BaaS Program Analyst III - CCBX Program Operations - Remote

Overview

In this role you will assist in the day-to-day operations of BaaS Programs, with an emphasis on the oversight of preparing and posting daily journal entries and related processes. As a BaaS Program Analyst III- Loan Operations, you will have a strong understanding of the products/services within the BaaS Program and be able to support the strategic goals of the Company.

In Short

• Prepare, post and review daily journal entries for BaaS Programs.
• Ensure that supporting documentation and processes are following internal control standards.
• Assist with quality control for document archival activities.
• Research and solve moderate-complexity problems.
• Interface with other bank departments and BaaS partners.
• Participate in partner meetings and internal committees.
• Perform loan servicing activities.
• Assist with preparation of audit materials and responses.
• Monitor and reconcile/balance program accounts.
• Coach and set an example to team members.

Requirements

• Proven ability to work collaboratively within a team environment.
• Shows initiative through being resourceful and adaptive.
• Excellent written and verbal communication skills.
• Ability to manage multiple tasks and deadlines.
• Attention to detail and accuracy is a must.
• Positive and professional attitude.
• Ability to synthesize raw data.
• 9 plus years of relevant banking and/or financial accounting experience preferred.
• Bachelor’s degree in accounting, finance, or business.
• Knowledge of BaaS (FinTech) and bank operations.

Benefits

• Be the Best – Communicate effectively and prioritize personal development.
• Be Relentless – Thrive in a goal-oriented environment.
• Be Un-Bankey – Build long-lasting relationships.
• Embrace Gray Thinking – Use sound judgment in decision-making.
• Stay Flexible – Organize and strategize effectively.
• Take Care of Each Other – Be a true team player.