What are the responsibilities and job description for the Card Operations Specialist position at Agentis Financial?
Company Overview:
Agentis Financial is a pioneering credit card servicing platform revolutionizing the way co-brand programs are launched, managed, and scaled. Through its Loyalty-as-a-Service model, Agentis empowers partners to design personalized, data-driven credit programs with enhanced agility and efficiency, aligning more closely with customer needs. Integrated analytics and real-time insights enable optimization of risk, marketing strategies, and overall portfolio performance. Agentis supports both established issuers and emerging brands, transforming co-brand credit card programs into powerful growth drivers that enhance customer loyalty and fuel business success.
Position Overview:
We are seeking a detail-oriented Card Operations Specialist to support daily credit card servicing operations. In this role, you will process and verify transactions, validate account treatment, and maintain accurate records across our card processing and case management systems, while helping ensure that day-to-day activity meets company policy and regulatory requirements. You will also identify and escalate discrepancies, support internal and external audits, and contribute ideas as we refine workflows and roll out new tools. This role is a strong fit for someone who works accurately under deadlines in a process-driven environment and wants to deepen their expertise in card operations.
Key Responsibilities:
Operational Support
- Process and verify transactions, maintain records, and ensure data integrity across all back office systems.
- Perform daily reconciliations, data entry, and document management tasks.
- Assist with the preparation and review of reports, statements, and other business documentation.
- Process and log incoming and outgoing mail.
Compliance & Quality Assurance
- Ensure all activities are conducted in accordance with company policies, procedures, and regulatory standards.
- Identify discrepancies or errors and escalate issues to management as needed.
- Support internal and external audits by providing accurate documentation and information.
Process Improvement
- Participate in ongoing process reviews to identify opportunities for greater efficiency and accuracy.
- Provide feedback and suggestions for workflow enhancements.
- Assist with the implementation of new tools or procedures as directed by management.
Collaboration & Communication
- Work closely with team members, supervisors, and other departments to ensure seamless operations.
- Communicate effectively regarding process updates, issues, or required follow-up.
- Maintain confidentiality and handle sensitive information with discretion.
Qualifications:
- 2 years of experience in back office card operations or a relevant credit card processing role.
- Strong attention to detail and organizational skills.
- Experience working in case management systems.
- Knowledge and experience working on card processing platforms (preferably Fiserv).
- Ability to follow established procedures and meet deadlines consistently.
- Good written and verbal communication skills.
- Understanding compliance and regulatory requirements in the financial services industry is a plus.
Join Agentis! We are a growing, innovative company at the forefront of financial technology and offer the opportunity to learn, grow and develop in a collaborative work environment. We offer competitive compensation, comprehensive health benefits and 401(k), smart casual office attire, a weekly onsite lunch and a fun team of people.
Applicants must be authorized to work in the U.S. without the need for employer sponsorship.