Relationship Manager

Company Description

Oper Fi specializes in providing working capital solutions tailored specifically for trucking & logistics entrepreneurs. Focused on supporting the growth and operational needs of transportation businesses, Oper Fi is committed to empowering clients to achieve their financial and business goals. By offering reliable financial services, Oper Fi plays a vital role in keeping the transportation industry moving forward efficiently. The company operates with a strong commitment to customer success and operational excellence.

Oper Fi is hiring a Relationship Manager to own a portfolio of factoring clients and manage the day-to-day relationship, funding decisions, and exception resolution. This role is fast paced, client‑facing, and requires strong judgment, organization, and communication.

• Serve as the primary point of contact for assigned clients
• Approve daily funding and manage time sensitive decisions
• Resolve exceptions that prevent funding (missing docs, verification issues, disputes, policy holds)
• Monitor portfolio health and risk trends (aging, debtor behavior, exposure concerns)
• Coordinate with internal teams (operations, underwriting, accounting, collections) to resolve issues quickly
• Maintain accurate notes and clean client and debtor contact data
• Escalate risk and fraud concerns immediately and document outcomes

• 2+ years in transportation, factoring, commercial finance, credit, account management, or operations
• Strong written and verbal communication with a professional tone under pressure
• Strong attention to detail, follow through, and time management
• Comfortable making decisions and enforcing policy requirements
• Proficient with Outlook and Excel and able to learn internal systems quickly

• Bachelor’s degree in Business, Finance, Accounting, or related field
• Experience working with invoices, AR, credit, or funding operations

Job Type: Full‑time

Location:

In‑person