Operations Specialist (Remote)

Lensa; United States; Remote; USD 45,000 - 63,000; Full time

Job summary

A leading company in digital banking is seeking an Operations Specialist to ensure the accuracy of loan and deposit applications. The role involves outbound communication with applicants and internal collaboration to address application issues. Ideal candidates will possess strong communication and organizational skills, with opportunities for growth in a rapidly expanding environment.

Qualifications

• 1-2 years of experience in operations, customer service, or financial services preferred.
• Comfortable with high-volume outbound calling (50% or more of work time).
• Experience in banking, lending, or financial services is a plus.

Responsibilities

• Review and verify loan documentation for completeness and compliance.
• Make outbound calls to gather missing information from applicants.
• Maintain detailed records of communications and application statuses.

Skills

Verbal Communication

Attention to Detail

Organizational Skills

Customer Service

Bilingual Abilities

Education

High school diploma or equivalent

Associate or bachelor’s degree

Tools

Microsoft Office Suite

CRM or loan processing systems

Job description

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Join our mission to create a completely new, 100% digital bank that uses consumer feedback to truly meet customers’ best interests. Jenius Bank, a division of SMBC MANUBANK, and a member of SMBC Group, is being built by a close-knit and fun-loving team of financial services professionals and technology experts who came together for the challenge of building a full-service digital bank from scratch. We’re committed to doing it the right way for the customer and are growing rapidly. To learn more about our relationship to our parent company, visit our website.

The anticipated salary range for this role is between $45,000.00 and $63,000.00. The specific salary offered to an applicant will be based on their individual qualification, experiences, and analysis of current compensation paid in their geography and the market for similar roles at time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC MANUBANK offers a competitive portfolio of benefits to its employees.

Jenius Bank is strategically scaling up a portfolio of products and building extraordinary experiences. In 2023, we launched our first two products reaching $1 billion in deposits and over $700 million in loans, all before Jenius Bank’s first anniversary. We don’t plan to slow down, with ambitious growth plans and the capital necessary to execute a multi-year strategic plan. We have a start-up mindset paired with SMBC Group’s 400 years of history. SMBC Group has more than 150 offices and 86,000 employees worldwide in nearly 40 countries and is committed to creating new business to better serve customers in the rapidly evolving digital environment. Join us on the journey that has caught the attention of the Banking Dive, and more to reinvent banking where smarter banking translates to a richer life.

Role Description

We are seeking a detail-oriented and proactive Operations Specialist to join our team and support the processing of pending applications. This role is critical in ensuring the accuracy and completeness of loan and deposit applications, while also maintaining strong communication with applicants. The ideal candidate will be comfortable spending at least 50% of their time making outbound calls to applicants and prospective clients.

Key Responsibilities

• Review and verify loan documentation for completeness, accuracy, and compliance with internal policies.
• Evaluate deposit applications and ensure all required information and documentation are submitted.
• Make outbound calls to applicants and prospective applicants to gather missing information, clarify application details, and provide updates.
• Maintain detailed records of all communications and application statuses in the system.
• Collaborate with internal teams to resolve application issues and ensure timely processing.
• Identify and escalate any discrepancies or potential fraud concerns.
• Provide excellent customer service and support throughout the application process.
  
  

Qualifications And Skills

• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• 1–2 years of experience in operations, customer service, or financial services preferred.
• Strong verbal and written communication skills.
• Comfortable with high-volume outbound calling (50% or more of work time).
• Excellent attention to detail and organizational skills.
• Proficient in Microsoft Office Suite and CRM or loan processing systems.
• Ability to work independently and manage multiple tasks efficiently.
• Experience in banking, lending, or financial services.
• Bilingual abilities are a plus.
• Familiarity with compliance and regulatory requirements in financial applications.
  
  

EOE STATEMENT

SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at [e-mail].

CCPA DISCLOSURE

Personal Information Collection Notice: This notice contains information under the California Consumer Privacy Act (CCPA) about the categories of personal information (PI) of California residents that SMBC MANUBANK collects and the business or commercial purpose(s) for which the PI may be used. We do not sell PI. More information about our collection and use of PI may be found in our CCPA Privacy Policy at https://www.smbcmanubank.com/privacy/ccpa-disclosure . Persons with disabilities may contact our Customer Contact Center toll-free at [phone] to request the information in this Notice in an alternative format.

If you have questions about this posting, please contact [e-mail]

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

• Industries

  IT Services and IT Consulting

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