Operations Manager

Big Think Capital; New York (NY); On-site; USD 58,500 - 71,500; Full time

Benefits offered by this job

401(k) with company match

Health, dental, and vision insurance

Paid time off & parental leave

Career advancement opportunities

Job summary

A financial services company in New York is seeking an experienced Operations Manager to evaluate loan submissions and manage the funding pipeline. The ideal candidate will have a Bachelor's degree in Finance or Business Administration and at least 1 year of experience in financial services. This role offers a competitive salary of $65,000 annually, along with benefits.

Qualifications

• 1+ years of experience in business funding or financial services.
• Deep understanding of financial statements and credit evaluation.
• Ability to work efficiently in a fast-paced environment.

Responsibilities

• Review loan applications and determine funding eligibility.
• Match applicants with suitable funding solutions.
• Manage the funding pipeline to ensure efficiency.

Skills

Organizational skills

Analytical skills

Communication skills

Education

Bachelor’s degree in Finance or Business Administration

Tools

CRM tools

Financial software

Job description

Direct message the job poster from Big Think Capital

Manager of People and Culture @ Big Think Capital

About Big Think Capital

Big Think Capital is a leading player in the business financing industry, dedicated to helping small and mid-sized businesses access the capital they need to grow. Through our extensive lender network and tailored financial solutions, we’ve built a reputation as a trusted funding partner. We’re looking for an experienced, motivated, and detail-oriented Operations Manager to join our high-performing team.

About the Role

As an Operations Manager at Big Think Capital, you’ll play a critical role in evaluating loan submissions, matching deals with the most appropriate lenders, and managing the overall funding pipeline. You’ll assess financial documentation, support our sales team in driving deals toward funding, maintain key lender relationships, and help build internal processes and training for continued growth.

Key Responsibilities

• Loan & Submission Evaluation: Review loan applications, business bank statements, financial documents, and credit profiles to determine funding eligibility and appropriate lender placements.
• Lender Matching: Use your knowledge of our lender network to match applicants with the best-fit funding solution, maximizing the chances of approval and successful funding.
• Pipeline Management: Oversee and manage the sales and funding pipeline to ensure deals are moving forward efficiently and are being closed in a timely manner.
• Lender & Lead Reporting: Generate and analyze reports related to lender performance and lead conversions to identify trends, improve processes, and maximize ROI.
• Relationship Management: Evaluate and nurture lender relationships to optimize approval rates, turnaround times, and funding terms.
• Training & Mentorship: Support the onboarding and development of new sales agents by sharing industry knowledge, best practices, and hands-on training.
• Cross-Team Collaboration: Work closely with underwriting, sales, and customer service to ensure a seamless loan submission and approval process.
• Compliance: Ensure all documentation, assessments, and recommendations align with internal policies and external regulatory guidelines.

What We’re Looking For

• Bachelor’s degree in Finance, Business Administration, or a related field preferred.
• 1+ years of experience in business funding, financial services, or a similar role involving credit or financial analysis preferred
• Deep understanding of financial statements, banking activity, and business credit evaluation.
• Strong organizational, analytical, and communication skills.
• Ability to work efficiently in a fast-paced environment with competing priorities.
• Familiarity with CRM tools and financial software is a plus.
• Competitive base salary of $65,000 per year
• Bonus and/or commission opportunities based on performance
• 401(k) with company match
• Health, dental, and vision insurance
• Paid time off & parental leave
• Career advancement opportunities in a fast-growing industry

Work Schedule

• Monday to Friday
• 8-hour shift
• In-office | New York, NY (Must be able to reliably commute or plan to relocate)

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative and Finance

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