BaaS Operations Support Specialist

The BaaS Operations Support Specialist provides essential administrative and operational support to the Banking-as-a-Service (BaaS) Operations team. This role assists with day-to-day tasks, client support activities, compliance monitoring, and operational processes to ensure smooth delivery of banking services. The ideal candidate is detail-oriented, adaptable, and eager to learn about the fintech and banking operations environment.

• Assist with daily monitoring of transactions, reconciliations, and reporting.
• Support payment processing, account setup, and troubleshooting operational issues.
• Prepare and maintain documentation for operational workflows and compliance requirements.
• Assist with invoicing partners and gather all required documentation including but not limited to refining the overall process for easier, streamlined invoicing.

• Provide administrative support for client onboarding and program setup.
• Respond to partner inquiries and elevate complex issues to senior team members.
• Coordinate with internal teams to ensure timely resolution of partner requests, tickets, etc.

• Help monitor adherence to compliance standards and report discrepancies.
• Assist with monitoring our partner programs to ensure data integrity, compliance, and reviews are timely and accurate.
• Ensure Themis is updated accordingly with partner reviews of marketing items, expected reports are received timely for each partner, and other partner tracking items as needed.

• Compile operational data for internal reporting and performance metrics.
• Ensure data integrity of partner’s data by monitoring any relevant changes or discrepancies or other anomalies.
• Confirm receipt of daily reporting files and troubleshoot missing files from our partners.

• Review Azure implementation boards and cross‑reference with our templates and add missing tasks and acceptance criteria.
• Schedule partner meetings, prepare agendas, and maintain project timelines.
• Support cross‑functional collaboration between other stakeholders who are supporting our programs.
• Perform other duties as assigned to ensure smooth operations.

Knowledge, Skills and Abilities:

• Strong organizational and multitasking skills.
• Basic understanding of banking.
• Proficiency in Microsoft Office Suite.
• Excellent communication and problem‑solving skills.
• Ability to learn quickly and adapt to changing priorities.

Required Education / Experience / License :

• High School Diploma, GED, or equivalent.

Preferred Education / Experience / License:

• BA/BS or equivalent professional experience.
• Sit or stand at a computer for long periods of time and look at a computer screen for several hours a day.
• Work at an assigned Fin Wise office location.
• Communicate with others in person, on the phone, virtual meeting and e‑mail.
• Maintain confidentiality.
• Lift 20 lbs.
• Maintain regular and punctual attendance.
• Work overtime assigned.
• Travel overnight as required.
• Work cooperatively with others.
• Driving during workday.
• Comply with all company policies and procedures.

Background checks are required on all bank employees due to the accessibility of Personally Identifiable Private Information.

Fin Wise is an equal opportunity employer and dedicated to diversity and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender identity, sexual orientation, age, marital status, pregnancy status, veteran status, or disability status.

Fin Wise provides reasonable accommodations to the known disabilities of individuals in compliance with the Americans with Disabilities Act. For accommodation information or if you need special accommodations to complete the application process, please contact the Human Resources Department at (801) 545‑6041.

Qualified applicants with criminal history and conviction records will be considered in accordance with legal requirements.