Atlas · 1 month ago
Credit Relationship Manager
United States
Full-time
Remote
Entry, Mid Level
$65K/yr - $80K/yr
2+ years expAtlas is a rapidly growing fintech company redefining premium membership experiences. As a Credit Relationship Manager, you will support credit-related inquiries and collaborate with various teams to ensure members receive timely and accurate assistance.
Financial Services
Responsibilities
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
Qualification
Required
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
Preferred
Exposure to credit, finance, lending, payments, or risk-adjacent environments
Working knowledge of analyzing large datasets via SQL, Excel, Access, or Google Sheets
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!
Company
Atlas
Atlas is a spend management and lifestyle platform for high net worth individuals and families.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase