Financial Services Operations Specialist

A company is looking for a Financial Services Operations Specialist to enhance operational efficiencies in financial institutions through AI-driven solutions. Key ResponsibilitiesIdentify breakdowns in call handling, servicing, and collections workflows for financial institutions Translate live processes into structured AI-driven voice workflows and demonstrate the benefits of automation Collaborate with product and engineering teams to refine workflows and support the sales process with practical insightsRequired QualificationsPrevious experience in financial services operations (banking, lending, insurance, or collections) Strong understanding of call center environments, SLAs, and servicing workflows Experience managing or working closely with teams handling call volume, claims, or customer servicing Ability to articulate operational pain points and map them to solutions Self-starter comfortable in a fast-moving, early-stage environment