Job Details

A company is looking for a Financial Services Operations Specialist to enhance operational efficiencies in financial institutions through AI-driven solutions.Key ResponsibilitiesIdentify breakdowns in call handling, servicing, and collections workflows for financial institutionsTranslate live processes into structured AI-driven voice workflows and demonstrate the benefits of automationCollaborate with product and engineering teams to refine workflows and support the sales process with practical insightsRequired QualificationsPrevious experience in financial services operations (banking, lending, insurance, or collections)Strong understanding of call center environments, SLAs, and servicing workflowsExperience managing or working closely with teams handling call volume, claims, or customer servicingAbility to articulate operational pain points and map them to solutionsSelf-starter comfortable in a fast-moving, early-stage environment