Lending Operations & Client Success Specialist (Fintech)

TL;DR

Lending Operations & Client Success Specialist (Fintech): Taking ownership of critical financial workflows, client success, and operational coordination in a high-velocity environment with an accent on payment processing and reconciliation of loan disbursements and repayments. Focus on maintaining the operational precision required to deliver on the funding promise while ensuring a seamless experience for business owners seeking urgent funding.

Location: Permanent work from home

Company

The company is recognized as a disruptive force in the financial services sector, experiencing explosive growth and focusing on providing rapid access to capital for small-to-medium enterprises (SMEs) through innovative digital lending solutions.

What you will do

• Oversee payment processing and reconciliation of loan disbursements and repayments; prepare sales invoices and contracts with high accuracy.
• Reconcile daily transactions across multiple systems to ensure alignment between approvals and fund transfers.
• Serve as the primary point of contact via phone, chat, email, and video; guide borrowers through the application and funding process.
• Coordinate between sales, underwriting, and finance teams to ensure the two-hour funding promise is met.
• Update and maintain HubSpot CRM records, marketing lists, and internal databases.
• Prepare detailed reports and presentation templates using Google Slides for leadership use.

Requirements

• Essential experience with payment processing, reconciliation, and handling financial documents.
• Ability to anticipate needs and proactively solve problems in a regulated environment.
• Exceptional written and verbal English proficiency; comfortable speaking with business owners and stakeholders.
• Advanced skills in G-Suite (Sheets, Docs, Slides) and MS Office (Excel). Experience with HubSpot is highly preferred.
• Ability to manage multiple priorities in a high-velocity environment without sacrificing detail.

Nice to have

• Prior experience in a high-level administrative, operations, or client success role with voice interaction responsibilities.
• Experience in financial services, lending, fintech, or high-volume service industries is a strong advantage.

Culture & Benefits

• Permanent work from home.
• Health Insurance Coverage for eligible locations.