Guide applicants through the loan approval process on various products and support the day-to-day operations of a customer’s loan life cycle
Take care of our customers and prospective customers by handling their inquiries of all types
Handle and initiate inbound and outbound support requests via phone calls, e-mails, or chat
Keep customer records meticulously updated with accurate information for every action and interaction taken on a customer loan
Ensure you are moving applications to a final state and support all of them throughout their application journey
Call on pending loan applications to help convert into customers and assist where they might need assistance
Review and evaluate client’s financial documents and research financial history
Uphold and adhere to strict compliance policies, procedures and regulatory guidelines and achieve company standards for quality and responsiveness, as well as local, state, and federal laws and regulation
Requirements
Must be 18 years of age or older
Excellent typing skills
Experience with all Google suite and Microsoft products
In-office attendance for three days a week in Spring Grove, Illinois during training (about four months) and various times for in-person meetings and in-office days
Associate's Degree OR equivalent experience
3 + years’ experience in customer service
Customer-centric approach with adaptability to various personality types
Excellent written and verbal communication skills
Be able to sit or stand 8 hours a day wearing a headset
Must be able to work flexible shifts – no weekends
Excellent listener, quick learner, and able to handle ambiguity and constant change
Ability to communicate professionally, with maturity and self-confidence
Patience with dealing with customers who are slower to learn new technologies
Credit and criminal background checks required
Must have a strong at-home internet connection
Bilingual (English/Spanish) (preferred)
Prior call-center experience (preferred)
Prior work experience in FinTech or financial services with a focus on technology (preferred)
Knowledge about or experience with Google Suite products, Microsoft Office, JIRA, & Slack (preferred)
Experience in a remote work environment (preferred)
Willingness to take on new tasks and broaden scope of responsibilities (preferred)