Director, Investor Operations
Company: Freedom Financial Network, LLC
Location: Los Angeles
Posted on: August 7, 2022
Job Description:
The Opportunity:Freedom Financial Network is seeking a highly
experienced and knowledgeableDirector of Investor Operations to
join our rapidly scaling company as we continue our journey through
a large-scale digital transformation and growth strategy.In this
remote position, you will report to our VP, Investor Reporting and
Operations. As Director of Investor Operations, you will work
across internal teams as we onboard Investors and ensure a seamless
process for reporting data. This unique role blends your ability to
interact with our Investors and our internal Engineering and
Business Intelligence teams. This role offers high visibility at
every level of the organization. The perfect candidate will bring a
"Business Partner" mindset and thrive in an organization that is
ready to disrupt the norm.If you are creative and passionate and
want to work with like-minded people then you will LOVE Freedom
Financial.How You'll Contribute and make a meaningful impact:
- You will work closely with Data Engineering/Business
Intelligence teams to manage the investor platform data. Being a
liaison and working with our internal teams you will provide
feedback to improve processes through reporting enhancements and
automation.
- Collaborate with capital markets teams to develop best-in-class
investor experience and document investor operations
procedures.
- Assist with a variety of activities related to daily investor
operations including account funding, loan purchases, and portfolio
reconciliations.
- Work with product managers and engineers to ensure integrity of
investor data reports and timely customization of reports based on
investor needs.
- Manage the onboarding of new investors including account
opening and documentation review.
- Build relationships with institutional investors, warehouse
providers, custodians, backup servicers, etc.
- Work towards automation and scalability of our systems,
processes, and reporting.
- Produce the credit facilities analysis and reporting.
- Support ABS Securitization activityWhat You'll Bring:
- 3-5 years of experience at large public accounting firm,
consumer fintech company, or financial institution; former CPA a
plus
- Advanced in Excel and familiarity with SQL
- Confident and comfortable with working large data sets
- Highly organized, detail-oriented and a strong client service
orientation - this is a client facing role
- Superior written and verbal communication skills
- Good judgment and excellent interpersonal skills
- Business-focused mindset with a demonstrated ability to take
ownership and resolve issues with minimal supervision
- Ability to operate in a fast-paced environment and recognize
and focus on critical issues
- Strong desire to learn and do more
- Flexibility to prioritize, balance and respond to competing
needs within a growing organizationAbout Us:Freedom Financial
Network is a leading digital personal finance company, built to
help people. We do what traditional banks don't: Put people first.
We believe in treating people like humans, not account numbers. We
help everyday people get on, and stay on, the path to a brighter
financial future, with innovative technology and personalized
support at every step. We help people control expenses, manage
debt, save money, plan ahead, and make better financial decisions.
By leveraging our proprietary data and analytics and artificial
intelligence we offer solutions tailored for each step of a
consumer's financial journey, including personal loans, home equity
loans, help with debt, and even financial tools and education.With
2,400 employees across California, Arizona and Texas, we have
served more than 1million customers, resolved more than $15billion
in consumer debt and originated $6.5 billion in loans over the
course of our 20 years in business.Driven by our core values, we're
passionate about supporting our communities and proudly awarded
over $500,000 in grants distributed by the Freedom Foundation Fund
and the Freedom Family Fund in 2021. We believe in a culture led by
diversity, equity, and inclusion, and encourage our employees to
bring their full selves to work every day. Our diversity-focused
Employee Resource Groups (ERGs) are open to all, whether a member
of the ERG community or an ally of the group and we are a member of
the Fintech Racial Equity Coalition to address and improve
inequality in the fintech industry.And finally, we take great pride
in our achievements. This year we topped the list of Best Place to
Work by the Phoenix Business Journal, were a top 100 Corporate
Philanthropist by the San Francisco Business Times, a 2021 Most
Admired Company and a Tech Company with the Best Company Culture by
BestCompaniesAz, a 2021 Top Work Places winner by AZcentral, a
BuiltIn Best Places to Work winner, and one of Phoenix Business
Journal's 2022 Healthiest Employers, to name a few.Attention
Agencies & Search Firms: We do not accept unsolicited candidate
resumes or profiles. Please do not reach out to anyone within
Freedom Financial Network (FFN) to market your services or
candidates. All inquiries should be directed to Talent Acquisition
only. We reserve the right to hire any candidates sent unsolicited
and will not pay any fees without a contract signed by FFN's Talent
Acquisition leader.#LI-LO1#LI-REMOTE#LI-HYBRID
Keywords: Freedom Financial Network, LLC, Los Angeles , Director, Investor Operations, Executive , Los Angeles, California
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