Credit Operations Specialist, Business Cards & Payments
Credit Operations Specialist, Business Cards & Payments
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Job Description
We are seeking a detail-oriented and client-focused Client-Facing Associate to join our BC&P Credit team. This individual will play a critical role in managing documentation and coordination for credit reevaluations and new opportunity workflows. Acting as a liaison between clients underwriters spreading teams and opportunity managers this associate will own the process end-to-end: from document collection through successful deal closure.
General Responsibilities
Serve as a primary point of contact for clients to collect documentation related to: Credit line adjustment Commercial card reevaluations and KYC (Know Your Customer) and ownership verification
Review application documents for completeness and ensure credit files located in the document repository are accurate updated and organized for downstream partners.
Coordinate with internal spreading teams to hand off completed documentation for underwriting
Partner with underwriters to clarify document requirements and ensure timely collection from clients
Application Reviews-review application documents for accuracy and completeness; maintain systems of record
Manage Salesforce opportunities to completion ensuring all pipeline activity is accurately tracked and deals are successfully closed
Collaborate with closing and opportunity management teams to finalize transactions
Participate in process improvement initiatives across the team; identify and recommend operational efficiencies
Maintain a foundational understanding of financial statements to support documentation conversations with clients
AML/KYC Compliance-understanding and adhering to various regulatory requirements and business policies regarding: LexisNexis Dun & Bradstreet Regulation O OFAC and credit reports when applicable
Deliver sound results with a high degree of independence
Basic Qualifications:
High School Diploma GED or equivalent certification
At least 1 year of Process management experience
At least 2 years of customer service experience in a client-facing role
Preferred Qualifications:
Bachelors Degree or Military Experience
1 year of Credit Support experience
1 year of experience with Salesforce
Ability to interpret financial statements
At this time Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Plano TX: $64700 - $73900 for Ops AssociateCandidates hired to work in other locations will be subject to the pay range associated with that location and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidates offer letter.
This role is also eligible to earn performance based incentive compensation which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.Capital One offers a comprehensive competitive and inclusive set of health financial and other benefits that support your total well-being. Learn more at theCapital One Careers website. Eligibility varies based on full or part-time status exempt or non-exempt status and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE including disability/vet) committed to non-discrimination in compliance with applicable federal state and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries including to the extent applicable Article 23-A of the New York Correction Law; San Francisco California Police Code Article 49 Sections 4901-4920; New York Citys Fair Chance Act; Philadelphias Fair Criminal Records Screening Act; and other applicable federal state and local laws and regulations regarding criminal background inquiries.If you have visited our website in search of information on employment opportunities or to apply for a position and you require an accommodation please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital Ones recruiting process please send an email to
Capital One does not provide endorse nor guarantee and is not liable for third-party products services educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Required Experience:
Unclear Seniority
Employment Type
Full-Time
