Drive customer obsession through excellent customer service by opening customer applications, reviewing them for completeness and requesting any additional information.
Review and evaluate client’s financial documents (bank statements, pay stubs, award letters) and research financial history.
Calculate income for Underwriting submission
Collaborate with Underwriters to process loan applications in an expedited fashion.
Adhere to work schedule, assigned daily duties, and work activities.
Attend all mandatory training and meetings
Ensure compliance with company policies and regulatory requirements
Skills and Experience
English – Spanish Language (Oral and writing 80 % or higher), (B2+ or above).
1 year of experience in customer service roles and strong analytical skills. * The resource will work on a flexible schedule. Within our Hours of Operation
Must be available to work on weekends.
Must have a high school diploma.
A genuine interest in working with and helping customers.
Must be detail-oriented.
Demonstrated experience in providing high levels of customer satisfaction in the back office field.
Good presentation and a polite, tactful and friendly character.
