Process Improvement Associate I Information Management and Business Solutions

Join a high-impact team driving operational excellence across multiple business groups. You will streamline and automate manual workflows deliver actionable data analysis and produce scalable reporting solutions that help stakeholders make faster better-informed decisions.

As a Process Improvement Associate I in Information Management and Business Solutions you support multiple business teams by identifying opportunities to streamline work automating manual processes and delivering data analysis and reporting solutions. The role partners with business stakeholders and technical teams to translate requirements into well-governed solutions and drive delivery from intake through production release.

Job Responsibilities

• Manage delivery of multiple small-to-medium initiatives driving progress across cross-functional stakeholders.
• Lead automation efforts from intake and discovery through design build testing approvals and production implementation.
• Elicit and document requirements and solution approaches producingbusiness requirements documentation (BRD) and solution design documentation (SDD) process maps and procedures.
• Build and enhance automation and reporting solutions usingAlteryxand other approved tools (e.g. Qlik and Power Suite).
• Ensurefirmwide controls and governanceare followed across the delivery lifecycle (documentation approvals auditability access/controls).
• Provide executive-ready status updates and materials including timelines risks dependencies and decisions needed.
• Identify risks and issues early; escalate appropriately and partner with stakeholders to resolve and prevent recurrence.
• Drive adoption of new automation capabilities and support continuous improvement aligned to firmwide intelligent solutions and reporting policies.

Testing / Delivery Support

• Execute testing activities as defined by senior testing leads (e.g. test plan execution defect documentation retest UAT support).
• Assess process impacts and recommend when additional business collaboration is needed to address gaps risks and workflow changes.

Required qualifications skills and capabilities

• 2 years of experience in Business Analysis Project/Program Delivery Process Improvement or Controls.
• Alteryx workflow development experience required; Alteryx Core Certification required
• Experience completing Business Requirements Documents (BRDs) and Solution Design Documents (SDDs) is required
• Advanced proficiency in MS Office (Excel Word Access PowerPoint) for analysis documentation and executive presentations.
• Strong analytical/problem-solving skills with high attention to detail and ability to manage multiple priorities independently.
• Strong written/verbal communication skills and ability to influence stakeholders across levels (SMEs through senior leaders).
• Demonstrated experience delivering solutions requiring coordination across multiple teams in a matrix environment.

Preferred qualifications skills and capabilities

• Home Lending domain experience and familiarity with systems such asMSP (Servicing)andLoanSphere (Default)
• Familiarity with call center data and operational reporting
• Pythonfor automation and data analysis
• Familiarity with workflow e-signature and reporting/automation tools such and Power Suite
• SQLexperience

Internal Application Eligibility Requirements

TENURE:

• Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business the standard tenure requirement is 12 months.

PERFORMANCE:

• Meets satisfactory performance standa