iBusiness Funding

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.