Business Operations Analyst Job Irvine area,California USA,Finance & Banking

Business Operations Analyst Essential Duties and Responsibilities

Provide client assistance with account openings and closings, fund transfers, FED wires, checks, ACH, stop payments, monthly reconciliation, W9’s and other banking related questions through email and phone calls.

Gain comprehensive understanding of the flow of banking instructions and transactions from client software to the bank and back, ensuring smooth and accurate processing.

Learn and become proficient in all proprietary software, and stay up to date with all software updates.

Identify, research and resolve client issues with proprietary software.

Ensure client issues are resolved timely to client’s satisfaction by working with banks and internal teams.

Investigate and pursue root causes for reported issues to ensure thorough resolution.

Onboard new clients by obtaining specific bank requirements and set up clients in the Stretto database.

Perform daily banking tasks while meeting tight deadlines.

Use SQL to query databases daily and perform data analysis.

Timely escalation of urgent or unresolved issues, adhering to established protocols and procedures. Collaborate with Bank Ops team and expedite resolution when necessary.

Submit requests for bug fixes and perform user acceptance testing (UAT).

Continuously update team procedures and templates as changes occur.

Foster effective communication and collaboration within the team, promoting a cohesive work environment conducive to problem‑solving and team success.

Through knowledge, fulfillment and compliance with position expectations.

Education and/or Work Experience Requirements

Bachelor’s Degree in Business Administration/Finance strongly preferred
Ideally, candidates should possess at least two years of prior banking experience, preferably in operations, or equivalent experience in the banking industry.
Must have working knowledge of Microsoft Office.
Experience with supporting proprietary software a plus.
Bankruptcy knowledge a plus.

Qualities, Skills and Traits Required

Integrate and apply banking skills to effectively handle and understand financial transactions, client instructions, and banking operations.
Enhance and utilize technical skills to troubleshoot, resolve issues, and optimize processes related to client software and banking systems.
Excellent organizational and time management skills.
Strong analytical skills and the ability to meet tight deadlines in a fast‑paced environment.
Innovative problem‑solving skills; the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully.
Focused and self‑motivated. Ability to work independently.
Demonstrate proactive behavior by taking initiative in identifying and addressing potential issues before they escalate, contributing to overall team success and customer satisfaction.
Effective verbal and written communication skills; possessing high level of professionalism.
Demonstrate strong interpersonal and team‑building skills, fostering a collaborative and cohesive work environment. Effectively communicate and work together with team members to achieve common goals and ensure high‑quality service delivery.

Physical Requirements

Ability to safely and successfully perform the essential job functions consistent with federal, state and local standards.

Ability to lift and carry up to 30 lbs

Might be exposed to prolonged sedentary hours of work and use of a computer.

Position Expectations

Knowledge of bankruptcy and banking industries, Stretto products and tools Acquire proficiency with Stretto tools to enhance efficiency and improve client experience by leveraging the full capabilities of the platform.
Subject Matter Expert knowledge is applied in resolving client issues
Anticipate the impact a software defect, operational issue, or proposed solution will have on the client system
Training progress meets expectations defined in Training Tracker and is reported to supervisor monthly
Ensure consistent and exceptional white‑glove service by adhering to client support standards and protocols when addressing inquiries and concerns, maintaining a high level of professionalism and responsiveness. Quickly grasp both…