Banking Operations Specialist
1 week ago
Description
About Lili
Lili is a financial platform designed specifically for businesses, offering a combination of advanced business banking with built-in accounting and tax prep software. By naturally consolidating financial tools into a user-friendly interface, Lili streamlines and simplifies managing business finances, and makes it an attractive solution for business owners seeking a centralized and efficient way to manage their financial operations.
Lili is seeking an experienced Operations Specialist to join our NYC team.
About the Role
As an Operations Specialist, you will join a fast-growing team that supports all back-office functions with a concentration on account-related transactional disputes. You will be responsible for supporting the dispute process from notification to decisioning, working with customers, the Lili customer service team and our payment processor to support this function. You will be expected to adhere to all applicable Federal Regulations, company's policies, and network rules while supporting this function. This role will require the candidate to work cross-functionally with various parties, both internal and external to the company. The Operations Specialist is an integral part of a team that is focused on assisting Lili's customers with resolving disputes in the most efficient and timely manner.
Responsibilities
* Ownership of the full dispute case management process, from initial notification by the customer of the dispute through the investigation and resolution.
* Review of outstanding claims in a timely manner to meet applicable regulations and company's policies.
* Tracking of dispute status and decisioning to support required regulatory and legal requirements.
* Liaise with partners to investigate disputes, file the appropriate paperwork and work with the customer to resolve the claim.
* Communicate and respond with findings and requests to customers.
Qualities for a successful candidate
* Believe in our mission to empower small businesses
* Appreciate the feedback and value honest, thoughtful critique.
* Perform well in a fast-paced, startup environment.
* Be a team player: team and impact come first.
* Demonstrate versatility, intellectual curiosity, creativity, and analytical thinking.
* Have the ability to work independently, as well as within a team on complex projects, cross-functional collaboration, and strategic decision-making.
* Maintain the mindset that no job is too big or small and have the ability to do whatever it takes to get the job done well and efficiently.
Requirements
* 3 years experience working in a banking/payment processing-related operations role.
* Experience resolving customer claims and disputes
* Fintech experience preferred.
* Excellent interpersonal and written communication skills.
* A strong desire to work for a fast-paced, high-growth organization.
* Strong analytical, organizational, and prioritizing skills.
* Advanced Microsoft Office, experience with Zendesk is a plus.
Benefits
* Salary (NYC): From $60,000.00 per year. Final salary to be determined based on background and experience. The range may be different if a candidate is located outside New York City.
* Stock Options
* Health Insurance Benefits
* Vision Insurance
* Dental Insurance
* Retirement Account - 401(k) plan
* Paid Vacation and Sick Time
* Weekly Catered Lunches
-
Global Banking Specialist
1 month ago
New York, New York, United States Goldman Sachs Full timeJob Title: Global Banking SpecialistAt Goldman Sachs, we are committed to delivering exceptional client service and driving business growth through innovative solutions. As a Global Banking Specialist, you will play a critical role in ensuring the seamless onboarding of new clients and the efficient execution of trades.Key Responsibilities:Collaborate with...
-
Banking Services Specialist/ Teller
4 weeks ago
New York, New York, United States Industrial and Commerce Bank Of China USA NA Full timeJob DescriptionJob Title: Banking Services SpecialistDepartment: Consumer BankingClassification: Non-exemptReports to: Branch ManagerSummary/Objective:The Banking Services Specialist provides a full range of banking services to customers with an emphasis on retail banking products. Under Branch Manager's direction, focuses on providing service in the areas...
-
Operational Risk Associate, Compliance
4 weeks ago
New York, New York, United States Lloyds Banking Group Full timeJob Overview:Lloyds Banking Group, a leading UK-focused retail and commercial bank with over 30 million customers globally, seeks an experienced Operational Risk Associate, Compliance - AVP to join its North America team.Key Responsibilities:Assist in managing and monitoring action plans and risk events. Partner with risk management colleagues to embed One...
-
International Transaction Banking Specialist
1 week ago
New York, New York, United States Standard New York, Inc. Full timeCompany OverviewStandard New York, Inc. is a leading banking institution with a strong presence in the global market.About the RoleWe are seeking an experienced International Transaction Banking Specialist to join our team in New York, NY.Job DescriptionThe ideal candidate will have at least 8 years of progressively responsible experience in transaction...
-
Loan Operations Analyst
1 month ago
New York, United States Top International Banking Institution Full timeLoan Administration/Operations Opening Top International Corporate and Trust Bank - Midtown, NYCLoan Administration/Operations Analyst FTE Compensation Package: $65K (non-exempt OT eligible) + Bonus + Benefits Apply: Qualified candidates, please email resume to emolina@networkesc.com for consideration#LoanOps #LoanIQ #CreditAdministration #SyndicatedLoan...
-
Loan Operations Analyst
1 month ago
new york city, United States Top International Banking Institution Full timeLoan Administration/Operations Opening Top International Corporate and Trust Bank - Midtown, NYCLoan Administration/Operations Analyst FTE Compensation Package: $65K (non-exempt OT eligible) + Bonus + Benefits Apply: Qualified candidates, please email resume to emolina@networkesc.com for consideration#LoanOps #LoanIQ #CreditAdministration #SyndicatedLoan...
