Credit Operations Specialist Job at Barclays (Wilmington)

Private Credit Data Operations Specialist

The Private Credit Data Operations Specialist is responsible for assisting in th...

Location

United States , Atlanta

Salary:

75000.00 - 100000.00 USD / Year

Voya Financial

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Accounting, or related field with 3-5 years minimum financial data experience, preferably in asset management, accounting, audit, or capital markets
Strong fixed income knowledge required and fixed income experience a plus
Expect pursuit of CFA Investment Foundations designation
Excellent verbal and written communications skills with a passion for fixed income investing and attention to detail
Exceptional analytical skills, with the ability to analyze, organize and visualize data to support Voya's fixed income strategies
Deep knowledge of Excel and PowerPoint required, and experience with WebFocus or programing a plus
Strong interpersonal skills with ability to engage with many individuals throughout the organization
Career interest as a data analyst in investment management with good comfort interfacing with internal and/or external clients
Background in CPA or CFA preferred
Ability to multi-task and work in a high-paced, team-oriented environment

Job Responsibility

Performing as a core part of IM's Private Credit Portfolio Management and Investment team, the data analyst will be responsible for data and data projects to support both internal and external clients
Supporting client portfolio management responsibilities, including preparing materials to support making investment decisions on behalf of external clients following stated investment guidelines, helping with data to maintain client portfolios, helping track and ensure portfolios remain in compliance, and other data tracking regarding on-going production and investment results
Responsible for onboarding new client relationships across the team's proprietary portfolio management systems
Supporting data analysis for internal and external clients regarding capital market analysis, individual portfolio holding updates, and portfolio performance
Contributing to quarterly client portfolio review meetings by reviewing and ensuring that data in presentations is correct and providing additional customized responses and answers in timely fashion for any ad-hoc client requests
Assist the Senior Private Credit Client Portfolio Managers in gathering and analyzing product and capital markets data, assembling support materials including commentaries, presentation books and various marketing and communication pieces
Assist Institutional Insurance Solutions Sales team in curating customized report requests and pitch books for potential client mandates
Partnering with marketing and communications to assist in a high-quality investment product and client content creation and distribution
Ongoing project coordination and communications regarding data with all parts of the organization including portfolio management, marketing and communications, operations, and IT, legal and compliance and IM's institutional distribution teams
Assist the dedicated Private & Alternative CPMs with internal and external client inquiries including customized reports, ad-hoc client requests, and RFPs with strict deadlines

What we offer

Health, dental, vision and life insurance plans
401(k) Savings plan – with generous company matching contributions (up to 6%)
Voya Retirement Plan – employer paid cash balance retirement plan (4%)
Tuition reimbursement up to $5,250/year
Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day
Paid volunteer time — 40 hours per calendar year

Fulltime

Crop & Operations Specialist

Provides direction and coordination of location’s operational activities to obta...

Location

United States , Spring Green

Salary:

Not provided

GROWMARK FS, LLC

Expiration Date

Until further notice

Requirements

Normally requires an Associate’s Degree in agricultural or business discipline, or the equivalent thereof, and 2 years of related work experience
Must have and maintain a Commercial Applicator’s License
Ability to obtain and maintain the appropriate driver’s license (CDL) and satisfactory driving record for appropriate vehicle type in order to perform all the duties assigned prior to employment
Must be able to obtain and maintain all applicable certifications, licenses, and permits
Occasionally exposed or required to: Extreme weather conditions (hot, cold, wet, snow, ice, etc.)
Noisy conditions
Working conditions may include dust, fumes, chemicals, and electrical hazards with appropriate safety measures
May be required to work at varying heights
Lift 51 - 70 lbs
Demonstrates essential abilities including business knowledge, collaboration, communication, customer focus, decision making and skill development

Job Responsibility

Conducts professional sales calls on a regular basis using the FS Roadmap
Utilizes target marketing and professional sales techniques when calling on customers and prospects
Develops territory and competitive analysis to maintain current knowledge of the marketplace and the competition
Provides agronomic products, services, and recommendations to customers and prospects
Provides customer service by using Precision Farming best practices, crop scouting, custom application services and other programs
Follows-up on customer complaints
Ensures the credit worthiness of customers, quotes prices and credit terms, and prepares sales contracts
Promotes the use of credit programs and helps provide the required information to establish credit
Responsible for assigned product ordering, inventory control, and shipping/receiving of product
Responsible for plant operations including dry fertilizer blending and loading, handling of anhydrous ammonia, and mixing and handling of ag chemicals and liquid fertilizer

What we offer

Fully Funded Pension
401(k) & Employer Match
Medical, Dental, Vision
HSA & Employer Contributions
Life Insurance
Disability
Identity Protection

Fulltime

New

Product Operations Specialist, Risk

GoodLeap is a technology company delivering best-in-class financing and software...

