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Client Delivery Analyst III (Credit) - Remote

Work from home Full-time role Hiring

About the position Join the People Helping People Velera is the nation’s premier payments credit union service organization (CUSO) and an integrated fintech solutions provider. The company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Our purpose: We accelerate partners’ success through innovative financial technology solutions and inspired service. The Opportunity The Client Delivery Analyst III supports the successful implementation of various complex financial institution debit and/or credit projects through the execution of different technical tasks and quality checks. Lead client consultation on business and technical requirements, and incorporate the requirements into the overall project plan. Assigned complex client projects and will assume a technical leadership role for assigned projects, coordinating all phases of operational implementation of technical project deliverables. Day in the Life Meet with the client to discuss specifications for complex projects, work with the client and vendors to determine project options, and facilitate meetings with key client personnel as needed. Complete Gap Analysis, as needed, to define system set-up requirements. Provide consulting and guidance to the client on the best approach to meet their business requirements for assigned implementations. Understand client business requirements; communicate between technical groups at client and vendor locations, and data map technical files between systems. Work with client staff and vendors to execute the project plan, ensuring technical tasks are completed accurately and on time. Identify and report outstanding issues to the assigned project manager; assist with issue resolution. Ensure quality in the implementation process; Communicate technical aspects and requirements of Implementations with third-party vendors and the internal Project Support Team. Validates system parameters and conducts testing, modifying program parameters when necessary. Provide technical support to clients during the design, development, and implementation phases of the project. Provide extended hour post-implementation support for projects, and occasional on-site support as needed. Follows change control and appropriate change management processes and helps ensure that less tenured Business Analyst- Project Consultants understand and follow these processes. Develops working relationships with clients and internal business partners/ project team members to effectively communicate and successfully deliver complex project implementations. Assist with identifying improvements to the defined processes within the department. Assists with training and mentorship of less tenured Analysts. Assists in developing new product/ service requirements templates and procedural steps Understand and complete tasks associated with various types of department projects Provide after-hours on-call support for project installations as needed. Perform other duties as assigned.

Responsibilities

  • Meet with the client to discuss specifications for complex projects, work with the client and vendors to determine project options, and facilitate meetings with key client personnel as needed.
  • Complete Gap Analysis, as needed, to define system set-up requirements.
  • Provide consulting and guidance to the client on the best approach to meet their business requirements for assigned implementations.
  • Understand client business requirements; communicate between technical groups at client and vendor locations, and data map technical files between systems.
  • Work with client staff and vendors to execute the project plan, ensuring technical tasks are completed accurately and on time.
  • Identify and report outstanding issues to the assigned project manager; assist with issue resolution.
  • Ensure quality in the implementation process; Communicate technical aspects and requirements of Implementations with third-party vendors and the internal Project Support Team.
  • Validates system parameters and conducts testing, modifying program parameters when necessary.
  • Provide technical support to clients during the design, development, and implementation phases of the project.
  • Provide extended hour post-implementation support for projects, and occasional on-site support as needed.
  • Follows change control and appropriate change management processes and helps ensure that less tenured Business Analyst- Project Consultants understand and follow these processes.
  • Develops working relationships with clients and internal business partners/ project team members to effectively communicate and successfully deliver complex project implementations.
  • Assist with identifying improvements to the defined processes within the department.
  • Assists with training and mentorship of less tenured Analysts.
  • Assists in developing new product/ service requirements templates and procedural steps
  • Understand and complete tasks associated with various types of department projects
  • Provide after-hours on-call support for project installations as needed.
  • Perform other duties as assigned.

Requirements

  • Bachelors degree in a related field and/or equivalent combination of experience and education is required.
  • Seven (7) years of related experience in the payment processing industry required.
  • A thorough understanding of payment card products, support services, and processes required.
  • Five (5) years of related experience in business or system analysis required.
  • Three (3) years of client-facing project support experience required.
  • Experience required in completing card processing conversions that require migrating data from one processing platform to another.

Nice-to-haves

  • Training in Six Sigma Methodology and project management certification preferred.

Benefits

  • Competitive wages
  • Medical with telemedicine
  • Dental and Vision
  • Basic and Optional Life Insurance
  • Paid Time Off (PTO)
  • Maternity, Parental, Family Care Community Volunteer Time Off
  • 12 Paid Holidays
  • Company Paid Disability Insurance
  • 401k (with employer match)
  • Health Savings Accounts (HSA) with company provided contributions
  • Flexible Spending Accounts (FSA)
  • Supplemental Insurance
  • Mental Health and Well-being: Employee Assistance Program (EAP)
  • Tuition Reimbursement
  • Wellness program

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