Sales Documentation Coordinator
Reports To: Student Loan Advocate Manager Type: Full-Time, Hourly, Non-Exempt, In-Office, Non-Remote, 8 Hour Shift, M-F Pay: $21 - $23 per hour, Bonus Opportunities 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!
Reports To: Student Loan Advocate Manager Type: Full-Time, Hourly, Non-Exempt, In-Office, Non-Remote, 8 Hour Shift, M-F Pay: $21 - $23 per hour, Bonus Opportunities 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!