Operations Specialist

Talentify; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Talentify in Charlotte, NC is seeking an experienced Trade Services Operations Specialist to join our Trade Services Desk. You will handle documentation for Letters of Credit and international trade transactions, ensuring accuracy, completeness, and compliance with procedures, from receipt to processing.

The role requires 4+ years in banking or financial operations, familiarity with LC documents, documentary collections, and proficiency in SharePoint and Microsoft Office.

Qualifications

• 4+ years of banking, securities, trade services, or financial operations experience.
• Hands-on experience with Letters of Credit preferred.
• Understanding of documentary collections and trade-processing workflows.
• Familiarity with international trade documentation for import/export movements.
• Strong attention to detail and ability to identify errors in financial documents.

Responsibilities

• Review and process LC documentation and international trade transactions.
• Examine LC documents for accuracy, completeness, and authenticity.
• Support documentary collections and other trade services processes.
• Organize, open, and prepare incoming trade documentation and packages.
• Scan, capture, and maintain trade documents in internal systems.
• Route documentation according to instructions and procedures.
• Assist with bank-to-bank documentation for import/export transactions.
• Research escalated operational questions and improve workflows.
• Collaborate with banking and operations teams for timely processing.

Skills

Banking experience

Trade services experience

Attention to detail

Deadline-driven

Communication skills

Tools

SharePoint

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

A leading financial services organization is seeking an experienced Trade Services Operations Specialist to join its Charlotte operations team. This is an excellent opportunity for someone with a banking or financial operations background who has experience with Letters of Credit, document collections, or international trade services.

This role supports a busy Trade Services Desk responsible for processing documentation related to the movement of goods and funds between businesses and financial institutions. You'll work with trade documentation from receipt through processing, helping ensure transactions are accurate, complete, and handled according to established procedures.

Location: Charlotte, NC – 100% onsite, Monday–Friday
Schedule: Full-time, 40 hours per week
Type: Contract opportunity

What You’ll Do

• Review and process documentation associated with Letters of Credit (LCs) and international trade transactions.
• Examine Letter of Credit documents for accuracy, completeness, and authenticity.
• Support documentary collections and other Trade Services processes.
• Receive, organize, open, and prepare incoming trade documentation and packages.
• Scan, capture, and maintain trade documents within internal systems.
• Send and route documentation according to transaction instructions and established procedures.
• Support documentation exchanged bank-to-bank for import and export transactions.
• Research and assist with more complex or escalated operational questions.
• Identify opportunities to improve processes, workflows, and operational efficiency.
• Collaborate with internal banking and operations teams to ensure timely and accurate processing.

What We’re Looking For

• 4+ years of banking, securities, trade services, or financial operations experience.
• Hands-on experience with Letters of Credit is highly preferred.
• Understanding of documentary collections and trade-processing workflows.
• Familiarity with international trade, including documentation associated with the import/export and movement of goods.
• Strong attention to detail and ability to identify errors or discrepancies within financial documents.
• Comfortable working in a documentation-heavy, deadline-driven operational environment.
• Experience using SharePoint.
• Working knowledge of Microsoft Excel, Word, and Outlook.
• Strong organizational, communication, and problem-solving skills.

Why This Opportunity?

This is a great opportunity to gain additional experience within the international banking and trade finance space while working with a large, highly established financial services organization. You'll gain hands‑on exposure to Letters of Credit, documentary collections, trade processing, and global banking operations—experience that can open doors to longer-term careers in Trade Finance, International Banking, Commercial Banking, and Financial Operations.