TreVita, LLC is seeking an Associate, Lending & Business Operations to join our dynamic startup environment and take ownership of diverse business ventures. We operate primarily in two sectors: medical tourism and consumer lending. In this role, you will allocate approximately 60% of your time to lending operations and 40% to medical tourism operations.
As part of a small, specialized team, you will work to enhance our underwriting, servicing, and operational processes. Our goal is to create valuable services that customers genuinely desire, allowing us to focus on optimizing how customers discover our various product offerings.
This role is not a traditional 9-to-5 position, but it is designed to balance work and well-being. We aim to build a team of passionate individuals who enjoy working together, are driven to build successful businesses, and are committed to working smart and hard to achieve meaningful results.
As our Associate, Lending & Business Operations, you will engage in a blend of underwriting, analytics, operations, and entrepreneurship, focusing on the following:
Primary Responsibilities:
- Collaborate with the VP to research, analyze, and develop solutions for the team's highest priority challenges.
- Oversee business operations for the consumer lending organization, including data analytics, loan servicing, collections, and customer support departments.
- Manage the organization’s tech stack, encompassing loan management systems, origination and underwriting software, call center software, and other technology.
- Serve as the resident CRM and technology expert: oversee contact properties, deal properties views, workflows, pipelines, and other CRM aspects for all departments.
- Implement complex, integrated processes across the tech stack, demonstrating strong familiarity with various software solutions.
Reporting and Analysis:
- Assist with business reporting, including department KPIs (sales, marketing, coordination, underwriting, servicing, collections, customer support), customer status reports (invoices, payments, agreements), and department-specific metrics.
- Build prospective and retrospective analyses on the loan business to evaluate value, market changes, and support business outcome improvements.
- Assist with reporting to credit bureaus.
Process and Policy Management:
- Manage and enhance underwriting policies to ensure effectiveness and compliance.
- Lead and take ownership of process improvement projects across all departments, identifying initiatives and providing strategic insights based on research and analysis.
- Prepare and manage loan agreements, loan offers, credit denials, and other customer communications.
- Oversee customer communications, including automated messaging and the development of correspondence templates.
Vendor and Contract Management:
- Identify vendors, assess costs, and evaluate the anticipated value of new services and technology implementations.
- Negotiate contracts and manage relationships with vendors such as Plaid, third-party analytics companies, collections agencies, and payment processors.
Innovation and Training:
- Research and implement new feature releases across the tech stack and train relevant departments on new functionalities (e.g., AI chatbot updates).
- Identify and implement process improvements and proof of business concepts to enhance operational efficiency.
Attributes That We Look For and Will Lead to Success in This Role – if this sounds like you, APPLY TODAY!
- Excited to roll up your sleeves and get things done effectively and efficiently.
- Willing to wear multiple hats and support different departments with various tasks and projects.
- Have a strong track record of driving impact and achieving professional growth.
- A natural problem-solver who thrives in the face of difficult challenges.
- Hungry to learn and grow in a fast-paced environment.
- Hyper-organized and a critical thinker.
- Clear in oral and written communication.
- Possess a robust analytical skill set.
- Able to thrive in an ambiguous environment with a high degree of autonomy.
- Curious and willing to work on a wide range of projects.
- Willing to do whatever will help the business succeed.
Education & Experience:
- Bachelor’s degree required
- Minimum of 4 years of relevant work experience required
- Microsoft Excel / Google Sheets expert required
- 3+ years in a fast-paced, analytical, and dynamic-type role highly preferred
- Work experience in consumer underwriting, lending, or fintech highly preferred
The opportunity is unique where you also get the fast-paced thrills of a startup company where:
- Your unique skills have a direct impact on the direction and success of each project
- Every week will be something new and your job will be very dynamic
- Your success will be measured by your results
The following is the work environment you are joining, so make sure this motivates you:
- OUT-EXECUTE YOUR COMPETITION
- ADD VALUE EVERY DAY NO MATTER HOW SMALL
- LIFE IS A MARATHON, NOT A RACE
- A BUSINESS IS JUST A PUZZLE, YOU JUST HAVE TO SPEND THE TIME TO CONNECT THE PIECES
- DON’T MAKE EXCUSES, MAKE IT HAPPEN
- ACCEPT FAULT AND TAKE OWNERSHIP TO FIX IT
- LEARN SOMETHING NEW EVERY DAY AND DON’T ACCEPT THAT NEW EQUALS BETTER
- SHOW UP WITH POSITIVITY AND HIGH ENERGY
- THERE IS NO PERFECT, BUT THERE IS GOOD
- BE ORGANIZED
- DRIVE OTHERS TO DO THEIR BEST
About TreVita:
The most trusted name in medical tourism. Our reputation is founded on being an American company known to deliver exceptional value, safety, and positive outcomes. Clients enjoy dedicated support to ensure they select the best procedure to accomplish their goals. We work exclusively with top certified doctors and world-class facilities to deliver the best possible care. This superior end-to-end experience not only provides a clear path to success, but empowers clients to become the best possible version of themselves.
We offer a comprehensive compensation and benefits package where you will be rewarded based on your performance and recognized for the value you bring to the business. A reasonable estimate of the minimum starting salary range for this job is $105,000.00+. Individual salaries beyond the minimum salary takes into account the wide range of factors that are considered in making compensation decisions including but not limited to education; experience and training; licensure and certifications; knowledge and skill sets; and other business and organizational needs.
