Operations Specialist

Trade Services Operations Specialist

A leading financial services organization is seeking an experienced Trade Services Operations Specialist to join its Charlotte operations team. This is an excellent opportunity for someone with a banking or financial operations background who has experience with Letters of Credit, document collections, or international trade services.

This role supports a busy Trade Services Desk responsible for processing documentation related to the movement of goods and funds between businesses and financial institutions. You'll work with trade documentation from receipt through processing, helping ensure transactions are accurate, complete, and handled according to established procedures.

Location: Charlotte, NC – 100% onsite, Monday–Friday Schedule: Full-time, 40 hours per week Type: Contract opportunity

What You'll Do

• Review and process documentation associated with Letters of Credit (LCs) and international trade transactions.
• Examine Letter of Credit documents for accuracy, completeness, and authenticity.
• Support documentary collections and other Trade Services processes.
• Receive, organize, open, and prepare incoming trade documentation and packages.
• Scan, capture, and maintain trade documents within internal systems.
• Send and route documentation according to transaction instructions and established procedures.
• Support documentation exchanged bank-to-bank for import and export transactions.
• Research and assist with more complex or escalated operational questions.
• Identify opportunities to improve processes, workflows, and operational efficiency.
• Collaborate with internal banking and operations teams to ensure timely and accurate processing.

What We're Looking For

• 4+ years of banking, securities, trade services, or financial operations experience.
• Hands-on experience with Letters of Credit is highly preferred.
• Understanding of documentary collections and trade-processing workflows.
• Familiarity with international trade, including documentation associated with the import/export and movement of goods.
• Strong attention to detail and ability to identify errors or discrepancies within financial documents.
• Comfortable working in a documentation-heavy, deadline-driven operational environment.
• Experience using SharePoint.
• Working knowledge of Microsoft Excel, Word, and Outlook.
• Strong organizational, communication, and problem-solving skills.

Why This Opportunity?

This is a great opportunity to gain additional experience within the international banking and trade finance space while working with a large, highly established financial services organization. You'll gain hands-on exposure to Letters of Credit, documentary collections, trade processing, and global banking operations—experience that can open doors to longer-term careers in Trade Finance, International Banking, Commercial Banking, and Financial Operations.