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About the role
Key responsibilities & impact- Provide professional and timely email support to lender partners and internal agents
- Serve as a knowledgeable point of contact for issue resolution, escalations, and troubleshooting support
- Train team members on department processes, tools, and best practices to ensure a consistent high level of performance
- Conduct audits to ensure process accuracy, compliance, and data integrity
- Assist in creating and delivering presentations and training sessions for internal stakeholders and external partners
- Contribute to special projects and strategic initiatives as assigned
- Maintain detailed documentation of communications, issues, and resolutions
- Proactively identify process improvements and contribute to operational efficiency
- Foster positive and collaborative team dynamics across the department
Requirements
What you’ll need- 2+ years of experience in customer service, email support, or operations (lending or financial services experience plus)
- Exceptional written communication skills with a professional tone and attention to grammar
- Strong problem-solving skills and the ability to work independently and with a team are important
- Proven ability to manage multiple tasks, prioritize effectively, and meet deadlines
- High attention to detail and accuracy in all aspects of work
- Proficiency in using email platforms, spreadsheets, and other communication tools is important
- Comfortable presentation and speaking in team meetings and training sessions
- Proficient in Microsoft Office Suite (Excel, PowerPoint, Word) and experienced in creating reports, charts, and operational tools
Benefits
Comp & perks- Medical/Dental/Vision
- 401k plus a company match
- ESPP - Employee Stock Purchase Plan
- EAP - Employee Assistance Program
- 10 Vacation days per year
- 7 Paid Company Holidays
- Life and AD&D Insurance
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
email supportcustomer serviceoperationsproblem-solvingdata integrityprocess improvementauditingreport creationpresentation skillstraining
Soft Skills
written communicationattention to detailtime managementteam collaborationindependent workprioritizationprofessional toneadaptabilityorganizational skillsinterpersonal skills