Loan Processing Coordinator

The Loan Originator 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.