-
Loan Operations Analyst
3 weeks ago
new york city, United States Top International Banking Institution Full timeLoan Administration/Operations Opening Top International Corporate and Trust Bank - Midtown, NYCLoan Administration/Operations Analyst FTE Compensation Package: $65K (non-exempt OT eligible) + Bonus + Benefits Apply: Qualified candidates, please email resume to emolina@networkesc.com for consideration#LoanOps #LoanIQ #CreditAdministration #SyndicatedLoan...
-
Operational Specialist
5 hours ago
New York, United States Lili Full timeLili is a financial platform designed specifically for businesses, offering a combination of advanced business banking with built-in accounting and tax prep software. By naturally consolidating financial tools into a user-friendly interface, Lili streamlines and simplifies managing business finances, and makes it an attractive solution for business owners...
-
Community Banking Specialist
1 month ago
New Tripoli, Pennsylvania, United States New Tripoli Bank Full timeJob DescriptionAs a Community Banking Specialist at New Tripoli Bank, you will play a vital role in promoting a positive image of the bank through exceptional customer service. Your primary responsibility will be to develop relationships with business and personal customers, completing a variety of transactions efficiently and effectively. You will be the...
-
AML/Partner Banking Program Specialist
7 days ago
New York, United States MJ Boyd Consulting Full timeThe AML Program Specialist will be responsible for performing monitoring and diligence functions to support The Bank's Partner Banking Program. Responsibilities include initial and ongoing diligence of partner customers, monitoring customer transactions for unusual or suspicious activity, and sampling and testing of partner programs to ensure adequate...
-
BIS-Banking Support Operations Analyst
4 weeks ago
New York, United States City National Bank Full timeBIS-BANKING SUPPORT OPERATIONS ANALYST WHAT IS THE OPPORTUNITY? The Banking and Investment Banking Support Services Analyst role is designed to develop the technical skills, business acumen, and financial services experience for colleagues interested in entering the financial services industryThe role will provide you with the ability to gain specific and...
-
Financial Systems Operations Specialist
4 weeks ago
New York, New York, United States USHG Full timeFinancial Systems Operations SpecialistOverviewAt Union Square Hospitality Group (USHG), we're seeking a skilled Financial Systems Operations Specialist to oversee our NetSuite system, driving business growth and success through expert financial management. This role is a critical part of our finance team, responsible for ensuring seamless financial...
-
Loan Operations Analyst
3 weeks ago
New York, NY, United States Top International Banking Institution Full timeLoan Administration/Operations Opening Top International Corporate and Trust Bank - Midtown, NYCLoan Administration/Operations Analyst FTE Compensation Package: $65K (non-exempt OT eligible) + Bonus + Benefits Apply: Qualified candidates, please email resume to emolina@networkesc.com for consideration#LoanOps #LoanIQ #CreditAdministration #SyndicatedLoan...
-
New York, United States Flagstar Bank Full timeResponsible for new business development and relationship management of Corporate relationships with clients generally generating revenues greater than $500MM. With the primary objective of generating new client relationships, it is essential to leverage a combination of direct calling on existing and new relationships to drive deal flow. Once a new...
-
Investment Banking
7 days ago
New York, United States Phyton Talent Advisors Full timeFull-service BD and investment bank is seeking an experienced compliance professional to join as a control room specialist. The ideal candidate will have solid experience in various functions, such as Watch & Restricted Lists, Wall crossing. The ideal candidate will thrive in a fast-paced environment, handling sensitive information while maintaining the...
-
Investment Banking Analyst
6 months ago
New York, United States CSG Partners Full time $90,000 - $100,000Investment Banking Analyst (Immediate Hire)We're looking for diligent, coachable, and determined financial services professionals who have already started their careers at major investment banks, accounting firms, or related consultancies.CSG offers a hands-on training program, direct client involvement, and a competitive compensation package. You'll...
-
Staff Accountant
1 week ago
New York, New York, United States The Friends of Crown Heights Educational Centers, Inc. Full timeAccounting and Financial Operations SpecialistWe are seeking a highly skilled and detail-oriented Accounting and Financial Operations Specialist to join our team at The Friends of Crown Heights Educational Centers, Inc. The ideal candidate will have a strong background in accounting and financial operations, with experience in managing general ledgers,...
-
Bicycle Repair Specialist
2 weeks ago
New York, New York, United States Veo - Operations Careers Full timeJob Summary:Veo - Operations Careers is seeking a skilled Bicycle Repair Specialist to join our team. As a key member of our operations team, you will be responsible for ensuring the quality and safety of our electric vehicles. Your primary duties will include performing quality checks and minor repairs on our scooters and bicycles, as well as collecting and...
-
Head of Transaction Banking
3 months ago
New York, United States UBA America Full timeJOB DESCRIPTIONTITLE: Head, Transaction BankingDEPARTMENT: Transaction BankingLOCATION: New York, USAFLSA STATUS: EXEMPT FULL TIME POSITIONJOB SUMMARY:The Transaction Banking function provides Payments, Cash Management and Trade Finance banking products and services for the bank’s corporate, Sovereign and FI customers. This includes the channels for the...
-
Banking Center Manager
5 months ago
New Orleans, United States First Horizon Bank Full timeLocation: On site at location listed in job posting. Summary The Banking Center Manager manages all banking center employees and supervises day-to-day operations of the banking center while ensuring safety, operational soundness and excellent service levels. This position is also responsible for the sales culture in the banking center and the development...