Credit Relationship Manager
Atlas
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $65,000 - $80,000 per year
Job Level
JuniorMid-Level
About the role
- 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
- 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
- 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
Requirements
- 2–4+ 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
Benefits
- 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!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
communicationorganizational skillsdetail-orienteddependabilityproblem-solvingcustomer servicerelationship managementtime managementcross-functional collaborationjudgment