Operations Leader in Financial Services | Process & Performance Optimization
Hi, I’m Benjamin Jimenez Lopez, an operations and business leader with over 20 years of experience in financial services. I specialize in driving operational execution, improving performance, and strengthening compliance within high-volume, highly regulated environments.
Throughout my career at organizations such as SchoolsFirst Federal Credit Union, Wells Fargo, and Bank of America, I have led teams, standardized workflows, and implemented practical tools that improve accuracy, efficiency, and audit readiness. I am known for translating strategy into execution by building processes, training teams, and using data to guide decisions.
I am currently pursuing an MBA with a focus on Leadership and hold formal project management training, which strengthens how I plan, execute, and lead operational initiatives. My work sits at the intersection of people, process, and systems, with a consistent focus on delivering measurable results and sustainable operational improvement.
Employment History
Operations-focused professional supporting high-volume financial services environments through process optimization, workflow standardization, and performance improvement. Played a key role in strengthening operational consistency by designing automated tools, improving audit readiness, and supporting teams through practical process enhancements. Recognized for identifying inefficiencies, reducing errors, and contributing to a more reliable and scalable member experience.
Delivered operational and business support across client-facing and internal workflows, combining strong regulatory awareness with execution discipline. Led onboarding and compliance training initiatives, supported cross-functional collaboration, and contributed to improved service quality and audit outcomes. Known for translating policy and procedural requirements into clear, actionable guidance that improved team performance and reduced recurring operational issues.
Managed large, compliance-driven mortgage servicing operations, leading teams of up to 30 employees across multiple workstreams and regulatory requirements. Oversaw performance, quality control, and training programs while delivering reporting and operational insights to senior leadership. Drove process improvements that strengthened risk controls, increased efficiency, and supported consistent execution in a highly regulated environment.
Milestone
The IT Specialist at Milestone Technologies is responsible for delivering hands-on technical support to users across various systems and environments. This role involves troubleshooting hardware, software, and network issues, maintaining user devices, and ensuring smooth day-to-day IT operations. The position supports both in-person and remote users, requiring strong problem-solving skills, a solid understanding of enterprise IT environments, and a focus on customer service. As part of a larger IT support team, the IT Specialist also contributes to system upgrades, user account management, equipment setups, and compliance with security protocols. The goal is to provide reliable, efficient, and secure IT support that helps users stay productive and aligned with the organization’s technology goals.
List of Badges & Certificates earned
This list includes TryHackMe, Skillsoft, Cisco University & DeVry University. Services: Cybersecurity, Network Administration, IT Consulting, Help Desk Support & More.
Human Behavior, Understanding Unconscious Bias, Building Shared Understanding across Cultural Divides, etc.
Certifications: CompTIA Security+, CompTIA Network+, CompTIA A+, etc.