- Handles a high volume of inbound and outbound calls related to front-end SBA loan inquiries and applications.
- Answers questions about our products and the necessary documentation needed.
- Works with small business owners to obtain the necessary loan documentation based on their business needs.
- Maintain customer accounts by recording and updating account information in our system.
- Work collaboratively with senior SBA sales team to determine eligibility & creditworthiness.
- Build sustainable relationships of trust through open and interactive communication & high quality customer service.
- Provide accurate, valid, and complete information by using the right methods/tools.
- Effectively communicate with clients and cultivate a positive relationship.
- Continuously develop knowledge of SBA lending products and guidelines.
- Bachelor's degree preferred.
- Previous customer service experience preferred.
- Ability to think critically and troubleshoot client related problems over the phone.
- Fluent in English
- Spanish is a plus.
- Microsoft Office experience preferred; experience with Salesforce is a plus.
- Ability to work productively on your own and as a team.
- Excellent written and verbal communication skills.
- Willing and able to work at a fast pace and adjust well to change.
- Desire to work in the SBA industry and grow within the company.
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Business Loan Specialist - Fort Lauderdale, United States - iBusiness Funding
Description
Job Description
Job DescriptionSalary:At iBusiness Funding, our mission is to provide working capital to small and medium sized businesses
in an efficient and transparent manner. We are committed to our four values of success: innovation,
integrity, enjoyment, and family.
We are in search of a highly motivated individual looking for a career opportunity with a growing company. The Business Loan Specialist role is a position within our Small Business Administration (SBA) Sales team. This position is responsible for providing effective customer service to small business owners by gaining a thorough understanding of the services we offer and assisting clients with the necessary loan documents needed. The Business Loan Specialist works closely with the SBA Business Loan Experts to inform clients on the required loan documents, handle any customer inquiries, and collect the required documentation upon request. Business Loan Specialists will be expected to develop a professional and responsive working relationship with our external customers and effectively manage internal processes to provide consistent quality, service, and internal support.
Essential Duties and Responsibilities:
Qualifications for Success:
This is an entry level position with opportunities for growth and advancement within the SBA lending & fintech industry. Join our team today and grow your career in a fast-paced and rewarding company.
Physical Demands:
The Physical Demands of the Loan Processor position are typical of those in a traditional office
environment. Employee will need to be able to remain on the phone and seated at a desk for 8‐9 hours in typical work day.
Conclusion:
This Job description is intended to convey information essential to understand the scope of the job and
the general nature and level of work performed by job holders within this job. This job description is not
intended to be an exhausted list of qualifications, skills, efforts, duties, responsibilities or working
conditions associated with the position.
The Company is an equal opportunity employer and will consider all applications without regard to
race, sex, age, color, religion, national origin, veteran status, disability, genetic information or any
characteristic protected by law.
remote work
