Hybrid Credit Relationship Manager

at Atlas

• Job title: Credit Relationship Manager
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: $65,000 - $80,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, New York City, United States

About the role

• Credit Relationship Manager serving high-net-worth clients in New York. Managing credit inquiries and collaborating with cross-functional teams.

Responsibilities

• Serve as a primary point of contact for members’ credit-related inquiries relating to payments, account activity, and lending requests
• Manage internal and external communications via third-party platforms
• Communicate clearly and professionally with high-net-worth members, balancing service excellence with policy and risk considerations
• Resolve routine credit requests independently while escalating complex cases with appropriate context
• Execute credit-related operational workflows, including documentation updates, payment tracking, account reviews, and exception handling
• Maintain accurate and timely member records to ensure clean handoffs and audit-ready documentation
• Follow established credit procedures while identifying opportunities to improve clarity, efficiency, and consistency
• Contribute to internal documentation, templates, and process updates as credit operations scale
• Collaborate cross-functionally with Operations, Member Services, Finance, and Risk partners, demonstrating strong communication and alignment across teams

Requirements

• 2–4+ years of experience in customer service, client operations, or relationship management
• Prior experience supporting high-net-worth or enterprise clients in financial services or related environments
• Strong written and verbal communication skills, with the ability to explain nuanced topics clearly and confidently
• Comfort working under pressure in a fast-paced environment while managing multiple priorities effectively
• Highly organized, detail-oriented, and dependable with strong follow-through
• Demonstrated ability to work cross-functionally through clear communication, responsiveness, and sound judgment
• Tech-forward and systems-comfortable, with a working knowledge of Microsoft Office and Google Workspace, familiarity with Slack and Zendesk is a plus

Benefits

• Full medical, dental, and vision coverage, with dependent contribution.
• 401k Plan.
• Flexible Time Off, so you can take the time you need.
• Work from Home Reimbursement to set up your space for success!
• Access to Atlas perks and lifestyle experiences: because you should feel like a member too!