Customer Experience Associate - Carlisle, United States - Finance of America

Finance of America Carlisle, United States

1 week ago

Description

** Customer Experience Associate - Seasonal**

**Job Category****:** Operations **Requisition Number****:** ASSOC02356 Showing 1 location **Job Details**

**Description**

Responsible for supporting the team by performing a variety of loan documentation duties such as data entry, following up and communicating with customers and internal staff, obtaining missing or updated loan documentation.

**EXPECTATIONS**

Analyzes a variety of documents uploaded as part of the loan origination process

Interacts with the CampusDoor proprietary loan origination platform to complete processing tasks, notate accounts and review documents

Engages in outbound communication with applicants voice, email, text and chat

Handles inbound telephone calls for customers such as: loan applications, website questions, school information, disbursements, school certification, loan fees and rates

Learns about various loan programs, cross-train on different processes and assist colleagues wherever possible

Communicates clearly with colleagues and managers to ask questions and monitor processing progress

Assists with new product and program testing as needed

**EDUCATION - REQUIRED**

High School Diploma

**EXPERIENCE/SKILLS**

Minimum age requirement of 16 with a valid work permit for High School students only

Strong critical thinking skills

Ability to effectively interact with customers and various departments within the organization

Prior loan processing experience preferred but not required

Experience with computers, Internet and MS Office: Word, Excel and Outlook

Strong interpersonal, written and verbal communication skills

The ability to work in a team environment, with a positive attitude, while managing multiple tasks

Demonstrate consistent attendance, punctuality and professionalism

**Additional Information**

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

Incenter is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, sex (including pregnancy), sexual orientation, religion, creed, age, national origin, physical or mental disability, gender identity and/or expression, marital status, veteran status or other characteristics protected by law.

**Qualifications**

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