matching program

Qualifications

• 3+ years of experience in financial process management required.
• Proven track record in change management and process optimization.

Responsibilities

• Oversee and improve the tech credit process ensuring efficiency.
• Collaborate with multiple departments for a streamlined credit process.

Skills

Financial Process Management

Change Management

Process Optimization

Analytical Skills

Communication Skills

Education

Bachelor’s degree in Business Administration

Job description

Symetra has an exciting new opportunity to join us as a Technology Credit Process Owner!

About the role
The Technology Credit Process Owner is responsible for overseeing, managing, and improving the end-to-end credit process related to technology solutions, products, and services within the organization. This role focuses on ensuring the effectiveness, efficiency, and risk mitigation of tech credit processes, especially in relation to compliance standards. The individual will work closely with multi-functional teams, including Finance, Compliance, Legal, and Underwriting, to ensure a streamlined, automated, and customer-centric tech credit process.

What you will do

1. Own the technology credit process from start to finish, ensuring it is scalable, efficient, and aligned with business goals.
2. Continuously assess the credit approval process, identifying bottlenecks, inefficiencies, and opportunities for automation and improvement.
3. Ensure that the process for implementation and technology credits aligns with applicable laws, regulations, and internal policies.
4. Collaborate with Sales, Finance, Underwriting and Legal departments to ensure a flawless technology credit process for customers and internal collaborators.
5. Serve as the authority on all things related to implementation and technology credit, providing mentorship and training to internal teams on standard methodologies and process changes.
6. Ensure the credit process is customer-friendly, and provides a smooth, timely experience for customers.
7. Ensure client account manager is kept in the loop on all communications with the client.
8. Develop, monitor, and report on key performance indicators related to invoicing and payment processes, such as approval time and customer satisfaction.
9. Provide regular reporting to senior leadership on process performance, improvements, and risk mitigation efforts.
10. Lead change management efforts, ensuring that all team members are advised and trained on new processes or systems.

What we offer you
We don’t take a “one-size-fits-all” approach when it comes to our employees. Our programs are crafted to make your life better both at work and at home.

1. Flexible full-time or hybrid telecommuting arrangements.
2. Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%.
3. Paid time away including vacation and sick time, flex days and ten paid holidays.
4. Give back to your community and double your impact through our company matching.

Want more details? Check out our Symetra Benefits Overview.

Compensation
Salary Range: $77,600 - $129,400 plus eligibility for annual bonus program.

Who you are

1. Bachelor’s degree in Business Administration, or equivalent education and experience.
2. 3+ years of experience in financial process management or process ownership.
3. Benefits Insurance experience is a plus.
4. Proven track record in change management and process optimization.
5. Experience with customer invoicing and payment processes.
6. Ability to communicate optimally with various stakeholders.
7. Strong analytical skills and attention to detail.
8. Excellent written and verbal communication skills, with the ability to present data and concepts clearly to non-technical stakeholders.

We empower inclusion
At Symetra, we aspire to be the most inclusive insurance company in the country. We’re building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspectives, and removing barriers.
We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here.

Creating a world where more people have access to financial freedom
Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we’re guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they’re buying, and we design products—and operate our company—to stand the test of time. We’re committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom.

Work Authorization
Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company.

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