Origence · 2 hours ago
Account Data Operations Analyst
Ontario, CA
Full-time
Onsite
Mid Level
$55K/yr - $69K/yr
3+ years expOrigence is a fintech company specializing in SaaS lending solutions for Credit Unions. The Account Data Operations Analyst will manage account data, ensure compliance and accuracy, support internal teams with process improvements, and contribute to operational excellence.
BankingElectronic Design Automation (EDA)Financial ServicesInformation Technology
Responsibilities
Contract Compliance
Review agreements and order forms for completeness, accuracy, and compliance with company policies
Process agreements, maintenance requests, billing, and funding documents to ensure timely implementation
Complete data entry tasks to set up and maintain products in internal databases, supporting revenue recognition
Conduct audits within internal/external account data management systems to ensure accurate and timely processing for revenue recognition
Track and resolve client incident tickets, ensuring efficient and effective resolution of business-critical issues
Learn and utilize company technologies such as Salesforce, DocuSign, indirect lending platforms, internal/external account data management systems, PowerBI, SharePoint, etc
Maintain the security and integrity of confidential client and account data
Collaborate with internal teams to resolve billing issues, assist in data reconciliations, and ensure proper setup for revenue recognition
Challenge legacy processes and policies to improve data management, invoicing, and revenue processing by proposing creative solutions
Share best practices and provide cross-training to peers, ensuring continuous improvement in the efficiency and quality of the team's support
Maintain a procedure manual for any changes to business policies and procedures
Audit data and paperwork for compliance with company policies and data accuracy
Collaborate with team members and departments to resolve issues identified during audits
Complete peer reviews of deliverables, providing feedback to enhance quality and efficiency
Verify that system configurations and data entries are accurate and align with internal standards
Maintain organized and accurate digital records, ensuring data reliability
Verify entered data against source documents to ensure correctness and integrity
Collaborate with cross-functional teams to identify and resolve data discrepancies
Ensure consistency across systems and databases, maintaining data integrity
Follow company protocols to secure and manage confidential client and account data
Monitor and analyze KPIs and key datasets for anomalies
Track and resolve client incident tickets to ensure timely resolution of critical issues
Take ownership of assigned account data, ensuring all tasks and follow-ups are completed on time
Develop a deep understanding of systems, products, and services to provide effective support
Provide system guidance and best practices to internal teams to optimize platform use
Maintain strong client relationships, ensuring satisfaction and prompt issue resolution
Other duties as assigned by management
Qualification
Required
Bachelor's degree in Business Administration
2+ years of experience in data operations, accounting systems, or financial data analysis
3+ years of customer order management or account data management experience in the technology industry
2+ years familiarity with compliance standards and revenue processes
Ability to design and document business workflows using, Visio, Lucidchart or similar
Skilled in creating clear, detailed documentation for operational processes and system configurations
Proficient in analyzing large datasets using Excel functions, pivot tables and data visualization techniques
Proficiency in Microsoft Word, Excel, and company software applications (e.g., Salesforce, PowerBI, SharePoint), with the ability to effectively utilize these tools for account data management and process optimization
In-depth knowledge of contract compliance, data entry processes, and account data management, ensuring accuracy and alignment with internal standards
Strong communication skills, with the ability to clearly and professionally interact with internal teams, stakeholders, and clients, both verbally and in writing
Advanced research, analytical, and problem-solving abilities, with exceptional attention to detail in managing complex data and resolving discrepancies
Proven ability to independently manage multiple tasks in a fast-paced environment, ensuring accuracy while meeting deadlines and SLAs
Understanding of business and revenue processes, with the ability to resolve or escalate issues as appropriate to support operational excellence
Ability to maintain a positive attitude under pressure, contributing effectively in a team-oriented environment
Quick learner, adept at mastering new software tools and technologies relevant to account data management
Preferred
Familiarity with credit bureau functions and indirect lending platforms is a plus
Benefits
Flexible Working Environment
Paid Time Off
401k (8% match)
College Tuition Benefits/ Tuition Reimbursement
Good Benefits options
Company 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 transparency.
Company
Origence
Origence delivers automation solutions to credit unions, banks and mortgage banks to increase efficiency.
501-1000 employees
H1B Sponsorship
Origence has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2023 (3)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Reseda Group
2024-03-04Series Unknown
Leadership Team
Jeffrey Shood
Chief Technology Officer
Aleks Bogoeski
SVP, Product Management Strategy & Partnerships
Recent News
Company data provided by crunchbase