Capital Markets Analyst
2 months ago
We are seeking a highly skilled and detail-oriented Funding Operations Specialist to join our team at Customers Bank. As a key member of our Consumer Lending Product function, you will be responsible for managing and developing best-in-class funding processes, including transaction settlement, edge case management, product management, product implementation, reconciliation, and key stakeholder engagement.
Key Responsibilities- Monitor loan returns, track refunds, reconcile overpayments, and monitor daily fund flows/account balance levels.
- Develop and implement scalable technology infrastructure for repeat operational problems encountered by the Capital Markets/Consumer Lending divisions.
- Collaborate with engineering, data, and product personnel to design and implement automation solutions to improve efficiency and reduce manual errors.
- Provide exceptional execution, communication, and leadership skills in a team environment, with the ability to engage a hybrid remote organization spanning multiple time zones and states.
- Stay up-to-date with industry trends and best practices in funding operations and product management.
- 1-3 years of professional experience in financial services product management or middle office experience, strategy and operations/product operations background at a venture-backed technology firm, or related funding operations experience.
- Understanding of financial systems/services relating to business operations, including completing/originating ACHs, wire transfers, account opening/reconciliation.
- BA or BS in Data Science, Economics, Information Systems, Finance, Accounting, Business, or a related field, and/or 1-3 years of additional equivalent professional experience.
- Exceptional proficiency in Microsoft Office Suite, particularly in Excel, PowerPoint, and Word, as well as knowledge of relational database languages and API connectivity platforms.
- Fundamental understanding of API technology platforms, funds flows, Agile methodology, and financial product infrastructure.
- Must be legally eligible to work in the US without sponsorship.
Customers Bank is a super-community bank with over $22 billion in assets, founded in 2009. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with. We get you further, faster, with a single point of contact, a dedicated team member committed to meeting your needs today and tomorrow.
We innovate with the latest tools and technology to react to market conditions quicker and help you get ahead. We ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust.
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