Loan Specialists play a crucial role in helping our customers. From delivering up-to-date information on loan applications to educating potential borrowers about our products, Loan Specialists play a crucial role in helping our customers. Loan Specialist will assist borrowers during full life cycle of the loan, from the application process through repayment. This role is a versatile one, often switching gears to assist in document verification and other projects. The Loan Specialist is a key factor in company growth and success by providing a high quality and engaging customer experience.

This role is responsible for several specific tasks:

• Handling client inquiries and problems throughout the loan application process
• Having in-depth knowledge of loan products and systems
• Managing numerous individual customer accounts
• Maintaining confidentiality and security of borrower information
• Working with internal departments to solve issues
• Tracking, documenting, and reporting continuous client issues, lending habits and system problems
• Providing trustworthy, supportive and individualized customer care
• Assisting with document verification and other projects as needed

Culture Fit:

Strong desire to work for a mission-based organization that emphasizes the importance of providing exceptional customer service and aligned with our core values: Truthful at all times; Helpful to teammates, clients, and customers; Present, committed & engaged to their teams and work; Driven to be courageous to make an impact; and Diligent & conscientious in executing every element of work.

Requirements:

• You work hard and enjoy a rewarding work environment
• Excellent communication and written skills
• You have proven customer service skills (financial experience is not required, but a definite advantage)
• You’re team-oriented and function well in a fast-paced environment
• You’ve got strong problem solving skills
• The ability to multitask
• You possess a courteous and positive attitude
• You perform well under pressure
• Bachelor’s Degree is great but not required