Pathward Benefits Overview

Develops and maintains financial models, dashboards, and data workflows supporting loan sales and balance sheet optimization. Analyzes pricing, valuation, portfolio impacts, funding costs, capital usage, credit risk, liquidity, and transaction outcomes. Builds ROA, forecasting, cash flow, profitability, and scenario models; integrates loan-level data using Power BI, SQL, and data-integration tools. Establishes reporting and governance standards, evaluates transaction alternatives, tracks performance, and presents recommendations to management and governance committees.

Supports and improves applications and infrastructure across the technology stack. Responsibilities include analysis, design, development, testing, configuration, administration, troubleshooting, and IT support. Collaborates with stakeholders, evaluates technologies, builds test data, maintains documentation and standards, ensures security and quality, analyzes risks, and assists other IT teams. Requires a bachelor’s degree or equivalent experience and typically three or more years of experience.

Reviews partner marketing materials for compliance with company, payment network, and regulatory guidelines. Collaborates with legal, compliance, and network operations teams; manages program submissions, partner self-approval processes, and implementation tasks. Trains partners on submission tools, conducts compliance reviews, documents findings, remediates issues, maintains service levels and quality scores, and supports enterprise projects.