Sales Documentation Coordinator

Position Title: Sales Documentation Coordinator

Reports To: Student Loan Advocate Manager

Type: Full-Time, Hourly, Non-Exempt, In-Office, Non-Remote, 8 Hour Shift, M-F

IN OFFICE POSITION

Pay: $21 - $23 per hour, Bonus Opportunities

About us:
Yrefy is a dynamic lender that solves the student loan dilemma with unique financial products for borrowers. If you are passionate about people and thrive in a growing environment, we invite you to consider joining our team!

We are seeking a dedicated and detail-oriented Sales Documentation Coordinator. This role is essential to providing exceptional internal support service while confirming that all files are accurate and in compliance with company guidelines for a timely funding.

• Collect, verify, and manage loan application documents, ensuring accuracy and completeness, and adherence to company guidelines
• Communicate with team members to address questions; provide updates on loan status; and gather additional information as needed
• Collaborate with internal teams, such as Underwriters and Processors, to ensure the loan process moves smoothly, while addressing inquiries and resolving issues related to loan processing
• Maintain accurate records of all transactions and communications related to processing of the loan applications
• Ensure compliance with all regulations and company guidelines
• High-level administrative support to the Sales Department
• Perform other related duties as assigned
• Make outbound efforts to borrowers to collect the documents needed to prep files for underwriting

• Associate degree strongly preferred
• One (1) year experience preferred in loan processing or a similar role within the student financial services industry
• Experience in loan processing is a plus, but not mandatory
• Previous experience in Quality Control and compliance is welcomed, and translates well to this role
• Proficient with Microsoft Office Suite

• Deep communication and interpersonal skills
• Able to manage multiple tasks and meet deadlines
• Strong attention to detail and organizational skills are essential for success in this role

• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift 15 pounds at a time

• 100% Employer Paid Medical for Employee AND Whole Family (includes the Mayo Clinic)
• 401k/Roth Plan 4% Match with Immediate Vesting
• Dental Insurance
• Vision Insurance
• Company Paid Life Insurance, plus optional voluntary coverage
• Company Paid Short-and-Long-Term Disability Insurance
• Employee Assistance Program
• Fully Paid Life Time Gym Membership (if >8 visit days/month)
• Student Loan Repayment Assistance
• Job-related Tuition Reimbursement
• Catered Friday Lunches
• Stocked Snack Kitchens
• Fun in-Office Work Environment
• Advancement Opportunities in a Fast-Growing Company
• And More!