Operations Officer at Strivo Labs

About the Role

• We are seeking a highly competent and detail-oriented Core Operations Officer with strong expertise in LoanDisk platform usage to lead and support the optimization of our lending and savings operations.
• The successful candidate will play a critical role in migrating all legacy and upcoming transactions into LoanDisk, ensuring smooth system integration, and enhancing the platform for High Net-Worth Individual (HNI) investment management and overall financial operations efficiency.

Key Responsibilities

• Lead the migration of all legacy and ongoing transactions into the LoanDisk platform.
• Configure, manage, and optimize LoanDisk for lending, savings, and HNI investment operations.
• Ensure data accuracy, integrity, and consistency across all migrated and new transactions.
• Collaborate with product, finance, and tech teams to streamline workflows and integrations.
• Develop and maintain operational reports, dashboards, and controls within LoanDisk.
• Support compliance and risk management by embedding audit-ready processes in operations.
• Provide training and ongoing support to internal teams on LoanDisk usage and best practices.
• Continuously improve processes to enhance efficiency, reporting, and customer experience.

Qualifications & Requirements

• Bachelor’s degree in Finance, Business Administration, Economics, Accounting, or related field.
• 3–5 years’ experience in operations within lending, savings, or fintech environments.
• Proven expertise with the LoanDisk platform (configuration, reporting, optimization, and troubleshooting).
• Strong knowledge of lending operations, savings products, and HNI/wealth management processes.
• Experience in system migration or implementation projects with a focus on data accuracy and integrity.
• Solid background in financial operations, transaction reconciliation, and reporting.
• Understanding of compliance, audit, and regulatory requirements in financial services.
• Excellent analytical, problem-solving, and stakeholder management skills.
• High proficiency in Excel, data analysis, and financial reporting tools.
• Strong communication skills with the ability to train, support, and influence cross-functional teams.