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Relationship Specialist

Relationship Specialist

VirtualVocationsPhiladelphia, Pennsylvania, United States
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A company is looking for a Relationship Specialist to manage partner programs and support client communications.

Key Responsibilities

Maintain accurate internal documentation and trackers for lender and investor relationships

Prepare reports and assist with new product launches and program changes

Triage partner requests and support day-to-day communications with partners

Required Qualifications

1-2 years of experience in lending operations, client support, or project coordination

Familiarity with Excel, PowerPoint, and shared file systems (Google Drive, SharePoint, etc.)

Strong organizational skills and attention to detail

Eagerness to learn and take on increasing ownership over time

Prior experience in lending operations or project management is a plus

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Relationship Specialist • Philadelphia, Pennsylvania, United States

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