Case Management Team Lead

Kaiva Tech
1dRemote

About The Position

The Case Management Team Lead supports Department of Education, Federal Student Aid (FSA) Ombudsman by overseeing a team of Regulatory Case Analysts responsible for reviewing, analyzing, and resolving complex consumer financial and regulatory cases. This role provides day-to-day operational leadership, ensures adherence to quality and service level standards, and drives analyst performance within a structured, performance-based contract environment. The Case Management Team Lead monitors production throughput, coaches staff, manages escalations, and collaborates closely with Quality Assurance personnel to maintain contractual accuracy standards.

Requirements

  • Comprehensive understanding of regulatory case management, adjudication, and consumer complaint resolution frameworks.
  • Demonstrated expertise in interpreting and applying regulatory or policy guidance to complex factual scenarios.
  • Proven leadership capability with experience supervising, mentoring, or developing professional staff.
  • Advanced analytical writing proficiency and the ability to evaluate structured case determinations for accuracy and completeness.
  • Capacity to identify operational risks and implement corrective actions proactively.
  • Exceptional written and verbal communication skills across multiple stakeholder levels.
  • Meticulous attention to detail and unwavering commitment to documentation integrity.
  • Proficiency in Microsoft Office Suite applications.
  • Bachelor's degree in Business, Public Administration, Legal Studies, Finance or related field.
  • Minimum of 5 years of progressive professional experience in regulatory case management, quality assurance, compliance review, or a closely related analytical field in lieu of a degree.
  • Experience managing productivity metrics and performance standards in deadline-driven environments.
  • Hands-on experience working within a CRM or case management system (Salesforce preferred).
  • Must be a U.S citizen.
  • Must be able to obtain and maintain Public Trust level clearance.

Responsibilities

  • Provide daily supervision and operational oversight of assigned Regulatory Case Analysts.
  • Monitor individual and team caseloads to ensure productivity and service level requirements are consistently achieved.
  • Review complex or escalated cases and provide authoritative guidance on regulatory interpretation and case resolution.
  • Support analysts in the accurate application of federal statutes, regulations, and internal policies to case determinations.
  • Ensure adherence to documentation standards and structured analytical writing expectations.
  • Partner with Quality Assurance staff to address quality findings and implement corrective or preventive actions.
  • Conduct regular performance check-ins and deliver constructive coaching and feedback.
  • Identify performance trends, workflow inefficiencies, or training gaps and escalate issues as appropriate.
  • Assist with onboarding, mentoring, and developing new analysts during training and ramp-up periods.
  • Contribute to the development and refinement of internal processes, job aids, and procedural documentation.
  • Submit Monthly Status Reports on a regular basis, as required.
  • Complete required compliance training as assigned.
  • Other duties as assigned.
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