Workflow Specialist

Posted Yesterday
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Tempe, AZ, USA
In-Office
Mid level
Fintech
The Role
Monitor staffing and intraday workflows, create forecasts and optimized schedules, analyze volumes and compliance risks, provide reporting and real-time direction to leadership, support process implementation, maintain documentation and audit readiness, and drive continuous improvement across OMA Financial operations.
Summary Generated by Built In

A OneMain Auto (OMA) Financial Workflow Specialist (WFS) plays a critical role in ensuring that enterprise operations are running at peak efficiency.  The WFS is responsible for monitoring staffing levels, creating schedules, providing ongoing development, feedback, and support to OMA leaders and team members ensuring we meet our customers’ needs while balancing efficiency, compliance, expenses and employee experience.

A WFS is responsible for reviewing, communicating, assessing, and reporting potential risk, compliance, process violations, training needs, through application research, workflow projections and booked loan review, summarizing findings, and communicating business needs to OMA Financial Leadership.

The successful candidate will bring proven leadership skills, strong analytical capabilities, and a deep understanding of OMA Direct and Indirect policy and procedures. They will be adept at interpreting data trends, coordinating with cross-functional partners, and guiding their leadership team to deliver accurate, agile, and compliance-driven process changes/training support.

A WFS leverages time management skills to ensure all assigned tasks are completed within the established timeframes and demonstrates organizational skills to manage multiple, high visibility activities within the OMA Financial business.

The WFS acts as a liaison between the Lending Manager team and Sr. Underwriters, providing real-time direction to the management team to ensure the business is operating at peak efficiency utilizing real-time data throughout the business day.   

Key Responsibilities

  • WFS Specialists are responsible for forecasting, scheduling, and intraday performance monitoring.
  • Translate enterprise volume forecasts and capacity plans into optimized schedules that align staffing with operational demand.
  • Oversee intraday application volume flows compared to staffing levels ensuring the business is staffed appropriately,
  • Making real-time adjustments to mitigate service level risks and maximize utilization.
  • Partner with Operations, Strategy, and Reporting teams to align scheduling and staffing recommendations with business goals.
  • Monitor adherence and metrics, providing actionable insights to OMA leadership and to drive accountability and continuous improvement.
  • Ensure compliance with regulatory, contractual, and organizational staffing requirements.
  • Supporting the business a peak period throughout the scheduled business hours, work with and along leadership and underwriters to help fill in gaps.
  • Maintain detailed process documentation, audit readiness, and reporting accuracy to support business during 3rd party review.
  • Support implementation of new process and procedures alongside OMA leadership.

Required Skills

  • Education - High School diploma or equivalent preferred bachelor’s degree or equivalent work experience in call center operations.
  • Demonstrated ability to work independently, while supporting the achievement of both individual and team level goals
  • Ability to review and analyze large data sets to identify potential compliance or process violations or anomalies
  • Solutions focused
  • Strong written and verbal communication skills
  • Strong critical thinking and analytical skills
  • Attention to detail
  • Knowledge of OneMain and Partner account management systems and policies
  • Ability to process, comprehend and apply OneMain internal policies and procedures
  • Ability to build performance reporting structures, varying in complexity
  • Ability to brainstorm and communicate progressive ideas individually, or collaboratively with a team unit.
     

Experience

  • 4 Years of combined Auto underwriting call center operations, service and dealer sales experience
  • Proficiency in Microsoft Excel and PowerPoint
  • Advanced knowledge Topaz, Twilio, Bedrock, Class Avaya or similar software experience

Hours (Hybrid)

  • M – F, Weekends, on call

OneMain Holdings, Inc. is an Equal Employment Opportunity (EEO) employer. Qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship status, color, creed, culture, disability, ethnicity, gender, gender identity or expression, genetic information or history, marital status, military status, national origin, nationality, pregnancy, race, religion, sex, sexual orientation, socioeconomic status, transgender or on any other basis protected by law.

Skills Required

  • High school diploma or equivalent
  • Bachelor's degree or equivalent work experience in call center operations
  • 4 years combined auto underwriting, call center operations, service or dealer sales experience
  • Proficiency in Microsoft Excel
  • Proficiency in Microsoft PowerPoint
  • Advanced knowledge of Topaz, Twilio, Bedrock, Class, Avaya or similar software
  • Ability to review and analyze large data sets to identify compliance or process anomalies
  • Ability to build performance reporting structures of varying complexity
  • Strong written and verbal communication skills
  • Strong critical thinking, analytical skills, and attention to detail
  • Knowledge of OneMain and partner account management systems and policies
  • Ability to work independently while supporting individual and team goals
  • Willingness to work hybrid schedule including weekdays, weekends, and on-call shifts

OneMain Financial Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about OneMain Financial and has not been reviewed or approved by OneMain Financial.

  • Retirement Support Retirement benefits include a 401(k) with a dollar-for-dollar match up to 4% after six months, supporting long-term savings. An employee stock purchase plan with a 10% discount adds another ownership-oriented reward element.
  • Leave & Time Off Breadth Time-off offerings include vacation that can grow to five weeks, paid holidays, personal days, sick time, and three paid volunteer days. Paid parental leave is offered at 100% pay for six weeks, adding to the overall leave mix.
  • Flexible Benefits A broad menu of benefits spans HSAs/FSAs, disability coverage, life and long-term care solutions, tuition reimbursement, and voluntary options like pet insurance and legal assistance. Backup child/elder care and adoption assistance further widen the set of selectable supports.

OneMain Financial Insights

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The Company
Baltimore, Maryland
5,386 Employees
Year Founded: 1912

What We Do

OneMain provides personal loans with one on one, local service at branches nationwide. Our personalized loan solutions offer customers a simple and straightforward loan application, fixed rates, fixed payments, clear terms and multiple payment options.

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