Operations Process Coordinator Sr

We are a hybrid, remote-office company with onsite locations in Sioux Falls, SD; Scottsdale, AZ; Louisville, KY; Troy, MI; Franklin, TN; and Easton, PA. Pathward is a financial empowerment company dedicated to creating financial inclusion for all by working with innovators to increase financial availability, choice, and opportunity. We remove barriers to financial access and promote economic mobility through responsible, secure, high-quality financial products. Our team celebrates differences and embraces unique perspectives to drive success.

About the Role

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

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 monitors 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 ensures they are current when there are changes to any guidelines or regulations.
• Develops and manages the 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 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.
• Performs other duties as assigned.

Requirements

• 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.

Pay

Salary range: $24.00 hourly – $40.30 hourly. The range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by factors including but not limited to a candidate’s experience, qualifications, skills, and location.

Benefits

This role is 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