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Workflow Manager Jobs in Jupiter, FL (NOW HIRING)

Spa Manager

Palm Beach Gardens, FL

$39K - $53K/yr

Plan and direct daily operations to ensure smooth and efficient workflow * Manage staff schedules to optimize productivity, revenue, and customer satisfaction * Maintain a clean, organized, and ...

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Workflow Manager information

What does a workflow manager do?

A Workflow Manager is responsible for designing, implementing, and optimizing business processes within an organization. They oversee how tasks, information, and documents flow between teams and systems to ensure efficiency and productivity. Workflow Managers use specialized software to automate repetitive tasks, monitor process performance, and resolve bottlenecks. Their role often involves collaborating with various departments to streamline operations and support organizational goals.

What are the key skills and qualifications needed to thrive as a workflow manager?

To thrive as a Workflow Manager, you need strong organizational skills, process optimization expertise, and experience with project management, often supported by a degree in business or a related field. Familiarity with workflow automation tools (such as Asana, Trello, Jira, or Monday.com) and process mapping software is typically required. Exceptional communication, problem-solving abilities, and leadership skills help you effectively coordinate teams and drive process improvements. These competencies are essential for ensuring efficient operations, reducing bottlenecks, and achieving organizational goals.

How does a workflow manager typically collaborate with cross-functional teams to optimize business processes?

As a Workflow Manager, you will routinely work with teams from operations, IT, and business units to streamline and improve organizational processes. This often involves facilitating meetings, gathering feedback, and mapping out existing workflows to identify inefficiencies or bottlenecks. You’ll coordinate closely with stakeholders to implement automation tools or process changes, ensuring everyone is aligned and trained on new procedures. Strong communication and project management skills are essential to successfully drive these initiatives and foster a culture of continuous improvement.

What is the difference between Workflow Manager vs Operations Coordinator?

AspectWorkflow ManagerOperations Coordinator
Primary RoleOversees and optimizes work processes and workflowsCoordinates daily operational activities and supports team functions
Required CredentialsTypically requires a degree in business, management, or related field; certifications in project management are commonOften requires a high school diploma or associate degree; relevant experience in operations
Work EnvironmentOffice setting, often in industries like manufacturing, logistics, or ITOffice environment, supporting various departments in similar industries
Employer & Industry UsageUsed by companies aiming to streamline workflows and improve efficiencyUsed by organizations managing daily operational tasks and team coordination

While both roles support organizational efficiency, a Workflow Manager focuses on designing and improving work processes, whereas an Operations Coordinator handles daily operational tasks and team support. Understanding these differences helps in selecting the right career path or job role.

How much does a workflow manager make?

The average salary for a workflow manager typically ranges from $60,000 to $100,000 annually, depending on experience, industry, and location. Professionals with skills in process optimization, project management, and relevant software tools may earn higher salaries, especially in larger organizations or specialized sectors.

What job categories do people searching Workflow Manager jobs in Jupiter, FL look for?

The top searched job categories for Workflow Manager jobs in Jupiter, FL are:

What cities near Jupiter, FL are hiring for Workflow Manager jobs?

Cities near Jupiter, FL with the most Workflow Manager job openings:

Infographic showing various Workflow Manager job openings in Jupiter, FL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 93% In-person, and 7% Remote job distribution.

