We are looking for an Operations Specialist to support performance monitoring and operational analysis within a consumer banking environment in San Jose, California. This Long-term Contract position focuses on improving service outcomes, evaluating business-critical processes, and delivering insights tied to call center performance and credit card operations. The ideal candidate brings a strong understanding of consumer lending and banking workflows, along with the ability to translate data into practical operational recommendations.<br><br>Responsibilities:<br>• Track and interpret call center performance indicators to identify trends, gaps, and opportunities for operational improvement.<br>• Review credit card and consumer banking activities to help maintain efficient, accurate, and compliant day-to-day operations.<br>• Conduct criticality assessments on processes and issues to support prioritization and business continuity decisions.<br>• Analyze operational data and prepare clear reporting for stakeholders to support informed decision-making.<br>• Partner with cross-functional teams to address workflow challenges and improve service delivery across customer-facing operations.<br>• Support process refinement efforts within lending and banking functions to increase consistency and reduce operational risk.<br>• Monitor exceptions, escalations, and recurring issues, recommending practical actions to improve performance and customer experience.
We are looking for a Marketing Operations Specialist to join a growing team in San Ramon, California on a contract basis with the potential to become permanent. This position supports the day-to-day execution of marketing programs by bringing structure to projects, improving coordination across stakeholders, and ensuring campaigns and events stay on track. The role is ideal for someone who enjoys organizing complex workstreams, maintaining accurate data, and helping marketing efforts move from concept through delivery with consistency and accountability.<br><br>Responsibilities:<br>• Coordinate the full marketing workflow by organizing timelines, deliverables, ownership, and milestones across multiple initiatives.<br>• Maintain centralized visibility into active marketing projects so teams can easily track priorities, progress, dependencies, and upcoming actions.<br>• Partner with marketing leadership to turn business goals and campaign ideas into practical execution plans with clear follow-up and accountability.<br>• Oversee operational planning for meetings, webinars, recruiting activities, client events, and other marketing programs, including logistics, vendor communication, attendee coordination, and materials preparation.<br>• Work closely with creative and content partners to support invitations, branded assets, presentation materials, and event-related communications.<br>• Prepare and maintain recurring reports and dashboards that measure campaign results, event participation, lead activity, and areas for future optimization.<br>• Manage marketing tools, databases, lists, and tracking systems to help ensure accurate segmentation, clean records, and reliable campaign data.<br>• Develop and refine repeatable processes for intake requests, campaign coordination, event execution, and reporting while identifying opportunities to streamline workflows.<br>• Serve as a key point of contact for advisor and internal marketing requests by communicating timelines, status updates, competing priorities, and next steps clearly.