Job Description

The Loan Processing Coordinator will play a crucial role in the post-application experience, working with consumers who have recently engaged with our financing options through partner merchants. This role involves confirming customer satisfaction, collecting completion certificates, verifying customer information in Socur , and troubleshooting any issues that arise after the merchant handoff. Ideal candidates are detail-oriented, customer-focused, and possess strong problem-solving skills, serving as the first line of support in the consumer's financing journey.

Responsibilities:

• Customer Outreach : Proactively reach out to customers after merchant interaction to confirm satisfaction with their financing process and terms.
• Document Collection : Guide customers in completing any necessary documentation, such as completion certificates, ensuring all steps are accurately followed.
• Customer Verification : Utilize Socur to verify customer information for accuracy and completeness, ensuring compliance with regulatory and company standards.
• Issue Resolution : Act as the primary contact for resolving customer issues related to their loan application, providing guidance on technical aspects if necessary, and promptly resolving concerns.
• Technical Support : Address basic technical questions related to the financing application or certificate processes, escalating complex issues to the technical team when required.
• Liaison : Coordinate between merchants, lenders, and customers to facilitate smooth communication, especially for technical or document-related queries.
• Follow-Up : Ensure all post-application tasks, such as document submission, Socur verification, and lender communication, are completed accurately and on time.
• Data & Reporting : Document customer interactions, including resolved issues, verification results, and collected documents, to support team insights and reporting.

Qualifications:

• Experience : 1-2 years in a customer service, technical support, or finance-related role, preferably in loan origination.
• Skills : Strong communication, troubleshooting, and multitasking skills.
• Technical Aptitude : Familiarity with CRM tools, Socur, and an understanding of loan origination and customer verification processes.
• Attention to Detail : Ability to manage and document each customer interaction with accuracy and thoroughness.

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