Location

United States , Austin

Salary:

25.00 - 28.00 USD / Hour

GoodLeap

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent required
Associate’s or Bachelor’s degree in Business, Finance, or related field preferred
3–5 years of experience in payment operations, transaction monitoring, fraud operations, or risk operations, ideally in fintech or financial services
Hands-on experience reviewing fraud alerts, investigating transaction disputes, performing account verification, and resolving risk and operations cases
Ability to manage a high volume of cases with accuracy and within established service-level timelines
Strong analytical, organizational, and problem-solving skills with sharp attention to detail and risk awareness
Ability to identify inefficiencies and opportunities for automation, and to help define and implement process improvements
Familiarity with fraud-detection platforms and automated decisioning a plus
Effective written and verbal communication skills
ability to coordinate cross-functionally with Compliance, Risk, Product, and Engineering teams, and to communicate directly with borrowers

Job Responsibility

Own the day-to-day resolution of risk and fraud cases for the HELOC product
Review and action risk alerts, monitor transactions, investigate flagged accounts and suspected fraud or account takeover, perform identity verification on failed authentication (magic link) events, and conduct homeowner cashout review
Communicate directly with borrowers to verify activity and resolve issues, and serve as the escalation point for risk events, escalating to Business Credit Risk, Compliance, or Tech as needed
Manage a high volume of cases accurately and within established service-level timelines
Cross-train on and support the broader post-approval operations casework, including HELOC closing and recording issue resolution, account booking, AVM requests, customer dispute investigation and resolution, and vendor coordination
Provide coverage for the operations team as needed and communicate directly with borrowers to drive issue resolution
Support audits, compliance reviews, and internal reporting across risk and operations workflows
Identify areas of efficiency improvement and automation across the risk and operations workflows
Surface where manual processes can be streamlined or automated, help define the requirements for those improvements, and partner with Engineering, Product, and vendors to implement them over time
Help determine which work is ready to automate and which still requires the investigative human layer

Fulltime

New

Product Operations Specialist, Risk

The Product Operations Specialist, Risk is responsible for the day-to-day risk a...

Location

United States , Bentonville

Salary:

25.00 - 27.00 USD / Hour

GoodLeap

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent required
Associate’s or Bachelor’s degree in Business, Finance, or related field preferred
3–5 years of experience in payment operations, transaction monitoring, fraud operations, or risk operations, ideally in fintech or financial services
Hands-on experience reviewing fraud alerts, investigating transaction disputes, performing account verification, and resolving risk and operations cases
Ability to manage a high volume of cases with accuracy and within established service-level timelines
Strong analytical, organizational, and problem-solving skills with sharp attention to detail and risk awareness
Ability to identify inefficiencies and opportunities for automation, and to help define and implement process improvements
Familiarity with fraud-detection platforms and automated decisioning a plus
Effective written and verbal communication skills
ability to coordinate cross-functionally with Compliance, Risk, Product, and Engineering teams, and to communicate directly with borrowers

Job Responsibility

Own the day-to-day resolution of risk and fraud cases for the HELOC product
Review and action risk alerts, monitor transactions, investigate flagged accounts and suspected fraud or account takeover, perform identity verification on failed authentication (magic link) events, and conduct homeowner cashout review
Communicate directly with borrowers to verify activity and resolve issues, and serve as the escalation point for risk events, escalating to Business Credit Risk, Compliance, or Tech as needed
Manage a high volume of cases accurately and within established service-level timelines
Cross-train on and support the broader post-approval operations casework, including HELOC closing and recording issue resolution, account booking, AVM requests, customer dispute investigation and resolution, and vendor coordination
Provide coverage for the operations team as needed and communicate directly with borrowers to drive issue resolution
Support audits, compliance reviews, and internal reporting across risk and operations workflows
Identify areas of efficiency improvement and automation across the risk and operations workflows
Surface where manual processes can be streamlined or automated, help define the requirements for those improvements, and partner with Engineering, Product, and vendors to implement them over time
Help determine which work is ready to automate and which still requires the investigative human layer

Fulltime

New

Institutional Success Specialist, Credit Mobility

ITHAKA is seeking an Institutional Success Specialist, Credit Mobility to join t...

Location

United States

Salary:

73000.00 - 92000.00 USD / Year

Portico

Expiration Date

Until further notice

Requirements

3-7 years of hands-on experience within a higher education institution working with student information systems, degree audit systems, transfer articulation, or student records operations
Experience managing customer or partner relationships across complex projects or organizations
Strong organizational and project coordination skills with fanatical attention to detail
Ability to manage multiple stakeholders and priorities simultaneously
The technical acumen to look under the hood of datafeeds, including an understanding of institutional data and relational database structures
Excellent verbal and written communication skills
Strong presentation and relationship management skills
Entrepreneurial mindset with the ability to thrive within in a dynamic and creative team

Job Responsibility

Coordinate onboarding, data validation and adoption activities, serving as a day-to-day point of contact for participating colleges and universities
Work directly with institutional partners to understand and troubleshoot data anomalies that may occur within transfer equivalency and program requirements
Track onboarding and engagement progress through milestones, timelines, requirements, and deliverables across multiple partner institutions
Coordinate and lead training sessions, sharing documentation and support resources with student users, school administrators, and staff
Proactively monitor and drive partner engagement, identifying and encouraging use of best practices tied to greater value and adoption through training, education, and direct outreach
Gather customer feedback and communicate partner needs and priorities to product and development teams
Occasional travel, comprising less than 10% of the time, may be necessary, with a primary focus on visits to our Michigan and New York offices, conferences, and site visits at partner institutions

What we offer

Medical, dental, and vision plans
Employer-paid 10% retirement contribution
Paid parental and caregiver leave
22 days of paid time off
11 paid holidays
Up to 12 paid sick days
Wellness benefits

Fulltime

Sr. Billing Operations Specialist

Our client is seeking a Sr. Billing Operations Specialist to join their growing ...

