
Duration: 6 month contract with extensions to 18 months
How you’ll make an impact
Process loan applications by reviewing all documents submitted from potential borrowers and/or requesting additional documentation as needed to drive applications to a final state. Document reviews include employment, income, identity, and tax documents.
Communicate and support applicants either over the phone or through written correspondence regarding the status of their application, troubleshooting application issues, answering questions regarding loan repayments, and guide customers through self-service options online and through delinquency related issues - all while providing a pristine customer experience.
Build trust and cultivate borrower, investor, and colleague relationships.
Complete additional ad hoc tasks as assigned to aid in the operational goals of the operations department and customer experience team.
Minimum Qualifications
1+ year of experience in loan processing or similar experience at a Financial Institution.
Ability to interpret written policy and procedures and apply to the present situation.
Strong written and verbal communication skills and the ability to address applicants in an objective yet empathetic manner.
Impeccable judgment and acute attention to detail; ability to identify/anticipate customers’ needs and clarify information.
Proven track record of excelling in a metric-based environment.
BA/ BS degree, Associate degree, or equivalent work experience in financial services or auto lending.
Preferred Qualifications
Familiarity with loan processing, financial statements, tax documents, and payroll
Previous experience working in a customer service role
Previous experience working in a production based, remote environment
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How you’ll make an impact
Process loan applications by reviewing all documents submitted from potential borrowers and/or requesting additional documentation as needed to drive applications to a final state. Document reviews include employment, income, identity, and tax documents.
Communicate and support applicants either over the phone or through written correspondence regarding the status of their application, troubleshooting application issues, answering questions regarding loan repayments, and guide customers through self-service options online and through delinquency related issues - all while providing a pristine customer experience.
Build trust and cultivate borrower, investor, and colleague relationships.
Complete additional ad hoc tasks as assigned to aid in the operational goals of the operations department and customer experience team.
Minimum Qualifications
1+ year of experience in loan processing or similar experience at a Financial Institution.
Ability to interpret written policy and procedures and apply to the present situation.
Strong written and verbal communication skills and the ability to address applicants in an objective yet empathetic manner.
Impeccable judgment and acute attention to detail; ability to identify/anticipate customers’ needs and clarify information.
Proven track record of excelling in a metric-based environment.
BA/ BS degree, Associate degree, or equivalent work experience in financial services or auto lending.
Preferred Qualifications
Familiarity with loan processing, financial statements, tax documents, and payroll
Previous experience working in a customer service role
Previous experience working in a production based, remote environment
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