Credit Relationship Manager

Atlas

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profile Job Location:

New York City, NY - USA

profile Monthly Salary: $ 65 - 80
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

As a Credit Relationship Manager you will serve in a member-facing role within the Credit team supporting credit-related inquiries while contributing to the operational execution of credit servicing. You will work closely with Member Services Operations and Risk teams to ensure members receive timely accurate and thoughtful support across credit-related touchpoints. This role is well-suited for someone who brings a strong client service foundation with technical expertise operates comfortably in fast-paced environments and demonstrates initiative in a role that continues to evolve within a growing startup.

Responsibilities

Member-Facing Credit Support

  • Serve as a primary point of contact for members credit-related inquiries relating to payments account activity and lending requests

  • Manage internal and external communications via third-party platforms

  • Communicate clearly and professionally with high-net-worth members balancing service excellence with policy and risk considerations

  • Resolve routine credit requests independently while escalating complex cases with appropriate context

Credit Operations & Administration

  • Execute credit-related operational workflows including documentation updates payment tracking account reviews and exception handling

  • Maintain accurate and timely member records to ensure clean handoffs and audit-ready documentation

Process & Cross-Functional Collaboration

  • Follow established credit procedures while identifying opportunities to improve clarity efficiency and consistency

  • Contribute to internal documentation templates and process updates as credit operations scale

  • Collaborate cross-functionally with Operations Member Services Finance and Risk partners demonstrating strong communication and alignment across teams

Qualifications

  • 24 years of experience in customer service client operations or relationship management

  • Prior experience supporting high-net-worth or enterprise clients in financial services or related environments

  • Strong written and verbal communication skills with the ability to explain nuanced topics clearly and confidently

  • Comfort working under pressure in a fast-paced environment while managing multiple priorities effectively

  • Highly organized detail-oriented and dependable with strong follow-through

  • Demonstrated ability to work cross-functionally through clear communication responsiveness and sound judgment

  • Tech-forward and systems-comfortable with a working knowledge of Microsoft Office and Google Workspace familiarity with Slack and Zendesk is a plus

Preferred Qualifications

  • Exposure to credit finance lending payments or risk-adjacent environments

  • Working knowledge of analyzing large datasets via SQL Excel Access or Google Sheets

Why Join Us

  • Join a rapidly growing mission-driven fintech redefining premium membership experiences.

  • Work alongside a passionate high-performing team that values empathy accountability and creativity.

  • Be part of a culture that rewards autonomy encourages innovation and treats its employees with the same level of care we provide our members.

  • Full medical dental and vision coverage with dependent contribution.

  • 401k Plan.

  • Flexible Time Off so you can take the time you need.

  • Work from Home Reimbursement to set up your space for success!

  • Access to Atlas perks and lifestyle experiences: because you should feel like a member too!


Required Experience:

Manager

As a Credit Relationship Manager you will serve in a member-facing role within the Credit team supporting credit-related inquiries while contributing to the operational execution of credit servicing. You will work closely with Member Services Operations and Risk teams to ensure members receive timel...
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Key Skills

  • Business Development
  • Sales Experience
  • Loyalty Marketing
  • Portfolio Management
  • Wealth Management
  • Financial Services
  • Algebra
  • Territory Management
  • Banking
  • Relationship Management
  • Customer relationship management
  • Geometry

About Company

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