Oneteam Operational Excellence Coordinator

hace 2 semanas


Guanajuato, México Oportun Inc A tiempo completo

Overview:- The OneTeam Operational Excellence Coordinator will work under the supervision of the Retail Operational Excellence Manager to identify performance and compliance risks and will maintain a very close relationship with OneTeam Management to maintain communication paths and monitoring strategies that improve the customer experience and ensure adherence to internal policies and regulatory requirements. The OneTeam Operational Excellence Coordinator will partner with multiple functional areas throughout Oportun, including OneTeam Leadership, Quality Assurance, Customer Experience, Document Control, and Operations Procedures & Controls, among others.The coordinator will work closely with all OneTeam Leadership and other groups to identify, build and execute comprehensive monitoring controls and documentation. The Operational Excellence Coordinator will be responsible for the archiving, tracking, periodic preparation of executive reporting and dashboards, as well as the communication and follow up of the results. This individual should also be able to deliver the needed analysis, reporting, monitoring, and auditing for multiple projects simultaneously. These results will aid in the continuous and strategic improvement in the many sales areas overseen by OneTeam.**Responsibilities**:- Collaborate with QA, OPC, Customer Experience and Document Control teams to understand various systems, databases, internal policies, and regulatory requirements.- Assist with analysis and reporting, including but not limited to design, development, and implementation of daily, weekly, and monthly departmental reports.- Assist with the communication of control monitoring results, escalate issues or inefficiencies, and follow up to ensure accountability and areas of opportunities are addressed and remediated.- Support various departments by collecting and coordinating internal compliance and controls data with both internal and external auditors.- Develop strong data management processes and quality controls to ensure operational and regulatory compliance.- Works closely with other Retail Operational Excellence Manager, Retail and LaaS Team members and internal partners to assist in the execution of projects for the Retail and LaaS field.- Partner and collaborate with other partners to support projects in an omni-channel manner.- Proactively finds opportunities for process improvement while working closely with the Retail Operational Excellence Manager, business partners and the OneTeam organization.Qualifications:- Strong proficiency and experience with MS Office Suite (Excel, PPT, SharePoint and Word).- Experience with business analytics, report generation, data validation, metrics, key performance indicators, key risk indicators and data warehousing.- Superior written communication, presentation and organizational agility skills.- Ability to collaborate with cross-functional teams and build strong relationships.- Ability to perform assigned tasks with quality and accuracy- Excellent verbal and written communications skills including the ability to design presentations and communicate throughout all levels of the organization.- The ability to translate customer problems and user experience issues into practical enhancements that provide immediate impact to business results and increased customer/agent satisfaction.- Detail oriented, responsible and ability to work independently.- Possess the ability to quickly become knowledgeable with software systems used to operate the business.- Advanced English Required.- Ability to read, write and speak Spanish required as translation skills are often required.- Minimal travel required (10%)**Preferred Qualifications**:- Bachelor’s degree in a related field (e.g., Computer Science, Data Science, Business Administration, Audit, etc.) preferred.- 1+ years of data analytics related experience; Experience in financial services or FinTech industry preferred.- #LI-SG1- #LI-Remote- #INDCompany Overview:**ABOUT OPORTUN**- Oportun (Nasdaq: OPRT) is an A.I.powered digital banking platform that seeks to make financial health effortless for anyone. Driven by a mission to provide inclusive and affordable financial services, Oportun helps its nearly 1.5 million hardworking members meet their daily borrowing, savings, banking, and investing needs. Since inception, Oportun has provided more than $12 billion in responsible and affordable credit, saved its members more than $2 billion in interest and fees, and automatically helped members set aside more than $7.2 billion for rainy days and other needs. In recognition of its responsibly designed products, Oportun has been certified as a Community Development Financial Institution (CDFI) since 2009.With headquarters in California and a remote-first corporate culture, our 3,000+ team members work in Oportun locations and remotely throughout the United States, Mexico, and India. Our global operations include



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