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.
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
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
Exposure to credit finance lending payments or risk-adjacent environments
Working knowledge of analyzing large datasets via SQL Excel Access or Google Sheets
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
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