Banking Project Operations Specialist II

This position is posted by Jobgether on behalf of Benetrends Financial. We are currently looking for a Banking Project Operations Specialist II in Arizona, California, Colorado, Florida, Georgia, Iowa, Maryland, Michigan, Massachusetts, North Carolina, New York, New Jersey, Ohio, Pennsylvania, South Carolina, Texas, Utah, Virginia.

This role offers an exciting opportunity for a detail-oriented professional to manage high-priority banking projects and support clients through the franchise financing process. You will ensure a seamless experience from initial engagement to lender presentations, coordinating documentation, timelines, and communications. Working closely with internal teams and strategic partners, you’ll maintain operational efficiency while providing a professional, reassuring experience for clients. The position combines project management, client relationship coordination, and operational oversight in a dynamic, remote work environment with occasional travel. Strong organizational and communication skills are essential to thrive in this fast-paced role.

Accountabilities

• Oversee client files through each stage of the franchise financing process, ensuring accuracy and timeliness.
• Maintain regular communication with clients via phone and email to provide updates and guidance.
• Review, analyze, and prepare submitted documentation for bank packaging, including applications and checklists.
• Manage project timelines and ensure all initiatives stay on track.
• Conduct onboarding sessions for new clients and provide ongoing operational support.
• Prepare, distribute, and manage Master Services Agreements (MSAs) using tools such as Panda Doc.
• Collaborate with internal teams and strategic partners to resolve client matters efficiently.
• Enter and maintain accurate data in internal systems and spreadsheets.
• Uphold quality control procedures and maintain confidentiality and professionalism.
• Perform additional duties as assigned to support operational excellence.

Requirements

• Experience in client services, operations, or project coordination (financial services experience is a plus).
• Strong organizational skills with meticulous attention to detail.
• Excellent written and verbal communication abilities.
• Proficient in Microsoft Office Suite, CRM systems, File-invite, Panda Doc, and other operational tools.
• Ability to manage multiple projects and deadlines in a fast-paced environment.
• Strong problem-solving capabilities and a collaborative mindset.
• Comfortable with remote work and occasional travel for meetings or professional development.

Benefits

• Competitive compensation.
• Comprehensive medical, dental, and vision coverage.
• Generous vacation time and paid holidays.
• Fully remote work environment with flexible hours.
• Professional development and growth opportunities.
• Supportive and collaborative team culture.

Jobgether is a Talent Matching Platform that partners with companies worldwide to efficiently connect top talent with the right opportunities through AI-driven job matching.

When you apply, your profile goes through our AI-powered screening process designed to identify top talent efficiently and fairly.
🔍 Our AI evaluates your CV and LinkedIn profile thoroughly, analyzing your skills, experience, and achievements.
📊 It compares your profile to the job’s core requirements and past success factors to determine your match score.
🎯 Based on this analysis, we automatically shortlist the 3 candidates with the highest match to the role.
🧠 When necessary, our human team may perform an additional manual review to ensure no strong profile is missed.

The process is transparent, skills-based, and free of bias — focusing solely on your fit for the role. Once the shortlist is completed, we share it directly with the company that owns the job opening. The final decision and next steps (such as interviews or additional assessments) are then made by their internal hiring team.

Thank you for your interest!

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