Process Improvement Analyst

Req No.
Operational Excellence
Regular Full-Time


UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base.

At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful.

Location:  Allen, TX 



  • Builds and maintains relationships with the business in supporting their needs; provides interface between the internal customers and external customers to ensure alignment with IT and business strategy; chairs appropriate meetings for purpose of reviewing solutions analysis. Establishes monthly meetings that include active project status, reviewing support issues, soliciting pending project information, and soliciting issues confronting the business owner.
  • Assesses operational efficiency, prepares recommendations for improvement, and completes approved action plan. Communicates to business owners by ensuring they are aware of other potential project initiatives that could be reused across business areas.
  • Reviews proposals and recommends vendor demonstrations, working with vendor to arrange accordingly. Networks and arranges visits to external companies to view their operations.
  • Leads Operational Excellence Team to implement various process re-engineering solutions, systems, testing, business requirements, design specifications, etc. within time constraints and project resources.  Designs and develops applications, including system analysis.  Analyzes and troubleshoots defects in application, and partners with IT to correct errors as required.
  • Consults with and advises programming and development areas on applications in area of responsibility. Provides technical support to business owners and other support groups.
  • Reviews all work prior to its incorporation into production or input into another project task; facilitates and/or performs End-User (UAT) Testing and preparation of test scripts.
  • Reports to management on project progress, problems, and needed changes. Recommends and carries out approved action plan without assistance.
  • Ensures that all work and documentation meet the standards of the department and the project. Maintains records of work performed and fulfills ad hoc reporting requirements and routine queries as part of the requirements analysis.
  • Excellent user knowledge of, and responsible for, all aspects of the assigned system and its interaction with other systems (ex: Symitar, Mortgage Builder, Synapsys, DocuSign, etc.) Trains and guides less-experienced staff in department standards and tools.
  • Works with individual business owner and end users to improve the efficiency of business users with or without technology by improving their processes and use of systems to include technology. Maintains understanding of industry and competitive trends and analysis as well as strategic business objectives for business area(s) supported.
  • Partners with IT to ensure appropriate estimates, communicates potential future initiatives and provides feedback on performance of individuals and teams.
  • Partners with Compliance and other related areas in monitoring changes in laws and regulations that may affect the programs to which assigned; assists Operations with system requirements where the implementation of new policy, procedural and operational changes is required.
  • Performs other duties as assigned.




  • Thorough familiarity with problem analysis, modeling data and processes; and excellent level of problem-solving capabilities to establish potential alternatives and solutions to problems
  • Excellent communication verbally and in writing. Ability to work with all levels of management.
  • Broad range of bank and/or savings and loan operational experience, as well as experience with use of online real-time systems. Systems should include core systems as well as item-processing subsystems.
  • Must be highly organized and capable of handling multiple tasks concurrently, and able to redirect priorities based upon current workload. (Ability to react to current situations.)
  • Ability to translate needs of users and external entities into projects or tasks which are practical (good analytical skills) and are well synthesized and integrated into the systems environment.
  • Excellent knowledge of production cycles and projected results of those cycles for related applications.
  • Ability to review test results and correlate those results to the effectiveness of the respective application.
  • Broad range of experience with managing client relationships, facilitating discussions, negotiating and building consensus.
  • Possess an in-depth knowledge of the technology used to deliver application functionality, with extensive knowledge of the business and IT teams.
  • Excellent technical skill to include Word, Excel, Microsoft Project and Visio.
  • Bachelor’s degree preferred (preferably in Business Administration, Statistics, Mathematics, Accounting, or Computer Science) or equivalent experience.
  • Minimum of five years’ work experience, three of which must have been in the user community and two of which directly with the application assigned, gained either by working in the assigned area or in a system area directly supporting the function.
  • Or equivalent combination of education and experience.

The Opportunity:


At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves. We work together for a common goal, "to provide superior service to our members."


See the UNIFY Difference!


At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves.


Competitive Compensation and Excellent Benefits Package* Includes:

Medical (PPO/HMO), Prescription, Dental (PPO/DMO), Vision, Life, and Short- and Long-Term Disability Insurance
Dependent and Medical Care - Flexible Spending Accounts
Vacation, Sick, Personal and Holiday Pay
401(K) Plan with employer match
Education reimbursement for approved programs
UNIFY banking privileges for you and your family

*All programs subject to review and change


UNIFY is proud to be a drug-free, equal-opportunity employer. For more information on UNIFY, visit us at




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