
Operations Specialist
Palmetto
full-time
Posted on:
Location Type: Remote
Location: Philippines
Visit company websiteExplore more
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