Location

United States , Stamford

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in Accounting, Finance, Business Administration, or related field preferred
5+ years of experience in billing operations, accounts receivable, collections, order-to-cash, or finance operations roles
Experience working within a managed services, staffing, outsourced services, professional services, logistics, facilities management, or similar service-based business model strongly preferred
Demonstrated experience managing complex customer billing tied to third-party vendor costs, labor-based services, or contract-driven invoicing
Strong understanding of accounts receivable, collections, cash application, dispute resolution, and billing controls
Experience working with NetSuite, Microsoft Dynamics, SAP, Oracle, or other ERP systems
Advanced Microsoft Excel skills including Pivot Tables, VLOOKUP/XLOOKUP, and data analysis
Exceptional organizational skills with the ability to manage multiple priorities in a deadline-driven environment
Strong communication and customer service skills with the ability to interact effectively with both internal stakeholders and external clients

Job Responsibility

Manage the full billing lifecycle for client accounts, ensuring accurate and timely invoicing based on contractual agreements, vendor charges, service activity, and approved pricing structures
Review and reconcile third-party vendor invoices to validate billable expenses, labor costs, service volumes, and client-specific allocations prior to invoicing customers
Prepare, audit, and distribute high-volume customer invoices while ensuring all supporting documentation and approvals are properly maintained
Partner closely with Operations, Client Services, and Accounting teams to investigate and resolve billing discrepancies, pricing questions, invoice disputes, and client inquiries
Monitor accounts receivable activity, support collections efforts, and work directly with customers to resolve outstanding balances, remittance questions, and payment delays
Track and manage billing exceptions, credit memos, invoice adjustments, and dispute resolution through completion
Maintain customer master data, billing profiles, invoice delivery preferences, contract terms, purchase order requirements, and pricing schedules within the ERP system
Prepare and analyze billing and collections metrics, including invoice accuracy, billing cycle times, dispute aging, DSO trends, collections performance, and cash application reporting
Support month-end close activities by ensuring billing, receivables, accruals, and related reconciliations are completed accurately and on schedule
Identify opportunities to improve billing workflows, reporting capabilities, automation, and internal controls across the order-to-cash process

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance
401(k) plan

Fulltime

Sales Operations Specialist

We’re excited to introduce a key operational role that supports our commercial a...

Location

Romania , Bucharest

Salary:

Not provided

Sungrow Europe

Expiration Date

Until further notice

Requirements

Bachelor's degree or higher, with at least 2 years of relevant experience in sales operations, order management, or a similar role
Previous experience in the solar or renewable energy industry is a strong advantage
Strong communication skills and the ability to collaborate effectively across teams and with customers
Solid data analysis skills with experience in preparing reports and forecasts
Good working knowledge of ERP systems and MS Office, with a practical and structured approach to work
English language skills at C1 level
Romanian at C2 level
Chinese at B2 level is a plus

Job Responsibility

Support the Sales Team throughout the full order lifecycle, from contract countersignature to final payment collection
Assist the Sales Team and Legal Counsel in the preparation, coordination, and management of sales contracts
Coordinate closely with HQ production, logistics, project, and sales teams to ensure smooth and timely project delivery
Act as a point of contact for customers regarding lead times, deliveries, invoicing, and payment status
Prepare regular shipment reports, sales forecasts, and operational analyses on a weekly and monthly basis
Issue commercial invoices and work closely with finance and sales teams to follow up on payments and manage shipment-related risks, including credit insurance

Fulltime

Aftersales Operations Specialist

As Aftersales Operations Specialist, you will be at the heart of operations, ens...

Location

United Kingdom , Coventry

Salary:

126.00 - 145.00 GBP / Day ▼

Office Angels

Expiration Date

Until further notice

Requirements

Experienced on SAP including producing quotes and processing orders
Excellent communication skills with strong commercial awareness and a customer-focused approach
An inquisitive mindset with a proactive approach to problem-solving
Strong analytical and complex problem-solving skills
Effective collaboration across cross-functional teams

Job Responsibility

Prepare accurate and timely spare parts quotations using our SAP system
Process spare parts and service-related orders efficiently
Coordinate customer returns, repairs, invoicing, and credit processes seamlessly
Proactively monitor and manage open orders to ensure on-time delivery
Expedite sales order backlog to maximize billing output
Build and maintain strong relationships with customers and suppliers
Provide high-quality, responsive customer service across all communication channels
Monitor local stock levels and backorders, addressing shortages proactively
Drive improvements in quoting, order processing, and customer service

Fulltime

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Credit Operations Specialist

Job Description

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Requirements

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