Lending Operations Manager

Guardians Credit Union

West Palm Beach, FL • On-site

Full-time

Posted 7 days ago


Job description

SUMMARY DESCRIPTION:
The Lending Operations Manager supports the Assistant Vice President (AVP) of Lending Operations in coordinating and overseeing the credit union's day-to-day lending functions, including consumer lending, home equity lending, loan origination, underwriting support, processing, funding, and loan servicing. The position helps execute departmental priorities, maintain consistent workflows, support sound credit quality, and deliver timely, accurate, and member-focused service.
Working under the direction of the AVP of Lending Operations, the Manager coordinates staff activities, monitors daily queues, underwriting and service levels, resolves operational issues, reinforces policies and procedures, and escalates material exceptions or risks. This role also assists with reporting, quality control, staff training, vendor and system coordination, audits and examinations, procedure updates, user acceptance testing, and special projects.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Supports the AVP of Lending Operations in coordinating daily consumer, home equity, origination, underwriting, processing, funding, and servicing activities.
  • Assigns and monitors work queues, staffing coverage, priorities, service levels, and deadlines to promote timely and accurate completion of lending activities.
  • Provides hands-on guidance and technical support to lending staff and assists with complex applications, documentation, funding, servicing, and member issues.
  • Reviews loan files, reports, approvals, denials, exceptions, and supporting documentation for completeness, accuracy, consistency, and compliance.
  • Reviews, recommends, approves, or declines loan requests within assigned authority and escalates higher-risk or policy exception requests to the AVP or other authorized decision-maker.
  • Reinforces and creates lending policies, procedures, underwriting guidelines, documentation standards, internal controls, and member service expectations.
  • Identifies workflow bottlenecks, recurring errors, and training needs for the department and front line; recommends practical process improvements and supports approved corrective actions.
  • Provides coaching, cross-training, and performance feedback to assigned staff and supports onboarding and ongoing staff development.
  • Assists the AVP with operational reports, pipeline monitoring, production and service metrics, exception tracking, quality control results, and management updates.
  • Supports audits, examinations, file reviews, documentation requests, and remediation tracking by gathering accurate records and following up on assigned items.
  • Participates in lending system maintenance, UAT testing, workflow configuration, vendor coordination, implementation activities, and post-implementation support.
  • Works with branches, member service, collections, accounting, compliance, information technology, marketing, and vendors to research and resolve lending-related issues.
  • Maintains knowledge of lending products, systems, procedures, regulations, and operational requirements and communicates changes to affected staff.
  • Acts as the operational point of contact in the AVP's absence for routine matters within delegated authority and promptly escalates significant issues.
  • Knows the regulatory guidelines such as BSA/OFAC/AML/CTR laws, rules and regulations and maintains an acceptable level of knowledge, including all updates and changes of laws, rules, and regulations to sufficiently apply to all account activities.

OTHER DUTIES:
Performs other duties, responsibilities, and activities as assigned. Duties may change at any time with or without notice based on business needs.
SUPERVISORY RESPONSIBILITIES:
This position provides direct supervision, workflow management, coaching, training, and performance support to assigned lending operations personnel. Responsibilities may include scheduling, work allocation, onboarding, performance feedback, participation in evaluations, and recommendations regarding staffing or corrective action, in coordination with the AVP of Lending Operations.
COMPETENCIES:
  • Operational Leadership - Organizes daily work, supports staff, follows through on commitments, and keeps the AVP informed of priorities, risks, and results.
  • Lending Knowledge - Applies practical knowledge of loan products, underwriting, documentation, funding, servicing, collateral, and lending compliance.
  • Member Focus - Promotes timely, accurate, respectful, and solution-oriented service for members and internal partners.
  • Quality and Control - Maintains attention to detail, reinforces standards, identifies errors, and supports effective corrective action.
  • Communication - Communicates clearly and professionally with management, staff, members, vendors, auditors, and examiners.
  • Collaboration and Adaptability - Works effectively across departments, adjusts to changing volumes and priorities, and supports organizational initiatives.
  • Compliance and Risk Awareness - Recognizes operational and regulatory risks, follows escalation protocols, and supports consistent documentation and audit readiness.

QUALIFICATIONS / EXPERIENCE:
  • Associate or bachelor's degree in business, finance, accounting, management, or a related field preferred; an equivalent combination of education, training, and experience may be considered.
  • Minimum of three years of progressive consumer lending, underwriting, loan operations, processing, funding, servicing, or financial institution experience preferred.
  • Prior lead, supervisory, training, workflow coordination, or project support experience preferred.
  • Working knowledge of consumer lending, home equity lending, credit analysis, collateral, loan documentation, lending regulations, and risk management practices.
  • Ability to review and interpret credit reports, loan documents, financial information, procedures, exception reports, audit findings, and regulatory guidance.
  • Ability to exercise sound judgment, maintain confidentiality, manage competing priorities, meet deadlines, resolve routine issues, and appropriately escalate material concerns.
  • Proficiency with Microsoft Office applications and the ability to effectively use credit union core, loan origination, document management, reporting, and workflow systems.

COMPLIANCE REQUIREMENTS:
The employee is responsible for maintaining knowledge of and complying with applicable laws, regulations, policies, and procedures related to the position, including but not limited to fair lending, consumer lending, home equity lending, privacy, information security, Bank Secrecy Act, OFAC, anti-money laundering requirements, and other regulatory obligations applicable to credit union lending activities.
PHYSICAL DEMANDS:
While performing the duties of this job, the employee is regularly required to sit, stand, walk, use hands and fingers, reach with hands and arms, talk, and hear. The employee may occasionally lift and/or move up to 25 pounds. Specific vision abilities include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate.