Operations Specialist - Remote

Overview

The Operations Specialist’s primary focus is retrieving, reviewing, and preparing credit union member data utilizing multiple SaaS tools and quality control processes, including uploading the files for mass email deployment on a daily basis.

In Short

• Responsible for conducting the survey send process for 15+ credit unions.
• Participate in QA process by auditing data from other Operations Service Specialists.
• Updating and checking for accurate information through Pending Sends and ClickUps tasks columns.
• Facilitate response rate collection and reporting for all clients.
• Updating current data in all websites monthly.
• Protect client data and maintain confidentiality.
• Maintain log of hours worked by client.
• Other duties as assigned.

Requirements

• High school degree or equivalent.
• Attention to detail a must.
• Able to follow precise step by step procedures.
• Able to complete daily tasks within a timely manner.
• Requires reliable internet service and a dedicated workspace.
• Strong computer skills with extensive experience using Microsoft Office.
• Valid driver’s license required.

Benefits

• Medical, dental, and vision insurance.
• 401(k) plan with 5% company contribution.
• Paid Time Off including vacation and holidays.
• Discretionary year-end bonuses and annual merit increases.
• Flexible remote and hybrid work options.
• Ongoing learning and development opportunities.
• Wellness programs and team member discounts.
• Opportunities to engage and connect with the community.