Assumption Specialist

Medium; Ciudad de México; Presencial; MXN 400,000 - 600,000; Jornada completa

Descripción de la vacante

A technology company specializing in finance solutions is seeking an Assumption Specialist to handle loan assumption applications and customer inquiries. The successful candidate will manage multi-tasking in a dynamic environment, requiring excellent communication skills in both Spanish and English. This role provides an opportunity to be integral in the customer experience process and contribute to the company's mission of facilitating sustainable solutions.

Formación

• 0 - 2 years of experience in a related role.
• Ability to manage multiple tasks/projects and deadlines simultaneously.
• General understanding of the mortgage and consumer finance industry is a plus.

Responsabilidades

• Process assumption request applications and prepare initial documents.
• Manage customer communications through email and phone.
• Create and execute Loan Assumption Agreements using DocuSign.

Conocimientos

Bilingual Spanish/English

Excellent interpersonal communication

Proficient in Microsoft Office

Descripción del empleo

About GoodLeap

GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.

The Assumption Specialist

The Assumption Specialist plays a critical role in the organization by performing a range of activities related to assumption operations. The role is responsible for processing assumptions applications for solar and battery loans when changes in property ownership occur. Additionally, the role is responsible for handling incoming phone calls from the GoodLeap dedicated toll free line and emails by addressing customer questions and concerns. Bilingual Spanish/English required.

Essential Job Duties and Responsibilities

• Receive assumption request applications and prepare preliminary paperwork
• Prepare correspondence using templates to request missing documents and confirm receipt of information
• Create new Loan Assumption Agreements and manage the execution of the Agreements using DocuSign
• Follows through with closing procedures to ensure timely activation of new loan
• Answer Assumptions emails utilizing group email ticketing system
• Answer incoming customer calls and assist them with their needs

Preferred Skills, Knowledge and Abilities

• 0 - 2 years of experience
• Ability to manage multiple tasks/projects and deadlines simultaneously
• Ability to identify and resolve/escalate problems
• Excellent interpersonal, verbal, and written communication skills
• General understanding of the mortgage and consumer finance industry a plus
• Prior work experience in customer service positions is preferred
• Proficient computer skills, especially Microsoft Office applications
• Bilingual Spanish/English required

Compensation: MXN $97.74/HR

Additional Information Regarding Job Duties and Job Descriptions

Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

Additional Information

If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!