CS Operations Specialist

Covercy is the first Banking Embedded Investment Management Platform that is bringing simplicity & trust to commercial real estate investment, serving hundreds of real-estate development companies & thousands of real estate investors who annually transact over $500M on our platform. Our SaaS platform helps real estate development companies to streamline and simplify complex processes, from fundraising and investor communications to a fully working banking solution to manage CRE funds.

The Opportunity:

We are seeking a highly motivated and detail-oriented individual to join our team as a Junior CS Operations Specialist. In this role, you will play a critical part in managing deal flow, ensuring smooth customer onboarding, and facilitating seamless transaction execution. As a CS Operations Specialist, you will be responsible for coordinating various operational tasks and collaborating with cross-functional teams. Your attention to detail, organizational skills, and ability to thrive in a fast-paced environment will contribute to the success of our operations and customer satisfaction.

Flexible Work: 

You may work from our offices every day if that is more convenient for you. Most of our team comes to the office once or twice a week and works remotely for the rest of the days.

Detailed Job Description:

1. Support deal flow:
   • Make contact with all prospect clients and schedule onboarding sessions with one of the CS team members.
   • Prepare prospects for a smooth onboarding session by verifying the existence of required documents and information. 
   • Coordinate face-to-face identification sessions with prospects.
2. Documentation Management:
   • Oversee the comprehensive review and management of customer documentation throughout the onboarding process until transaction approval and throughout customer’s lifetime. 
   • Ensure compliance with Company Compliance Policy and relevant regulations.
3. KYC process:
   • Conduct Know Your Customer (KYC) process, including a thorough review of customer documentation, to ensure compliance and mitigate risk.
4. Support the Customer Success Team:
   • Collaborate closely with the Customer Success team to provide operational support and ensure a seamless daily team flow.
   • Assist in developing and enhancing customer success processes and strategies.
5. Continuously Improve Operations:
   • Identify process inefficiencies and suggest creative solutions to enhance customer satisfaction and operational efficiency.

Required Skills: 

• Strong team player.
• Highly motivated with a proactive approach and a strong sense of ownership.
• Ability to thrive in a fast-paced, high-pressure environment.
• Attention to detail and exceptional organizational skills.
• Flexibility and adaptability to quickly respond to changing circumstances.
• Strong sense of urgency and commitment to meeting deadlines.
• Minimum of 1 year of experience in a client-facing role is required.
• Fluent English – writing and verbal

Join our passionate team and be part of revolutionizing the commercial real estate industry. Apply now and embark on an exciting journey with us!

Note: This job description provides a general overview of the responsibilities associated with the position and may not encompass all specific duties. Additional tasks may be assigned as needed.