Palmetto

Operations Specialist

Palmetto

full-time

Posted on:

Location Type: Remote

Location: Philippines

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Salary

💰 ₱421,000 - ₱633,000 per year

Job Level

About the role

  • The Operations Specialist I is critical to the success of the LightReach Platform, managing the underwriting and technical document processing surrounding Palmetto’s financial products.
  • Provide installer support via intercom to ensure smooth intake surrounding all financial product transactions.
  • Constantly monitor and refresh designated queues.
  • Review files holistically and attempt to approve documents using all resources available – or - properly disposition and reject files as appropriate.
  • Maintain communication with OpSpec Colleagues on other administrative tasks.
  • Execute compliance dispositions in the event of a potential violation.
  • Review & respond to inbound chat inquiries, when applicable, in 2 minutes or less, executing with high quality and in line with our unique OpSpec brand/style.

Requirements

  • Minimum 1+ years of experience in a customer, tech, or sales support role.
  • Knowledge of the construction or solar industry preferred.
  • You’ve got a passion for servant leadership, willing to support frontline sales reps and team members to successfully transact on the Palmetto financial product platform.
  • You maintain a high level of emotional intelligence, able to navigate through stressful situations in a tactful manner, and accept feedback gracefully.
  • You are an excellent conversational English writer.
  • You are proficient in web-browser hotkeys/shortcuts, and have a high typing speed of at least 40 words per minute.
Benefits
  • unlimited PTO
  • medical, dental, and vision coverage
  • paid parental leave
  • retirement plans
  • comprehensive benefits package
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
document processingcompliance dispositionscustomer supporttechnical supportfile reviewqueue managementtyping speedweb-browser shortcuts
Soft Skills
servant leadershipemotional intelligencecommunicationtactfulnessfeedback acceptanceconversational writing