Weekday hours: Three weekdays - 9:00AM-5:30PM EST, 11:30AM-8:00PM EST or 8:30AM-5:00PM PST.
Weekends Required - Saturday & Sunday: 9:00AM-5:30PM EST, 8:30-5:00 PST (could be flexible on hours for weekend if necessary)
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.
Complete additional ad hoc tasks as assigned to aid in the operational goals of the operations department and loan processing team.
Build trust and cultivate borrower, investor, and colleague relationships.
Minimum Qualifications
6+ months of experience in customer service, phone support, loan processing or similar.
Be available to work a minimum of 20 hrs per week including one weekend day and have the ability to flex up to 40 hours on a short notice based on operational needs.
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; ability to work independently and make decisions quickly.
Preferred Qualifications
Familiarity with loan processing, financial statements, tax documents, and payroll
Previous experience working in a production based, remote environment
Passion for delivering a great customer experience.
Proven track record of excelling in a metric based environment.
BA/ BS degree, Associates degree, or equivalent work experience
Employment type
Contract
Job function
Customer Service and Finance
Industries
Financial Services
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