Funding Specialist

Executive Assistant | Recruiter @ dot
818, Finturf, Plat.

AI,  | Aim higher 🚀

The Funding Specialist 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 Socure
, 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.

$18.00/hr - $25.00/hr

• 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 Socure 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, Socure 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.

• 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, Socure, 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.

Associate

Full-time

Customer Service

Los Angeles, CA