Client Services Associate

Company Overview:

One Park Financial (OPF) is a leading Financial Technology company dedicated to empowering small businesses by connecting them with flexible financing and funding options. Our mission is to provide entrepreneurs with the working capital they need to elevate their businesses. At OPF, we believe in working with high-performing individuals who are ready to play an integral part in our company's expansion — because our success hinges on our people.

Why Join Us?

At OPF, we foster a dynamic and inclusive company culture that emphasizes collaboration, innovation, and personal growth. Our team is composed of passionate, driven individuals who are committed to making a difference. Here’s what you can expect when you join our team:

• Innovative Environment: Work with cutting-edge technology and be part of a team that is constantly pushing the boundaries of fintech.
• Professional Growth: We invest in our employees’ growth with continuous learning opportunities, training programs, and career advancement paths.
• Supportive Culture: Enjoy a supportive and inclusive work environment where your ideas are valued, and your contributions make a real impact.
• Community Focus: Be part of a company that understands the importance of small and mid-sized businesses to their communities and the nation’s financial health.
• High-Performing Team: Join a team of badasses who are committed to excellence and are integral to our company's expansion and success.

About the Role

One Park Financial (OPF) is looking for a Client Services Associate to join our team. This is a full-time, entry-level role focused on supporting our external funding partners, primarily by monitoring account reports and ensuring the Sales Team meets activity requirements.

The ideal candidate thrives in a fast-paced environment, brings a competitive spirit, and is driven to excel. Comfort working with financial terminology and numerical data is essential, along with an outgoing, approachable personality and a genuine enjoyment of working with people.

If you're excited about joining a dynamic team and helping drive success for businesses nationwide, we'd love to hear from you.

Responsibilities

• Contact Sales Partners to drive more applications and increase business.
• Follows up on pending applications and contracts.
• Reviews application and contractual paperwork to ensure accuracy and completeness.
• Reviews account reports to monitor and support Sales Team productivity.
• Fields support calls, emails, and texts.
• Supports the Pipeline Manager with any requests.
• Communicates with external lenders.
• Audits communications between reps and external lenders.

Requirements

• Bilingual in English and Spanish.
• 2+ years of work experience in an office environment.
• High school diploma.
• Intermediate Microsoft Office skills.

Preferred Skills and Experience

• Experience in financial services or demonstrated proficiency with numbers.
• Sales or customer service experience.

Benefits

• Competitive salary
• Performance-based incentives
• Health insurance
• Growth and development opportunities
• Dynamic and collaborative work environment
• Company events and team-building activities