Banking Project Operations Specialist II - Remote

Overview

This position offers an exciting opportunity for a detail-oriented professional to manage high-priority banking projects and support clients through the franchise financing process.

In Short

• Oversee client files through each stage of the franchise financing process.
• Maintain regular communication with clients via phone and email.
• Review and prepare documentation for bank packaging.
• Manage project timelines and ensure initiatives stay on track.
• Conduct onboarding sessions for new clients.
• Prepare and manage Master Services Agreements (MSAs).
• Collaborate with internal teams and strategic partners.
• Enter and maintain accurate data in internal systems.
• Uphold quality control procedures.
• Perform additional duties as assigned.

Requirements

• Strong organizational skills.
• Excellent communication skills.
• Detail-oriented with a focus on accuracy.
• Experience in project management.
• Ability to manage multiple priorities.
• Proficient in using documentation tools.
• Ability to work in a fast-paced environment.
• Experience in client relationship management.
• Familiarity with banking processes.
• Ability to maintain confidentiality.

Benefits

• Remote work environment.
• Opportunity for occasional travel.
• Professional development opportunities.
• Supportive team culture.
• Competitive salary and benefits.