iBusiness Funding

Customer Support

• Lead and develop the Customer Service team to ensure consistent, high-quality borrower experience through effective communication, and problem-solving
• Oversee borrower communications by drafting, reviewing, and optimizing borrower-facing messages to ensure accuracy, clarity, and tone consistency across all channels
• Handle borrower escalations, providing timely and professional resolutions while coaching the team on best practices for de-escalation and service recovery
• Monitor and analyze team performance metrics, identifying trends and areas for improvement to enhance customer satisfaction and operational efficiency.
• Train, coach, and mentor team members, ensuring they understand products, policies, and communication standards
• Maintain and update the training library to ensure all resources, scripts, and borrower communication templates reflect the latest processes and policies
• Collaborate with cross-functional teams (Operations, Legal, Compliance, and Marketing) to improve borrower experience and ensure smooth handoffs between departments. Identify process gaps and implement improvements to streamline workflows, reduce borrower pain points, and enhance team productivity
• Develop communication strategies for proactive borrower engagement, retention, and education on programs, deadlines, and updates
• Serve as the voice of the customer, providing feedback and insights to leadership to inform process improvements and strategic initiatives
• Assist in policy development and procedural documentation, ensuring consistency and compliance across all borrower-facing interactions

Customer Service Manager

Product Designer

• lead the charge in designing, managing, and enhancing the user experience
• blend hands-on design work with leadership
• mentor, guide, and provide feedback to a team of UX/UI designers
• collaborate cross-functionally with Product Managers, Engineers, and other stakeholders
• establish and optimize design processes and workflows
• lead user research initiatives to gather insights
• ensure consistent delivery of user-centered designs

Director of User Experience, UX

Site Reliability Engineer

• Collaborate with product owners, developers, and information security, to design, build, and maintain developer tools and processes that enable DevSecOps practices
• Implement and manage CI/CD pipelines to automate software delivery and deployment
• Design and architect reusable infrastructure patterns for scalability and high availability
• Develop and maintain automation scripts and tools to eliminate repetitive tasks
• Mentor and support developers in adopting DevSecOps practices
• Stay up-to-date with emerging technologies and industry trends related to DevSecOps
• Identify areas for architecture improvement and process enhancement
• Create and maintain technical documentation and a knowledge base for developers

DevSecOps Platform Engineer

Director

• Lead and support capital formation, structured finance, and strategic growth initiatives.
• Develop and execute the company’s overall capital strategy including warehouse line management, securitization, and ABS transactions.
• Support and manage the company’s capital raising efforts across multiple funding channels.
• Oversee warehouse line processes ensuring efficient funding operations.
• Maintain strong relationships with capital providers, brokers, and institutional investors.
• Develop and implement capital allocation strategy to support growth initiatives.
• Conduct scenario analysis and stress testing for strategic decision-making.
• Prepare investor presentations and support investor engagement efforts.
• Support M&A strategy including target evaluation and financial modeling.
• Ensure compliance with financial covenants and reporting obligations.

Director of Capital Markets and Strategy

Implementation Specialist

• Implement cloud-based banking software and ensure task completion
• Collaborate with project leads to enhance processes
• Assist in software feature discussions based on client requirements
• Guide clients through setup, training, and ongoing support
• Regularly communicate with clients to address issues and future needs
• Maintain client records and update internal systems
• Provide training, consulting, and support services as needed
• Be readily available to address client queries
• Participate in sales calls and product demonstrations
• Address SBA-specific inquiries across various stages
• Monitor and follow up on client support issues
• Generate informative reports and troubleshoot as needed
• Stay updated on evolving business needs and product developments

Implementation Manager

Customer Success Manager

• Responsible for ensuring the successful implementation of cloud-based banking software.
• Ensure completion of post-go-live milestones, deliverables, and feature configurations.
• Work alongside the project lead to implement and communicate process improvements with systematic solutions
• Participate in requirements analysis and design discussions surrounding software feature requests.
• Monitor the customer’s initial setup and ongoing maintenance processes regarding the installation, training, and ongoing support.
• Contact customers, including their management, on a regular basis to discuss open issues, ongoing needs, and future plans.
• Maintain current files and update the appropriate internal systems and/or personnel regarding customers including correspondences, current configuration, personnel, etc.
• Perform training, consulting, or other support services (including telephone support and production services) for customers as directed.
• Available to respond to Clients on and off-hours very quickly.
• Offer a direct point of contact for all customers to report their issues and/or questions regarding company’s systems and services.
• Join sales calls and demo the product to perspective clients.
• Answer loan origination specific questions ranging from SOP, Sales, Underwriting, Closing, Audit, Servicing etc.
• Monitor and follow-up on open customer support issues.
• Develop informational reports.
• Take a hands-on approach to troubleshooting and assist on technical support tickets.
• Identify and deliver on Up-Sale opportunities.
• Engage in continuous learning to navigate changing business needs and product development.

