Optiom

Operations

• Administer the daily transactional core of Bamboo's premium-finance business
• Prepare and process bank files that move funds in and out
• Perform bank reconciliations to verify transactions landed correctly
• Handle settlements, refunds, and adjustments to maintain accurate client accounts
• Manage collection queues to protect the portfolio
• Work hands-on in the Odyssey loan-administration platform daily
• Identify variances, duplicate loans, and status mismatches before they reach clients
• Post journal entries and deliver against month-end timelines
• Report to the Finance Manager
• Support Bamboo's growth from a regional base to a national platform

Lending Operations Administrator

Customer Support

• Serve as a key point of contact for broker partners and policyholders
• Resolve complex partner and policyholder issues
• Explain policy details and commission structures in clear, plain language
• Navigate multiple systems while supporting partners in real time
• Deliver a high-touch service experience that strengthens partner relationships
• Ask follow-up questions, investigate underlying issues, and identify clear solutions
• Make decisions within established guidelines and take issues through to resolution
• Balance partner needs, client experience, and underwriting guidelines

Lending Operations Administrator

Partner Support Representative