Dispute Operations Project Advisor II

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 Dispute Operations Project Advisor II will serve as a liaison, among project stakeholders to understand business process, structure, policies, and operations of the organization with the goal of documenting requirements that will help deliver new and enhanced processes, products, and services. The incumbent is an internal, external, client-facing and/or vendor-facing role which assists in formulating recommendations that enable the organization or business unit to achieve its goals.  Responsibilities include defining business requirements, coordinating complex systems development, integration, migration and/or enhancement projects that streamline and/or automate processes.  The incumbent will also be engaged in visioning, product planning, road mapping, release planning, and defect triaging.  The Dispute Operation’s development or enhancement projects need to incorporate strict adherence to policy and procedures, regulatory guidelines, and Network rules.  

Essential Functions & Responsibilities

Qualifications

• Bachelor’s degree in business administration, Computer Science plus 8-10 years related project management experience, or equivalent training and/or experience.

• 5+ years of experience as a Business Analyst or in a Project Management role

• 5+ years of experience planning, scheduling, and coordinating activities for medium to large projects with deadlines.

• 5+ years of experience understanding the relationships, dependencies, and impact of neighboring business functions.

• 5+ years of experience collaborating with departments to identify, document and communicate business needs and provide solutions.

• 3+ years of experience modeling/mapping as-is and to-be business processes and performing current state analysis of existing business processes and systems, applications, and functions.

• 5+ years of experience eliciting, capturing, analyzing, and validating business, functional and technical requirements.

• 3+ years of experience in test planning, test case development and execution

• 3+ years of experience training and mentoring others in business analysis tasks and responsibilities.

• Experience with both traditional Waterfall SDLC and Agile/Lean methodologies.

• Knowledge of SharePoint preferred.

• Knowledge of finance, credit card systems and FD data sources preferred.

• Relevant experience in the debit/credit card/financial services industry with extensive customer service background. Proven leadership skills, facilitation skills, organizational skills, problem solving skills and executive presentation skills required. Thorough knowledge of Visa/MasterCard Chargeback Rules, Regulation E & Z and 3rd party vendor systems required.

• Proven knowledge of 3rd party vendor processing system to include on line screens, monetary and non-monetary transactions, dispute cycles including Presentments, Arbitration and Compliance, Product Control File and other system parameters, and the system's more advanced function and features, preferred.

• While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear

• Specific vision abilities required by this job include close vision

• Ability to occasionally lift/move up to 25 pounds

• Individuals with a disability who are otherwise able to perform the essential functions of the job may request a reasonable accommodation through the Human Resources department.

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• Expert knowledge of elicitation, requirements management, enterprise analysis, requirements analysis, and solution assessment and validation.

• Extensive knowledge of use cases, process maps, data flow diagrams and ability to assist in the creation and documentation of those processes.

• Extensive knowledge of unit testing, integration testing, functional testing and UAT.

• Strong understanding of software development methodologies, design, and implementation.

• Extensive knowledge of entire development process, including specification, documentation, and quality assurance.

• Extensive experience using Microsoft Project, Office, and Visio.

• Expert knowledge of Velera products and services with experience in an area(s) such as Card Processing Platforms, Financial Institution Systems, Vendor Data Sources (Fiserv or FIS), Payment Solutions, Application Programming Interfaces or others not listed.

• Understanding of core systems and business processes, applications, and technical platforms.

• Excellent understanding of concepts of project planning and project management methodologies/ techniques to assist in projects and group initiatives.

• Exceptional communication, teamwork and influencing skills that foster a collaborative and continuous-improvement environment.  Ability to effectively interface with clients, vendors, and staff at all levels.

• Excellent organization, presentation and facilitation skills are required.  Experience working virtually, across geographically dispersed workforces and with varying groups.

• Ability to maintain confidentiality pertaining to non-public business, financial and technological information, plans, or data.

• Ability to listen, understand and respond to external and internal customers’ needs in a timely manner.

• Ability to manage multiple, concurrent projects, activities and tasks, work in fast-paced ever-changing environment, and work the time necessary to complete projects or meet deadlines.

• Demonstrated excellent organizational and time management skills.

• Ability to think analytically to solve problems individually and in a team environment.

• Ability to exercise discretion and good judgment in making decisions.

• Minimal travel may be required.

• Ability to be flexible and work under high pressure in a complex environment.

About Velera

At Velera we are committed to fostering a workplace where every employee feels valued, respected, and connected. We understand, attract and engage a diverse workforce where every employee can live up to their full potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. We strive to foster a safe and inclusive work environment for people to bring their authentic selves in order to build a better community within our company and with our partners.   Learn more about our commitment to Diversity, Equity, and Inclusion HERE!

Pay Equity

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Actual Pay will be adjusted based on experience and other job-related factors permitted by law.

Great Work/Life 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

• Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions

Velera is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.

Velera is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following "EEO is the Law" Poster. Velera will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the legal duty to furnish information.

Velera is an E-Verify Employer. Review the E-Verify Poster here.  For information regarding your Right To Work, please click here.

As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at [email protected] for assistance.