Customer Success & Loan Operations Specialist

Accompany Capital; New York (NY); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

3 weeks vacation, increasing to 4 weeks after one year

13 paid holidays

8 sick days

2 personal days

Medical and dental insurance

403(b) Plan with match

Professional development opportunities

Job summary

A Community Development Financial Institution in New York seeks a Customer Success Specialist to manage loan intake processes and provide customer support. The ideal candidate holds a Bachelor’s Degree and has 1-2 years of experience in business lending or development. Responsibilities include managing leads, supporting loan closings, and enhancing customer service. Competitive salary of $65,000-$75,000 with benefits package including vacation and professional development opportunities.

Qualifications

• Minimum of 1-2 years related experience in small business lending or business development.
• Strong oral and written English communication skills; bilingual in Spanish or French is a plus.
• Detail-oriented and organized in a multitasking environment.

Responsibilities

• Manage incoming leads and streamline intake processes.
• Support loan packaging and closing processes.
• Respond to customer inquiries and provide loan product information.

Skills

Small business lending

Customer Relationship Management

Microsoft Excel

Communication skills

Detail-oriented

Education

Bachelor’s Degree in Business Administration or related field

Tools

Salesforce

Job description

A Community Development Financial Institution in New York seeks a Customer Success Specialist to manage loan intake processes and provide customer support. The ideal candidate holds a Bachelor’s Degree and has 1-2 years of experience in business lending or development. Responsibilities include managing leads, supporting loan closings, and enhancing customer service. Competitive salary of $65,000-$75,000 with benefits package including vacation and professional development opportunities.