Purpose Financial

Data Entry Specialist – Temporary

Purpose Financial

full-time

Posted on:

Location Type: Remote

Location: Remote • South Carolina • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Support Customers in the completion of the loan process
  • Input income verification and fulfillment activities in order to meet or exceed service level agreements
  • Verification activities may include validating income, verifying employment, analyzing proof of income and disposable income, fulfilling loan requests, and reviewing loan documents for accuracy and completeness
  • Satisfy all loan stipulations to ensure timely customer response
  • Evaluate the accuracy of account documentation
  • Maintain a professional attitude and exhibit appropriate behavior when communicating with customers and co-workers
  • Uploading Documents from customers
  • Influence and Manage Verbal Communication
  • Ability to take care of the customers' needs while following company procedures
  • Drive Initiatives
  • Capability to ethically incorporate daily the Contact Center monthly goals and initiatives
  • Able understand and embrace new company initiatives and adjusted workload
  • Make outbound phone calls in the event the proof of income received is invalid or the document is invalid
  • Maintain Positive Interactions
  • Delivers individualized customer service with professionalism, courtesy, efficiency, and accuracy
  • Capability to continuously acclimate well with a diversity of personalities and individuals
  • Strong verbal communications, problem solving, time management and organizational skills
  • Characteristics of being dependable and trustworthy

Requirements

  • High School Diploma, GED or above
  • Data entry experience required
  • Experience working in a customer service focused position
  • Must be PC literate and able to handle basic PC skills including but not limited to uploading documentation
  • An equivalent combination of education and experience may be considered in lieu of experience requirement.
  • Excellent written and verbal communications skills
  • Adaptability and flexibility to changing environment
  • Comfortable working in a dynamic, high volume, fast-paced environment
  • Ability to understand and ensure compliance with policies, procedures, and laws governing our industry/business and products
Benefits
  • Competitive Wages
  • Health/Life Benefits
  • Health Savings Account plus Employer Seed
  • 401(k) Savings Plan with Company Match
  • Paid Parental Leave
  • Company Paid Holidays
  • Paid Time Off including Volunteer Time
  • Tuition Reimbursement
  • Business Casual Environment
  • Rewards & Recognition Program
  • Employee Assistance Program
  • Office in downtown Greenville that offers free parking, onsite gym, free snacks/drinks

Applicant Tracking System Keywords

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

Hard skills
data entryincome verificationloan processingdocument analysisproof of income validationcustomer servicecompliance understandingPC literacydocumentation uploading
Soft skills
verbal communicationproblem solvingtime managementorganizational skillsdependabilitytrustworthinessadaptabilityflexibilityprofessionalismcustomer focus
Certifications
High School DiplomaGED
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