Relationship Operations Specialist

• Process UCC filings, subordinations, transfers, and assumptions in compliance with client and regulatory guidelines.
• Manage cash and non-cash payments; research discrepancies and perform account reconciliations.
• Handle refund requests, vendor invoice payments, and outbound communications (email/text).
• Respond to borrower inquiries and maintain accurate, compliant account records.
• Perform account updates and maintenance with a high level of accuracy and documentation control.
• Investigate and resolve operational issues escalated from internal teams or clients, ensuring timely and professional communication.

• Lead reconciliation efforts involving UCC filings, billing discrepancies, and payment issues.
• Research and resolve escalations, identifying root causes and collaborating with internal/external stakeholders.
• Analyze operational data to identify trends and recurring issues; recommend and support process improvements.
• Partner with team leads to document procedures and implement new or revised workflows.
• Assist in internal audits and resolve compliance risks or data integrity gaps.
• Own assigned projects from planning through execution, ensuring timelines are met and progress is tracked.
• Coordinate with IT and business partners on automation initiatives and system enhancements.
• Monitor recurring or ad hoc operational issues and ensure follow-through on resolutions.
• Conduct in-depth research on UCC filing requirements, regulatory changes, and complex servicing scenarios.
• Act as a liaison with clients to gather necessary details, clarify expectations, and communicate outcomes.
• Utilize CRM and workflow tools to document activities, manage escalations, and ensure transparency across teams.
• Develop or support dashboards and reports to provide visibility to leadership and clients on operational trends, issue resolution, and key metrics.

• 2–4 years of experience in operations, processing, or a related role with project and issue resolution responsibilities
• Strong research and documentation skills, especially with client escalations or regulatory topics
• Ability to manage multiple tasks and priorities independently
• High attention to detail with experience in reconciliations, payment tracking, and UCC processes
• Excellent verbal and written communication skills, both client-facing and internal
• Familiarity with CRM systems (e.g., Salesforce) and workflow platforms is a plus
• Experience in financial services, fintech, or servicing environments preferred

• Experience with additional vendor platforms such as WKLS, Repay or similar payment processing partners, Provana, Remkin and/or EOSCAR
• Exposure to fintech, collections, or financial services operations
• Experience helping optimize third-party vendor relationships through automation, reporting, or workflow tools
• Familiarity with vendor or procurement systems and integration projects

• 401(k) + company match up to 4%
• Long Term Incentive program
• Medical, dental, and vision coverage
• Annual HSA contribution of $1,650
• Life insurance, disability, and critical illness
• Birthday holiday
• 2 floating Community Days
• Free snacks and drinks in the office
• Tuition reimbursement program
• Generous PTO, including Paid Parental Leave
• $2,000 Vacation Incentive Plan after 3 years + $1,000 Sabbatical Day
• Community funds, wellness funds, and more

Equal Employment Opportunity

It is the policy of the Company to provide equal employment opportunities to all employees and employment applicants without regard to unlawful considerations of race, religion, color, national origin, sex, sexual orientation, gender identity or expression, age, sensory, physical, or mental disability, marital status, veteran or military status, genetic information, or any other classification protected by applicable local, state, or federal laws. This policy applies to all aspects of employment, including, but not limited to, hiring, job assignment, compensation, promotion, benefits, training, discipline, and termination. Reasonable accommodation is available for qualified individuals with disabilities, upon request.