Funding Operations Specialist
2 weeks ago
We are seeking a highly skilled Funding Analyst to join our Consumer Lending Product function at Customers Bank. As a key member of our team, you will be responsible for managing and developing best-in-class funding processes, including transaction settlement, edge case management, product management, and reconciliation.
This is a unique opportunity to work with a leading community bank and contribute to the growth of our funding product. You will have the chance to design and implement scalable technology infrastructure, automate complex problems, and collaborate with cross-functional teams to drive business success.
Responsibilities- Manage and develop funding processes, including transaction settlement, edge case management, product management, and reconciliation.
- Design and implement scalable technology infrastructure to automate complex problems.
- Collaborate with cross-functional teams to drive business success and improve services.
- Monitor loan returns, track refunds, reconcile overpayments, and monitor daily fund flows/account balance levels.
- Participate in strategic initiatives related to the funding product, improving services and business line maturity.
- 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 ACHs, wire transfers, account opening/reconciliation.
- BA or BS in Data Science, Economics, Information Systems, Finance, Accounting, Business, or a related field, or 1-3 years of additional equivalent professional experience.
- Exceptional execution, communication, collaboration, and leadership skills in a team environment.
- Deep enthusiasm for detail, drilling down to every helix of DNA for the product(s) you work with.
- Outstanding proficiency in Microsoft Office Suite, relational database languages, API connectivity platforms, and data analytics tools.
Customers Bank is a super-community bank with over $22 billion in assets. 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, dedicated team members, and innovative tools and technology.
We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success.
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