Operations Quality Analyst

Posted Yesterday
Be an Early Applicant
Dubuque, IA
51K-66K Annually
Mid level
Fintech • Financial Services
The Role
The Operations Quality Analyst at HTLF will provide support for deposit quality control across member banks, ensuring compliance with policies and procedures. Responsibilities include reviewing processes, performing quality control checks on various banking forms, managing reports, and assisting management with special projects.
Summary Generated by Built In

HTLF is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

HTLF is a diversified financial services company headquartered in Denver, Colorado. We deliver community banking at scale by powering our geographically diverse group of banks with technology, efficiency and strength — giving local decision-making the opportunity and insights to focus on customers and growth. Relationships have been the core of our company since its founding in 1981. We're deeply invested in the communities we serve, and that's why our clients choose us as their banking partners.

What's different about a career at HTLF? We believe our employees and their diverse backgrounds, perspectives and skills are our greatest assets. We wouldn't be HTLF without the people with whom we surround ourselves and empower to enrich the lives of our customers, employees and communities. We're dedicated to making HTLF the best place to work – where your opinions are valued, your feedback and ideas are heard, and your opportunities for personal growth and professional development are endless.

Under direct supervision, the Operations Quality Analyst provides regional support and completes the deposit quality control function on behalf of Heartland Financial member banks to foster a culture disciplined to follow policies, procedures and regulations.


Primary Responsibilities

  • Provides courteous and efficient operational support to all holding company affiliates.
  • Reviews any new procedures and processes put in to place to ensure they are being followed as written; if not, follow-up with the banks will be necessary.
  • Performs quality control reviews of overdraft election forms, GenGold forms, and Adverse Action notices.
  • Completes Duplicate CIF review and follow-up.
  • Creates Missing TIN Report and manages follow-up.
  • Creates Missing Signature Card Report and manages follow-up.
  • Completes Alternate Address Check Back report.
  • Performs New Account Review and verifies CCD Checklist.
  • Creates reports Query and BancAudit as directed by manager.
  • Reviews accounts for service charge changes to common file.
  • Completes the Alternate Address Check Back report.
  • Verifies closed account reports to ensure bill pay is deactivated.
  • Verify daily statements.
  • Completes the indexing of deposit account related document batches into the OnBase document archiving system within service level agreement; manages batch issue follow-up with member banks.
  • Re-indexes and/or satisfies document requirements.
  • Assists Deposit Operations management with developing and maintaining special assigned projects.
  • Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.


Secondary Responsibilities

  • Performs other duties as assigned.

Management Responsibilities

  • This job has no management responsibilities.


Qualifications

  • Associates Accounting, Business Administration/Management, Finance
  • 3-5 years of banking experience required, deposit operations preferred
  • Knowledge of Windows operating system and of Microsoft Excel, Word, and Outlook
  • Able to effectively and efficiently key data
  • Familiarity with bank deposit policies, processes and procedures
  • Knowledge of Federal Regulations
  • Ability to work effectively in a fast-paced environment
  • Critical and creative problem solving
  • High attention to detail
  • Knowledge of continuous improvement tools/methods (Lean or Six Sigma) preferred
  • Knowledge of Bank Core Systems (FiServ Signature preferred)

Standard ADA Selection: Office and Administrative Support
Physical Demands:
 

  • Standing - Frequently
  • Walking - Occasionally
  • Sitting - Frequently
  • Lifting - Occasionally
  • Carrying - Occasionally
  • Pushing - Rarely
  • Pulling - Rarely
  • Balancing - Rarely
  • Kneeling - N/A
  • Crouching - Rarely
  • Reaching - Rarely
  • Repetitive Motions - Frequently
  • Eye/Hand/Foot Coordination - Constantly

  • Working Environment:

  •  
  • Extreme cold - N/A
  • Extreme heat - N/A
  • Humidity - N/A
  • Wet - N/A
  • Noise - Rarely
  • Hazards - N/A
  • Temperature Change - N/A
  • Atmospheric Conditions - N/A
  • Vibration - N/A

  • Standard Business Hours:
    Standard business hours are Monday through Friday, 8:00 a.m. to 5:00 p.m. Exempt employees are expected to work as long as it takes to accomplish the goals and deliverables of the position; typically, a minimum of 40-45 hours per week.
    Travel:

  •  
  • Est. Amount - 0%

  • Driving Requirements:

  •  
  • Est. Amount - 0%

Scheduled Weekly Hours:

40

Time Type:

Full time

The targeted salary for this role is:

$51,090.00 - $66,417.00

HTLF offers competitive and varied benefits to eligible employees, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; an employee assistance program; tuition reimbursement; and various associate banking benefits. Benefit offerings and eligibility requirements vary. To learn more, please click here visit our Benefits page.

The annualized base salary range reflects figures based on the primary location. Pay ranges may vary based on work location. As a part of the total compensation package, this role may be eligible for a Bonus Plan or a role-specific commission/bonus.  Recruiters can share more detail during the hiring process. Each candidate’s compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things.

Additional Information:

Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants remain open for approximately 5 days of the posting date listed.

Top Skills

Excel
Microsoft Outlook
Microsoft Word
The Company
HQ: Denver, CO
2,012 Employees
On-site Workplace
Year Founded: 1981

What We Do

HTLF is a $20 billion bank headquartered in Denver, Colorado, serving customers across the West, Southwest and Midwest. Our unique model powers our geographically diverse group of banks with technology, efficiency and strength.

Our local bank brands serve our customers and communities through commercial, small business and consumer banking. We leverage our deep local roots and longstanding connections to expand existing relationships and create new ones.

We believe local brands, local leadership and local decision-making best serve the communities where we operate. We differentiate ourselves by offering the depth and breadth of products and services of a $20 billion bank in each of our local markets.

This is local banking with the scale to compete at any level.

HTLF's common stock is traded through the NASDAQ® Global Select Market System under the symbol "HTLF."

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