Customer Operations Specialist

Role Overview

• Drive business through excellent customer service at every step of the lending process
• Build relationships via the phone and electronic communication (email/text/online chat)
• Call on pending loan applications to help convert into customers
• Review and evaluate client's financial documents and research financial history
• Collaborate with underwriters as necessary to process loan applications in an expedited fashion
• Identify process bottlenecks, inefficiencies and suggest improvements
• Uphold compliance with company policies and procedure, as well as local, state and federal laws and regulation

Requirements

• High school diploma, or equivalent experience
• Bachelor's degree preferred
• 3+ years of experience in customer service and/or collections
• Prior call center experience is a plus
• Comfortable being on the phone, using a headset all day
• Exceptional communication and active listening skills
• Must be able to work Monday-Friday 8:00 am-5:00 pm
• Ability to communicate professionally, with maturity and self-confidence
• Comfortable utilizing new technology and have a proven ability to excel in a remote work environment
• Must have a strong at home internet connection

Benefits

• PTO & Paid Holidays
• Health, dental and vision insurance
• 401(k) with matching
• Work from home opportunities
• Fun, fast-paced work environment
• Dynamic start-up culture