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What You’ll Do You will be the key driver behind our operational workflows, implementing and optimizing automation solutions without heavy coding. Working directly with the COO, you’ll execute the strategic vision for our processes, ensuring smooth, scalable, and efficient systems. Your responsibilities include: No-Code Integrations: Connect and streamline workflows across Monday, Jotform, and Zapier to ensure seamless data flow. Workflow Design: Architect end-to-end automation using drag-and-drop tools, setting up conditional triggers and intuitive flows. Error Management: Set up automated fail-safes and troubleshooting steps to maintain uninterrupted operations. Data Validation: Ensure that incoming data is clean, structured, and correctly mapped between platforms. Dashboard Creation: Build real-time, user-friendly dashboards on Monday to track key performance indicators. Email Automation: Set up rules and triggers to automatically parse and process incoming email data. Documentation: Maintain clear, concise documentation for all workflows, integrations, and processes to support team collaboration and continuity. What We’re Looking For We’re seeking a dynamic, innovative professional with a passion for no-code automation. You should have: No-Code/Low-Code Expertise: Extensive hands-on experience with Monday, Zapier, and Jotform. Process Optimization Skills: A keen eye for streamlining operations and enhancing workflow efficiency. Attention to Detail: A strong commitment to accuracy and reliability in every aspect of system design. Effective Communication: Ability to work closely with team members and translate technical processes into simple, actionable steps. Documentation Proficiency: Experience in creating and maintaining clear, accessible documentation for automation processes. Bonus: Some familiarity with basic scripting concepts is a plus—but this role is focused on no-code solutions. Summary of Skills & Required Tools Skills: Workflow automation and optimization No-code platform expertise Data mapping and validation Troubleshooting and process improvement Clear documentation practices Email automation and dashboard building Tools & Software: Monday: For board management, task tracking, and workflow automation Zapier: For connecting apps and automating repetitive tasks Jotform: For form creation and data collection Additional No-Code Tools: Experience with similar platforms (e.g., Make) is a bonus
Responsibilities: This position supports the management of the New York Branch application portfolio. This includes the following responsibilities for New York’s in-house applications and purchased third-party applications: · Incident Management · Monitoring of Application Services and Processes · Change Management and Implementation · Management of internal IT controls and policies related to the applications · Coordination of tests and documentation of enhancements This position supports NY changes, processes, and issues in Head Office Applications (e.g. LoanIQ, Front Arena, EDW, etc.) This position requires coordination with Head Office colleagues and third-party vendors/consultants. Limited implementation work with SSIS, .Net, Python, and Tableau. (SQL Server Integration Services) ** Specific Tasks / Responsibilities** · Participating in status calls with business users, Head Office, and external consultants related to the application. · Ensuring all internal guidelines and requirements for the applications’ documentation, change management, and incident management are met. · Troubleshooting and resolving technical issues that arise in the applications. · Managing and implementing changes to the applications Miscellaneous Tasks /Responsibilities · Support local Help Desk Function when needed. Requirements/Qualifications · .NET Framework, C#, PowerShell, HTML, CSS, JavaScript, Visual Studio · Azure DevOps · Python · MS SQL, SSIS, SSRS (SQL Server Reporting Services) · Tableau is a plus · Windows Server, IIS · Effective communications & organizational skills · Able to work, self-sufficiently · Service orientation and attitude · Project Management, Test Management, & Business Analysis Skills · Bachelor’s Degree (Computer Science, Information Technology) ·** Financial Industry background** ** · 2 + years’ experience** BENEFITS: · 100% of the health insurance premium paid by the Bank…medical, dental, vision, Group Term Life up to 2X’s base salary, STD, LTD · Health Reimbursement equal to: Single -$2,050 / Family - $4,050 · FSA · Commuter Benefit Subsidy - $65 · Tuition Reimbursement