Overview
Position Title:
Sales Documentation Coordinator Reports To:
Student Loan Advocate Manager Type:
Full-Time, Hourly, Non-Exempt, In-Office, Non-Remote, 8 Hour Shift, M-F IN OFFICE POSITION Pay:
$21 - $23 per hour, Bonus Opportunities
About Us Yrefy is a dynamic lender that solves the student loan dilemma with unique financial products for borrowers. If you are passionate about people and thrive in a growing environment, we invite you to consider joining our team!
We are seeking a dedicated and detail-oriented Sales Documentation Coordinator. This role is essential to providing exceptional internal support service while confirming that all files are accurate and in compliance with company guidelines for a timely funding.
Responsibilities
Collect, verify, and manage loan application documents, ensuring accuracy and completeness, and adherence to company guidelines
Communicate with team members to address questions; provide updates on loan status; and gather additional information as needed
Collaborate with internal teams, such as Underwriters and Processors, to ensure the loan process moves smoothly, while addressing inquiries and resolving issues related to loan processing
Maintain accurate records of all transactions and communications related to processing of the loan applications
Ensure compliance with all regulations and company guidelines
High-level administrative support to the Sales Department
Perform other related duties as assigned
Make outbound efforts to borrowers to collect the documents needed to prep files for underwriting
Education And Experience
Associate degree strongly preferred
One (1) year experience preferred in loan processing or a similar role within the student financial services industry
Experience in loan processing is a plus, but not mandatory
Previous experience in Quality Control and compliance is welcomed, and translates well to this role
Proficient with Microsoft Office Suite
Required Skills/Abilities
Deep communication and interpersonal skills
Able to manage multiple tasks and meet deadlines
Strong attention to detail and organizational skills are essential for success in this role
Physical Requirements
Prolonged periods sitting at a desk and working on a computer
Must be able to lift 15 pounds at a time
What We Offer
100% Employer Paid Medical for Employee AND Whole Family (includes the Mayo Clinic)
401k/Roth Plan 4% Match with Immediate Vesting
Dental Insurance
Vision Insurance
Company Paid Life Insurance, plus optional voluntary coverage
Company Paid Short-and-Long-Term Disability Insurance
Employee Assistance Program
Fully Paid LifeTime Gym Membership (if >8 visit days/month)
Student Loan Repayment Assistance
Job-related Tuition Reimbursement
Catered Friday Lunches
Stocked Snack Kitchens
Fun in-Office Work Environment
Advancement Opportunities in a Fast-Growing Company
And More!
#J-18808-Ljbffr
Sales Documentation Coordinator Reports To:
Student Loan Advocate Manager Type:
Full-Time, Hourly, Non-Exempt, In-Office, Non-Remote, 8 Hour Shift, M-F IN OFFICE POSITION Pay:
$21 - $23 per hour, Bonus Opportunities
About Us Yrefy is a dynamic lender that solves the student loan dilemma with unique financial products for borrowers. If you are passionate about people and thrive in a growing environment, we invite you to consider joining our team!
We are seeking a dedicated and detail-oriented Sales Documentation Coordinator. This role is essential to providing exceptional internal support service while confirming that all files are accurate and in compliance with company guidelines for a timely funding.
Responsibilities
Collect, verify, and manage loan application documents, ensuring accuracy and completeness, and adherence to company guidelines
Communicate with team members to address questions; provide updates on loan status; and gather additional information as needed
Collaborate with internal teams, such as Underwriters and Processors, to ensure the loan process moves smoothly, while addressing inquiries and resolving issues related to loan processing
Maintain accurate records of all transactions and communications related to processing of the loan applications
Ensure compliance with all regulations and company guidelines
High-level administrative support to the Sales Department
Perform other related duties as assigned
Make outbound efforts to borrowers to collect the documents needed to prep files for underwriting
Education And Experience
Associate degree strongly preferred
One (1) year experience preferred in loan processing or a similar role within the student financial services industry
Experience in loan processing is a plus, but not mandatory
Previous experience in Quality Control and compliance is welcomed, and translates well to this role
Proficient with Microsoft Office Suite
Required Skills/Abilities
Deep communication and interpersonal skills
Able to manage multiple tasks and meet deadlines
Strong attention to detail and organizational skills are essential for success in this role
Physical Requirements
Prolonged periods sitting at a desk and working on a computer
Must be able to lift 15 pounds at a time
What We Offer
100% Employer Paid Medical for Employee AND Whole Family (includes the Mayo Clinic)
401k/Roth Plan 4% Match with Immediate Vesting
Dental Insurance
Vision Insurance
Company Paid Life Insurance, plus optional voluntary coverage
Company Paid Short-and-Long-Term Disability Insurance
Employee Assistance Program
Fully Paid LifeTime Gym Membership (if >8 visit days/month)
Student Loan Repayment Assistance
Job-related Tuition Reimbursement
Catered Friday Lunches
Stocked Snack Kitchens
Fun in-Office Work Environment
Advancement Opportunities in a Fast-Growing Company
And More!
#J-18808-Ljbffr