Full-Time

Operations Process Coordinator Sr

Posted on 1/27/2025

Pathward

Pathward

501-1,000 employees

Financial services promoting inclusion and access

Fintech
Financial Services

Compensation Overview

$23.07 - $42.6Hourly

+ Annual Performance-Based Incentive

Senior

Dallas, TX, USA + 4 more

More locations: Sioux Falls, SD, USA | Franklin, TN, USA | Troy, MI, USA | Scottsdale, AZ, USA

This is a hybrid position, and candidates may need to work onsite at one of the listed locations.

Category
Quality Control & Compliance
Supply Chain Management
Operations & Logistics

You match the following Pathward's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
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.
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.

Pathward promotes financial inclusion for individuals and businesses by offering a variety of financial services. Operating in the fintech sector, it uses technology to enhance financial solutions. Pathward provides services such as Banking as a Service (BaaS), payment processing, credit solutions, tax solutions, and commercial finance options, catering to small and medium-sized businesses as well as individuals lacking access to traditional banking. Unlike many competitors, Pathward focuses on tailored services that adapt to clients' unique needs, generating revenue through fees and interest from services like working capital loans and equipment financing. The company's goal is to help clients navigate their financial journeys and achieve stability and growth, even amidst economic challenges.

Company Stage

IPO

Total Funding

N/A

Headquarters

Sioux Falls, South Dakota

Founded

1954

Simplify Jobs

Simplify's Take

What believers are saying

  • Pathward's expanded product suite boosts service offerings for financial institutions.
  • The partnership with Ouro ensures stable revenue from prepaid and debit products.
  • Great Place To Work Certification indicates strong workplace culture and employee retention.

What critics are saying

  • Increased fintech competition could erode Pathward's market share.
  • Rapid tech advancements may strain Pathward's financial resources for continuous innovation.
  • Regulatory scrutiny could lead to higher compliance costs for Pathward.

What makes Pathward unique

  • Pathward offers a comprehensive suite of financial solutions for diverse client needs.
  • The company focuses on financial inclusion, serving underserved individuals and businesses.
  • Pathward's Banking as a Service model enhances client financial service capabilities.

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Benefits

Health Insurance

401(k) Retirement Plan

401(k) Company Match

Life Insurance

Disability Insurance

Paid Time Off

Hybrid Work Options

INACTIVE