Director of Automation Implementation

Job Description

Job Description

TRAKAmerica is a national accounts receivable management and outsourcing provider for many of the largest financial institutions in the country. As we continue to grow, we’re looking for a Director, Automation Implementation is responsible for executing and scaling TRAKAmerica’s affidavit automation processes.

Position Summary

This role partners closely with internal teams and IT to implement workflows, troubleshoot issues, and drive resolution across systems, data, and external partners. This position is classified as exempt under the FLSA and will not earn overtime for any hours worked in excess of 40 hours in a given work week. This position is eligible for an annual performance-based bonus .

This is a hands-on role requiring strong analytical skills, SQL proficiency, and the ability to independently manage complex, process-driven work.

Key Responsibilities

Automation Implementation

• Execute defined automation workflows across clients, firms, and jurisdictions
• Translate business requirements into actionable steps across systems, templates, and data flows
• Support rollout and expansion of affidavit automation initiatives

Issue Identification & Resolution

• Monitor affidavit pipeline and identify stuck or failing accounts
• Diagnose root causes (data issues, document gaps, template errors, system logic)
• Drive resolution by coordinating with IT, internal teams, and external partners
• Ensure issues are fully resolved and minimize repeat occurrences

SQL & Data Analysis

• Use SQL to:
• • Validate and research account-level data
  • Investigate automation failures and inconsistencies
  • Support debugging and issue resolution
• Communicate clear, actionable requirements to IT for system fixes

Template & Firm Coordination

• Prepare and standardize affidavit templates for automation
• Coordinate with attorney firms to obtain, update, and approve templates
• Ensure templates align with variable-field structure and automation requirements

Cross-Functional Coordination

• Serve as a primary point of contact for execution across:
• • Supplier Services
  • IT / SQL Team
  • Offshore partners (KnovaOne)
  • Attorney firms
• Track and manage issues through resolution

Process Documentation & Improvement

• Maintain SOPs and documentation for automation workflows
• Identify inefficiencies and recommend process improvements
• Support ongoing refinement of automation execution

Tools & Technology Utilization

• Leverage tools (including AI-based tools) to improve efficiency in analysis, troubleshooting, and documentation
• Identify opportunities to streamline workflows through automation

Qualifications

Required

• 4–8+ years of experience in operations, data analysis, or process-driven roles
• Strong SQL skills (ability to query, troubleshoot, and validate data independently)
• Experience working cross-functionally with IT or technical teams
• Strong analytical and problem-solving skills
• Ability to manage multiple workflows independently

Preferred

• Experience with workflow or document automation
• Experience in legal, financial services, or similar environments
• Experience coordinating with external partners or offshore teams
• Familiarity with AI tools (e.g., ChatGPT) for productivity and analysis

What Success Looks Like

• Automation workflows are implemented accurately and efficiently
• Issues are identified, diagnosed, and resolved quickly with minimal escalation
• Strong coordination across IT, firms, and internal teams
• Continuous improvement in automation throughput and quality

Physical Demand & Work Environment

The physical demands and work environment characteristics described here and representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Physical demands: While performing the duties of this job, the employee is occasionally required to walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; balance; stoop; talk and hear. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
• Work environment: The noise level in the work environment is usually moderate.

Summary

This role is critical to executing affidavit automation by ensuring workflows are implemented effectively, issues are resolved quickly, and processes continue to improve as automation scales.

TRAKAmerica is an Equal Opportunity Employer. Our company offers a competitive, experience-based salary; a comprehensive benefits package that includes paid holidays, paid time off, health insurance, and 401k plan; and a performance-based bonus structure. Any offer of employment conveyed by TRAKAmerica is conditional upon the successful completion of the company’s lawful pre-employment checks/screens including but not limited to criminal background check, credit check, and drug testing (to the extent permitted and in accordance with applicable law).

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. This job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.

TRAKAmerica is a leading accounts receivable management and recovery solutions company specializing in legal collections, compliance oversight, and advanced data analytics for financial institutions nationwide. Headquartered in Bonita Springs, the company partners with banks, debt buyers, government agencies, auto finance companies, and education lenders to optimize portfolio recovery performance through proprietary technology, analytics, and a nationwide legal network. Known for its compliance-driven approach and innovative FASTRAK® modeling system, TRAKAmerica delivers customized recovery strategies that maximize client results while maintaining strong regulatory standards.

Company Description

TRAKAmerica is a leading accounts receivable management and recovery solutions company specializing in legal collections, compliance oversight, and advanced data analytics for financial institutions nationwide. Headquartered in Bonita Springs, the company partners with banks, debt buyers, government agencies, auto finance companies, and education lenders to optimize portfolio recovery performance through proprietary technology, analytics, and a nationwide legal network. Known for its compliance-driven approach and innovative FASTRAK® modeling system, TRAKAmerica delivers customized recovery strategies that maximize client results while maintaining strong regulatory standards.