Setpoint.io

Compliance

• Perform quality control reviews of the compliance portion of loans reviewed by inTENT staff, ensuring accuracy and regulatory adherence.
• Track, compile, and report QC and deficiency results to the COO and relevant stakeholders on a regular basis.
• Design and deliver compliance training programs, including onboarding for new employees, updates driven by regulatory changes, and corrective action training.
• Conduct credit and compliance loan reviews as needed.
• Serve as the primary point of contact for client compliance questions, investigating and resolving issues in a timely and professional manner.
• Calibrate and maintain the ComplianceEase system to ensure consistent and accurate compliance findings.

Compliance Lead

Billing Specialist

• Work closely with Setpoint’s Accounting Manager and accounting team to manage Setpoint’s accounting processes and month-end close.
• Interact with customers and vendors to ensure timely billing, collections, and payments.
• Coordinate with Setpoint’s Engineering and Product teams to ensure accurate customer billing and reporting.
• Track and categorize Setpoint’s banking activity and perform monthly bank reconciliations.
• Collaborate with Setpoint department heads to ensure that all expenses are reported timely and categorized appropriately.
• Interact with customers and vendors to ensure timely collections and payments.

Manager

• own the delivery of client reporting, calculations, and workflows
• work directly with clients to understand requirements
• operate key workflows with accuracy and timeliness
• translate client needs into clear operational logic

Professional Services Manager

Accountant

• Work closely with Setpoint’s Accounting Manager and accounting team to manage Setpoint’s accounting processes and month-end close
• Track and categorize Setpoint’s banking activity and perform monthly bank reconciliations
• Coordinate with Setpoint’s Engineering and Product teams to ensure accurate customer billing and reporting
• Collaborate with Setpoint department heads to ensure that all expenses are reported timely and categorized appropriately
• Interact with customers and vendors to ensure timely collections and payments

Compliance Lead

Billing Specialist

Professional Services Manager

Staff Accountant