Relationship Specialist

Job Summary

A company is looking for a Relationship Specialist to manage partner programs and support client communications.

Key Responsibilities

• Maintain accurate internal documentation and trackers for lender and investor relationships
• Prepare reports and assist with new product launches and program changes
• Triage partner requests and support day-to-day communications with partners

Required Qualifications

• 1-2 years of experience in lending operations, client support, or project coordination
• Familiarity with Excel, PowerPoint, and shared file systems (Google Drive, SharePoint, etc.)
• Strong organizational skills and attention to detail
• Eagerness to learn and take on increasing ownership over time
• Prior experience in lending operations or project management is a plus