Important Notes:

• FULLY REMOTE position
• Candidates can sit in any time zone but must be open to working EST hours
• Schedule: Part-time, 20 hours/week
• 12 month contract

Minimum Qualifications

• 6+ months of experience in Financial Institution or FinTech in a customer facing/supportive position
• 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.
• Passion for delivering a great customer experience.
• 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.
• Proven track record of excelling in a metric based environment.

Preferred Qualifications

• Familiarity with loan processing, financial statements, tax documents, and payroll
• Previous experience working in a customer service role
• Previous experience working in a production based, remote environment

Day to Day

Insight Global is assisting a loan and financial services company in their search for individuals to work remotely and on a part-time basis in reviewing loans and walking customers/clients through services. The Loan Operations Associate will be taking inbound calls processing 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.

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.
• Communicate and support applicants either over the phone or through written correspondence regarding the status of their application, troubleshooting application issues, answering questions regarding loan repayments, and guide customers through self-service options online and through delinquency related issues - all while providing a pristine customer experience.
• Build trust and cultivate borrower, investor, and colleague relationships.
• Complete additional ad hoc tasks as assigned to aid in the operational goals of the operations department and customer experience team.

Pay Rate: $21 - $25/hr dependent on location