What are the responsibilities and job description for the Fintech Lending Client Relationship Manager position at STRIDE BANK NA?
Job Details
Job Location: SLC - Salt Lake City, UT
Position Type: Full Time
Education Level: 4 Year Degree
Salary Range: Undisclosed
Travel Percentage: Up to 25%
Job Shift: Day
Job Category: Banking
Description
The Fintech Lending Client Relationship Manager serves as the primary contact and liaison for assigned Fintech Lending Group (FLG) clients and their corresponding programs. This position is responsible for managing and coordinating monitoring and oversight activities of FLG clients, facilitating FLG clients requested changes, and preparing internal reporting. This position will be responsible for developing strong relationships with key client stakeholders, maintaining a strong focus on risk management, client satisfaction, regulatory compliance, and client profitability.
PRINCIPLE DUTIES AND RESPONSIBILITIES
- Acts as the primary point of contact for initiative tracking, issue and resolution tracking, facilitating regular client communications, monitoring of client and bank contractual obligations, and program reporting for FLG clients.
- Serves as the liaison for internal departments and third-party resources required for ongoing oversight, program management, product testing, reviews, and monitoring of assigned Fintech Lending Partners.
- Develops a deep understanding of each assigned FLG client’s business model, strategy, priorities, and existing program(s) with the Bank.
- Supports Bank management during regulatory exams or internal audits of Fintech Lending Partners.
- Coordinates and manages the review and approval of program material and documentation such as policies, procedures, and processes and risk-based periodic and annual site visits to review and audit the Strategic Partner's adherence to the Program Agreement, policies, and applicable regulations.
- Coordinates the site visit team’s completion of memos and presentations from such periodic and annual site visits.
- Escalates issues, concerns, or risks to management that fall outside of the Bank’s risk appetite.
- Performs other duties as assigned.
Qualifications
EDUCATION AND/OR EXPERIENCE
- Bachelor’s degree in Business Administration or related, required.
- 3 years cross-functional program management experience, required.
- Experience with operations of consumer and commercial installment, private-label or bank card products, preferred.
- Experience with a bank or card processor, preferred.
- Experience dealing with regulators (OCC, or other Regulatory Agencies), preferred.
KNOWLEDGE, SKILLS, AND ABILITIES
- Strong collaborator that can interface effectively and work and build relationships with both clients and other departments.
- Assertive self-starter, with exceptional professional verbal and written skills, who is highly organized and able to work independently to finish assigned projects.
- Strong interpersonal skills including the ability to work well in a team environment or as an individual contributor.
- Ability to build and execute complex operational processes.
- Knowledge of the current banking regulatory environment.
- Ability to recognize and focus on critical issues. Flexibility to balance and respond to competing needs within the organization.
- Solid working knowledge of various computer systems, software and changing technology. Experience with Smartsheet is a plus.
