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.
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.
Employment History
I own full branch operations with end to end accountability for execution, internal controls, staffing coordination, and operational risk management. I drive branch performance by aligning daily team activities to service, referral, and operational objectives, making real time adjustments based on performance data and business needs. I serve as the escalation point for complex Member and operational issues, requiring policy interpretation, system analysis, and sound judgment on non standard transactions. I lead operational investigations using root cause analysis to identify breakdowns, implement corrective actions, and strengthen processes and controls. I analyze Voice of the Member feedback, operational metrics, and quality data to identify trends, close gaps, and implement improvements that enhance Member experience and operational consistency. I also partner closely with leadership and cross functional teams to support business development initiatives and ensure operational alignment across the organization.
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.
Seasoned operations leader with over 20 years of experience leading teams and owning end to end execution in highly regulated financial environments. Trusted to manage complex operations, operational risk, and high impact decision making while maintaining strong service standards. Known for stepping into ambiguity, researching issues deeply, exercising sound judgment, and making adjustments that protect the organization while enabling teams to perform at a high level. Leads through accountability, clarity, and consistency, with a proven ability to translate strategy, policy, and regulatory requirements into practical execution. Recognized for building strong teams, improving operational discipline, and delivering results through thoughtful leadership rather than oversight alone.
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.