Financial Services Operations Specialist

Job Summary

A company is looking for a Financial Services Operations Specialist to enhance operational efficiencies in financial institutions through AI-driven solutions.

Key Responsibilities

• Identify breakdowns in call handling, servicing, and collections workflows for financial institutions
• Translate live processes into structured AI-driven voice workflows and demonstrate the benefits of automation
• Collaborate with product and engineering teams to refine workflows and support the sales process with practical insights

Required Qualifications

• Previous experience in financial services operations (banking, lending, insurance, or collections)
• Strong understanding of call center environments, SLAs, and servicing workflows
• Experience managing or working closely with teams handling call volume, claims, or customer servicing
• Ability to articulate operational pain points and map them to solutions
• Self-starter comfortable in a fast-moving, early-stage environment