Customer Success Manager – SaaS Software

Product Manager

• Plan, define and prioritize the product backlog and product roadmap
• Clarify requirements and make timely decisions on execution details
• Work with stakeholders to evaluate best the approach when solving business problems
• Maintain development and production environments and properly deploy changes
• Establish timelines and product benchmarks, holds team accountable to deadlines
• Conduct daily standup meetings with Development team
• Coach developers to achieve high performance

Senior Product Owner

Compliance

• Support the evolution of the company’s risk and compliance framework
• Work closely with teams to strengthen our risk and control landscape
• Ensure effective documentation and reporting
• Provide valuable insights to senior management
• Assist with Risk Control Self-Assessments (RCSAs) and Business Impact Analyses (BIAs)
• Help track and document issues, controls, and remediation activities
• Prepare materials for risk and control meetings
• Contribute to draft risk and compliance reports for leadership review
• Support business continuity activities, including maintaining documentation and coordinating program exercises
• Track and report on employee completion of compliance training programs
• Assist with audit preparation and regulatory reviews

Governance, Risk & Compliance Associate

Analyst

• Work as a member of the Treasury and Funding team to ensure daily cash processes are executed efficiently in accordance with daily, weekly, and monthly deadlines.
• Complete and utilize daily cash reconciliations for funding and payments processes.
• Ensure accurate financial record-keeping in compliance with company standards.
• Troubleshoot and resolve any unexpected discrepancies with data accuracy and consistency; communicate issues with data and documentation upon review with the originating teams.
• Provide support to the Funding Team and management; perform operational processing and support for payments and funding operations.
• Use online banking portals to set up bank transactions and access reporting necessary to complete daily tasks.
• Verify borrower account information for payment processing and loan funding.
• Reconcile and review daily banking transactions.
• Support other duties across the broader Accounting, Finance and Treasury team as required.
• Assist with all facets of loan funding and quality assurance and collaborate on Finance and Accounting projects.

Payment Processing and Funding Analyst

Account Executive

• Logo Hunting and Selling to Banks and Financial Institutions
• Lead new partner acquisition with a focus on commercial terms and condition negotiation
• Maintain and improve existing partner relationships and overall partner program
• Work with Leadership, Product, Marketing, Sales, Development and Legal teams on partner strategy and execution
• Regularly attend industry conferences, networking events, and trade shows
• Define and negotiate commercial terms and conditions and partner with Legal for reviews
• Coordinate partner roadmap sessions and provide oversight over partner P&L results and forecasting
• Collaborate cross-functionally to resolve day-to-day partner issues and achieve partner revenue goals

Software Sales Account Executive

QA Engineer

• Lead a QA Community of Practice across 20+ QA professionals embedded in engineering teams
• Partner with Directors of Product, Engineering, UX, and DevOps to drive quality initiatives
• Develop and guide comprehensive QA standards, processes, and documentation
• Build and maintain regression testing suites to automate testing predeployment
• Implement real-time monitoring and dashboarding for production system health
• Think like bank clients and end users to identify operational gaps and advocate for quality
• Exercise authority to roadblock production releases when quality standards aren't met
• Drive evolution from manual to automated testing across the organization
• Mentor and develop QA talent, creating clear career progression paths
• Train existing manual QA staff in automation techniques and tools and hire/manage across teams
• Advocate for QA budget needs including tools, training, and headcount
• Foster collaboration between QA and product/engineering teams in a matrix organization

Director of Quality Assurance

Project Manager

• Manage the lifecycle of AI projects, from early ideation through delivery, including work on Lendsey AI and adjacent agent-based tools
• Coordinate cross-functional teams spanning engineering, product, design, and sales to ensure alignment and execution
• Track priorities, risks, and deliverables across multiple streams, helping the team stay focused and informed
• Facilitate agile workflows, sprint planning, and regular project check-ins
• Represent our agentic AI systems internally and externally, articulating how composable agents function and how they’re transforming real-world workflows
• Join select client and partner meetings to support solution design and explain AI capabilities
• Develop documentation, product guides, and instructional media to support internal enablement and external adoption
• Stay plugged into developments in AI orchestration, agents, and intelligent automation to inform roadmap planning and communications
• Represent our organization at financial industry events, engaging with key stakeholders to showcase our products and services through a strategic lens, while underscoring our unwavering commitment to the privacy and security of both AI systems and data

AI Project Manager

Accounting Manager

• Oversee accounting team of 1-4 onshore and offshore accountants, focused on cash, AP, AR, and GL accounting.
• Play an integral role in the month-end close and GL accounting, including: Recording and review of journal entries, which may include expense accruals, prepaid amortization, fixed asset depreciation, reclassifications, revenue recognition, and/or others.
• Preparation and review of balance sheet reconciliations, including improvements of existing reconciliations and creation of new reconciliations where appropriate
• Variance analysis of financial statement lines
• Prepare annual companywide budget through collaboration with business leads and working cohesively within the accounting team.
• Review new vendor requests, ensuring reasonableness and compliance with company policies.
• Assist parent company with supplemental quarter and year-end schedules and additional analyses.
• Participate in the interim and year-end financial statement audits, as well as other ad hoc audits, by providing support for auditor requests and addressing any questions that arise.
• Partner with the Technical Accounting Manager on GAAP research, implementations, and detailed process workpapers.
• Work closely with the Director of Finance to optimize and enhance reporting and system setup for accounts and departments.