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Business Operations Specialist

Location: St. Louis, Missouri – Hybrid

Department: Operations

Reports to: Chief Operating Officer

About the Role

Keeping Business Operations Connected

We are seeking a detail-oriented and highly organized Business Operations Specialist to support the day-to-day operations of LoanNEX. In this role, you will manage customer invoicing, coordinate HR and payroll activities with our PEO partner, execute marketing operations initiatives, and support key administrative needs across the organization. This position serves as an important link between internal teams and external partners, helping ensure workflows remain accurate, organized, and on schedule. As part of a small, fast-paced fintech team, we value ownership, discretion, adaptability, and people who are comfortable managing a variety of responsibilities.

Key Responsibilities

Business Operations & Coordination

  • Manage customer invoicing accurately and on schedule
  • Coordinate employee onboarding, offboarding, benefits, leave administration, and payroll support with LoanNEX’s PEO partner
  • Distribute newsletters, schedule email campaigns, and manage content timelines
  • Coordinate partner marketing requests and support the creation of branded marketing materials
  • Manage equipment procurement, asset tracking, and executive travel logistics
  • Track projects, maintain organized records, and ensure deadlines are met across operational initiatives

Human Resources

  • Liaison between our PEO firm and LoanNEX.
  • Employee onboarding and offboarding
  • Benefits administration support
  • Leave of Absence administration
  • Maintain employee handbook and policies
  • Payroll support

Marketing

  • Distribute newsletters and schedule email campaigns (content provided)
  • Pull and organize distribution lists for targeted outreach
  • Coordinate partner marketing intake requests and manage follow-ups
  • Coordinate the creation of marketing materials, including flyers and presentations
  • Edit and upload videos to YouTube in accordance with established guidelines
  • Ensure all materials are accurate and consistent with branding standards
  • Schedule emails and manage content distribution timelines
  • Track project progress and ensure deadlines are met
  • Maintain organized records of marketing assets and activities

Finance and Administration

  • Execute and manage customer invoicing
  • Manage equipment procurement and asset tracking
  • Coordinate travel scheduling and logistics for executive management

Qualifications Required

  • Bachelor’s degree in Business Administration, Marketing, Communications, or a related
    field (or equivalent work experience)
  • 2+ years of experience in an operations, administrative, or marketing coordinator role
  • Experience with invoicing or basic accounting workflows (QuickBooks, NetSuite, or
    similar)
  • Demonstrated ability to handle confidential information with discretion

Benefits

  • Competitive salary
  • Health, dental, and vision insurance options
  • Retirement savings plan with employer contribution
  • Paid time off and holidays
  • Professional development opportunities
LoanNEX is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, or any other protected status in accordance with applicable federal, state, and local laws. Applicants must be able to work without employer sponsorship. LoanNEX is committed to providing reasonable accommodations for qualified individuals with disabilities.

Name
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James Booe

VP of Product and Integration Manager

As VP Product and Integration Manager, James Booe leads our partner integration initiatives at LoanNEX. His experience aligning business objectives with customer needs provides LoanNEX with deeper expertise to deliver exceptional value to our clients.


With over 8 years of experience at EllieMae, Inc./ICE Mortgage Technology, including 6 years as the Product Manager for EPPS, James’ experience brings LoanNEX valuable insights into our client’s needs.