Business Process Engineer

San Antonio, TX

Purpose of the Position:

The Business Process Engineer will identify, lead, facilitate and document opportunities and solutions across a broad range of process improvement initiatives, functions, and stakeholders. This role requires end-to-end management and facilitation from inception through implementation of a project, with the ability to meet aggressive timelines and success measures. The Business Process Engineer will perform root cause analysis of issues or problems, propose solutions according to the current and future needs of the business, and work with various business partners to gain approval, buy-in, and ultimately implement those solutions. This professional will identify the best approach to documenting as-is and future state processes, incorporating customer insights, data points and feedback within the process. In addition to managing individual initiatives, this role will also act as a program manager across multiple concurrent initiatives, reporting outcomes upstream, and strategically defining and prioritizing process improvement initiatives to support required business objectives. This professional must have the ability to weave in continuous improvement tools and knowledge into the fabric of the organization as well, establishing and monitoring key performance indicators and controls. The Business Process Engineer will leverage principles from Lean-Six Sigma, Quality Management and other methodologies to apply a disciplined and methodical approach heavily influenced by customer needs and experiences. This role requires operating with a startup mentality and the ability to adopt different techniques and tools based on the specific business problem identified, leveraging an agile approach and mind-set. The Business Process Engineer should enjoy a hand’s-on approach, with the ability to align to strategic direction. This professional must easily navigate ambiguity and complexity, with the ability to find simple solutions to complex problems.

Key Accountabilities:

  • Document and manage end-to-end project plan, scope and overall projects

  • Build a strong network across teams to leverage organizational knowledge and obtain adoption and buy-in

  • Ability to identify and prioritize key initiatives to streamline and improve organizational process, aligning to business objectives and overall strategy

  • Responsible for reporting results and progress of individual projects and gathering / summarizing results of other process improvement initiatives within the team or organization

  • Collaborate with business partners and leaders to identify a constant and methodical approach and discipline for process improvement initiatives

  • Build a program and methodology that is aligned to strategic direction

  • Leverage different tools, techniques and disciplines to map current and future state business processes

  • Determine the best methodology and process improvement techniques to identify and resolve pain points and opportunities

  • Lead and facilitate cross-functional, collaborative teams in business improvement and development initiatives

  • Leverage Lean-Six Sigma, Quality Management and other process improvement tools to measure and optimize the overall efficiency and effectiveness of processes

  • Quickly grasp new concepts, processes, functions and capabilities

  • Weave continuous process improvement tools, knowledge and capability into the fabric of the organization

  • Conduct experiments and implement change iteratively

  • Define data requirements and work closely with partners to monitor outcomes and experiments

  • Evaluate current processes, recommend and implement quality and efficiency improvements

  • Quantify, document and monitor benefits of improvement projects

  • Establish control systems to maintain the gains achieved

  • Establish and manage a process to track controls and tangible outcomes

  • Expand and implement, analyze and report department performance KPIs and metrics

  • Track, analyze and report progress, risks and outcomes to key stakeholders upstream and downstream

  • Create compelling customer / employee pain stories and presentations

  • Have the ability to convey and summarize often complex information in a meaningful manner that is relative to the business

Competencies and Skills:

  • Excellent written, verbal and interpersonal communication skills

  • Great communicator who works best in a collaborative environment and builds mutual trust and credibility at all levels of an organization

  • Ability to work independently and self-motivated to achieve goals and act as an owner while aligning to management / keeping management appropriately informed.

  • Ability to meet deadlines, multi-task in a fast-paced environment while maintaining a positive attitude

  • Deep interest and skillset in analytics, with the ability to critically analyze information and develop / communicate actionable conclusions

  • Strong business acumen and understanding of banking as a business

  • Strong organizational / time management skills (ability to work on multiple projects simultaneously)

  • Demonstrated ability to complete financial assessments of projects, develop business cases, and operate within a budget

  • Knowledge and demonstrated use of LEAN Six Sigma, Quality Management and other process improvement tools

  • Familiarity with financial system interfaces, reports, databases, and imaging/archiving methods

  • Exceptional, demonstrated leadership and project management skills; serving as a role model for others

  • Ability to seamlessly transition between strategic and hands-on responsibilities

  • Possess strong analytical, logical thinking and problem-solving skills

  • Demonstrated ability to create process road maps, identifying waste and inefficiencies, with a mind for continuous improvement in all business processes that contribute to improved operating performance

  • Proven program/project management skills with high tolerance for working in changing and ambiguous situations

  • Demonstrated ability to conduct effective meetings, and seek clarity of critical information

  • Proficiency in working with Microsoft Office Excel, Word and PowerPoint

Work Experience Requirements:


  • 7+ years successful program development and project management experience, preferably in the financial services industry

  • 7+ years of experience within process improvement and Lean Six Sigma tools

  • Proficiency with Microsoft Office products, including Visio, Excel, and PowerPoint


  • Experience implementing initiatives with an agile framework

  • Experience with design thinking principles

Education Requirements:


  • Bachelor’s degree

  • Lean Six Sigma black belt


  • Bachelor’s degree in business administration, math, finance, or related field

  • Master of Business Administration

  • Master black belt training