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About the role
Key responsibilities & impact- Take all incoming calls to the team line.
- Conduct 30-, 60-, and 90-day follow-up calls for all closed loans.
- Conduct bi-weekly check-ins with pre-approved clients.
- Assist in collecting, uploading, and labeling documentation.
- Assist with basic application setup.
- Trigger and manage CRM automations.
- Available to work varied hours, including overtime, as needed.
Requirements
What you’ll need- High school diploma or equivalent.
- Excellent math and analytical skills.
- Excellent communication skills.
- Skilled in managing priorities and meeting established deadlines.
- Proficient in Google and Microsoft programs (Google Sheets, Excel, PowerPoint, Word, etc.).
Benefits
Comp & perks- medical
- dental
- vision
- 401K
- company-provided short-term disability
- employee assistance program
- wellness program
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
CRM automationsapplication setupdocumentation labeling
Soft Skills
communication skillsanalytical skillsmath skillspriority managementdeadline management
Certifications
high school diploma