Account Data Operations & QA Analyst

About Origence With 30 years at the forefront of fintech innovation we specialize in SaaS lending solutions that lead the industry Our core mission is customer centric focusing on empowering Credit Unions across the United States with the tools to offer accessible competitive lending services Were deeply committed to enhancing the financial ecosystem for a broad network of credit unions members and auto dealers We invest in our greatest assets our employees and foster a culture of innovation and ownership through freedom and responsibility We celebrate fiscal accountability operational rigor and efficiency to create a sustainably healthy and robust business for the long term As an Account Data Operations Analyst you will be responsible for the efficient and accurate management of account data ensuring contract compliance data integrity process development and quality assurance This includes reviewing agreements for completeness and accuracy while supporting internal teams with process improvements Additionally you will play a key role in ensuring timely revenue recognition specialize in analyzing agreements ensuring accuracy and supporting revenue processes and maintaining secure organized digital records You will manage incident tickets and provide high quality support to both internal and external stakeholders By proactively identifying areas for improvement and collaborating with cross functional teams you will contribute to operational excellence and ensure compliance with company policies and procedures related to the account data you manage MUST BE LOCATED IN THE ONTARIO CA AREA What You Will Do Contract ComplianceReview agreements and order forms for completeness accuracy and compliance with company policiesProcess agreements maintenance requests billing and funding documents to ensure timely implementationComplete data entry tasks to set up and maintain products in internal databases supporting revenue recognitionConduct audits within internalexternal account data management systems to ensure accurate and timely processing for revenue recognitionTrack and resolve client incident tickets ensuring efficient and effective resolution of business critical issuesLearn and utilize company technologies such as Salesforce DocuSign indirect lending platforms internalexternal account data management systems PowerBI SharePoint etcMaintain the security and integrity of confidential client and account dataProcess Development & ImprovementCollaborate with internal teams to resolve billing issues assist in data reconciliations and ensure proper setup for revenue recognitionChallenge legacy processes and policies to improve data management invoicing and revenue processing by proposing creative solutionsShare best practices and provide cross training to peers ensuring continuous improvement in the efficiency and quality of the teams supportMaintain a procedure manual for any changes to business policies and proceduresAudit and Quality AssuranceAudit data and paperwork for compliance with company policies and data accuracyCollaborate with team members and departments to resolve issues identified during auditsComplete peer reviews of deliverables providing feedback to enhance quality and efficiencyVerify that system configurations and data entries are accurate and align with internal standardsData ManagementMaintain organized and accurate digital records ensuring data reliabilityVerify entered data against source documents to ensure correctness and integrityCollaborate with cross functional teams to identify and resolve data discrepanciesEnsure consistency across systems and databases maintaining data integrityFollow company protocols to secure and manage confidential client and account dataMonitor and analyze KPIs and key datasets for anomaliesIncident Tickets & Client SupportTrack and resolve client incident tickets to ensure timely resolution of critical issuesTake ownership of assigned account data ensuring all tasks and follow ups are completed on timeDevelop a deep understanding of systems products and services to provide effective supportProvide system guidance and best practices to internal teams to optimize platform useMaintain strong client relationships ensuring satisfaction and prompt issue resolutionOther duties as assigned by managementLiving the ValuesValue Team Members and Commit to their Growth With the right tools and opportunities we cultivate a respectful environment where people can thriveImagine Innovate Inspire We innovate with passion take measured risk embrace diversity of thought and champion necessary changeOptimize the Experience We collaborate to create best possible experiences for our team members and customersAchieve Exceptional Results We align on desired outcomes and take responsibility for achieving our goalsThe Ideal Candidate Education Bachelors degree in Business AdministrationExperience 2 years of experience in data operations accounting systems or financial data analysis3 years of customer order management or account data management experience in the technology industry2 years familiarity with compliance standards and revenue processesAbility to design and document business workflows using Visio Lucidchart or similarSkilled in creating clear detailed documentation for operational processes and system configurationsProficient in analyzing large datasets using Excel functions pivot tables and data visualization techniquesSpecialized Skills Proficiency in Microsoft Word Excel and company software applications eg Salesforce PowerBI SharePoint with the ability to effectively utilize these tools for account data management and process optimizationIn depth knowledge of contract compliance data entry processes and account data management ensuring accuracy and alignment with internal standardsStrong communication skills with the ability to clearly and professionally interact with internal teams stakeholders and clients both verbally and in writingAdvanced research analytical and problem solving abilities with exceptional attention to detail in managing complex data and resolving discrepanciesProven ability to independently manage multiple tasks in a fast paced environment ensuring accuracy while meeting deadlines and SLAsUnderstanding of business and revenue processes with the ability to resolve or escalate issues as appropriate to support operational excellenceAbility to maintain a positive attitude under pressure contributing effectively in a team oriented environmentFamiliarity with credit bureau functions and indirect lending platforms is a plusQuick learner adept at mastering new software tools and technologies relevant to account data managementWhy you should apply Flexible Working EnvironmentPaid Time Off401k 8 matchCollege Tuition Benefits Tuition ReimbursementGood Benefits optionsCompany Culture Cultural and Holiday celebrations Theme days like Star Wars Day & Bring your Kids to Work Day Monthly Townhalls and Quarterly Company Meetings that ensure awareness inclusion and transparencyThe starting salary range for this full time position is 55200 69000 per year This base pay will take into consideration internal equity candidates geographic region job related knowledge and experience among other factors Origence maintains a highly competitive compensation program Under company guidelines this position is eligible for an annual bonus to provide an incentive to achieve targeted goals Bonuses are awarded at companys discretion on an individual basis Origence is an equal opportunity employer All recruitment hiring training compensation benefits discipline and other terms and conditions of employment will be based upon an individuals qualifications regardless of race religion color sex gender identity sexual orientation national origin ancestry military service marital status pregnancy age protected medical condition genetic information disability or any other category protected by federal state or local law