Business Operations

• Support and execute Business Process Optimization functions, including project coordination, business process mapping and review, product backlog management, and business intelligence/data governance initiatives.
• Facilitate implementation of process or technology improvement opportunities by managing BPO projects.
• Collaborate with business partners to identify, document and develop requirements on new backlog tasks for existing software applications.
• Participate in roadmap development.
• Collaborate with Field Operations teams to understand daily processes, pain points, system needs, and opportunities to improve work execution, communication, reporting, and decision-making.
• Evaluate Field Operations workflows and technology solutions to identify standardization opportunities, reduce manual effort, and improve data quality.
• Develop strong working relationships with business partners, IT stakeholders, consultants and vendors.

Business Process Professional II

• Lead business banking servicing operations across assigned functions, teams, or regions
• Deliver consistent service levels, quality outcomes, and client experience for small business and commercial clients
• Manage workload, staffing, and operational execution to meet performance targets
• Ensure service continuity and effectiveness during periods of change or growth
• Support relationship-based servicing models, ensuring high-touch support for complex business client needs
• Own customer satisfaction, issue resolution, and service recovery across business banking interactions
• Monitor and analyze performance across service, quality, productivity, and risk metrics
• Identify trends and drive improvements in processes, workflows, and servicing models
• Communicate performance insights and recommendations to senior leadership
• Ensure adherence to regulatory requirements, corporate policies, and risk frameworks across business banking operations
• Maintain strong controls and governance across servicing processes
• Manage budgets, forecasts, and capacity planning aligned to demand and business priorities
• Lead and develop a multi-layer organization, including leaders and frontline teams
• Partner with product, technology, servicing, and risk teams to deliver integrated business banking solutions

Business Banking Operations Leader

• responsible for educational content creation (job aids, videos), system support (User Replication), vendor management (Halo), and foundational business analysis.
• support the integration of direct mail and direct email programs into the Salesforce Relate platform.
• provide operational and user support for business system applications and related hardware that support division and corporate strategies.
• respond to user questions, resolve user issues, escalate system problems to proper areas, and provide users with documents and tools to increase user capabilities within the application.
• document and maintain business processes and business rules.
• conduct user acceptance testing for business systems.
• identify opportunities for improved user acceptance testing processes and methodologies.

Business Systems Specialist

• Lead or support multiple Business Process Optimization functions including project management and business process mapping.
• Serve as a key point of contact for Procore platform strategy and user support across multiple teams.
• Conduct training for internal and external users.
• Collaborate to define, streamline, and automate construction-related processes.
• Provide ongoing support for business users including triaging application issues and maintaining configuration.

Business Process Professional III, Procore Product Specialist

• Administer and maintain general Planview application settings
• Manage resource data and ensure accuracy
• Support report updates and enhancements
• Provide functional support to end users

Planview Administrator – Business Process Professional II

• Manage and lead the Measurement BPO team to identify and implement process or technology improvement opportunities
• Stay abreast of the suite of measurement software applications and their functionality
• Coordinate with application owners to incorporate beneficial changes
• Collaborate with all impacted stakeholders on priorities to ensure the highest value opportunities are prioritized
• Develop, mentor and coach team of employees that collaborate and drive toward business results
• Review solutions, plans, reports and documents developed by team and provide effective guidance

Manager – Measurement Business Process Optimization

• Conduct analysis of business processes and requirements to ensure effective CPQ system design and functionality.
• Translate business needs into technical specifications for system configuration.
• Configure and maintain Dtools components, including product catalogs, pricing rules, and quote templates.
• Assist with the implementation of new features and updates to enhance system performance and user experience.
• Assist with the development and execution of test plans to ensure Dtools meets functional and performance requirements.
• Identify and resolve system issues and defects in a timely manner.
• Analyze existing Dtools processes and recommend improvements to enhance efficiency and accuracy.
• Provide training and support to end-users to ensure effective utilization of Dtools.
• Act as user support in setting up accounts, resolving user feedback issues related to all aspects of Dtools (pricing, product application, configuration rules, etc).
• Manage Dtools related projects, including system upgrades, integrations, and new feature implementations.
• Coordinate with internal and external teams to ensure project milestones are met.
• Facilitate communication between product technical teams and web applications developers to ensure clear understanding and successful implementation of CPQ requirements.
• Prepare and present reports on system performance and project progress to management.

Business Systems Analyst, Web Applications

• identifies and facilitates enterprise-wide process improvement activities utilizing LEAN/Six Sigma methodologies
• mapping processes in Visio
• assessing process/procedural documentation needs
• identifying gaps and improvement opportunities
• manages documentation repositories in a decentralized environment
• performs annual documentation reviews to ensure accuracy and compliance
• document current state process workflows and procedures
• perform needs assessment within Business teams to identify gaps in documented process and procedures
• manage process and procedural content within content management source system(s)
• identify, develop, prioritize, and execute process improvement opportunities utilizing continuous improvement principles and LEAN/Six Sigma methodologies
• provide training to project teams and functional areas to assist with the implementation and maintenance of process improvement activities
• identify, communicate, and correct gaps in process performance and provide guidance to address these gaps

Business Process Improvement Manager

• Support Network and Payment Operations by leading strategic and operational initiatives that strengthen financial integrity, regulatory compliance, and operational performance across complex payment ecosystems.
• Work closely with Product, Data, Technology, Legal, Finance, Risk, and Audit partners to improve controls, enhance visibility, and deliver scalable processes that support business growth and network modernization.
• Lead cross-functional initiatives related to interchange fee legislation, delivering compliant, scalable, and auditable operational solutions.
• Develop playbooks, readiness plans, process documentation, and training materials to support operational execution across internal teams and business partners.
• Analyze financial and operational data to improve performance visibility, support profitability goals, and identify opportunities for cost efficiency.
• Execute and validate interchange fee calculations, manual pricing adjustments, reconciliation activities, and transaction handling requirements across payment operations.
• Partner with Finance, Risk, Audit, Product, Data, Technology, and Legal teams to strengthen controls, maintain audit-ready documentation, and support remediation activities.
• Standardize operational processes and reporting practices to improve efficiency, accuracy, transparency, and regulatory compliance.
• Prepare progress updates, risk assessments, and operational outcomes for stakeholders and executive leadership.

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